¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
NCM
5326
NCM Capital Management
Ramsey,
New Jersey
| USD 270 M | +USD 11.8 M | +5% | 2.93% | 105% | 186 | 7.53% | 3.1 |
|
| 5327 |
BOC
5327
Barbara Oil Co
Chicago,
Illinois
| USD 269 M | +USD 923 k | +0.3% | 1.42% | 84.2% | 78 | 6.41% | 8.8 |
|
| 5328 |
BNMT
5328
Bawa N Mallick Trust
Forest Hills,
New York
| USD 269 M | +USD 5.01 M | +2% | 2.02% | – | 75 | 4% | 0.9 |
|
| 5329 |
5329
Invenio Wealth Partners
Coral Gables,
Florida
| USD 269 M | -USD 5.62 M | -2% | 1.85% | 55.5% | 97 | 7.22% | 1.7 |
|
| 5330 |
5330
Agate Pass Investment Management
Bainbridge Island,
Washington
| USD 269 M | +USD 6.35 M | +2% | 2.83% | 76% | 107 | 4.67% | 3.1 |
|
| 5331 |
BVC
5331
Bright Valley Capital
Hong Kong
| USD 269 M | +USD 100 M | +59% | 3.26% | 732% | 19 | 52.63% | 0.5 |
|
| 5332 |
5332
Thomas Story & Son
Culver,
Indiana
| USD 269 M | -USD 2.9 M | -1% | 2% | 101% | 52 | 3.85% | 7.4 |
|
| 5333 |
EOFM
5333
Eschaton Opportunities Fund Management
Miami,
Florida
| USD 269 M | – | – | 35.8% | – | 11 | – | 0 |
|
| 5334 |
LI
5334
LHM Inc
Sandy,
Utah
| USD 269 M | -USD 33.5 M | -11% | 3.11% | 82.5% | 25 | 24% | 1.1 |
|
| 5335 |
5335
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| USD 269 M | +USD 16.7 M | +7% | 1.66% | 55.5% | 64 | 6.25% | 2 |
|
| 5336 |
5336
Crux Wealth Advisors
Long Beach,
California
| USD 269 M | +USD 16.5 M | +7% | 2.1% | – | 190 | 19.47% | 0.8 |
|
| 5337 |
5337
First Dallas Securities
Dallas,
Texas
| USD 269 M | +USD 1.81 M | +0.7% | 3.7% | 160% | 119 | 15.13% | 3.3 |
|
| 5338 |
5338
Quartz Partners
Saratoga Springs,
New York
| USD 269 M | -USD 7.4 M | -3% | 3.09% | – | 193 | 20.73% | 0.8 |
|
| 5339 |
5339
DLK Investment Management
Solana Beach,
California
| USD 269 M | +USD 3.25 M | +1% | 3.74% | 80.4% | 95 | 12.63% | 1.5 |
|
| 5340 |
5340
Strait & Sound Wealth Management
San Francisco,
California
| USD 269 M | +USD 8.1 M | +3% | 3.4% | 74% | 154 | 7.14% | 2 |
|
| 5341 |
5341
Alexis Investment Partners
Montgomery,
Texas
| USD 269 M | -USD 902 M | -77% | 2.98% | – | 103 | 10.68% | 0.5 |
|
| 5342 |
5342
TAGStone Capital
Charlotte,
North Carolina
| USD 268 M | +USD 16.1 M | +6% | 2.12% | 62% | 120 | 5.83% | 2.5 |
|
| 5343 |
5343
OMC Financial Services
Dewitt,
New York
| USD 268 M | -USD 1.13 M | -0.4% | 3.72% | – | 69 | 7.25% | 1.5 |
|
| 5344 |
5344
Monte Financial Group
Guilford,
Connecticut
| USD 268 M | -USD 3.59 M | -1% | 1.77% | 66.7% | 95 | 5.26% | 3.8 |
|
| 5345 |
5345
Wind River Trust Company
Jackson,
Wyoming
| USD 268 M | -USD 2.64 M | -1% | 2.56% | 70.6% | 10 | 0% | 9.4 |
|
| 5346 |
5346
Visualize Group
New York
| USD 268 M | -USD 30.9 M | -10% | 5.38% | – | 13 | 38.46% | 0.5 |
|
| 5347 |
5347
All-Stars Investment
Hong Kong
| USD 268 M | -USD 59.6 M | -18% | 18.1% | 30.1% | 4 | 0% | 2.2 |
|
| 5348 |
5348
Firethorn Wealth Partners
Augusta,
Georgia
| USD 267 M | +USD 13.5 M | +5% | 2.54% | 75.1% | 199 | 11.06% | 2.4 |
|
| 5349 |
5349
Seneca House Advisors
Richmond,
Virginia
| USD 267 M | +USD 19.7 M | +8% | 2.4% | 58.2% | 104 | 15.38% | 3.9 |
|
| 5350 |
5350
GKV Capital Management
Walnut Creek,
California
| USD 267 M | +USD 14 M | +6% | 5.3% | – | 90 | 6.67% | 0.9 |
|