¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
First City Capital Management
Savannah,
Georgia
| USD 182 M | +USD 9.31 M | +5% | 6.24% | 76.5% | 175 | 5.71% | 4.2 |
|
| 4827 |
4827
Curran Financial Partners
Daniel Island,
South Carolina
| USD 182 M | +USD 42.8 M | +31% | 6.08% | 49.4% | 65 | 13.85% | 0.4 |
|
| 4828 |
4828
Deane Retirement Strategies
New Orleans,
Louisiana
| USD 182 M | -USD 3.84 M | -2% | 5.71% | 73.4% | 71 | 30.99% | 2 |
|
| 4829 |
4829
Howard Wealth Management
Madison,
Connecticut
| USD 182 M | +USD 10.7 M | +6% | 4.74% | 60.3% | 129 | 3.88% | 1.2 |
|
| 4830 |
4830
Brendel Financial Advisors
Hanover,
New Hampshire
| USD 182 M | +USD 32.5 M | +22% | 8.63% | 126% | 287 | 71.08% | 0.4 |
|
| 4831 |
4831
Bennicas & Associates
Portola Valley,
California
| USD 182 M | +USD 7.54 M | +4% | 4.88% | 40.3% | 100 | 2% | 5 |
|
| 4832 |
HR
4832
Hayden Royal
Charlotte,
North Carolina
| USD 182 M | +USD 6.97 M | +4% | 7.74% | 100% | 231 | 21.65% | 0.7 |
|
| 4833 |
PFA
4833
Professional Financial Advisors
North Platte,
Nebraska
| USD 182 M | +USD 20.6 M | +13% | 7% | 59.2% | 440 | 19.32% | 0.7 |
|
| 4834 |
4834
Dalton Investments
Las Vegas,
Nevada
| USD 182 M | -USD 1.03 M | -0.6% | 0.45% | 95.1% | 30 | 10% | 3.1 |
|
| 4835 |
4835
Emerson Wealth
Bloomfield Hills,
Michigan
| USD 182 M | +USD 13.3 M | +8% | 7.04% | 18.1% | 44 | 18.18% | 1.1 |
|
| 4836 |
4836
Mezzasalma Advisors
Tinton Falls,
New Jersey
| USD 181 M | +USD 25.5 M | +16% | 12.6% | 203% | 102 | 9.8% | 0.4 |
|
| 4837 |
FCP
4837
Fosse Capital Partners
London,
United Kingdom
| USD 181 M | -USD 10.5 M | -5% | 9.53% | 80% | 6 | 16.67% | 0.5 |
|
| 4838 |
4838
Cipher Capital
New York
| USD 181 M | -USD 673 M | -79% | 6.18% | – | 641 | 79.88% | 0.3 |
|
| 4839 |
4839
First Pacific Financial
Vancouver,
Washington
| USD 181 M | +USD 20.9 M | +13% | 7.17% | 53.6% | 93 | 3.23% | 0.5 |
|
| 4840 |
AP
4840
Agilis Partners
Waltham,
Massachusetts
| USD 181 M | -USD 38.7 M | -18% | 5.86% | 8.47% | 27 | 3.7% | 2.2 |
|
| 4841 |
4841
Strategic Financial Partners
Bend,
Oregon
| USD 181 M | +USD 12.4 M | +7% | 6.14% | 54.8% | 68 | 10.29% | 1.2 |
|
| 4842 |
4842
Hudson Value Partners
Palm Beach,
Florida
| USD 181 M | +USD 15.5 M | +9% | 6.88% | 124% | 123 | 16.26% | 0.4 |
|
| 4843 |
4843
Yaupon Capital Management
New York
| USD 181 M | +USD 63.2 M | +54% | 5.63% | 122% | 81 | 59.26% | 0.4 |
|
| 4844 |
4844
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| USD 181 M | +USD 12.6 M | +8% | 7.61% | 58.9% | 79 | 21.52% | 0.4 |
|
| 4845 |
4845
Atwater Malick
Lancaster,
Pennsylvania
| USD 181 M | +USD 17.9 M | +11% | 5.46% | 83.4% | 51 | 11.76% | 1.7 |
|
| 4846 |
4846
Plotkin Financial Advisors
Chevy Chase,
Maryland
| USD 181 M | +USD 17.3 M | +11% | 9.62% | 95.3% | 104 | 22.12% | 0.8 |
|
| 4847 |
4847
Catalyst Private Wealth
San Mateo,
California
| USD 181 M | +USD 38.4 M | +27% | 11.5% | 120% | 75 | 25.33% | 0.6 |
|
| 4848 |
4848
Clearfield Capital Management
New York
| USD 181 M | -USD 82 M | -31% | 1.29% | 421% | 13 | 76.92% | 0.2 |
|
| 4849 |
EAM
4849
Eukles Asset Management
Cincinnati,
Ohio
| USD 180 M | +USD 25.8 M | +17% | 7.36% | 77.2% | 249 | 16.06% | 1.6 |
|
| 4850 |
4850
Running Oak Capital
Edina,
Minnesota
| USD 180 M | -USD 148 M | -45% | 5.83% | 32.7% | 64 | 14.06% | 1.2 |
|