¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
RM
4226
Rudius Management
New York
| USD 236 M | +USD 17.5 M | +8% | 5.77% | 8.92% | 5 | 0% | 0.6 |
|
| 4227 |
CA
4227
Continental Advisors
Park City,
Utah
| USD 236 M | +USD 18.7 M | +9% | 1.24% | 73.6% | 67 | 19.4% | 4 |
|
| 4228 |
4228
BCS Wealth Management
Johnson City,
Tennessee
| USD 236 M | +USD 47.5 M | +25% | 0.79% | 46.7% | 181 | 19.89% | 1.1 |
|
| 4229 |
4229
IAM Advisory
Easton,
Pennsylvania
| USD 236 M | -USD 524 M | -69% | 0.8% | 74.5% | 114 | 100% | 0 |
|
| 4230 |
AWAM
4230
Appian Way Asset Management
New York
| USD 236 M | +USD 85.6 M | +57% | 1.53% | 49.4% | 63 | 61.9% | 0.2 |
|
| 4231 |
SC
4231
Serenity Capital
Palo Alto,
California
| USD 236 M | +USD 42.9 M | +22% | 0.02% | – | 4 | 25% | 2.7 |
|
| 4232 |
4232
Collaborative Holdings Management
New York
| USD 235 M | +USD 28.2 M | +14% | 26.5% | 591% | 24 | 54.17% | 0.3 |
|
| 4233 |
4233
Sage Capital Advisors
Sioux Falls,
South Dakota
| USD 235 M | -USD 10.1 M | -4% | 2.35% | 105% | 116 | 13.79% | 2.2 |
|
| 4234 |
4234
ValueWorks
New York
| USD 235 M | +USD 2.84 M | +1% | 4.03% | 190% | 34 | 0% | 3.2 |
|
| 4235 |
4235
NIA Impact Advisors
Berkeley,
California
| USD 235 M | +USD 29.5 M | +14% | 0.05% | – | 58 | 8.62% | 0.7 |
|
| 4236 |
4236
Compton Financial Group
Towson,
Maryland
| USD 235 M | -USD 258 k | -0.1% | 0.58% | 37.7% | 31 | 16.13% | 0.7 |
|
| 4237 |
4237
Fluent Financial
Dallas,
Texas
| USD 234 M | +USD 1.44 M | +0.6% | 1.98% | 46.9% | 62 | 9.68% | 1.2 |
|
| 4238 |
4238
Phoenician Capital
New York
| USD 234 M | +USD 7.57 M | +3% | 2.2% | 41.1% | 14 | 0% | 1.2 |
|
| 4239 |
4239
Studio Investment Management
Chicago,
Illinois
| USD 234 M | – | – | 0.29% | 51.3% | 105 | – | 0 |
|
| 4240 |
4240
S.R. Schill & Associates
Mercer Island,
Washington
| USD 234 M | -USD 18.8 M | -7% | 3.48% | 42.7% | 97 | 17.53% | 2.7 |
|
| 4241 |
4241
Brightlight Capital Management
Westport,
Connecticut
| USD 233 M | -USD 45.4 M | -16% | 11.7% | 202% | 15 | 33.33% | 1.3 |
|
| 4242 |
4242
Ameraudi Asset Management
New York
| USD 233 M | -USD 1.18 M | -0.5% | 1.74% | 47.1% | 48 | 8.33% | 1.1 |
|
| 4243 |
4243
Catalyst Private Wealth
San Mateo,
California
| USD 233 M | +USD 52.6 M | +29% | 28% | 120% | 74 | 12.16% | 0.8 |
|
| 4244 |
4244
PhiloSmith Capital
Stamford,
Connecticut
| USD 233 M | +USD 6.49 M | +3% | 2.6% | 47% | 30 | 0% | 3.9 |
|
| 4245 |
DI
4245
DAGCO Inc
Westlake,
Ohio
| USD 233 M | +USD 8.08 M | +4% | 0.03% | 75% | 107 | 1.87% | 2.1 |
|
| 4246 |
KMWM
4246
Keudell/Morrison Wealth Management
Salem,
Oregon
| USD 233 M | +USD 50.6 M | +28% | 0.77% | – | 188 | 15.96% | 1.7 |
|
| 4247 |
QCI
4247
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 233 M | -USD 18.9 M | -7% | 5.57% | 107% | 23 | 17.39% | 2.7 |
|
| 4248 |
4248
Veracity Capital
Atlanta,
Georgia
| USD 233 M | -USD 198 M | -46% | 1.18% | 149% | 286 | 20.28% | 1 |
|
| 4249 |
4249
Taylor Hoffman Wealth Management
Richmond,
Virginia
| USD 233 M | +USD 1.01 M | +0.4% | 1.02% | 47.8% | 135 | 7.41% | 2.8 |
|
| 4250 |
4250
TNF
Billings,
Montana
| USD 233 M | – | – | 0.91% | 21.3% | 131 | – | 0 |
|