¡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
Baker Tilly Wealth Management
Madison,
Wisconsin
| USD 255 M | +USD 47.6 k | +0% | 0.84% | 96.9% | 253 | 12.65% | 3.1 |
|
| 4827 |
4827
Richard W. Paul & Associates
Novi,
Michigan
| USD 255 M | -USD 19.5 M | -7% | 0.89% | 65.2% | 523 | 37.67% | 1.9 |
|
| 4828 |
AP
4828
Arlington Partners
Birmingham,
Alabama
| USD 255 M | -USD 2.74 M | -1% | 3.79% | 46.4% | 59 | 3.39% | 2.9 |
|
| 4829 |
4829
Naman Capital
Sao Paulo,
Brazil
| USD 255 M | +USD 87.4 M | +52% | 3.11% | 89.9% | 13 | 15.38% | 2.8 |
|
| 4830 |
4830
Doma Perpetual Capital Management
Miami,
Florida
| USD 254 M | +USD 53.4 M | +27% | 4.81% | – | 10 | 20% | 0.9 |
|
| 4831 |
4831
Excalibur Management
Waltham,
Massachusetts
| USD 254 M | +USD 2.62 M | +1% | 2.07% | 93% | 170 | 4.12% | 5.7 |
|
| 4832 |
4832
Carmel Capital Partners
San Diego,
California
| USD 254 M | +USD 6.31 M | +3% | 1.85% | 65.9% | 156 | 10.9% | 2 |
|
| 4833 |
4833
Mariner Investment Group
Harrison,
New York
| USD 254 M | -USD 250 M | -50% | 2.96% | 68.7% | 59 | 64.41% | 0.5 |
|
| 4834 |
SA
4834
Skyline Advisors
Bellingham,
Washington
| USD 254 M | -USD 3.72 M | -1% | 1.31% | 52% | 97 | 12.37% | 1 |
|
| 4835 |
4835
IronBridge Private Wealth
Austin,
Texas
| USD 254 M | -USD 18.5 M | -7% | 8.27% | 143% | 61 | 29.51% | 1.5 |
|
| 4836 |
4836
Thomist Capital Management
Houston,
Texas
| USD 254 M | -USD 131 M | -34% | 7.37% | 71.2% | 71 | 76.06% | 0.4 |
|
| 4837 |
4837
First Bankers Trust
Louisville,
Kentucky
| USD 254 M | -USD 2.46 M | -1% | 0.58% | 78.9% | 142 | 10.56% | 6.7 |
|
| 4838 |
4838
Defender Capital
Charlotte,
North Carolina
| USD 254 M | -USD 18.4 M | -7% | 1.3% | 101% | 43 | 27.91% | 3.2 |
|
| 4839 |
FFA
4839
Florida Financial Advisors
Tampa,
Florida
| USD 254 M | +USD 29.7 M | +13% | 2.91% | – | 261 | 31.03% | 0.7 |
|
| 4840 |
4840
Roth Financial Partners
Kingwood,
Texas
| USD 253 M | +USD 1.94 M | +0.8% | 0.71% | 61% | 32 | 3.13% | 3.1 |
|
| 4841 |
4841
Peachtree Investment Partners
Indian River Shores,,
Florida
| USD 253 M | -USD 13.8 M | -5% | 1.2% | 111% | 132 | 18.94% | 3.2 |
|
| 4842 |
4842
Greenberg Financial Group
Tucson,
Arizona
| USD 253 M | – | – | 2.94% | – | 118 | – | 0 |
|
| 4843 |
4843
Bennett Selby Investments
Falmouth,
Maine
| USD 253 M | +USD 944 k | +0.4% | 2.88% | 82.1% | 77 | 6.49% | 2.8 |
|
| 4844 |
4844
CGC Financial Services
Lake Oswego,
Oregon
| USD 253 M | +USD 1.92 M | +0.8% | 0.48% | 46% | 352 | 6.25% | 1.6 |
|
| 4845 |
4845
Cherrydale Wealth Management
Hoboken,
New Jersey
| USD 253 M | -USD 5.59 M | -2% | 3.3% | 80.8% | 78 | 12.82% | 1.8 |
|
| 4846 |
4846
Sagil Capital
London,
United Kingdom
| USD 253 M | +USD 34.6 M | +16% | 13.8% | 104% | 25 | 64% | 0.4 |
|
| 4847 |
4847
RBA Wealth Management
Newport Beach,
California
| USD 253 M | -USD 9.9 M | -4% | 1.83% | 91% | 98 | 13.27% | 2.5 |
|
| 4848 |
4848
Tilson Financial Group
New Providence,
New Jersey
| USD 253 M | +USD 7.68 M | +3% | 0.7% | 39.3% | 75 | 6.67% | 1.1 |
|
| 4849 |
4849
Science & Technology Partners
New York
| USD 252 M | -USD 76.8 M | -23% | 2.28% | – | 35 | 62.86% | 0.1 |
|
| 4850 |
4850
Alta Fox Capital Management
Fort Worth,
Texas
| USD 252 M | -USD 28.4 M | -10% | 10.9% | 261% | 21 | 66.67% | 0.6 |
|