¡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 |
IAMH
5276
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| USD 226 M | -USD 1.75 M | -0.8% | 2.63% | 64.5% | 27 | 29.63% | 1 |
|
| 5277 |
5277
Pamalican Asset Management
Hong Kong
| USD 226 M | – | – | 14% | – | 32 | – | 0 |
|
| 5278 |
5278
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 226 M | +USD 3.86 M | +2% | 2.25% | 65% | 57 | 12.28% | 3.5 |
|
| 5279 |
5279
Rockingstone Advisors
Great Barrington,
Massachusetts
| USD 226 M | +USD 22.8 M | +11% | 2.48% | 114% | 109 | 14.68% | 1.6 |
|
| 5280 |
5280
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 226 M | +USD 32.5 M | +17% | 5.96% | 151% | 131 | 28.24% | 1.9 |
|
| 5281 |
5281
Reliant Investment Management
Memphis,
Tennessee
| USD 226 M | +USD 13.7 M | +6% | 4.41% | 129% | 66 | 21.21% | 3.2 |
|
| 5282 |
5282
Data Collective IV
Palo Alto,
California
| USD 226 M | +USD 62.8 M | +38% | 106% | 317% | 6 | 0% | 2.4 |
|
| 5283 |
5283
Alexander Labrunerie & Co
Columbia,
Missouri
| USD 226 M | +USD 7.92 M | +4% | 2.99% | – | 113 | 16.81% | 0.6 |
|
| 5284 |
5284
Calton & Associates
Tampa,
Florida
| USD 226 M | -USD 35.4 M | -14% | 1.08% | 73.9% | 291 | 50.86% | 1.6 |
|
| 5285 |
5285
Cura Wealth Advisors
Chicago,
Illinois
| USD 226 M | – | – | 1.5% | – | 96 | – | 0 |
|
| 5286 |
5286
Etesian Wealth Advisors
West Linn,
Oregon
| USD 226 M | +USD 5.2 M | +2% | 0.01% | 60.6% | 146 | 7.53% | 1.5 |
|
| 5287 |
5287
Beta Wealth Group
San Diego,
California
| USD 226 M | +USD 4.27 M | +2% | 0.22% | 45.4% | 115 | 14.78% | 2.2 |
|
| 5288 |
CCAM
5288
Codex Capital Asset Management
Dallas,
Texas
| USD 226 M | +USD 583 k | +0.3% | 4.28% | – | 36 | 2.78% | 0.5 |
|
| 5289 |
5289
Altus Wealth Group
Colorado Springs,
Colorado
| USD 226 M | -USD 7.84 M | -3% | 1.25% | 76.7% | 155 | 14.84% | 2.4 |
|
| 5290 |
5290
Fluent Financial
Dallas,
Texas
| USD 226 M | +USD 18.2 M | +9% | 3.43% | 46.9% | 79 | 44.3% | 1.6 |
|
| 5291 |
5291
Hazlett, Burt & Watson
Wheeling,
West Virginia
| USD 226 M | +USD 8.57 M | +4% | 0.75% | 108% | 791 | 11.88% | 2 |
|
| 5292 |
5292
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 226 M | +USD 4.68 M | +2% | 0.09% | 98.6% | 154 | 10.39% | 4.7 |
|
| 5293 |
CCM
5293
Conway Capital Management
Burbank,
California
| USD 226 M | +USD 19.9 M | +10% | 11.5% | 139% | 49 | 6.12% | 2.6 |
|
| 5294 |
5294
Landmark Wealth Management (New York)
Melville,
New York
| USD 226 M | -USD 4.09 M | -2% | 2.45% | 42.7% | 77 | 3.9% | 1.4 |
|
| 5295 |
5295
Red Spruce Capital
Berwyn,
Pennsylvania
| USD 225 M | +USD 5.39 M | +2% | 0.6% | 98.4% | 92 | 13.04% | 3.6 |
|
| 5296 |
5296
Lind Value II ApS
Aarhus C,
Denmark
| USD 225 M | -USD 7.71 M | -3% | 9.19% | – | 8 | 62.5% | 0.3 |
|
| 5297 |
5297
One Advisory Partners
Overland Park,
Kansas
| USD 225 M | -USD 2.57 M | -1% | 1.47% | 58.3% | 48 | 10.42% | 2.2 |
|
| 5298 |
5298
Potentia Wealth
San Jose,
California
| USD 225 M | – | – | 2.69% | – | 97 | – | 0 |
|
| 5299 |
JPLA
5299
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 225 M | +USD 7.83 M | +4% | 2.13% | 84% | 151 | 13.25% | 3.3 |
|
| 5300 |
5300
Rockport Wealth
Fairview Park,
Ohio
| USD 225 M | -USD 150 M | -40% | 1.51% | – | 77 | 23.38% | 0.6 |
|