¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| USD 80.6 M | -USD 24.7 M | -23% | 19.9% | 82.2% | 50 | 24% | 0.3 |
|
| 5077 |
5077
MU Investments Company
Tokyo,
Japan
| USD 80.4 M | -USD 14.1 M | -15% | 20.1% | 40.4% | 24 | 8.33% | 4.2 |
|
| 5078 |
5078
Newfound Research
Wellesley Hills,
Massachusetts
| USD 80.4 M | -USD 9.6 M | -11% | 18.8% | 54.6% | 223 | 87% | 1.4 |
|
| 5079 |
5079
Almitas Capital
Santa Monica,
California
| USD 80.2 M | +USD 35 M | +77% | 20.8% | 86.1% | 65 | 58.46% | 0.6 |
|
| 5080 |
5080
Tieton Capital Management
Yakima,
Washington
| USD 80 M | +USD 17.8 M | +29% | 31.5% | 172% | 29 | 6.9% | 3.6 |
|
| 5081 |
5081
Menard Financial Group
Houston,
Texas
| USD 79.9 M | +USD 49.6 M | +164% | 13.4% | 141% | 120 | 90.83% | 0 |
|
| 5082 |
5082
Acuitas Investments
Seattle,
Washington
| USD 79.8 M | – | – | 45.9% | 120% | 38 | – | 0 |
|
| 5083 |
5083
Indie Asset Partners
Carmel,
Indiana
| USD 79.7 M | -USD 465 k | -0.6% | 20.7% | 119% | 105 | 36.19% | 0.3 |
|
| 5084 |
PIG
5084
Pantheon Investment Group
Sierra Madre,
California
| USD 79.7 M | +USD 13 M | +19% | 20.9% | – | 67 | 28.36% | 0.4 |
|
| 5085 |
5085
JNE Partners
London,
United Kingdom
| USD 79.6 M | -USD 16.6 M | -17% | 9.25% | 100% | 6 | 50% | 0.3 |
|
| 5086 |
AIS
5086
AlphaOne Investment Services
West Chester,
Pennsylvania
| USD 79.5 M | +USD 20.3 M | +34% | 49.1% | 77.1% | 85 | 35.29% | 1.2 |
|
| 5087 |
CCA
5087
Covey Capital Advisors
Atlanta,
Georgia
| USD 79.5 M | +USD 20.6 M | +35% | 42.3% | 118% | 30 | 16.67% | 2.6 |
|
| 5088 |
5088
swisspartners Advisors
Zurich,
Switzerland
| USD 79.3 M | +USD 8.2 M | +12% | 22.3% | 75.9% | 18 | 5.56% | 0.4 |
|
| 5089 |
5089
Moulton Wealth Management
Spokane,
Washington
| USD 79.2 M | +USD 18.1 M | +30% | 2.81% | 47.8% | 14 | 14.29% | 0.4 |
|
| 5090 |
5090
MKD Wealth Coaches
Troy,
Michigan
| USD 79.2 M | +USD 4.67 M | +6% | 15.7% | – | 39 | 28.21% | 1.1 |
|
| 5091 |
5091
Affinity Wealth Management
Wilmington,
Delaware
| USD 79.2 M | -USD 87.7 M | -53% | 47% | 116% | 69 | 56.52% | 1.7 |
|
| 5092 |
GIM
5092
Greenwich Investment Management
Norwalk,
Connecticut
| USD 79.1 M | -USD 1.69 M | -2% | 19% | – | 62 | 11.29% | 2.7 |
|
| 5093 |
5093
Campbell & Co Investment Adviser
Baltimore,
Maryland
| USD 79 M | +USD 77.2 M | +4,078% | 30% | 31% | 276 | 96.38% | 0 |
|
| 5094 |
5094
Savior LLC
Wellesley Hills,
Massachusetts
| USD 79 M | -USD 6.23 M | -7% | 25.2% | 82.8% | 896 | 10.94% | 0.5 |
|
| 5095 |
RCA
5095
Reitz Capital Advisors
Freeland,
Michigan
| USD 78.7 M | +USD 1.89 M | +2% | 16.4% | 11% | 126 | 72.22% | 0.3 |
|
| 5096 |
5096
Trustco Bank (New York)
Albany,
New York
| USD 78.7 M | +USD 8.06 M | +11% | 15.8% | 131% | 65 | 9.23% | 4.1 |
|
| 5097 |
MCM
5097
Magnolia Capital Management
Cold Spring,
New York
| USD 78.6 M | +USD 11.6 M | +17% | 21.1% | 85.9% | 47 | 8.51% | 0.5 |
|
| 5098 |
5098
SWS Partners
Columbus,
Ohio
| USD 78.5 M | -USD 61.4 M | -44% | 31.2% | 127% | 120 | 45.83% | 1.4 |
|
| 5099 |
PCC
5099
Park Circle Company
Baltimore,
Maryland
| USD 78.5 M | -USD 4 M | -5% | 12.9% | 70.5% | 88 | 26.14% | 2.3 |
|
| 5100 |
HFAS
5100
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 78.3 M | +USD 12 M | +18% | 22.6% | 71.8% | 96 | 22.92% | 0.4 |
|