¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Lingohr Asset Management
Duesseldorf,
Germany
| USD 104 M | +USD 3.79 M | +4% | 9.8% | 141% | 120 | 10% | 1.3 |
|
| 5027 |
5027
Bullseye Asset Management
Denver,
Colorado
| USD 103 M | – | – | 12.1% | 81% | 77 | – | 0 |
|
| 5028 |
5028
Bay Rivers Group
Williamsburg,
Virginia
| USD 103 M | – | – | 9.02% | 166% | 67 | – | 0 |
|
| 5029 |
5029
Venator Capital Management
Toronto,
Ontario, Canada
| USD 103 M | -USD 12.1 M | -11% | 13% | 154% | 35 | 51.43% | 0.7 |
|
| 5030 |
5030
Pacifica Partners
Surrey,
Canada
| USD 103 M | – | – | 7.61% | 127% | 371 | – | 0 |
|
| 5031 |
5031
Triad Investment Management
Newport Beach,
California
| USD 103 M | +USD 11.3 M | +12% | 7.58% | – | 47 | 8.51% | 0.9 |
|
| 5032 |
5032
Orser Capital Management
Southlake,
Texas
| USD 103 M | +USD 17.8 M | +21% | 6.6% | 128% | 85 | 22.35% | 1.2 |
|
| 5033 |
5033
Vishria Bird Financial Group
Memphis,
Tennessee
| USD 103 M | +USD 15.7 M | +18% | 10.9% | 74.3% | 55 | 25.45% | 1 |
|
| 5034 |
TM
5034
Titan Managers
Scottsdale,
Arizona
| USD 103 M | USD 0 | 0% | 0.24% | 2.57% | 8 | 0% | 0.8 |
|
| 5035 |
5035
Independence Wealth Advisors
Mclean,
Virginia
| USD 103 M | +USD 8.18 M | +9% | 6.22% | 34.1% | 24 | 12.5% | 1.6 |
|
| 5036 |
NS
5036
NewDay Solutions
Hampton,
New Hampshire
| USD 103 M | -USD 38.5 M | -27% | 5.21% | – | 60 | 21.67% | 0.8 |
|
| 5037 |
5037
Signia Capital Management
Spokane,
Washington
| USD 103 M | +USD 13.2 M | +15% | 13% | 27% | 26 | 15.38% | 1.7 |
|
| 5038 |
5038
Strategic Financial Planning
Plano,
Texas
| USD 103 M | – | – | 5.88% | 47.5% | 28 | – | 0 |
|
| 5039 |
5039
Live Oak Private Wealth
Wilmington,
North Carolina
| USD 103 M | – | – | 11.8% | 65% | 78 | – | 0 |
|
| 5040 |
5040
DRH Investments
Thousand Oaks,
California
| USD 103 M | – | – | 17.1% | 81.2% | 15 | – | 0 |
|
| 5041 |
5041
Juniper Investment Company
New York
| USD 103 M | +USD 6.9 M | +7% | 10.2% | 358% | 9 | 11.11% | 0.2 |
|
| 5042 |
5042
Lagoda Investment Management
New York
| USD 103 M | +USD 17.8 M | +21% | 15% | 250% | 28 | 7.14% | 3.6 |
|
| 5043 |
AIM
5043
Act II Management
New York
| USD 103 M | -USD 1.54 M | -1% | 11.3% | 43.6% | 22 | 9.09% | 2.5 |
|
| 5044 |
5044
Deer VII & Co
Larchmont,
New York
| USD 103 M | +USD 16.1 M | +19% | 19.6% | 241% | 6 | 50% | 0.7 |
|
| 5045 |
5045
Horton Capital Management
Philadelphia,
Pennsylvania
| USD 103 M | – | – | 51.6% | – | 7 | – | 0 |
|
| 5046 |
5046
Penbrook Management
New York
| USD 103 M | +USD 10.5 M | +11% | 10.9% | 107% | 108 | 7.41% | 3.7 |
|
| 5047 |
5047
Norwest Venture Partners XII
Palo Alto,
California
| USD 102 M | – | – | 9.67% | – | 1 | – | 0 |
|
| 5048 |
5048
Norwest Venture Partners XI
Palo Alto,
California
| USD 102 M | – | – | 9.67% | – | 1 | – | 0 |
|
| 5049 |
5049
NuWave Investment Management
Parsippany,
New Jersey
| USD 102 M | +USD 1.68 M | +2% | 5.62% | 26.4% | 430 | 1.86% | 2.2 |
|
| 5050 |
5050
Carl P. Sherr & Co
Worcester,
Massachusetts
| USD 102 M | – | – | 7.41% | 68.8% | 108 | – | 0 |
|