¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Hanseatic Management Services
Albuquerque,
New Mexico
| USD 104 M | +USD 4.95 M | +5% | 9.84% | – | 510 | 30.39% | 0.8 |
|
| 4327 |
4327
Burford Capital Investment Management
Chicago,
Illinois
| USD 104 M | +USD 5.3 M | +5% | 2.31% | 46.3% | 4 | 0% | 0.3 |
|
| 4328 |
4328
Titus Wealth Management
Larskpur,
California
| USD 104 M | +USD 15.4 M | +17% | 1.5% | 26.6% | 100 | 42% | 0.2 |
|
| 4329 |
4329
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| USD 104 M | +USD 46.4 M | +81% | 0.94% | 52.3% | 35 | 20% | 0.9 |
|
| 4330 |
LFGH
4330
Lee Financial Group Hawaii
Honolulu,
Hawaii
| USD 104 M | -USD 3.85 M | -4% | 0.3% | 12.9% | 37 | 24.32% | 0.2 |
|
| 4331 |
4331
Mad River Investors
Boston,
Massachusetts
| USD 104 M | +USD 12.4 M | +14% | 7.08% | 225% | 29 | 20.69% | 2.2 |
|
| 4332 |
4332
Gator Capital Management
Tampa,
Florida
| USD 104 M | -USD 562 k | -0.5% | 0.76% | 245% | 126 | 44.44% | 0.8 |
|
| 4333 |
4333
Sand Hill Global Advisors
Palo Alto,
California
| USD 104 M | -USD 902 M | -90% | 1.05% | 58.6% | 112 | 33.04% | 2.6 |
|
| 4334 |
4334
Sequoia Wealth Management
Hoffman Estates,
Illinois
| USD 104 M | -USD 7.2 M | -7% | 1.48% | – | 65 | 23.08% | 0.2 |
|
| 4335 |
4335
Lucas Capital Management
Red Bank,
New Jersey
| USD 103 M | -USD 12.1 M | -10% | 2.85% | 44.5% | 115 | 20.87% | 3.1 |
|
| 4336 |
4336
Aries Wealth Management
Portland,
Maine
| USD 103 M | -USD 5.38 M | -5% | 2.12% | 87.7% | 139 | 12.95% | 0.2 |
|
| 4337 |
4337
Millrace Asset Group
Berwyn,
Pennsylvania
| USD 103 M | -USD 950 k | -0.9% | 13% | 113% | 83 | 49.4% | 0.8 |
|
| 4338 |
4338
Field & Main Bank
Henderson,
Kentucky
| USD 103 M | -USD 1.72 M | -2% | 0.98% | 107% | 244 | 11.48% | 2.4 |
|
| 4339 |
4339
Legacy Financial Strategies
Overland Park,
Kansas
| USD 102 M | +USD 8.34 M | +9% | 0.87% | 76.7% | 107 | 25.23% | 0.2 |
|
| 4340 |
SL
4340
SWF LLC
Omaha,
Nebraska
| USD 102 M | -USD 1.87 M | -2% | 0.77% | 87.4% | 2 | 0% | 0.3 |
|
| 4341 |
DIS
4341
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 102 M | -USD 8.2 M | -7% | 0.04% | 86% | 45 | 8.89% | 2.9 |
|
| 4342 |
4342
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 102 M | -USD 13.2 M | -11% | 1.83% | 84.8% | 253 | 18.58% | 0.2 |
|
| 4343 |
4343
Planning Directions
Glen Mills,
Pennsylvania
| USD 102 M | – | – | 1.19% | 46.3% | 52 | – | 0 |
|
| 4344 |
4344
Crewe Advisors
Salt Lake City,
Utah
| USD 102 M | -USD 148 k | -0.1% | 2.94% | 96.1% | 302 | 15.23% | 0.2 |
|
| 4345 |
4345
Diamant Asset Management
Ridgefield,
Connecticut
| USD 102 M | -USD 581 M | -85% | 2.43% | 66.9% | 83 | 10.84% | 0.2 |
|
| 4346 |
4346
Luzich Partners
Las Vegas,
Nevada
| USD 102 M | -USD 20.6 M | -17% | 8.15% | – | 18 | 33.33% | 0.9 |
|
| 4347 |
4347
New Potomac Partners
Bethesda,
Maryland
| USD 102 M | -USD 2.88 M | -3% | 0.19% | 37.2% | 154 | 7.14% | 0.2 |
|
| 4348 |
4348
Omega Fund Management
Boston,
Massachusetts
| USD 102 M | -USD 36.6 M | -26% | 5.71% | 106% | 12 | 8.33% | 2.1 |
|
| 4349 |
4349
Avalon Capital Management
Port Of Redwood City,
California
| USD 102 M | -USD 10.4 M | -9% | 1.71% | 151% | 90 | 61.11% | 1 |
|
| 4350 |
4350
SC XII Management
Menlo Park,
California
| USD 102 M | +USD 1.72 M | +2% | 10.1% | 73.4% | 2 | 0% | 3.1 |
|