¡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
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| USD 196 M | +USD 43 M | +28% | 9.87% | 65.5% | 456 | 22.37% | 3.7 |
|
| 5077 |
5077
Carmel Capital Partners
San Diego,
California
| USD 196 M | -USD 27 M | -12% | 11.6% | 65.9% | 762 | 80.71% | 1.2 |
|
| 5078 |
5078
Rye Brook Capital
Greenwich,
Connecticut
| USD 196 M | +USD 55.2 M | +39% | 10.4% | 77.2% | 32 | 18.75% | 1.3 |
|
| 5079 |
5079
Palumbo Wealth Management
Great Neck,
New York
| USD 196 M | +USD 13.9 M | +8% | 9.68% | 115% | 135 | 22.96% | 1.8 |
|
| 5080 |
5080
One Degree Advisors
San Diego,
California
| USD 196 M | – | – | 8.83% | 54.1% | 54 | – | 0 |
|
| 5081 |
5081
St. Johns Investment Management
Jacksonville,
Florida
| USD 196 M | +USD 20.3 M | +12% | 11.5% | 91.9% | 201 | 6.47% | 5.5 |
|
| 5082 |
5082
Guinness Atkinson Asset Management
Pasadena,
California
| USD 195 M | +USD 15.7 M | +9% | 12.7% | 148% | 105 | 0.95% | 5.3 |
|
| 5083 |
BIMC
5083
Benson Investment Management Company
Roanoke,
Virginia
| USD 195 M | +USD 17.4 M | +10% | 12.3% | 99.8% | 55 | 38.18% | 1.9 |
|
| 5084 |
5084
Centennial Wealth Advisory
Traverse City,
Michigan
| USD 195 M | +USD 9.42 M | +5% | 8.71% | 63% | 155 | 25.81% | 1.4 |
|
| 5085 |
5085
Unio Capital
Princeton,
New Jersey
| USD 195 M | +USD 10.8 M | +6% | 14.3% | 97.8% | 41 | 7.32% | 3.9 |
|
| 5086 |
SCA
5086
Sander Capital Advisors
Seattle,
Washington
| USD 195 M | +USD 23 M | +13% | 16.3% | 113% | 17 | 11.76% | 3.2 |
|
| 5087 |
5087
Davis Rea
Toronto,
Ontario, Canada
| USD 195 M | +USD 10.9 M | +6% | 14.4% | 66.9% | 41 | 14.63% | 6.2 |
|
| 5088 |
5088
MBE Wealth Management
Tomah,
Wisconsin
| USD 195 M | +USD 21.2 M | +12% | 10.5% | 66.5% | 98 | 18.37% | 2 |
|
| 5089 |
5089
Fusion Capital
Mt. Pleasant,
South Carolina
| USD 195 M | +USD 17.7 M | +10% | 10.8% | 108% | 76 | 10.53% | 2.9 |
|
| 5090 |
5090
Roth Financial Partners
Kingwood,
Texas
| USD 195 M | +USD 35.5 M | +22% | 10.2% | 61% | 28 | 10.71% | 2.2 |
|
| 5091 |
5091
Pinnacle Financial Group
Western Springs,
Illinois
| USD 195 M | +USD 27.2 M | +16% | 10.1% | 59.1% | 63 | 9.52% | 1.7 |
|
| 5092 |
5092
Sandy Cove Advisors
Hingham,
Massachusetts
| USD 195 M | +USD 22.6 M | +13% | 10.6% | 78% | 129 | 17.05% | 1.3 |
|
| 5093 |
5093
TFB Advisors
Overland Park,
Kansas
| USD 195 M | +USD 113 M | +137% | 9.78% | 85% | 203 | 65.02% | 0.3 |
|
| 5094 |
5094
Bennett Selby Investments
Falmouth,
Maine
| USD 195 M | +USD 23.8 M | +14% | 12.8% | 82.1% | 62 | 11.29% | 2.2 |
|
| 5095 |
5095
Zullo Investment Group
Scranton,
Pennsylvania
| USD 195 M | +USD 24.5 M | +14% | 12.8% | 143% | 153 | 11.11% | 1.7 |
|
| 5096 |
5096
Omnia Family Wealth
Aventura,
Florida
| USD 195 M | +USD 33.8 M | +21% | 10.4% | 80.6% | 72 | 20.83% | 4.5 |
|
| 5097 |
5097
Dodds Wealth
Greenwood Village,
Colorado
| USD 195 M | – | – | 8.5% | 35.4% | 55 | – | 0 |
|
| 5098 |
5098
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| USD 195 M | +USD 27.7 M | +17% | 10.6% | 70.3% | 131 | 9.16% | 3.9 |
|
| 5099 |
5099
NewGen Asset Management
Toronto,
Ontario, Canada
| USD 195 M | +USD 54.3 M | +39% | 5.96% | 402% | 35 | 65.71% | 0.4 |
|
| 5100 |
5100
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| USD 195 M | +USD 87.2 M | +81% | 19.6% | 61.4% | 5 | 40% | 1.4 |
|