¡Ya estamos en !
Descubre más
Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Sequent Asset Management
Houston,
Texas
| USD 137 M | -USD 1.99 M | -1% | 1.02% | 51.3% | 54 | 3.7% | 3.6 |
|
| 4152 |
4152
GS Investments
Minneapolis,
Minnesota
| USD 137 M | +USD 14.3 M | +12% | 0.89% | 94.1% | 120 | 3.33% | 1.9 |
|
| 4153 |
4153
Davis Rea
Toronto,
Ontario, Canada
| USD 137 M | -USD 37.2 M | -21% | 3.58% | 66.9% | 58 | 25.86% | 3.8 |
|
| 4154 |
SCM
4154
Smith Capital Management
Little Rock,
Arkansas
| USD 136 M | +USD 29 k | +0% | 0.65% | – | 83 | 4.82% | 0.7 |
|
| 4155 |
4155
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 136 M | +USD 986 k | +0.7% | 1.77% | 172% | 38 | 28.95% | 2.3 |
|
| 4156 |
4156
Poehling Capital Management
Madison,
Wisconsin
| USD 136 M | -USD 12.9 M | -9% | 0.18% | 83% | 110 | 16.36% | 1.4 |
|
| 4157 |
4157
Israel Discount Bank of New York
New York
| USD 136 M | +USD 4.39 M | +3% | 1.04% | 40.8% | 85 | 8.24% | 2.5 |
|
| 4158 |
4158
Narus Financial Partners
Salt Lake City,
Utah
| USD 136 M | +USD 6.98 M | +5% | 5.77% | 85.3% | 74 | 8.11% | 2 |
|
| 4159 |
4159
Marshall & Sullivan
Seattle,
Washington
| USD 136 M | -USD 5.36 M | -4% | 0.34% | 82% | 41 | 7.32% | 4 |
|
| 4160 |
4160
Selway Asset Management
| USD 136 M | -USD 12.9 M | -9% | 2.48% | 36.5% | 73 | 8.22% | 3.5 |
|
| 4161 |
4161
Anson Funds Management
Dallas,
Texas
| USD 136 M | -USD 70.3 M | -34% | 8.42% | 2,010% | 54 | 64.81% | 0.4 |
|
| 4162 |
4162
Madrona Financial Services
Everett,
Washington
| USD 136 M | +USD 28.4 M | +26% | 0.94% | 85.1% | 59 | 13.56% | 1.9 |
|
| 4163 |
MF
4163
Madrona Funds
Everett,
Washington
| USD 136 M | – | – | 0.94% | – | 58 | – | 0 |
|
| 4164 |
4164
NKCFO LLC
Geneva,
Illinois
| USD 136 M | +USD 2.89 M | +2% | 2.61% | 211% | 118 | 37.29% | 0.5 |
|
| 4165 |
4165
Black Diamond Financial
Towson,
Maryland
| USD 136 M | +USD 18.3 M | +16% | 0.06% | 61% | 72 | 22.22% | 0.6 |
|
| 4166 |
4166
Emerson Wealth
Bloomfield Hills,
Michigan
| USD 136 M | -USD 311 k | -0.2% | 0.66% | 18.1% | 23 | 4.35% | 0.6 |
|
| 4167 |
4167
Colton Groome Financial Advisors
Asheville,
North Carolina
| USD 135 M | +USD 10.5 M | +8% | 0.78% | 65.8% | 65 | 35.38% | 0.2 |
|
| 4168 |
4168
Orleans Capital Management
Mandeville,
Louisiana
| USD 135 M | +USD 2.2 M | +2% | 3.55% | 94.6% | 86 | 10.47% | 3.5 |
|
| 4169 |
4169
AllSquare Wealth Management
Albany,
New York
| USD 135 M | +USD 872 k | +0.6% | 0.3% | 62.4% | 488 | 7.79% | 2.2 |
|
| 4170 |
4170
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 135 M | +USD 1.87 M | +1% | 2.12% | 98.6% | 132 | 6.06% | 1.9 |
|
| 4171 |
4171
West Branch Capital
Amherst,
Massachusetts
| USD 135 M | +USD 13.8 M | +11% | 1.44% | 156% | 105 | 27.62% | 1.1 |
|
| 4172 |
4172
Searcy Financial Services
Overland Park,
Kansas
| USD 135 M | +USD 7.59 M | +6% | 2.15% | 60.2% | 16 | 6.25% | 0.6 |
|
| 4173 |
4173
United Bank (Georgia)
Zebulon,
Georgia
| USD 135 M | +USD 7.04 M | +6% | 2.38% | 81.2% | 82 | 13.41% | 2.1 |
|
| 4174 |
PC
4174
Premise Capital
Naperville,
Illinois
| USD 135 M | -USD 32.2 M | -19% | 0.25% | 43% | 19 | 21.05% | 1.9 |
|
| 4175 |
4175
Corrigan Financial
Middletown,
Rhode Island
| USD 135 M | -USD 159 k | -0.1% | 0.09% | 9.54% | 67 | 2.99% | 2.4 |
|