¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Campbell Capital Management
Miami,
Florida
| USD 255 M | +USD 3.17 M | +1% | 4.43% | 123% | 99 | 62.63% | 1 |
|
| 4927 |
4927
UG Investment Advisers
Taipei,
Taiwan
| USD 255 M | -USD 10.7 M | -4% | 9.45% | 183% | 11 | 18.18% | 1.4 |
|
| 4928 |
4928
von Borstel & Associates
The Dalles,
Oregon
| USD 255 M | +USD 78.9 M | +45% | 2.74% | – | 38 | 5.26% | 0.2 |
|
| 4929 |
SVCM
4929
Saturn V Capital Management
Austin,
Texas
| USD 255 M | -USD 24.4 M | -9% | 8.04% | 1,083% | 30 | 36.67% | 0.8 |
|
| 4930 |
4930
Leisure Capital Management
Costa Mesa,
California
| USD 255 M | +USD 21.3 M | +9% | 1.77% | 111% | 155 | 18.06% | 5 |
|
| 4931 |
4931
Pinnacle Financial Group
Western Springs,
Illinois
| USD 255 M | +USD 141 k | +0.1% | 2.58% | 59.1% | 84 | 4.76% | 2 |
|
| 4932 |
4932
Centennial Wealth Advisory
Traverse City,
Michigan
| USD 255 M | -USD 1.5 M | -0.6% | 1.37% | 63% | 155 | 12.9% | 1.7 |
|
| 4933 |
4933
Baker Tilly Wealth Management
Madison,
Wisconsin
| USD 255 M | +USD 29 M | +13% | 4.14% | 96.9% | 251 | 12.35% | 3 |
|
| 4934 |
4934
Private Wealth Advisors (California)
Fresno,
California
| USD 255 M | -USD 6.07 M | -2% | 4.07% | 63.6% | 93 | 19.35% | 3.1 |
|
| 4935 |
4935
Situational Awareness
San Francisco,
California
| USD 255 M | – | – | 24.6% | – | 6 | – | 0 |
|
| 4936 |
4936
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 255 M | -USD 56.8 M | -18% | 4.74% | 89.9% | 82 | 12.2% | 5.2 |
|
| 4937 |
4937
Malaga Cove Capital
Pv Estates,
California
| USD 255 M | +USD 6.12 M | +2% | 3.09% | 97.3% | 208 | 20.67% | 2.3 |
|
| 4938 |
4938
Lavaca Capital
Houston,
Texas
| USD 255 M | +USD 19.7 M | +8% | 3.22% | 46.5% | 309 | 65.05% | 0.8 |
|
| 4939 |
4939
Sandy Cove Advisors
Hingham,
Massachusetts
| USD 255 M | +USD 9.39 M | +4% | 2.1% | 78% | 130 | 8.46% | 2 |
|
| 4940 |
4940
Selway Asset Management
| USD 255 M | -USD 1.4 M | -0.5% | 2.01% | 36.5% | 82 | 13.41% | 5.4 |
|
| 4941 |
4941
Stone Run Capital
New York
| USD 255 M | -USD 14.1 M | -5% | 1.93% | 77.8% | 70 | 2.86% | 6.9 |
|
| 4942 |
4942
Whelan Financial
Fresno,
California
| USD 254 M | +USD 11.5 M | +5% | 0.97% | 64.6% | 60 | 30% | 1.5 |
|
| 4943 |
4943
Wind River Trust Company
Jackson,
Wyoming
| USD 254 M | -USD 5.61 M | -2% | 0.79% | 70.6% | 9 | 0% | 9.4 |
|
| 4944 |
4944
Castle Wealth Management
West Palm Beach,
Florida
| USD 254 M | +USD 3.7 M | +1% | 0.46% | 60.1% | 124 | 7.26% | 1.9 |
|
| 4945 |
4945
Montgomery Investment Management
Rockville,
Maryland
| USD 254 M | -USD 22.2 M | -8% | 4.2% | 105% | 93 | 6.45% | 7.3 |
|
| 4946 |
4946
Duncan Williams Asset Management
Memphis,
Tennessee
| USD 254 M | +USD 72.5 M | +40% | 2.45% | – | 153 | 20.26% | 0.4 |
|
| 4947 |
4947
Rakuten Securities
Tokyo,
Japan
| USD 254 M | +USD 23.9 M | +10% | 34.1% | 999% | 828 | 22.1% | 0.7 |
|
| 4948 |
4948
Argyle Capital Management
Center Valley,
Pennsylvania
| USD 254 M | +USD 2.65 M | +1% | 2.8% | 106% | 129 | 5.43% | 8.6 |
|
| 4949 |
4949
Juniper Investment Company
New York
| USD 254 M | +USD 14.3 M | +6% | 7.48% | 358% | 14 | 28.57% | 2.9 |
|
| 4950 |
4950
Joseph Group Capital Management
Columbus,
Ohio
| USD 254 M | -USD 7.74 M | -3% | 1.08% | 64.3% | 89 | 13.48% | 2 |
|