¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
5151
Accretive Wealth Partners
Parsippany,
New Jersey
| USD 169 M | +USD 12.3 M | +8% | 5.81% | 57.3% | 117 | 2.56% | 1.9 |
|
| 5152 |
5152
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| USD 169 M | +USD 27.4 M | +19% | 19% | 76.8% | 13 | 7.69% | 1.9 |
|
| 5153 |
SCM
5153
Stonehill Capital Management
New York
| USD 169 M | -USD 24.1 M | -13% | 14.3% | 117% | 13 | 23.08% | 1.8 |
|
| 5154 |
5154
Lumature Wealth Partners
Alpharetta,
Georgia
| USD 168 M | -USD 10.1 M | -6% | 4.98% | – | 409 | 8.8% | 2 |
|
| 5155 |
5155
Aspen Investment Management
Grand Rapids,
Michigan
| USD 168 M | +USD 11.9 M | +8% | 4.77% | 84.9% | 146 | 17.81% | 5.8 |
|
| 5156 |
5156
Black Maple Capital Management
Milwaukee,
Wisconsin
| USD 168 M | +USD 61.4 M | +58% | 7.02% | 35.7% | 132 | 59.09% | 0.4 |
|
| 5157 |
5157
Vishria Bird Financial Group
Memphis,
Tennessee
| USD 168 M | +USD 11.9 M | +8% | 10.3% | 74.3% | 56 | 3.57% | 2.8 |
|
| 5158 |
5158
Grand Wealth Management
Grand Rapids,
Michigan
| USD 168 M | +USD 1.84 M | +1% | 3.91% | 54.1% | 78 | 33.33% | 0.9 |
|
| 5159 |
QC
5159
Qalhat Capital
Tortola,
British Virgin Islands
| USD 168 M | +USD 12 M | +8% | 8% | 90.3% | 9 | 11.11% | 1.4 |
|
| 5160 |
5160
Collaborative Wealth Management
Lake Mary,
Florida
| USD 168 M | +USD 9.41 M | +6% | 3.71% | 41.6% | 176 | 10.23% | 1.9 |
|
| 5161 |
5161
Root Financial Partners
Encinitas,
California
| USD 168 M | +USD 27.8 M | +20% | 4.07% | 62.5% | 69 | 18.84% | 0.2 |
|
| 5162 |
5162
Kinloch Capital
Glen Allen,
Virginia
| USD 168 M | -USD 3.28 M | -2% | 1.86% | 63.4% | 67 | 7.46% | 2 |
|
| 5163 |
5163
Hook Mill Capital Partners
New York
| USD 168 M | +USD 33.5 M | +25% | 12.3% | 149% | 43 | 41.86% | 0.3 |
|
| 5164 |
5164
PCA Investment Advisory Services
Cincinnati,
Ohio
| USD 168 M | +USD 26.2 M | +19% | 6.27% | 71.4% | 445 | 74.61% | 0.1 |
|
| 5165 |
5165
Cowen Investment Management
New York
| USD 168 M | -USD 216 M | -56% | 0.34% | 1.87% | 125 | 71.2% | 0.8 |
|
| 5166 |
5166
Cadent Capital Advisors
Tulsa,
Oklahoma
| USD 167 M | -USD 51 M | -23% | 2.26% | 106% | 153 | 18.95% | 1.5 |
|
| 5167 |
5167
Union Savings Bank
Litchfield,
Connecticut
| USD 167 M | – | – | 5.92% | – | 285 | – | 0 |
|
| 5168 |
5168
MBA Advisors
Hermitage,
Pennsylvania
| USD 167 M | +USD 6.69 M | +4% | 3.9% | 58.3% | 126 | 8.73% | 1.8 |
|
| 5169 |
5169
Trust Company of Kansas
Wichita,
Kansas
| USD 167 M | +USD 10.6 M | +7% | 8.81% | 87% | 47 | 2.13% | 2.6 |
|
| 5170 |
5170
Yorktown Energy Partners XI
New York
| USD 167 M | +USD 13 M | +8% | 2.24% | 105% | 5 | 20% | 2.2 |
|
| 5171 |
5171
Garrison Asset Management
Fayetteville,
Arkansas
| USD 167 M | +USD 5.62 M | +3% | 6.48% | 52.1% | 108 | 11.11% | 6 |
|
| 5172 |
5172
GoodHaven Capital Management
Millburn,
New Jersey
| USD 167 M | +USD 11.5 M | +7% | 14.2% | 80.7% | 30 | 20% | 4.1 |
|
| 5173 |
5173
Palmer Knight Company
Jacksonville,
Florida
| USD 167 M | +USD 9.2 M | +6% | 9.41% | 78.9% | 33 | 12.12% | 2.9 |
|
| 5174 |
5174
WealthCare Investment Partners
Portsmouth,
Rhode Island
| USD 167 M | +USD 1.33 M | +0.8% | 3.47% | 62.6% | 135 | 17.04% | 1.1 |
|
| 5175 |
5175
KPS Global Asset Management (UK)
London,
United Kingdom
| USD 167 M | +USD 53.3 M | +47% | 59.1% | 373% | 5 | 0% | 3.1 |
|