¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Stuyvesant Capital Management
Armonk,
New York
| USD 55.3 M | +USD 6.1 M | +12% | 4.69% | 19.4% | 31 | 12.9% | 2 |
|
| 4652 |
PP
4652
Professional Planning
Thousand Oaks,
California
| USD 54.7 M | – | – | 8.74% | 99.9% | 26 | – | 0 |
|
| 4653 |
JDR
4653
Jay D. Rosenbaum
| USD 54.3 M | +USD 2.08 M | +4% | 5.65% | 12.9% | 56 | 1.79% | 2.1 |
|
| 4654 |
4654
Siris Capital Group
New York
| USD 53.6 M | – | – | 4.18% | – | 1 | – | 0 |
|
| 4655 |
PRHC
4655
P.R. Herzig & Co
Roslyn Heights,
New York
| USD 52.1 M | +USD 446 k | +0.9% | 4.47% | 49.9% | 48 | 16.67% | 2.6 |
|
| 4656 |
BC
4656
Breogan Capital
New York
| USD 52 M | – | – | 3.04% | – | 19 | – | 0 |
|
| 4657 |
4657
Sapphire Ventures
Austin,
Texas
| USD 51.5 M | -USD 144 M | -74% | 17% | 27.9% | 7 | 28.57% | 0.8 |
|
| 4658 |
KCM
4658
KSA Capital Management
Morristown,
New Jersey
| USD 51.4 M | +USD 31.9 M | +164% | 4.64% | 109% | 66 | 80.3% | 0.3 |
|
| 4659 |
4659
Castle Rock Wealth Management
Walnut Creek,
California
| USD 51.4 M | – | – | 4.96% | 115% | 101 | – | 0 |
|
| 4660 |
AIFS
4660
A&I Financial Services
Lone Tree,
Colorado
| USD 50.7 M | – | – | 5.31% | – | 28 | – | 0 |
|
| 4661 |
RG
4661
Raynor Geoffrey
| USD 50.3 M | +USD 35.9 M | +248% | 127% | 31% | 6 | 33.33% | 0.9 |
|
| 4662 |
4662
Kadensa Capital
Central,
Hong Kong
| USD 50.2 M | – | – | 6.43% | 191% | 12 | – | 0 |
|
| 4663 |
4663
AIA Group
Hong Kong
| USD 50.1 M | -USD 587 M | -92% | 2.17% | 82.6% | 22 | 22.73% | 1.7 |
|
| 4664 |
4664
Portfolio Strategies (Washington)
Tacoma,
Washington
| USD 50.1 M | -USD 10.4 M | -17% | 4.7% | – | 81 | 32.1% | 0.8 |
|
| 4665 |
4665
Lime Rock Management
Westport,
Connecticut
| USD 49.9 M | -USD 118 M | -70% | 8.17% | 40.2% | 4 | 75% | 1.1 |
|
| 4666 |
4666
Kerrisdale Advisers
Miami,
Florida
| USD 49.4 M | -USD 46.4 M | -48% | 14.9% | 78.8% | 16 | 68.75% | 1.1 |
|
| 4667 |
ACM
4667
Accipiter Capital Management
Palm Beach Gardens,
Florida
| USD 49.2 M | +USD 563 k | +1% | 3.7% | 55.9% | 3 | 0% | 2.8 |
|
| 4668 |
4668
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 49.1 M | – | – | 4.05% | 82.1% | 150 | – | 0 |
|
| 4669 |
SIA
4669
Spruce Investment Advisors
Stamford,
Connecticut
| USD 48.5 M | -USD 3.33 M | -6% | 4.62% | 23.5% | 33 | 30.3% | 1.9 |
|
| 4670 |
DP
4670
Delta Partners
Boston,
Massachusetts
| USD 48.1 M | -USD 30.7 M | -39% | 0.95% | 34.4% | 12 | 16.67% | 0.7 |
|
| 4671 |
P
4671
PhaseCapital
New York
| USD 47.5 M | +USD 23.6 M | +99% | 4.33% | 25.1% | 15 | 26.67% | 1.1 |
|
| 4672 |
4672
HealthInvest Partners
Stockholm,
Sweden
| USD 47.4 M | -USD 38.3 M | -45% | 0.93% | – | 16 | 25% | 0.7 |
|
| 4673 |
4673
Highwater Wealth Management
Glendale,
Colorado
| USD 46.7 M | +USD 4.59 M | +11% | 6.67% | 103% | 49 | 24.49% | 0.8 |
|
| 4674 |
RAM
4674
Roumell Asset Management
Chevy Chase,
Maryland
| USD 46.7 M | +USD 4.17 M | +10% | 0.01% | 46.9% | 17 | 17.65% | 1 |
|
| 4675 |
4675
Francis Financial
| USD 46.4 M | – | – | 4% | 56.2% | 20 | – | 0 |
|