¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
GFG Capital
Miami,
Florida
| USD 281 M | -USD 8.87 M | -3% | 0.07% | 152% | 66 | 9.09% | 3.7 |
|
| 5202 |
5202
Strengthening Families & Communities LLC
Boston,
Massachusetts
| USD 281 M | -USD 170 M | -38% | 4.82% | 116% | 804 | 60.95% | 1.8 |
|
| 5203 |
5203
Colonial River Investments
Midlothian,
Virginia
| USD 281 M | +USD 9.43 M | +3% | 2.21% | 156% | 253 | 16.6% | 1.9 |
|
| 5204 |
5204
MMA Asset Management
Conshohocken,
Pennsylvania
| USD 281 M | -USD 19.1 M | -6% | 2.09% | 61.2% | 316 | 47.15% | 1.9 |
|
| 5205 |
5205
Nutshell Asset Management
Sevenoaks,
United Kingdom
| USD 281 M | +USD 70.9 M | +34% | 0.95% | – | 41 | 53.66% | 0.4 |
|
| 5206 |
5206
Mathes Company
New York
| USD 280 M | +USD 1.84 M | +0.7% | 4.77% | 121% | 134 | 12.69% | 6.6 |
|
| 5207 |
5207
Rise Advisors
Rochester,
New York
| USD 280 M | +USD 1.52 M | +0.5% | 1.75% | 62.8% | 1,527 | 93.65% | 3.6 |
|
| 5208 |
5208
Tekne Capital Management
New York
| USD 280 M | -USD 74 M | -21% | 3.88% | 516% | 7 | 71.43% | 1.6 |
|
| 5209 |
5209
Great Hill Partners
Boston,
Massachusetts
| USD 280 M | +USD 30.9 M | +12% | 12.4% | 24% | 1 | 0% | 3.5 |
|
| 5210 |
5210
New Insight Wealth Advisors
San Ramon,
California
| USD 280 M | +USD 14.1 M | +5% | 1.95% | – | 114 | 9.65% | 1.5 |
|
| 5211 |
LFP
5211
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| USD 280 M | +USD 10.4 M | +4% | 2.14% | 65.4% | 90 | 12.22% | 1.7 |
|
| 5212 |
5212
Hendley & Co
Zanesville,
Ohio
| USD 280 M | -USD 22 M | -7% | 2.53% | 64.9% | 50 | 16% | 6.3 |
|
| 5213 |
5213
Flynn Zito Capital Management
Garden City,
New York
| USD 280 M | +USD 8.78 M | +3% | 3.96% | 109% | 144 | 10.42% | 2 |
|
| 5214 |
5214
Seven Post Investment Office
San Francisco,
California
| USD 280 M | +USD 2.06 M | +0.7% | 2.39% | 44.4% | 38 | 15.79% | 4.1 |
|
| 5215 |
5215
Vantage Point Financial
Lisle,
Illinois
| USD 280 M | +USD 21.5 M | +8% | 2.76% | – | 177 | 16.95% | 0.8 |
|
| 5216 |
5216
Boothe Investment Group
Dover,
Delaware
| USD 279 M | +USD 6.47 M | +2% | 2.48% | 75.6% | 38 | 7.89% | 2.1 |
|
| 5217 |
5217
Red Lighthouse Investment Management
New York
| USD 279 M | -USD 6.79 M | -2% | 2.88% | 71.1% | 115 | 22.61% | 2.5 |
|
| 5218 |
5218
Heights Capital Management
San Francisco,
California
| USD 279 M | -USD 72.2 M | -21% | 3.5% | – | 256 | 54.3% | 0.4 |
|
| 5219 |
5219
Buckhead Capital Management
Atlanta,
Georgia
| USD 279 M | +USD 3.61 M | +1% | 0.34% | 76.1% | 141 | 12.06% | 5 |
|
| 5220 |
5220
Highlander Partners
Dallas,
Texas
| USD 279 M | -USD 8.02 M | -3% | 0.64% | 241% | 69 | 31.88% | 1.5 |
|
| 5221 |
5221
Arcus Capital Partners
Atlanta,
Georgia
| USD 279 M | +USD 50 M | +22% | 0.68% | 69.2% | 158 | 34.18% | 2.5 |
|
| 5222 |
5222
Panview Capital
Hong Kong
| USD 278 M | +USD 43.4 M | +18% | 2.66% | – | 11 | 36.36% | 0.5 |
|
| 5223 |
5223
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| USD 278 M | +USD 7.8 M | +3% | 2.13% | 72.4% | 113 | 17.7% | 2.2 |
|
| 5224 |
5224
Saiph Capital
Wyckoff,
New Jersey
| USD 278 M | +USD 541 k | +0.2% | 1.33% | 52.4% | 75 | 12% | 1.9 |
|
| 5225 |
EFM
5225
Eley Financial Management
South Burlington,
Vermont
| USD 278 M | +USD 717 k | +0.3% | 2.46% | 74.9% | 68 | 1.47% | 2.7 |
|