¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Strategic Vision Investment
Hong Kong
| USD 103 M | +USD 68.8 M | +202% | 8.61% | 95.6% | 18 | 66.67% | 0.4 |
|
| 5752 |
5752
Peterson Financial Group
Des Moines,
Iowa
| USD 103 M | -USD 3.4 M | -3% | 4.89% | 32.4% | 81 | 17.28% | 0.7 |
|
| 5753 |
5753
Paragon Private Wealth Management
Lexington,
Kentucky
| USD 103 M | +USD 8.95 M | +10% | 3.92% | 104% | 129 | 20.93% | 0.6 |
|
| 5754 |
5754
Tevis Investment Management
Plano,
Texas
| USD 103 M | -USD 1.72 M | -2% | 5.44% | 58.7% | 497 | 23.34% | 0.7 |
|
| 5755 |
5755
Fort Henry Capital
Wheeling,
West Virginia
| USD 103 M | -USD 4.4 M | -4% | 5.78% | 39.3% | 15 | 0% | 1.4 |
|
| 5756 |
5756
Soundwatch Capital
Rowayton,
Connecticut
| USD 103 M | -USD 2.15 M | -2% | 4.94% | 68.6% | 14 | 35.71% | 1 |
|
| 5757 |
5757
Better Money Decisions
Santa Fe,
New Mexico
| USD 103 M | -USD 15.4 M | -13% | 4.8% | 32.7% | 489 | 87.93% | 1.3 |
|
| 5758 |
5758
Union Square Park Capital Management
New York
| USD 103 M | +USD 4.76 M | +5% | 11.4% | 75.8% | 128 | 33.59% | 0.8 |
|
| 5759 |
5759
ION Acquisition Corp
Herzliya,
Israel
| USD 103 M | +USD 5.43 M | +6% | 12.7% | – | 5 | 0% | 0.8 |
|
| 5760 |
5760
Bull Oak Capital
San Diego,
California
| USD 103 M | -USD 5.58 M | -5% | 3.74% | 62.1% | 27 | 55.56% | 0.3 |
|
| 5761 |
5761
Custos Family Office
Austin,
Texas
| USD 103 M | -USD 9.14 M | -8% | 6.92% | 57.4% | 24 | 16.67% | 0.6 |
|
| 5762 |
5762
Ivy Lane Capital Management
Winter Park,
Florida
| USD 103 M | -USD 3.06 M | -3% | 4.12% | 101% | 13 | 46.15% | 1 |
|
| 5763 |
5763
Shore Point Advisors
Brielle,
New Jersey
| USD 102 M | -USD 4.49 M | -4% | 6.61% | 54.6% | 38 | 10.53% | 0.6 |
|
| 5764 |
5764
IMPACTfolio
Denver,
Colorado
| USD 102 M | -USD 3.59 M | -3% | 6.14% | 51.2% | 55 | 32.73% | 0.6 |
|
| 5765 |
5765
Starfox Financial Services
The Woodlands,
Texas
| USD 102 M | -USD 23.9 M | -19% | 6.42% | – | 27 | 22.22% | 0.6 |
|
| 5766 |
5766
Calixto Global Investors
Coral Gables,
Florida
| USD 102 M | +USD 2.5 M | +3% | 4.89% | 180% | 12 | 58.33% | 0.8 |
|
| 5767 |
5767
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| USD 102 M | -USD 7.24 M | -7% | 9.32% | 35.4% | 27 | 11.11% | 0.7 |
|
| 5768 |
5768
Asset Management Resources
Hyannis,
Massachusetts
| USD 102 M | -USD 15.5 M | -13% | 4.58% | – | 58 | 18.97% | 0.6 |
|
| 5769 |
OF
5769
Outfitter Financial
Brunswick,
Maine
| USD 102 M | -USD 7.89 M | -7% | 4.21% | 97.6% | 86 | 4.65% | 1.7 |
|
| 5770 |
5770
Paragon Capital Management (Utah)
Provo,
Utah
| USD 102 M | +USD 3.48 M | +4% | 2.39% | 72.3% | 90 | 32.22% | 0.5 |
|
| 5771 |
5771
Washington Harbour Partners
Arlington,
Virginia
| USD 102 M | -USD 45.7 M | -31% | 1.25% | 162% | 26 | 42.31% | 0.5 |
|
| 5772 |
5772
Alcosta Capital Management
San Ramon,
California
| USD 102 M | -USD 3.07 M | -3% | 2.58% | 175% | 32 | 25% | 1.1 |
|
| 5773 |
5773
Mork Capital Management
Healdsburg,
California
| USD 102 M | -USD 7.39 M | -7% | 7.57% | 61.9% | 108 | 4.63% | 2.6 |
|
| 5774 |
5774
AtonRa Partners
Geneva,
Switzerland
| USD 102 M | -USD 7 M | -6% | 6.23% | 49% | 121 | 7.44% | 1.2 |
|
| 5775 |
5775
TRB Advisors
New York
| USD 102 M | -USD 57.8 M | -36% | 4.88% | 64% | 5 | 20% | 5.1 |
|