¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
4Thought Financial Group
Syosset,
New York
| USD 115 M | +USD 4.26 M | +4% | 0.79% | 40.8% | 100 | 1% | 0.5 |
|
| 5602 |
5602
Wolff Financial Management
Kalamazoo,
Michigan
| USD 115 M | – | – | 0.43% | 56.7% | 39 | – | 1.9 |
|
| 5603 |
5603
Euclidean Technologies Management
Seattle,
Washington
| USD 115 M | -USD 10.4 M | -8% | 4.92% | 124% | 106 | 33.02% | 0.9 |
|
| 5604 |
5604
4J Wealth Management
Alexandria,
Virginia
| USD 115 M | +USD 487 k | +0.4% | 0.41% | 74.7% | 77 | 6.49% | 0.7 |
|
| 5605 |
5605
Protective Life
Birmingham,
Alabama
| USD 115 M | +USD 1.04 M | +0.9% | 0.86% | 38.4% | 13 | 0% | 2.6 |
|
| 5606 |
5606
Accurate Wealth Management
Wesley Chapel,
Florida
| USD 115 M | +USD 1.11 M | +1% | 1.03% | 101% | 154 | 24.68% | 0.2 |
|
| 5607 |
5607
Ampfield Management
New York
| USD 115 M | -USD 7.79 M | -6% | 7.72% | 56.9% | 18 | 38.89% | 0.3 |
|
| 5608 |
5608
Green Court Capital Management
Hong Kong
| USD 114 M | – | – | 7.08% | 33.4% | 2 | – | 0 |
|
| 5609 |
ASA
5609
Armstrong Shaw Associates
New Canaan,
Connecticut
| USD 114 M | -USD 746 k | -0.6% | 0.54% | 51.2% | 44 | 4.55% | 4.8 |
|
| 5610 |
5610
Orca Investment Management
Roseburg,
Oregon
| USD 114 M | +USD 3.27 M | +3% | 2.08% | 139% | 64 | 4.69% | 4.4 |
|
| 5611 |
5611
Applied Capital
Little Rock,
Arkansas
| USD 114 M | +USD 10 M | +10% | 1.62% | 52.6% | 48 | 10.42% | 0.5 |
|
| 5612 |
5612
FengHe Fund Management
Singapore
| USD 114 M | -USD 76 M | -40% | 12.9% | 779% | 20 | 50% | 0.4 |
|
| 5613 |
5613
Menard Financial Group
Houston,
Texas
| USD 114 M | +USD 8.44 M | +8% | 1.21% | 141% | 169 | 18.34% | 0.8 |
|
| 5614 |
5614
Blue Barn Wealth
Orem,
Utah
| USD 114 M | +USD 16.6 M | +17% | 0.49% | 46.4% | 109 | 39.45% | 0.2 |
|
| 5615 |
5615
University of Massachusetts Foundation
Newton,
Massachusetts
| USD 114 M | -USD 2.39 M | -2% | 2.74% | 53.6% | 5 | 20% | 1.1 |
|
| 5616 |
5616
Aristotle Pacific Capital
Newport Beach,
California
| USD 114 M | +USD 6.47 M | +6% | 0.99% | 1.84% | 19 | 15.79% | 0.7 |
|
| 5617 |
5617
Juniper Investment Company
New York
| USD 114 M | -USD 37 M | -25% | 9.77% | 358% | 12 | 25% | 1.4 |
|
| 5618 |
5618
Peak Financial Advisors
Denver,
Colorado
| USD 114 M | -USD 2.56 M | -2% | 1.21% | 39.1% | 84 | 34.52% | 0.5 |
|
| 5619 |
5619
Evermore Global Advisors
Summit,
New Jersey
| USD 114 M | -USD 785 k | -0.7% | 1.87% | 133% | 19 | 26.32% | 2.2 |
|
| 5620 |
5620
Fort Henry Capital
Wheeling,
West Virginia
| USD 114 M | -USD 106 k | -0.1% | 0.67% | 39.3% | 13 | 7.69% | 0.6 |
|
| 5621 |
5621
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 114 M | -USD 266 k | -0.2% | 0.9% | 82.6% | 59 | 8.47% | 4.6 |
|
| 5622 |
5622
Alethea Capital Management
Mercer Island,
Washington
| USD 114 M | -USD 45.4 M | -29% | 18.1% | 275% | 113 | 53.1% | 2 |
|
| 5623 |
5623
Swaine & Leidel Wealth Services
Sebring,
Florida
| USD 113 M | – | – | 1.38% | – | 59 | – | 1 |
|
| 5624 |
5624
EMFO LLC
Weston,
Florida
| USD 113 M | -USD 1.05 M | -0.9% | 2.46% | 25.8% | 368 | 14.4% | 0.2 |
|
| 5625 |
5625
Washington Capital Management
Seattle,
Washington
| USD 113 M | +USD 30.4 M | +37% | 2.34% | 81.8% | 127 | 34.65% | 2.2 |
|