¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Ciovacco Capital Management
Atlanta,
Georgia
| USD 166 M | +USD 20.3 M | +14% | 10.4% | 100% | 31 | 12.9% | 0.7 |
|
| 5427 |
5427
&Partners
Nashville,
Tennessee
| USD 166 M | +USD 8.57 M | +5% | 5.62% | 78.4% | 193 | 13.47% | 1.6 |
|
| 5428 |
5428
Norris Financial Group
Greenville,
South Carolina
| USD 166 M | +USD 14.5 M | +10% | 9.22% | 161% | 97 | 25.77% | 0.9 |
|
| 5429 |
5429
Lansing Management
New York
| USD 166 M | -USD 4.65 M | -3% | 1.66% | 76.9% | 8 | 0% | 2.3 |
|
| 5430 |
5430
Everhart Financial Group
Dublin,
Ohio
| USD 166 M | +USD 19.7 M | +13% | 9.3% | 123% | 113 | 15.93% | 0.7 |
|
| 5431 |
5431
Kennicott Capital Management
Corte Madera,
California
| USD 166 M | +USD 27.9 M | +20% | 9.6% | 98% | 53 | 22.64% | 0.7 |
|
| 5432 |
5432
RPD Fund Management
New York
| USD 166 M | – | – | 11.1% | – | 6 | – | 0 |
|
| 5433 |
5433
Weitzel Financial Services
Dubuque,
Iowa
| USD 166 M | +USD 11.4 M | +7% | 3.44% | 46.3% | 32 | 12.5% | 0.8 |
|
| 5434 |
5434
Blackhawk Capital Partners
Thiensville,
Wisconsin
| USD 165 M | +USD 7.2 M | +5% | 7.62% | 92.9% | 103 | 20.39% | 1.4 |
|
| 5435 |
CC
5435
Corsicana & Co
Corsicana,
Texas
| USD 165 M | +USD 8.42 M | +5% | 9.78% | – | 216 | 5.09% | 0.5 |
|
| 5436 |
5436
Moser Wealth Advisors
Bellevue,
Washington
| USD 165 M | +USD 9 M | +6% | 9.53% | – | 147 | 6.12% | 1.5 |
|
| 5437 |
5437
First National Bank of South Miami
South Miami,
Florida
| USD 165 M | +USD 16.5 M | +11% | 7.1% | 35.2% | 383 | 17.23% | 2 |
|
| 5438 |
5438
Susquehanna International Securities
Dublin,
Ireland
| USD 165 M | +USD 45.3 M | +38% | 11.6% | 2.8% | 32 | 56.25% | 0.3 |
|
| 5439 |
5439
Carl P. Sherr & Co
Worcester,
Massachusetts
| USD 165 M | +USD 40 M | +32% | 8.48% | 78.6% | 130 | 26.92% | 1.3 |
|
| 5440 |
CPA
5440
Capital Performance Advisors
Walnut Creek,
California
| USD 165 M | – | – | 7.87% | 77.1% | 49 | – | 0 |
|
| 5441 |
5441
Phraction Management
Colchester,
Connecticut
| USD 165 M | – | – | 6.09% | 106% | 69 | – | 0 |
|
| 5442 |
NM
5442
Nokota Management
New York
| USD 165 M | +USD 148 M | +861% | 4.38% | – | 68 | 89.71% | 0 |
|
| 5443 |
5443
Nekton Capital
London,
United Kingdom
| USD 165 M | – | – | 8.41% | 30.1% | 14 | – | 0 |
|
| 5444 |
5444
Chronos Wealth Management
Clearwater,
Florida
| USD 165 M | +USD 18 M | +12% | 12.1% | 92.3% | 47 | 6.38% | 1.7 |
|
| 5445 |
5445
Investment Research & Advisory Group
Atlanta,
Georgia
| USD 165 M | +USD 12.5 M | +8% | 8.87% | 105% | 193 | 26.42% | 1.3 |
|
| 5446 |
5446
Horizon Financial Services
Winston Salem,
North Carolina
| USD 165 M | +USD 12.8 M | +8% | 3.49% | 42.6% | 157 | 28.66% | 0.7 |
|
| 5447 |
5447
NewGen Asset Management
Toronto,
Ontario, Canada
| USD 165 M | -USD 13.4 M | -8% | 6.29% | 352% | 47 | 72.34% | 0.3 |
|
| 5448 |
HM
5448
HCEP Management
Hong Kong
| USD 165 M | +USD 117 M | +249% | 17% | 175% | 6 | 83.33% | 0.2 |
|
| 5449 |
5449
In-Depth Partners
Miami,
Florida
| USD 165 M | – | – | 9.67% | 157% | 13 | – | 0 |
|
| 5450 |
5450
Catawba River Capital
Lake Wylie,
South Carolina
| USD 165 M | +USD 5.89 M | +4% | 10.1% | 65.1% | 27 | 3.7% | 1.3 |
|