¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
BC
4301
Breakline Capital
New York
| USD 112 M | -USD 19 M | -15% | 15.1% | – | 43 | 69.77% | 0.3 |
|
| 4302 |
EFL
4302
ERn Financial LLC
Middleton,
Wisconsin
| USD 111 M | – | – | 7.74% | 55.9% | 60 | – | 0 |
|
| 4303 |
4303
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 111 M | -USD 33.8 M | -23% | 18.8% | 172% | 35 | 31.43% | 2.1 |
|
| 4304 |
BCM
4304
BBT Capital Management
Fort Worth,
Texas
| USD 111 M | -USD 161 M | -59% | 19.3% | 31.4% | 317 | 91.17% | 0.1 |
|
| 4305 |
4305
Mangham Associates
Charlottesville,
Virginia
| USD 111 M | -USD 11.9 M | -10% | 13.7% | 24.4% | 4 | 0% | 1 |
|
| 4306 |
SIA
4306
Strategic Investment Advisors
Farmington Hills,
Michigan
| USD 111 M | – | – | 9.25% | 66.1% | 111 | – | 0 |
|
| 4307 |
4307
JFG Wealth Management
Denver,
Colorado
| USD 111 M | – | – | 23.7% | 65.2% | 27 | – | 0 |
|
| 4308 |
4308
Rice Partnership
Honolulu,
Hawaii
| USD 111 M | -USD 47.3 M | -30% | 12.3% | 123% | 82 | 28.05% | 0.8 |
|
| 4309 |
4309
Marlowe Partners
New York
| USD 111 M | -USD 28 M | -20% | 21.9% | 16.3% | 11 | 54.55% | 0.8 |
|
| 4310 |
4310
O'Keefe Stevens Advisory
Rochester,
New York
| USD 111 M | -USD 30.2 M | -21% | 18% | 208% | 41 | 4.88% | 1.1 |
|
| 4311 |
WPSG
4311
Wealth & Pension Services Group
Atlanta,
Georgia
| USD 111 M | +USD 11.4 M | +11% | 11.2% | – | 111 | 41.44% | 0.2 |
|
| 4312 |
4312
Caldera Capital
Dallas,
Texas
| USD 111 M | -USD 35.2 M | -24% | 14.2% | 84.5% | 22 | 45.45% | 0.6 |
|
| 4313 |
4313
Half Sky Capital (UK)
London,
United Kingdom
| USD 111 M | – | – | 12.9% | 13% | 8 | – | 0 |
|
| 4314 |
GBA
4314
Garrison Bradford & Associates
New York
| USD 111 M | -USD 13.5 M | -11% | 12.1% | 63.5% | 84 | 10.71% | 3.5 |
|
| 4315 |
4315
AlphaSimPlex Group
Boston,
Massachusetts
| USD 111 M | -USD 91.5 M | -45% | 14.7% | 35.5% | 92 | 17.39% | 0.6 |
|
| 4316 |
AIS
4316
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| USD 110 M | -USD 33.9 M | -24% | 8.88% | 6.74% | 410 | 18.54% | 2.2 |
|
| 4317 |
WC
4317
Weil Company
San Diego,
California
| USD 110 M | -USD 10.7 M | -9% | 11.3% | 71.7% | 110 | 18.18% | 0.8 |
|
| 4318 |
4318
Delphi Management
Brookline,
Massachusetts
| USD 110 M | -USD 45.3 M | -29% | 15.1% | 111% | 97 | 22.68% | 2.2 |
|
| 4319 |
4319
G&S Capital
Denver,
Colorado
| USD 110 M | -USD 34.4 M | -24% | 5.12% | 85.6% | 266 | 41.35% | 0.7 |
|
| 4320 |
4320
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| USD 110 M | -USD 56.3 M | -34% | 8.85% | 84.3% | 866 | 87.88% | 0.7 |
|
| 4321 |
SC
4321
Spindletop Capital
Chappaqua,
New York
| USD 110 M | -USD 24 M | -18% | 20.4% | – | 12 | 25% | 3 |
|
| 4322 |
IBOK
4322
Independence Bank of Kentucky
Owensboro,
Kentucky
| USD 110 M | -USD 17.1 M | -13% | 10.6% | 80.6% | 408 | 12.5% | 0.8 |
|
| 4323 |
4323
Profit Investment Management
North Bethesda,
Maryland
| USD 110 M | -USD 24.3 M | -18% | 16.3% | 101% | 73 | 8.22% | 4.1 |
|
| 4324 |
4324
Abingworth
London,
United Kingdom
| USD 110 M | -USD 58.1 M | -35% | 32.7% | 187% | 17 | 11.76% | 2.3 |
|
| 4325 |
AC
4325
AMS Capital
Sao Paulo,
Brazil
| USD 110 M | -USD 11.4 M | -9% | 5.13% | 63.1% | 54 | 85.19% | 0.3 |
|