¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
FGCP
5001
First Growth Capital Partners
San Francisco,
California
| USD 142 M | – | – | 24.5% | – | 25 | – | 0 |
|
| 5002 |
FGIM
5002
First Growth Investment Manager
San Francisco,
California
| USD 142 M | – | – | 21.4% | – | 25 | – | 0 |
|
| 5003 |
5003
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| USD 142 M | – | – | 14.3% | 61.1% | 59 | – | 0 |
|
| 5004 |
5004
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 142 M | +USD 13.4 M | +10% | 12.5% | – | 164 | 6.1% | 3.5 |
|
| 5005 |
5005
VeraBank
Henderson,
Texas
| USD 142 M | +USD 11.8 M | +9% | 10.8% | 69.5% | 109 | 6.42% | 1.6 |
|
| 5006 |
AFA
5006
Alta Fundamental Advisers
New York
| USD 142 M | +USD 47 M | +49% | 57.8% | 199% | 27 | 62.96% | 0.8 |
|
| 5007 |
5007
Next Capital Management
New York
| USD 142 M | -USD 8.06 M | -5% | 13.1% | 61.3% | 120 | 25.83% | 1.2 |
|
| 5008 |
5008
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| USD 142 M | +USD 17.8 M | +14% | 13.2% | 67.5% | 82 | 23.17% | 1.1 |
|
| 5009 |
QGA
5009
Q Global Advisors
Fort Worth,
Texas
| USD 142 M | +USD 45.6 M | +47% | 30.5% | 93.2% | 74 | 77.03% | 0.3 |
|
| 5010 |
5010
Portland Hill Asset Management
London,
United Kingdom
| USD 142 M | +USD 21.6 M | +18% | 15.6% | 30.2% | 28 | 14.29% | 2.5 |
|
| 5011 |
MAM
5011
Marketfield Asset Management
New York
| USD 142 M | -USD 1.62 M | -1% | 11% | 61.5% | 39 | 5.13% | 3.6 |
|
| 5012 |
5012
New England Professional Planning Group
Westerly,
Rhode Island
| USD 142 M | +USD 16.3 M | +13% | 19.6% | 64.1% | 44 | 22.73% | 3.1 |
|
| 5013 |
5013
Brookmont Capital Management
Dallas,
Texas
| USD 142 M | +USD 7.35 M | +5% | 8.76% | 32.2% | 53 | 13.21% | 5.4 |
|
| 5014 |
5014
Collaborative Holdings Management
New York
| USD 142 M | – | – | 68.6% | 591% | 16 | – | 0 |
|
| 5015 |
5015
Seafarer Capital Partners
Larkspur,
California
| USD 142 M | +USD 3.64 M | +3% | 39.2% | 61.3% | 4 | 25% | 1.5 |
|
| 5016 |
5016
Armor Investment Advisors
Raleigh,
North Carolina
| USD 142 M | +USD 25 M | +21% | 12.2% | 62% | 164 | 17.07% | 2.7 |
|
| 5017 |
5017
GVO Asset Management
Zug,
Switzerland
| USD 142 M | -USD 18.2 M | -11% | 17.9% | 71.2% | 25 | 60% | 0.5 |
|
| 5018 |
5018
Tranquility Partners
Brentwood,
Tennessee
| USD 142 M | +USD 23.8 M | +20% | 14.6% | 77.3% | 178 | 22.47% | 0.9 |
|
| 5019 |
5019
Twin Securities
New York
| USD 141 M | +USD 2.37 M | +2% | 31.8% | 506% | 21 | 76.19% | 0.7 |
|
| 5020 |
5020
Founders Capital Management (Texas)
Houston,
Texas
| USD 141 M | – | – | 12% | 131% | 297 | – | 2.9 |
|
| 5021 |
5021
Arrow Investment Advisors
Laurel,
Maryland
| USD 141 M | -USD 11.4 M | -7% | 10.7% | 38.1% | 63 | 33.33% | 0.8 |
|
| 5022 |
5022
Demars Financial Group
Spokane Valley,
Washington
| USD 141 M | +USD 10.1 M | +8% | 7.02% | 69.1% | 78 | 32.05% | 0.6 |
|
| 5023 |
5023
Centennial Wealth Advisory
Traverse City,
Michigan
| USD 141 M | – | – | 7.89% | 63% | 69 | – | 0 |
|
| 5024 |
5024
BCGM Wealth Management
Lafayette,
Indiana
| USD 141 M | – | – | 10.6% | 58.3% | 95 | – | 0 |
|
| 5025 |
5025
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 141 M | +USD 16.1 M | +13% | 12% | 83.3% | 84 | 9.52% | 3.6 |
|