¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Congress Park Capital
Saratoga Springs,
New York
| USD 370 M | +USD 44.8 M | +14% | 20.5% | 99.9% | 146 | 18.49% | 3.7 |
|
| 4677 |
4677
Next Capital Management
New York
| USD 370 M | +USD 40.3 M | +12% | 11.4% | 61.3% | 148 | 16.22% | 3.2 |
|
| 4678 |
4678
Veracity Capital
Atlanta,
Georgia
| USD 370 M | +USD 90.5 M | +32% | 22.7% | 149% | 237 | 21.1% | 3 |
|
| 4679 |
4679
B.O.S.S. Retirement Advisors
Lehi,
Utah
| USD 370 M | +USD 42.3 M | +13% | 13.8% | 78.2% | 195 | 30.26% | 1.3 |
|
| 4680 |
4680
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| USD 370 M | +USD 131 M | +55% | 89.8% | 961% | 59 | 33.9% | 0.5 |
|
| 4681 |
4681
Cypress Capital
Franklin,
Tennessee
| USD 370 M | +USD 18.4 M | +5% | 7.73% | 43.6% | 115 | 19.13% | 2.6 |
|
| 4682 |
MLCM
4682
M & L Capital Management
London,
United Kingdom
| USD 370 M | -USD 36.9 M | -9% | 102% | – | 27 | 66.67% | 0.5 |
|
| 4683 |
4683
AYAL Capital Advisors
Toronto,
Ontario, Canada
| USD 370 M | +USD 830 k | +0.2% | 22.8% | – | 78 | 71.79% | 0.5 |
|
| 4684 |
BC
4684
Bruce & Co
Chicago,
Illinois
| USD 369 M | +USD 19.8 M | +6% | 13.8% | 94.5% | 41 | 0% | 7 |
|
| 4685 |
4685
Evexia Wealth
Stevens Point,
Wisconsin
| USD 369 M | +USD 5.74 M | +2% | 10.5% | 95% | 85 | 10.59% | 1.9 |
|
| 4686 |
4686
Ceeto Capital Group
Coral Gables,
Florida
| USD 369 M | +USD 43.6 M | +13% | 17.6% | 94.4% | 183 | 15.3% | 4.7 |
|
| 4687 |
4687
Odyssey Group
Lancaster,
Pennsylvania
| USD 369 M | – | – | 10.6% | – | 61 | – | 0 |
|
| 4688 |
4688
Wealth Advisors of Iowa
West Des Moines,
Iowa
| USD 369 M | +USD 46 M | +14% | 10.2% | 60.9% | 92 | 7.61% | 2.3 |
|
| 4689 |
4689
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 369 M | +USD 61 M | +20% | 27.5% | 120% | 180 | 16.11% | 2.2 |
|
| 4690 |
4690
General Electric
Evendale,
Ohio
| USD 369 M | +USD 60.6 M | +20% | 28.1% | 23.2% | 2 | 0% | 2.1 |
|
| 4691 |
4691
Gold Investment Management
Edmonton,
Alberta, Canada
| USD 369 M | +USD 45.9 M | +14% | 23.2% | 117% | 205 | 3.41% | 2.4 |
|
| 4692 |
4692
Joule Financial
Lexington,
Kentucky
| USD 369 M | +USD 25.5 M | +7% | 10.1% | 55.5% | 122 | 11.48% | 2.5 |
|
| 4693 |
4693
Symmetry Peak Management
Radnor,
Pennsylvania
| USD 369 M | +USD 10.1 M | +3% | 35.6% | 320% | 148 | 81.76% | 0.2 |
|
| 4694 |
4694
Global Financial Private Client
Sarasota,
Florida
| USD 369 M | +USD 63 M | +21% | 18.9% | 100% | 259 | 13.9% | 4 |
|
| 4695 |
4695
Commonwealth Retirement Investments
Richmond,
Virginia
| USD 368 M | +USD 45.2 M | +14% | 13.9% | 96.7% | 419 | 70.88% | 0.6 |
|
| 4696 |
4696
Battery Management Corp
Boston,
Massachusetts
| USD 368 M | -USD 57.5 M | -14% | 0.92% | 45.1% | 5 | 0% | 3.4 |
|
| 4697 |
4697
PhiloSmith Capital
Stamford,
Connecticut
| USD 368 M | +USD 17.6 M | +5% | 5.01% | 47% | 23 | 4.35% | 7.6 |
|
| 4698 |
4698
Millstreet Capital Management
Boston,
Massachusetts
| USD 368 M | -USD 49.5 M | -12% | 11% | – | 2 | 0% | 1.5 |
|
| 4699 |
4699
Missouri Trust & Investment Company
Springfield,
Missouri
| USD 368 M | +USD 27.2 M | +8% | 12% | 81.6% | 412 | 64.81% | 4.1 |
|
| 4700 |
4700
Bain Capital Credit
Boston,
Massachusetts
| USD 368 M | +USD 64.9 M | +21% | 1.15% | 14.4% | 6 | 0% | 3.2 |
|