¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Mountain Capital Investment Advisors
Westminster,
Colorado
| USD 155 M | -USD 63.4 M | -29% | 7.16% | 70.1% | 116 | 70.69% | 0.4 |
|
| 4277 |
4277
Paulson Wealth Management
Wheaton,
Illinois
| USD 155 M | +USD 12 M | +8% | 6.35% | 62.6% | 91 | 14.29% | 2 |
|
| 4278 |
4278
Howard Financial Services
Dallas,
Texas
| USD 155 M | +USD 14 M | +10% | 7.4% | 55.9% | 124 | 12.1% | 1.1 |
|
| 4279 |
4279
Cowbird Capital
New York
| USD 155 M | +USD 25.4 M | +20% | 28.9% | 21.3% | 10 | 20% | 0.7 |
|
| 4280 |
4280
Stolper & Co
Tulsa,
Oklahoma
| USD 155 M | +USD 1.58 M | +1% | 7.52% | 77.1% | 91 | 14.29% | 0.4 |
|
| 4281 |
LM
4281
Lasry Marc
| USD 155 M | +USD 2.46 M | +2% | 0.41% | 14.8% | 6 | 33.33% | 2.2 |
|
| 4282 |
4282
Israel Discount Bank of New York
New York
| USD 154 M | +USD 7.46 M | +5% | 6.4% | 40.8% | 90 | 8.89% | 2.9 |
|
| 4283 |
4283
NovaPoint Capital
Atlanta,
Georgia
| USD 154 M | +USD 20 M | +15% | 8.21% | 94% | 107 | 24.3% | 0.6 |
|
| 4284 |
4284
Abbot Financial Management
Andover,
Massachusetts
| USD 154 M | +USD 8.76 M | +6% | 8.2% | 116% | 135 | 8.89% | 2.4 |
|
| 4285 |
4285
TRV GP II
Boston,
Massachusetts
| USD 154 M | +USD 18.8 M | +14% | 14.1% | 20.8% | 3 | 0% | 2 |
|
| 4286 |
VST
4286
Van Strum & Towne
San Francisco,
California
| USD 154 M | +USD 10.5 M | +7% | 5.2% | 72.3% | 86 | 13.95% | 4.2 |
|
| 4287 |
4287
Progeny 3 Inc
Kirkland,
Washington
| USD 154 M | +USD 6.71 M | +5% | 4.84% | 96.8% | 26 | 11.54% | 0.9 |
|
| 4288 |
CAM
4288
Crown Advisors Management
Larkspur,
California
| USD 154 M | +USD 7.63 M | +5% | 19.4% | 251% | 47 | 23.4% | 1.2 |
|
| 4289 |
4289
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 154 M | +USD 16.9 M | +12% | 11.2% | 135% | 167 | 10.18% | 1.7 |
|
| 4290 |
4290
Innealta Capital
Austin,
Texas
| USD 154 M | +USD 7.79 M | +5% | 6.18% | 69.8% | 55 | 30.91% | 0.9 |
|
| 4291 |
4291
Graybill Wealth Management
Elmhurst,
Illinois
| USD 154 M | +USD 17.6 M | +13% | 9.87% | – | 54 | 1.85% | 3.7 |
|
| 4292 |
4292
Tealwood Asset Management
Minneapolis,
Minnesota
| USD 153 M | +USD 3.02 M | +2% | 6.6% | 128% | 94 | 8.51% | 2.3 |
|
| 4293 |
4293
Bandera Partners
New York
| USD 153 M | +USD 8.93 M | +6% | 17.4% | 54.7% | 17 | 11.76% | 3 |
|
| 4294 |
4294
Reliant Wealth Planning
Louisville,
Kentucky
| USD 153 M | -USD 7.89 M | -5% | 6.84% | 46.6% | 9 | 33.33% | 0.5 |
|
| 4295 |
4295
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 153 M | -USD 4.43 M | -3% | 9.15% | 107% | 47 | 23.4% | 1.4 |
|
| 4296 |
GAMC
4296
Garner Asset Management Corp
Plano,
Texas
| USD 153 M | +USD 18.9 M | +14% | 10.4% | 103% | 158 | 10.13% | 2.5 |
|
| 4297 |
4297
LCNB Corp
Lebanon,
Ohio
| USD 153 M | +USD 4.95 M | +3% | 7.94% | 83.1% | 145 | 6.9% | 2.7 |
|
| 4298 |
4298
Roman Butler Fullerton & Co
St Louis,
Missouri
| USD 153 M | +USD 12.7 M | +9% | 10.7% | 134% | 162 | 14.2% | 1.3 |
|
| 4299 |
4299
Nationwide Asset Management
Columbus,
Ohio
| USD 153 M | -USD 5.94 M | -4% | 2.29% | 8.56% | 10 | 0% | 0.6 |
|
| 4300 |
4300
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 153 M | +USD 4.86 M | +3% | 8.77% | 94.5% | 97 | 14.43% | 1 |
|