¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Townsend & Associates
Westminster,
Colorado
| USD 131 M | +USD 32 M | +32% | 4.06% | 58% | 79 | 8.86% | 1.2 |
|
| 4252 |
MFGP
4252
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| USD 131 M | +USD 8.8 M | +7% | 2.9% | 65.5% | 51 | 5.88% | 0.5 |
|
| 4253 |
MI
4253
Moneywise Inc
Forest,
Virginia
| USD 131 M | +USD 14.2 M | +12% | 2.42% | 60.8% | 45 | 22.22% | 2 |
|
| 4254 |
APG
4254
Andrew P. Goldfarb
| USD 131 M | -USD 152 M | -54% | 15.8% | – | 3 | 33.33% | 0.5 |
|
| 4255 |
AIM
4255
Advantage Investment Management
Cedar Rapids,
Iowa
| USD 131 M | +USD 3.55 M | +3% | 3.29% | 28.6% | 996 | 11.35% | 2.7 |
|
| 4256 |
ILM
4256
Indigo Latam Management
Phoenix,
Arizona
| USD 131 M | +USD 12 M | +10% | 10.1% | 39.3% | 1 | 0% | 5.5 |
|
| 4257 |
4257
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 131 M | +USD 13.4 M | +11% | 1.85% | 34.2% | 58 | 6.9% | 1.5 |
|
| 4258 |
SL
4258
SIB LLC
New York,
New York
| USD 131 M | -USD 4.44 M | -3% | 2.12% | 29.2% | 24 | 0% | 5.5 |
|
| 4259 |
PK
4259
Pflug Koory
Omaha,
Nebraska
| USD 131 M | +USD 2.75 M | +2% | 4.32% | – | 433 | 7.62% | 2.1 |
|
| 4260 |
4260
Stelac Advisory Services
New York
| USD 131 M | -USD 77.1 M | -37% | 1.75% | 84.9% | 133 | 51.13% | 2.3 |
|
| 4261 |
EWG
4261
Executive Wealth Group
Kirkland,
Washington
| USD 130 M | +USD 2.14 M | +2% | 1.96% | 14.9% | 37 | 2.7% | 1.3 |
|
| 4262 |
4262
Gradient Capital Advisors
San Diego,
California
| USD 130 M | +USD 4.75 M | +4% | 2.78% | 78.5% | 90 | 5.56% | 1.3 |
|
| 4263 |
4263
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 130 M | +USD 8.42 M | +7% | 7.4% | 68.7% | 24 | 0% | 4.4 |
|
| 4264 |
4264
Wolff Financial Management
Kalamazoo,
Michigan
| USD 130 M | +USD 9.46 M | +8% | 2.01% | 56.7% | 82 | 4.88% | 0.5 |
|
| 4265 |
PAPAIJV
4265
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| USD 130 M | +USD 23.8 M | +22% | 4.44% | 168% | 37 | 51.35% | 1.5 |
|
| 4266 |
4266
Rings Capital Management
Chicago,
Illinois
| USD 130 M | +USD 17.9 M | +16% | 7.26% | 40.9% | 6 | 16.67% | 0.4 |
|
| 4267 |
4267
Capital Asset Advisory Services
Williamston,
Michigan
| USD 130 M | +USD 52.5 M | +68% | 2.51% | 56.8% | 116 | 44.83% | 1.4 |
|
| 4268 |
4268
Caprin Asset Management
Henrico,
Virginia
| USD 130 M | +USD 578 k | +0.4% | 1.41% | 7.87% | 18 | 0% | 2.7 |
|
| 4269 |
4269
Drexel Morgan & Co
Radnor,
Pennsylvania
| USD 130 M | +USD 17 M | +15% | 3.47% | 50.1% | 93 | 5.38% | 4.2 |
|
| 4270 |
4270
Lavaca Capital
Houston,
Texas
| USD 130 M | +USD 12.4 M | +11% | 1.89% | 46.5% | 410 | 81.22% | 0.4 |
|
| 4271 |
4271
ASA Gold & Precious Metals
Portland,
Maine
| USD 130 M | -USD 12 M | -8% | 12.6% | 7.34% | 18 | 22.22% | 3.6 |
|
| 4272 |
4272
RBA Wealth Management
Newport Beach,
California
| USD 130 M | +USD 1.16 M | +0.9% | 3.18% | 91% | 94 | 21.28% | 0.2 |
|
| 4273 |
TI
4273
Telemetry Investments
New York
| USD 129 M | -USD 67.4 M | -34% | 4.19% | 77.4% | 130 | 61.54% | 0.7 |
|
| 4274 |
GAMC
4274
Garner Asset Management Corp
Plano,
Texas
| USD 129 M | +USD 4.41 M | +4% | 2.54% | 103% | 145 | 6.9% | 1.7 |
|
| 4275 |
4275
Foothills Asset Management
Scottsdale,
Arizona
| USD 129 M | +USD 110 k | +0.1% | 2.57% | 8.84% | 69 | 10.14% | 2.9 |
|