¡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
New Harbor Financial Group
Worcester,
Massachusetts
| USD 203 M | -USD 79.7 M | -28% | 9.54% | 94.6% | 35 | 34.29% | 2.2 |
|
| 4327 |
4327
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| USD 203 M | +USD 22.4 M | +12% | 12.4% | 121% | 1 | 0% | 2.5 |
|
| 4328 |
4328
Independent Family Office
Albany,
New York
| USD 203 M | -USD 103 M | -34% | 11.2% | 68.4% | 74 | 20.27% | 1.6 |
|
| 4329 |
4329
BetterWealth
San Jose,
California
| USD 203 M | +USD 128 M | +171% | 13.4% | 63.3% | 49 | 51.02% | 0.3 |
|
| 4330 |
4330
Legacy Financial Strategies
Overland Park,
Kansas
| USD 203 M | -USD 32 M | -14% | 13.9% | 76.7% | 70 | 15.71% | 2.9 |
|
| 4331 |
4331
WT Wealth Management
Scottsdale,
Arizona
| USD 203 M | -USD 57.9 M | -22% | 12% | 72% | 128 | 27.34% | 1.8 |
|
| 4332 |
4332
SimpliFi Inc
San Diego,
California
| USD 203 M | -USD 17.5 M | -8% | 7.73% | 26.7% | 34 | 8.82% | 2.1 |
|
| 4333 |
4333
Spectrum Asset Management (California)
Newport Beach,
California
| USD 203 M | -USD 52.3 M | -21% | 9.34% | 68.3% | 116 | 25.86% | 2.8 |
|
| 4334 |
4334
Weybosset Research & Management
Province,
Rhode Island
| USD 202 M | – | – | 13.4% | 74.8% | 48 | – | 4 |
|
| 4335 |
MG
4335
Meditor Group
Hamilton,
Bermuda
| USD 202 M | -USD 37.5 M | -16% | 2.22% | 41.1% | 4 | 0% | 6.5 |
|
| 4336 |
FP
4336
Fiduciary Planning
Englewood,
Florida
| USD 202 M | +USD 20 M | +11% | 10.5% | 71.4% | 40 | 7.5% | 1.4 |
|
| 4337 |
4337
Auxano Advisors
Bellevue,
Washington
| USD 202 M | -USD 32.8 M | -14% | 15.3% | 85.4% | 88 | 18.18% | 1.4 |
|
| 4338 |
4338
PCJ Investment Counsel
Toronto,
Ontario, Canada
| USD 202 M | -USD 71.5 M | -26% | 13.9% | 164% | 85 | 36.47% | 2 |
|
| 4339 |
4339
Keeler Thomas Management
Orem,
Utah
| USD 202 M | -USD 6.34 M | -3% | 12.4% | 46.1% | 79 | 32.91% | 2 |
|
| 4340 |
4340
Jackson Grant Investment Advisers
Stamford,
Connecticut
| USD 202 M | -USD 35.9 M | -15% | 12% | 54.3% | 368 | 8.7% | 2.8 |
|
| 4341 |
4341
Ramius Advisors
New York
| USD 202 M | -USD 17.1 M | -8% | 4.69% | 187% | 355 | 95.49% | 0 |
|
| 4342 |
4342
Palouse Capital Management
Spokane,
Washington
| USD 202 M | -USD 25.5 M | -11% | 12.5% | 67.8% | 105 | 27.62% | 2.8 |
|
| 4343 |
SCM
4343
Springhouse Capital Management
Westport,
Connecticut
| USD 202 M | +USD 44.4 M | +28% | 5.2% | 52% | 64 | 40.63% | 0.8 |
|
| 4344 |
4344
Tealwood Asset Management
Minneapolis,
Minnesota
| USD 202 M | -USD 34.3 M | -15% | 10.3% | 128% | 135 | 6.67% | 2.5 |
|
| 4345 |
4345
Nikulski Financial
Bettendorf,
Iowa
| USD 202 M | -USD 34.9 M | -15% | 14.1% | 95.8% | 134 | 14.18% | 2.8 |
|
| 4346 |
4346
Oarsman Capital
Milwaukee,
Wisconsin
| USD 201 M | -USD 54.7 M | -21% | 12.6% | 70.6% | 194 | 16.49% | 4.5 |
|
| 4347 |
4347
Sanchez Wealth Management Group
Jacksonville,
Florida
| USD 201 M | -USD 36.6 M | -15% | 15.6% | 56.9% | 34 | 2.94% | 2.6 |
|
| 4348 |
4348
Pettee Investors
Rowayton,
Connecticut
| USD 201 M | -USD 26.4 M | -12% | 9.68% | 96.1% | 122 | 4.92% | 5.2 |
|
| 4349 |
4349
AH Equity Partners LSV III
Menlo Park,
California
| USD 201 M | -USD 172 M | -46% | 44.9% | – | 3 | 0% | 0.3 |
|
| 4350 |
4350
Bishop & Co Investment Management
Erie,
Pennsylvania
| USD 201 M | -USD 30.9 M | -13% | 14.5% | 47.6% | 25 | 16% | 4.4 |
|