¡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 |
4226
Channel Wealth
Santa Barbara,
California
| USD 374 M | +USD 20.2 M | +6% | 6.83% | 59.3% | 191 | 17.28% | 1.7 |
|
| 4227 |
4227
Patient Square Capital
Menlo Park,
California
| USD 374 M | +USD 96.5 M | +35% | 79.9% | 329% | 27 | 40.74% | 0.6 |
|
| 4228 |
4228
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| USD 374 M | +USD 21.1 M | +6% | 6.88% | 74% | 78 | 2.56% | 7.4 |
|
| 4229 |
4229
TSP Capital Management Group
Summit,
New Jersey
| USD 374 M | +USD 55.1 M | +17% | 24.4% | 186% | 44 | 100% | 5.7 |
|
| 4230 |
KLCM
4230
KG&L Capital Management
Saint Francisville,
Louisiana
| USD 374 M | +USD 34.9 M | +10% | 8.47% | 91.9% | 228 | 24.12% | 2.8 |
|
| 4231 |
MM
4231
Meridian Management
Little Rock,
Arkansas
| USD 374 M | +USD 7.81 M | +2% | 4.76% | 57.8% | 83 | 10.84% | 6.1 |
|
| 4232 |
4232
BankPlus Trust Department
Jackson,
Mississippi
| USD 374 M | +USD 35.7 M | +11% | 6.95% | – | 470 | 10.21% | 0.7 |
|
| 4233 |
4233
Running Point Capital Advisors
El Segundo,
California
| USD 373 M | +USD 10.9 M | +3% | 4.99% | 52.1% | 199 | 11.06% | 2.6 |
|
| 4234 |
WA
4234
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 373 M | +USD 33.2 M | +10% | 11.9% | 125% | 279 | 9.32% | 6.1 |
|
| 4235 |
4235
PYA Waltman Capital
Knoxville,
Tennessee
| USD 373 M | +USD 25.8 M | +7% | 5.86% | 62.4% | 81 | 7.41% | 3.2 |
|
| 4236 |
4236
MSH Capital Advisors
Scottsdale,
Arizona
| USD 373 M | +USD 26 M | +7% | 6.28% | 66.5% | 255 | 9.8% | 2.5 |
|
| 4237 |
4237
Gradient Capital Advisors
San Diego,
California
| USD 373 M | +USD 34.6 M | +10% | 8.41% | 78.5% | 171 | 7.6% | 4.5 |
|
| 4238 |
4238
First Washington Corp
Seattle,
Washington
| USD 373 M | +USD 62.8 M | +20% | 9.97% | 142% | 57 | 8.77% | 4.5 |
|
| 4239 |
4239
Triumph Capital Management
Denver,
Colorado
| USD 373 M | +USD 39.7 M | +12% | 5.84% | 55.5% | 342 | 23.1% | 1.4 |
|
| 4240 |
4240
Princeton Capital Management
Red Bank,
New Jersey
| USD 373 M | +USD 35.9 M | +11% | 12.6% | 206% | 142 | 12.68% | 3.8 |
|
| 4241 |
4241
Roman Butler Fullerton & Co
St Louis,
Missouri
| USD 373 M | +USD 33.4 M | +10% | 8.85% | 134% | 273 | 17.22% | 3.2 |
|
| 4242 |
4242
Promethos Capital
Boston,
Massachusetts
| USD 373 M | +USD 76.3 M | +26% | 3.35% | – | 49 | 28.57% | 1.3 |
|
| 4243 |
4243
Plan Group Financial
Oklahoma City,
Oklahoma
| USD 372 M | +USD 68.4 M | +22% | 6.45% | 63.4% | 193 | 21.76% | 1.1 |
|
| 4244 |
4244
Access Investment Management
Atlanta,
Georgia
| USD 372 M | +USD 20.9 M | +6% | 7.66% | – | 185 | 15.14% | 0.9 |
|
| 4245 |
4245
BridgePort Financial Solutions
Fairfield,
Iowa
| USD 372 M | +USD 71.2 M | +24% | 7.31% | – | 247 | 24.7% | 0.5 |
|
| 4246 |
4246
Fortitude Family Office
Scottsdale,
Arizona
| USD 372 M | +USD 67.2 M | +22% | 7.31% | 81.1% | 2,170 | 15.62% | 0.8 |
|
| 4247 |
4247
Highline Wealth Partners
Sherman Oaks,
California
| USD 372 M | +USD 33.8 M | +10% | 8.15% | 93.8% | 1,140 | 27.11% | 1.2 |
|
| 4248 |
CSWG
4248
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| USD 372 M | +USD 25.2 M | +7% | 7.5% | 76% | 64 | 12.5% | 3.9 |
|
| 4249 |
PI
4249
Pennant Investors
Summit,
New Jersey
| USD 372 M | +USD 37.4 M | +11% | 42% | 372% | 16 | 6.25% | 3 |
|
| 4250 |
QCI
4250
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 372 M | +USD 44.1 M | +13% | 31.9% | 107% | 21 | 19.05% | 2.4 |
|