¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Napa Wealth Management
Napa,
California
| USD 211 M | +USD 63.2 M | +43% | 5.9% | – | 182 | 51.1% | 0.3 |
|
| 5302 |
HPFG
5302
Hart & Patterson Financial Group
Amherst,
Massachusetts
| USD 211 M | +USD 9.28 M | +5% | 5.37% | – | 73 | 8.22% | 0.7 |
|
| 5303 |
5303
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 211 M | +USD 4.09 M | +2% | 8.34% | 93.3% | 148 | 5.41% | 7.5 |
|
| 5304 |
5304
Towerpoint Wealth
Sacramento,
California
| USD 211 M | +USD 10.7 M | +5% | 6.02% | 67.7% | 87 | 9.2% | 3.7 |
|
| 5305 |
5305
Greenfield Savings Bank
Greenfield,
Massachusetts
| USD 211 M | +USD 16.4 M | +8% | 8.15% | 108% | 155 | 9.68% | 1.8 |
|
| 5306 |
5306
Strategic Equity Management
Tucson,
Arizona
| USD 211 M | +USD 57.4 M | +37% | 5.74% | 74.9% | 55 | 20% | 1.1 |
|
| 5307 |
5307
Eaton-Cambridge
Phoenix,
Arizona
| USD 211 M | +USD 15.4 M | +8% | 5.12% | – | 31 | 6.45% | 0.7 |
|
| 5308 |
5308
Ted Buchan & Co
San Diego,
California
| USD 211 M | +USD 24.4 M | +13% | 5.56% | 65.2% | 90 | 11.11% | 1.2 |
|
| 5309 |
5309
Worldly Partners Management
Needham,
Massachusetts
| USD 210 M | +USD 24.1 M | +13% | 15.5% | 19.2% | 3 | 0% | 1.8 |
|
| 5310 |
5310
Unison Asset Management
North Miami Beach,
Florida
| USD 210 M | +USD 12.8 M | +6% | 6.55% | 81.4% | 35 | 8.57% | 2.6 |
|
| 5311 |
5311
Wolf Group Capital Advisors
Fairfax,
Virginia
| USD 210 M | -USD 43.5 M | -17% | 7.2% | 28.2% | 142 | 38.03% | 3.7 |
|
| 5312 |
5312
Squire Investment Management Company
Orem,
Utah
| USD 210 M | +USD 33.9 M | +19% | 6.61% | 62.4% | 62 | 11.29% | 0.6 |
|
| 5313 |
5313
Mill Road Capital Management
Greenwich,
Connecticut
| USD 210 M | +USD 22.5 M | +12% | 6.76% | 85.1% | 24 | 12.5% | 3 |
|
| 5314 |
5314
Ayrshire Capital Management
Westport,
Connecticut
| USD 210 M | +USD 14 M | +7% | 5.72% | 84.8% | 49 | 4.08% | 3.2 |
|
| 5315 |
5315
Bridge Advisory
Pasadena,
California
| USD 210 M | +USD 7.23 M | +4% | 5.51% | 6.7% | 101 | 5.94% | 2 |
|
| 5316 |
CL
5316
COWA LLC
Tulsa,
Oklahoma
| USD 210 M | +USD 22.6 M | +12% | 7.35% | 67.7% | 139 | 17.27% | 2.3 |
|
| 5317 |
BAM
5317
Bosun Asset Management
Chicago,
Illinois
| USD 210 M | +USD 40.7 M | +24% | 22% | 278% | 210 | 37.62% | 0.9 |
|
| 5318 |
5318
Winthrop Capital Management
Carmel,
Indiana
| USD 210 M | +USD 10.1 M | +5% | 6.32% | 68.1% | 183 | 27.32% | 0.6 |
|
| 5319 |
5319
Stonebridge Financial Planning Group
Orlando,
Florida
| USD 210 M | +USD 10.9 M | +5% | 5.06% | 72.4% | 160 | 5.63% | 2.7 |
|
| 5320 |
5320
Tejara Capital
London,
United Kingdom
| USD 210 M | -USD 65.2 M | -24% | 4.3% | 17.3% | 78 | 41.03% | 0.9 |
|
| 5321 |
5321
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| USD 210 M | +USD 16.4 M | +8% | 6.16% | 83.9% | 108 | 6.48% | 2.1 |
|
| 5322 |
5322
Fir Tree Capital Management
New York
| USD 210 M | +USD 19.6 M | +10% | 1.8% | 17.3% | 119 | 59.66% | 0.5 |
|
| 5323 |
5323
Pioneer Wealth Management Group
Austin,
Texas
| USD 210 M | +USD 21.4 M | +11% | 6.31% | – | 42 | 4.76% | 1.4 |
|
| 5324 |
5324
BCK Partners
Corning,
New York
| USD 210 M | +USD 16.1 M | +8% | 6.03% | 46% | 30 | 3.33% | 3 |
|
| 5325 |
5325
First Financial Corp
Terre Haute,
Indiana
| USD 210 M | +USD 13.2 M | +7% | 8.36% | 95.3% | 471 | 7.64% | 5.5 |
|