¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
JRM Investment Counsel
Omaha,
Nebraska
| USD 239 M | +USD 41.6 M | +21% | 6.95% | 65.5% | 19 | 15.79% | 4.3 |
|
| 4527 |
4527
RP Management
New York
| USD 239 M | +USD 24.6 M | +11% | 9.4% | 208% | 5 | 20% | 2 |
|
| 4528 |
4528
Pettee Investors
Rowayton,
Connecticut
| USD 239 M | +USD 24 M | +11% | 11.7% | 102% | 126 | 4.76% | 4.6 |
|
| 4529 |
4529
Sonata Capital Group
Seattle,
Washington
| USD 239 M | +USD 15.7 M | +7% | 6.83% | 66.5% | 131 | 10.69% | 4.5 |
|
| 4530 |
4530
Nikulski Financial
Bettendorf,
Iowa
| USD 239 M | +USD 22.3 M | +10% | 9.65% | 107% | 130 | 12.31% | 2.3 |
|
| 4531 |
4531
Tri-Star Advisors
Houston,
Texas
| USD 239 M | +USD 10.9 M | +5% | 3.68% | 3.07% | 55 | 12.73% | 1 |
|
| 4532 |
4532
TNF
Billings,
Montana
| USD 238 M | +USD 5.66 M | +2% | 5.32% | 21.3% | 138 | 5.8% | 0.2 |
|
| 4533 |
4533
Peachtree Investment Partners
Indian River Shores,,
Florida
| USD 238 M | +USD 33.9 M | +17% | 15.7% | 111% | 114 | 23.68% | 1.6 |
|
| 4534 |
PH
4534
Pinnacle Holdings
Tulsa,
Oklahoma
| USD 238 M | +USD 10.1 M | +4% | 5.09% | 79.6% | 274 | 23.72% | 3.8 |
|
| 4535 |
4535
Acuta Capital Partners
Redwood City,
California
| USD 238 M | -USD 45.5 M | -16% | 0.23% | 7,269% | 58 | 56.9% | 1 |
|
| 4536 |
FBT
4536
First Bank & Trust
Brookings,
South Dakota
| USD 238 M | +USD 18.9 M | +9% | 7.71% | 85.6% | 546 | 22.53% | 2.5 |
|
| 4537 |
TVMC
4537
T Ventures Management Company
Sydney,
Australia
| USD 238 M | +USD 99.4 M | +72% | 19.8% | – | 2 | 50% | 0.5 |
|
| 4538 |
CA
4538
Continental Advisors
Park City,
Utah
| USD 237 M | +USD 1.73 M | +0.7% | 4.69% | 73.6% | 67 | 13.43% | 4.3 |
|
| 4539 |
4539
Stableford Capital II
Scottsdale,
Arizona
| USD 237 M | +USD 40.2 M | +20% | 4.89% | 66.9% | 136 | 21.32% | 1.4 |
|
| 4540 |
4540
Equius Partners
Novato,
California
| USD 237 M | – | – | 5.05% | – | 18 | – | 0 |
|
| 4541 |
4541
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 237 M | -USD 11.6 M | -5% | 8.13% | 63.9% | 137 | 2.19% | 3.9 |
|
| 4542 |
4542
Harvest Investment Services
Oakbrook Terrace,
Illinois
| USD 237 M | -USD 7.57 M | -3% | 10.1% | 282% | 326 | 36.2% | 1.1 |
|
| 4543 |
4543
Sanchez Wealth Management Group
Jacksonville,
Florida
| USD 237 M | +USD 14.3 M | +6% | 9.08% | 61.1% | 34 | 2.94% | 2.2 |
|
| 4544 |
NC
4544
Nokomis Capital
Dallas,
Texas
| USD 237 M | +USD 25.4 M | +12% | 22.6% | 145% | 79 | 37.97% | 1.2 |
|
| 4545 |
4545
Accel Growth Fund V Associates
Palo Alto,
California
| USD 237 M | -USD 81 M | -25% | 23.5% | 1.17% | 3 | 33.33% | 0.4 |
|
| 4546 |
4546
PBMares Wealth Management
Williamsburg,
Virginia
| USD 237 M | +USD 26.8 M | +13% | 7.05% | 67.7% | 161 | 12.42% | 1.4 |
|
| 4547 |
4547
Diversified
Wilmington,
Delaware
| USD 237 M | +USD 48.6 M | +26% | 9.07% | 34.4% | 117 | 13.68% | 0.8 |
|
| 4548 |
4548
Tiemann Investment Advisors
Menlo Park,
California
| USD 237 M | +USD 26.2 M | +12% | 9.42% | 77% | 230 | 10% | 4.4 |
|
| 4549 |
4549
Madrona Financial Services
Everett,
Washington
| USD 237 M | +USD 25.8 M | +12% | 6.63% | 85.1% | 76 | 18.42% | 2.4 |
|
| 4550 |
QCI
4550
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 237 M | +USD 3.32 M | +1% | 0.26% | 107% | 22 | 4.55% | 2.8 |
|