¡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
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 239 M | +USD 8.74 M | +4% | 5.65% | 104% | 300 | 5.67% | 5.5 |
|
| 4252 |
XS
4252
XR Securities
Chicago,
Illinois
| USD 239 M | -USD 1514 M | -86% | 11% | 17% | 607 | 54.7% | 0.5 |
|
| 4253 |
4253
Castellan Group
Louisville,
Kentucky
| USD 238 M | +USD 51.3 M | +27% | 14.6% | 184% | 83 | 24.1% | 0.4 |
|
| 4254 |
4254
Founders Fund IV Management
San Francisco,
California
| USD 238 M | -USD 104 M | -30% | 21.1% | – | 3 | 66.67% | 0.1 |
|
| 4255 |
4255
Fulcrum Asset Management
London,
United Kingdom
| USD 238 M | +USD 82.5 M | +53% | 7.91% | – | 154 | 0% | 0.2 |
|
| 4256 |
SL
4256
SOF Ltd
George Town,
Cayman Islands
| USD 238 M | +USD 8.71 M | +4% | 3.79% | 42.3% | 1 | 0% | 4.5 |
|
| 4257 |
4257
Precept Management
Dallas,
Texas
| USD 238 M | +USD 91.4 M | +62% | 13.4% | 110% | 85 | 58.82% | 0.7 |
|
| 4258 |
4258
Mokosak Advisory Group
Urbandale,
Iowa
| USD 238 M | +USD 15.1 M | +7% | 6.23% | 59.2% | 22 | 4.55% | 1.9 |
|
| 4259 |
4259
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 238 M | +USD 16 M | +7% | 7.21% | 87.2% | 76 | 3.95% | 4.8 |
|
| 4260 |
4260
Harvest Investment Services
Oakbrook Terrace,
Illinois
| USD 238 M | +USD 15.9 M | +7% | 6.98% | 281% | 316 | 30.38% | 0.9 |
|
| 4261 |
4261
Oak Asset Management
Westlake Village,
California
| USD 238 M | +USD 52.3 M | +28% | 6.2% | 91.8% | 97 | 51.55% | 1.6 |
|
| 4262 |
4262
Modus Advisors
Excelsior,
Minnesota
| USD 238 M | +USD 21.9 M | +10% | 7.34% | 99.2% | 269 | 64.31% | 0.4 |
|
| 4263 |
4263
Verde Capital Management
Clarkston,
Michigan
| USD 238 M | +USD 10.6 M | +5% | 5.33% | 80.3% | 41 | 9.76% | 1 |
|
| 4264 |
4264
Level Four Financial
Dallas,
Texas
| USD 237 M | +USD 21.5 M | +10% | 8.5% | – | 357 | 29.69% | 0.4 |
|
| 4265 |
4265
Ballast Inc
Lexington,
Kentucky
| USD 237 M | +USD 29.2 M | +14% | 6.03% | 71.3% | 96 | 8.33% | 2.6 |
|
| 4266 |
4266
American Securities
New York
| USD 237 M | -USD 1.62 M | -0.7% | 0.68% | – | 1 | 0% | 4.5 |
|
| 4267 |
4267
High Probability Advisors
Pittsford,
New York
| USD 237 M | +USD 47 M | +25% | 6.18% | 52.6% | 40 | 17.5% | 0.4 |
|
| 4268 |
4268
Stone House Capital Management
Bay Harbor Islands,
Florida
| USD 237 M | +USD 105 M | +80% | 0.95% | 151% | 4 | 75% | 0.4 |
|
| 4269 |
4269
Ballast Advisors
Woodbury,
Minnesota
| USD 236 M | +USD 19.7 M | +9% | 7.16% | 73.9% | 181 | 4.97% | 1.3 |
|
| 4270 |
4270
Navalign LLC
Encino,
California
| USD 236 M | +USD 10 M | +4% | 6.48% | 58.7% | 129 | 9.3% | 0.2 |
|
| 4271 |
4271
Affiance Financial
St. Louis Park,
Minnesota
| USD 236 M | +USD 11.5 M | +5% | 5.71% | 57.8% | 159 | 3.77% | 2.9 |
|
| 4272 |
4272
EPG Wealth Management
Atlanta,
Georgia
| USD 236 M | +USD 30.1 M | +15% | 6.97% | 108% | 213 | 13.15% | 0.9 |
|
| 4273 |
4273
Ativo Capital Management
Chicago,
Illinois
| USD 236 M | +USD 38 k | +0% | 8.59% | 63.2% | 140 | 15% | 2.5 |
|
| 4274 |
4274
Copperwynd Financial
Scottsdale,
Arizona
| USD 236 M | +USD 13.1 M | +6% | 8.97% | 90% | 129 | 17.05% | 2.1 |
|
| 4275 |
4275
Fourthstone LLC
St Louis,
Missouri
| USD 235 M | +USD 34 M | +17% | 4.54% | 93.6% | 73 | 58.9% | 0.4 |
|