¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
PWM
5276
Prosperity Wealth Management
San Ramon,
California
| USD 155 M | +USD 817 k | +0.5% | 5.76% | 175% | 190 | 42.11% | 0.4 |
|
| 5277 |
5277
Westhampton Capital
Winston-Salem,
North Carolina
| USD 155 M | +USD 1.31 M | +0.8% | 4.49% | 95.6% | 121 | 11.57% | 3.1 |
|
| 5278 |
5278
1492 Capital Management
Milwaukee,
Wisconsin
| USD 155 M | -USD 16.5 M | -10% | 1.87% | 332% | 117 | 39.32% | 1.6 |
|
| 5279 |
DRD
5279
Dennis R. Delaney
| USD 155 M | -USD 9.08 M | -6% | 3.01% | 84.3% | 50 | 12% | 5.9 |
|
| 5280 |
5280
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| USD 155 M | -USD 13.5 M | -8% | 6.54% | 114% | 13 | 0% | 2.1 |
|
| 5281 |
CC
5281
Codex Capital
New York
| USD 155 M | -USD 210 k | -0.1% | 0.41% | 84.4% | 38 | 5.26% | 2.3 |
|
| 5282 |
5282
Affinity Investment Advisors
Newport Beach,
California
| USD 155 M | -USD 17.8 M | -10% | 1.8% | 189% | 202 | 16.83% | 2.7 |
|
| 5283 |
5283
Camarda Financial Advisors
Fleming Island,
Florida
| USD 155 M | -USD 45.4 M | -23% | 0.2% | 196% | 86 | 43.02% | 1.3 |
|
| 5284 |
5284
Members Advisory Group
Williamsville,
New York
| USD 155 M | -USD 5.55 M | -3% | 5.02% | 70.6% | 20 | 0% | 1.3 |
|
| 5285 |
5285
Values First Advisors
Gray,
Tennessee
| USD 155 M | -USD 10.9 M | -7% | 3.45% | 87.6% | 183 | 18.03% | 2.3 |
|
| 5286 |
5286
Continental Grain Company
New York
| USD 155 M | -USD 63.2 M | -29% | 8.17% | 5.73% | 6 | 50% | 1.3 |
|
| 5287 |
5287
Medina Value Partners
Los Angeles,
California
| USD 155 M | +USD 37.4 M | +32% | 3.91% | 80% | 22 | 54.55% | 0.3 |
|
| 5288 |
5288
Ayrshire Capital Management
Westport,
Connecticut
| USD 155 M | -USD 3.18 M | -2% | 1.95% | 84.8% | 48 | 6.25% | 2.9 |
|
| 5289 |
5289
Denver Wealth Management
Denver,
Colorado
| USD 155 M | +USD 11.3 M | +8% | 3.47% | 64.4% | 74 | 8.11% | 1.5 |
|
| 5290 |
5290
Fortress Wealth Management
Culver City,
California
| USD 155 M | +USD 91.7 k | +0.1% | 2.5% | 52.1% | 61 | 4.92% | 1.3 |
|
| 5291 |
5291
Infusive Asset Management
New York
| USD 155 M | +USD 23.5 M | +18% | 6.4% | 33.8% | 17 | 29.41% | 1.9 |
|
| 5292 |
5292
BTS Asset Management
Lincoln,
Massachusetts
| USD 154 M | -USD 43.4 M | -22% | 1.84% | 8.8% | 43 | 20.93% | 1.5 |
|
| 5293 |
TA
5293
Tamarack Advisers
Carlsbad,
California
| USD 154 M | -USD 169 M | -52% | 12% | 46.5% | 39 | 58.97% | 1.7 |
|
| 5294 |
5294
Silver Oak Advisory Group
Portland,
Oregon
| USD 154 M | +USD 1.44 M | +0.9% | 3.51% | 27% | 60 | 8.33% | 1.4 |
|
| 5295 |
5295
EWA LLC
Pittsbugh,
Pennsylvania
| USD 154 M | +USD 8.42 M | +6% | 3.07% | 102% | 123 | 30.08% | 0.4 |
|
| 5296 |
5296
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| USD 154 M | -USD 7.98 M | -5% | 4.25% | 31.7% | 42 | 4.76% | 0.9 |
|
| 5297 |
5297
Hoxton Planning & Management
Shepherdstown,
West Virginia
| USD 154 M | -USD 7.6 M | -5% | 3.51% | 77.8% | 158 | 21.52% | 0.6 |
|
| 5298 |
5298
Jupiter Wealth Management
Glendale,
Colorado
| USD 154 M | +USD 37.8 M | +32% | 2.8% | 99.2% | 92 | 32.61% | 1.9 |
|
| 5299 |
ARIS
5299
Advanced Research Investment Solutions
Los Angeles,
California
| USD 154 M | -USD 19.3 M | -11% | 8.04% | 13.1% | 35 | 20% | 1.7 |
|
| 5300 |
5300
MB, Levis & Associates
Center Valley,
Pennsylvania
| USD 154 M | -USD 1.88 M | -1% | 3.66% | 43.1% | 292 | 6.16% | 0.7 |
|