¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Arabesque Asset Management
London,
United Kingdom
| USD 205 M | +USD 15.3 M | +8% | 2.76% | 122% | 144 | 39.58% | 0.8 |
|
| 4202 |
4202
Ballast Inc
Lexington,
Kentucky
| USD 205 M | -USD 9.8 M | -5% | 5.36% | 71.3% | 111 | 9.91% | 3.3 |
|
| 4203 |
4203
L.M. Kohn & Company
Cincinnati,
Ohio
| USD 204 M | -USD 9.8 M | -5% | 3.88% | 97.9% | 236 | 8.9% | 0.5 |
|
| 4204 |
4204
Davidson Capital Management
Corpus Christi,
Texas
| USD 204 M | -USD 7.72 M | -4% | 2.52% | 79.4% | 87 | 9.2% | 1.6 |
|
| 4205 |
4205
Enzi Wealth
Austin,
Texas
| USD 204 M | – | – | 4.79% | 77% | 70 | – | 0 |
|
| 4206 |
CPFP
4206
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| USD 204 M | -USD 52.6 M | -20% | 5.36% | – | 243 | 27.98% | 1.2 |
|
| 4207 |
4207
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| USD 204 M | -USD 4.65 M | -2% | 2.36% | 83.8% | 99 | 8.08% | 2.5 |
|
| 4208 |
4208
PCJ Investment Counsel
Toronto,
Ontario, Canada
| USD 204 M | +USD 1.65 M | +0.8% | 6.08% | 164% | 90 | 44.44% | 2 |
|
| 4209 |
SEP
4209
Southland Equity Partners
Wildwood,
Missouri
| USD 204 M | -USD 15.5 M | -7% | 4.58% | 66.1% | 170 | 10.59% | 1.4 |
|
| 4210 |
4210
Ramius Advisors
New York
| USD 203 M | +USD 1.62 M | +0.8% | 6.92% | 187% | 340 | 21.18% | 0.2 |
|
| 4211 |
4211
Arjuna Capital
Durham,
North Carolina
| USD 203 M | -USD 3.13 M | -2% | 3.32% | 105% | 103 | 29.13% | 2.3 |
|
| 4212 |
4212
Roberts Wealth Advisors
Palo Alto,
California
| USD 203 M | -USD 26.1 M | -11% | 5.53% | 81.1% | 88 | 14.77% | 0.9 |
|
| 4213 |
4213
General Pension Society PZU Joint Stock
Warsaw,
Poland
| USD 203 M | -USD 20.7 M | -9% | 7.75% | 116% | 19 | 0% | 6 |
|
| 4214 |
4214
Mokosak Advisory Group
Urbandale,
Iowa
| USD 203 M | -USD 6.42 M | -3% | 4.88% | 59.2% | 24 | 12.5% | 2.8 |
|
| 4215 |
4215
Black Swift Group
Boulder,
Colorado
| USD 203 M | -USD 12.2 M | -6% | 2.46% | 139% | 88 | 47.73% | 0.9 |
|
| 4216 |
4216
MSH Capital Advisors
Scottsdale,
Arizona
| USD 203 M | -USD 12.2 M | -6% | 5.56% | 66.5% | 197 | 7.11% | 0.7 |
|
| 4217 |
ECG
4217
EPIQ Capital Group
San Francisco,
California
| USD 203 M | -USD 51.8 M | -20% | 14.2% | 6.25% | 48 | 10.42% | 2 |
|
| 4218 |
IBOK
4218
Independence Bank of Kentucky
Owensboro,
Kentucky
| USD 203 M | -USD 20.3 M | -9% | 5.73% | 94.3% | 437 | 8.01% | 3.3 |
|
| 4219 |
4219
Stolper & Co
Tulsa,
Oklahoma
| USD 203 M | -USD 10.2 M | -5% | 6.93% | 77.1% | 84 | 5.95% | 2.1 |
|
| 4220 |
4220
Revolution Growth Management Company
Washington,
District of Columbia
| USD 203 M | +USD 42.8 M | +27% | 36.4% | 23.5% | 4 | 0% | 1.1 |
|
| 4221 |
LJHT
4221
Laurie J. Hall Trustee
| USD 203 M | -USD 11 M | -5% | 5.15% | 105% | 328 | 4.27% | 5.4 |
|
| 4222 |
HCA
4222
Hyperion Capital Advisors
New York
| USD 203 M | -USD 11.4 M | -5% | 1.56% | 86.1% | 59 | 6.78% | 1.9 |
|
| 4223 |
4223
Independent Family Office
Albany,
New York
| USD 203 M | +USD 185 k | +0.1% | 3.77% | 68.4% | 72 | 15.28% | 1.8 |
|
| 4224 |
4224
Engine No 1 LLC
San Francisco,
California
| USD 203 M | -USD 24.2 M | -11% | 6.05% | 536% | 20 | 50% | 0.6 |
|
| 4225 |
4225
State of Wyoming
Cheyenne,
Wyoming
| USD 203 M | +USD 41.1 M | +25% | 2.66% | 135% | 2,125 | 40.14% | 0.7 |
|