¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Davis Investment Partners
Charlotte,
North Carolina
| USD 198 M | – | – | 9.54% | 88.9% | 113 | – | 0 |
|
| 4502 |
4502
Mathes Company
New York
| USD 198 M | +USD 18.8 M | +10% | 8.8% | 121% | 131 | 7.63% | 5.1 |
|
| 4503 |
4503
Global Trust Asset Management
West Palm Beach,
Florida
| USD 198 M | +USD 6.28 M | +3% | 9.2% | 178% | 482 | 20.54% | 3.1 |
|
| 4504 |
4504
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 198 M | +USD 9.29 M | +5% | 7.1% | 107% | 92 | 5.43% | 2.6 |
|
| 4505 |
4505
Stone Run Capital
New York
| USD 198 M | +USD 12.3 M | +7% | 10.6% | 77.8% | 63 | 14.29% | 6.8 |
|
| 4506 |
4506
Kendall Capital Management
Rockville,
Maryland
| USD 198 M | +USD 26.1 M | +15% | 12.9% | 130% | 187 | 12.3% | 2.6 |
|
| 4507 |
4507
Ategra Capital Management
Vienna,
Virginia
| USD 198 M | +USD 4 M | +2% | 9.11% | 114% | 102 | 14.71% | 2.5 |
|
| 4508 |
SFA
4508
Spectrum Financial Alliance
Nicholasville,
Kentucky
| USD 198 M | – | – | 20.6% | 187% | 11 | – | 3 |
|
| 4509 |
4509
Brand Asset Management Group
Chesterfield,
Missouri
| USD 198 M | +USD 17.5 M | +10% | 8.38% | 70.2% | 77 | 5.19% | 3.9 |
|
| 4510 |
4510
RV Capital
Schindellegi,
Switzerland
| USD 198 M | -USD 11.8 M | -6% | 0.89% | 250% | 6 | 0% | 2.5 |
|
| 4511 |
4511
Varenne Capital Partners
Paris,
France
| USD 198 M | -USD 43.5 M | -18% | 3.57% | 212% | 11 | 45.45% | 0.5 |
|
| 4512 |
4512
Eos Management LP
New York
| USD 198 M | +USD 103 M | +108% | 14% | 149% | 51 | 56.86% | 2.3 |
|
| 4513 |
DLG
4513
Daniel L. Goodwin
| USD 197 M | +USD 23.7 M | +14% | 14.2% | 72.6% | 93 | 11.83% | 3.9 |
|
| 4514 |
4514
Index Venture Growth Associates I
St Helier, Channel Islands,
Jersey
| USD 197 M | -USD 90.8 M | -32% | 3.79% | 30.9% | 1 | 0% | 1.5 |
|
| 4515 |
4515
Centric Wealth Management
Chicago,
Illinois
| USD 197 M | -USD 54 M | -22% | 8.68% | 44.4% | 130 | 33.85% | 2.1 |
|
| 4516 |
4516
Quaker Wealth Management
Moorestown,
New Jersey
| USD 197 M | +USD 5.94 M | +3% | 6.58% | – | 45 | 11.11% | 1.3 |
|
| 4517 |
HWC
4517
Hill Winds Capital
High Falls,
New York
| USD 197 M | -USD 27.8 M | -12% | 6.32% | 8.52% | 48 | 39.58% | 0.7 |
|
| 4518 |
ACM
4518
Altium Capital Management
New York
| USD 197 M | -USD 76 M | -28% | 27.4% | – | 160 | 57.5% | 0.6 |
|
| 4519 |
4519
Aristides Capital
Louisville,
Kentucky
| USD 197 M | +USD 64 M | +48% | 6.03% | 126% | 271 | 49.08% | 0.8 |
|
| 4520 |
4520
Rench Wealth Management
Denton,
Texas
| USD 197 M | +USD 18.3 M | +10% | 10.8% | 106% | 42 | 7.14% | 6.7 |
|
| 4521 |
4521
Thomas Story & Son
Culver,
Indiana
| USD 197 M | +USD 6.59 M | +3% | 11.4% | 101% | 55 | 5.45% | 6 |
|
| 4522 |
4522
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 197 M | +USD 20.3 M | +12% | 13% | 93.3% | 148 | 5.41% | 6.3 |
|
| 4523 |
4523
Tranquility Partners
Brentwood,
Tennessee
| USD 197 M | +USD 16.9 M | +9% | 8.84% | 77.3% | 218 | 19.72% | 2.1 |
|
| 4524 |
4524
AH Equity Partners LSV I
Menlo Park,
California
| USD 196 M | -USD 116 M | -37% | 34.3% | – | 3 | 0% | 1 |
|
| 4525 |
4525
Norway Savings Bank
Portland,
Maine
| USD 196 M | +USD 13.1 M | +7% | 8.99% | 117% | 299 | 8.36% | 4.5 |
|