¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Ballentine Capital Advisors
Greenville,
South Carolina
| USD 199 M | +USD 11.3 M | +6% | 5.95% | 48.8% | 30 | 6.67% | 0.7 |
|
| 5477 |
JCM
5477
JS Capital Management
New York
| USD 199 M | +USD 3.05 M | +2% | 1.56% | 52.4% | 1 | 0% | 5.3 |
|
| 5478 |
5478
Parker Financial
Silverdale,
Washington
| USD 199 M | +USD 15.8 M | +9% | 5.8% | 45% | 43 | 20.93% | 1.6 |
|
| 5479 |
5479
Quad-Cities Investment Group
Davenport,
Iowa
| USD 199 M | +USD 18.5 M | +10% | 6.43% | 67.3% | 189 | 9.52% | 3.5 |
|
| 5480 |
5480
Independent Family Office
Albany,
New York
| USD 199 M | +USD 23.9 M | +14% | 7.69% | 68.4% | 76 | 15.79% | 3 |
|
| 5481 |
PHM
5481
Prospect Hill Management
Short Hills,
New Jersey
| USD 199 M | +USD 17 M | +9% | 10.7% | 85.1% | 17 | 17.65% | 2.9 |
|
| 5482 |
5482
Trueblood Wealth Management
Lima,
Ohio
| USD 199 M | +USD 22 M | +12% | 8.46% | 89.9% | 236 | 9.75% | 0.7 |
|
| 5483 |
5483
Peirce Capital Management
The Woodlands,
Texas
| USD 199 M | +USD 10.3 M | +5% | 6.54% | 56.6% | 37 | 5.41% | 0.7 |
|
| 5484 |
5484
TCFG Wealth Management
Laguna Niguel,
California
| USD 199 M | – | – | 5.4% | – | 222 | – | 0 |
|
| 5485 |
5485
Cook Wealth
Raleigh,
North Carolina
| USD 199 M | +USD 14 M | +8% | 6.24% | 7.36% | 57 | 7.02% | 1.6 |
|
| 5486 |
WIA
5486
Wetzel Investment Advisors
Indianapolis,
Indiana
| USD 199 M | +USD 24 M | +14% | 5.7% | 72.2% | 953 | 87.72% | 0.7 |
|
| 5487 |
5487
Oakcliff Capital Partners
New York
| USD 199 M | +USD 11.9 M | +6% | 15.2% | 133% | 10 | 10% | 4.7 |
|
| 5488 |
5488
Abbot Financial Management
Andover,
Massachusetts
| USD 199 M | +USD 12 M | +6% | 5.96% | 102% | 128 | 1.56% | 5 |
|
| 5489 |
5489
RHS Financial
San Francisco,
California
| USD 199 M | +USD 35.2 M | +22% | 5.8% | 65.6% | 138 | 46.38% | 1.8 |
|
| 5490 |
5490
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 199 M | +USD 10.9 M | +6% | 5.71% | 46.3% | 20 | 10% | 2.6 |
|
| 5491 |
5491
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| USD 199 M | +USD 23.5 M | +13% | 6.56% | 65% | 32 | 15.63% | 3.2 |
|
| 5492 |
5492
Robbins Farley
Bedford,
New Hampshire
| USD 199 M | +USD 10.4 M | +6% | 5.22% | 106% | 172 | 12.79% | 2.1 |
|
| 5493 |
5493
Findell Capital Management
New York
| USD 199 M | -USD 8.78 M | -4% | 6.37% | – | 24 | 37.5% | 0.4 |
|
| 5494 |
5494
Lindenwold Advisors
Reading,
Pennsylvania
| USD 199 M | +USD 11.2 M | +6% | 6.15% | 75% | 118 | 7.63% | 2 |
|
| 5495 |
5495
DCM Advisors
New York
| USD 199 M | +USD 9.15 M | +5% | 7.68% | 99.3% | 55 | 12.73% | 2.5 |
|
| 5496 |
5496
AAF Wealth Management
Westborough,
Massachusetts
| USD 198 M | +USD 5.42 M | +3% | 6.18% | 75.1% | 49 | 16.33% | 2.2 |
|
| 5497 |
5497
Nalanda India Fund
Moka,
Mauritius
| USD 198 M | +USD 791 k | +0.4% | 0.4% | 15.3% | 1 | 0% | 5.8 |
|
| 5498 |
5498
Gables Capital Management
Miami,
Florida
| USD 198 M | +USD 6.88 M | +4% | 7.71% | 151% | 454 | 14.32% | 3.7 |
|
| 5499 |
5499
Peninsula Asset Management
Bradenton,
Florida
| USD 198 M | +USD 16.4 M | +9% | 10.4% | 44.1% | 43 | 0% | 8.3 |
|
| 5500 |
5500
Svenska Handelsbanken
Stockholm,
Sweden
| USD 198 M | -USD 161 M | -45% | 6.14% | – | 17 | 88.24% | 0.1 |
|