¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
TCM
5101
TAM Capital Management
Stamford,
Connecticut
| USD 229 M | +USD 61.9 M | +37% | 9.14% | 4.15% | 14 | 57.14% | 0.9 |
|
| 5102 |
5102
Tealwood Asset Management
Minneapolis,
Minnesota
| USD 228 M | +USD 62.4 M | +38% | 8.27% | 128% | 129 | 28.68% | 2.9 |
|
| 5103 |
MFC
5103
Mechanics Financial Corp
Mansfield,
Ohio
| USD 228 M | +USD 33.7 M | +17% | 6.65% | 81.6% | 249 | 15.26% | 2.2 |
|
| 5104 |
5104
Retirement Financial Solutions
Knoxville,
Tennessee
| USD 228 M | +USD 15.9 M | +7% | 6.62% | 52.5% | 41 | 4.88% | 1.3 |
|
| 5105 |
5105
Hel Ved Capital Management
Central,
Hong Kong
| USD 228 M | -USD 138 M | -38% | 1.79% | 1,351% | 78 | 69.23% | 0.3 |
|
| 5106 |
IAMH
5106
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| USD 228 M | -USD 6.5 M | -3% | 3.31% | 76% | 26 | 34.62% | 1.1 |
|
| 5107 |
5107
Kepos Capital
New York
| USD 228 M | -USD 29.3 M | -11% | 2.07% | 21.1% | 256 | 21.09% | 1.8 |
|
| 5108 |
5108
WealthCare Investment Partners
Portsmouth,
Rhode Island
| USD 228 M | +USD 13 M | +6% | 5.7% | 62.6% | 142 | 5.63% | 1.9 |
|
| 5109 |
5109
Peak Planning Group
Centennial,
Colorado
| USD 228 M | +USD 24.7 M | +12% | 4.78% | 105% | 112 | 9.82% | 2.1 |
|
| 5110 |
5110
One Advisory Partners
Overland Park,
Kansas
| USD 228 M | +USD 11 M | +5% | 4.87% | 58.3% | 48 | 10.42% | 1.9 |
|
| 5111 |
5111
RP Management
New York
| USD 228 M | +USD 48.9 M | +27% | 30.7% | 208% | 4 | 0% | 2.6 |
|
| 5112 |
5112
X-Square Capital
Guaynabo,
Puerto Rico
| USD 228 M | +USD 11.9 M | +6% | 6.4% | 158% | 173 | 16.18% | 2.7 |
|
| 5113 |
5113
Axis Capital Holdings
Pembroke,
| USD 228 M | +USD 12 M | +6% | 5.57% | 76% | 3 | 0% | 7.8 |
|
| 5114 |
5114
Palmer Knight Company
Jacksonville,
Florida
| USD 228 M | +USD 18.4 M | +9% | 7.38% | 78.9% | 36 | 5.56% | 3.5 |
|
| 5115 |
WMA
5115
Wealth Management Associates
Cherry Hill,
New Jersey
| USD 227 M | +USD 14.2 M | +7% | 7.31% | 111% | 223 | 14.8% | 3.2 |
|
| 5116 |
LFP
5116
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| USD 227 M | +USD 22.2 M | +11% | 6.23% | 65.4% | 77 | 15.58% | 0.8 |
|
| 5117 |
5117
Lumbard & Kellner
Hollis,
New Hampshire
| USD 227 M | +USD 15.2 M | +7% | 6.51% | 137% | 82 | 13.41% | 3 |
|
| 5118 |
5118
Theory Financial
Fort Collins,
Colorado
| USD 227 M | +USD 15.3 M | +7% | 5.34% | 54.5% | 71 | 11.27% | 1.4 |
|
| 5119 |
IGYL
5119
I.G.Y. Ltd
London,
United Kingdom
| USD 227 M | +USD 6.73 M | +3% | 3.44% | 80.5% | 3 | 0% | 4.5 |
|
| 5120 |
5120
WJ Interests
Sugar Land,
Texas
| USD 227 M | +USD 26 M | +13% | 7.06% | 55.2% | 21 | 28.57% | 1.1 |
|
| 5121 |
5121
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| USD 227 M | +USD 23.5 M | +12% | 4.77% | 62.3% | 78 | 17.95% | 1.4 |
|
| 5122 |
5122
Elevation Capital Advisory
Bend,
Oregon
| USD 226 M | +USD 7.41 M | +3% | 5.1% | – | 75 | 72% | 0.3 |
|
| 5123 |
IWN
5123
Independent Wealth Network
Urbandale,
Iowa
| USD 226 M | +USD 11.4 M | +5% | 6.09% | 78.2% | 235 | 14.47% | 2 |
|
| 5124 |
5124
Gator Capital Management
Tampa,
Florida
| USD 226 M | +USD 29 M | +15% | 17.9% | 245% | 64 | 18.75% | 3 |
|
| 5125 |
5125
Alpha Financial Advisors
Charlotte,
North Carolina
| USD 226 M | +USD 18.3 M | +9% | 4.97% | 41.6% | 48 | 12.5% | 1.2 |
|