¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
CMG Global Holdings
Plano,
Texas
| USD 210 M | -USD 15.4 M | -7% | 0.07% | 80.8% | 99 | 6.06% | 3.7 |
|
| 6002 |
6002
P2 Capital Partners
New York
| USD 210 M | -USD 180 M | -46% | 2.44% | 7.96% | 11 | 18.18% | 3.4 |
|
| 6003 |
6003
R.W. Roge & Company
Bohemia,
New York
| USD 210 M | +USD 7.36 M | +4% | 1.8% | 76.3% | 68 | 10.29% | 3 |
|
| 6004 |
6004
Great Hill Partners
Boston,
Massachusetts
| USD 210 M | -USD 70.3 M | -25% | 25.1% | 24% | 1 | 0% | 3.8 |
|
| 6005 |
6005
Blue Sky Capital Consultants Group
Poway,
California
| USD 210 M | -USD 20.5 M | -9% | 8.66% | – | 86 | 22.09% | 0.9 |
|
| 6006 |
6006
Painted Porch Advisors
Santa Barbara,
California
| USD 210 M | -USD 39.1 M | -16% | 0.31% | – | 78 | 23.08% | 1.8 |
|
| 6007 |
CIA
6007
Citadel Investment Advisory
Chesterland,
Ohio
| USD 210 M | -USD 21.9 M | -9% | 5.94% | 66.1% | 79 | 1.27% | 4.7 |
|
| 6008 |
6008
Kiker Wealth Management
Jasper,
Georgia
| USD 209 M | +USD 206 M | +6,847% | 9.8% | – | 133 | 91.73% | 0.1 |
|
| 6009 |
6009
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| USD 209 M | +USD 26 M | +14% | 0.92% | – | 197 | 23.86% | 1.2 |
|
| 6010 |
6010
Glynn Capital Management
Menlo Park,
California
| USD 209 M | -USD 81.9 M | -28% | 4.28% | 252% | 48 | 35.42% | 3.1 |
|
| 6011 |
6011
Campbell Capital Management
Miami,
Florida
| USD 209 M | -USD 86.4 M | -29% | 6.84% | – | 52 | 51.92% | 2.5 |
|
| 6012 |
6012
Adalta Capital Management
New York
| USD 209 M | -USD 14.9 M | -7% | 3.72% | 80.4% | 101 | 16.83% | 4.3 |
|
| 6013 |
6013
Byrne Financial Freedom
Franklin,
Massachusetts
| USD 209 M | -USD 8.96 M | -4% | 3.63% | – | 111 | 18.02% | 0.9 |
|
| 6014 |
6014
Sequent Asset Management
Houston,
Texas
| USD 209 M | -USD 16.2 M | -7% | 1.01% | 51.3% | 101 | 12.87% | 3.4 |
|
| 6015 |
6015
Allodium Investment Consultants
Minneapolis,
Minnesota
| USD 209 M | +USD 11.5 M | +6% | 0.01% | – | 53 | 3.77% | 1.1 |
|
| 6016 |
6016
Plan A Wealth
Lincoln,
Nebraska
| USD 209 M | +USD 4.32 M | +2% | 2.46% | – | 192 | 17.19% | 0.8 |
|
| 6017 |
6017
Bernzott Capital Advisors
Camarillo,
California
| USD 209 M | -USD 1.52 M | -0.7% | 0.09% | 46.2% | 43 | 20.93% | 2.5 |
|
| 6018 |
BCM
6018
Beartown Capital Management
Huntington Woods,
Michigan
| USD 209 M | +USD 70.3 M | +51% | 6.98% | – | 57 | 50.88% | 0.2 |
|
| 6019 |
6019
ADE LLC
Baltimore,
Maryland
| USD 209 M | +USD 2.1 M | +1% | 1.79% | 59.8% | 89 | 7.87% | 3.6 |
|
| 6020 |
6020
Marshall Investment Management
Littleton,
Colorado
| USD 208 M | +USD 9.4 M | +5% | 0.94% | – | 277 | 73.65% | 0.2 |
|
| 6021 |
6021
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 208 M | +USD 1.8 M | +0.9% | 0.08% | 45.1% | 40 | 2.5% | 6.5 |
|
| 6022 |
6022
ELCO Management
New York
| USD 208 M | +USD 49.8 M | +31% | 8.85% | 98.3% | 178 | 16.85% | 4 |
|
| 6023 |
6023
Summit Place Financial Advisors
Summit,
New Jersey
| USD 208 M | +USD 1.77 M | +0.9% | 2.18% | 111% | 115 | 22.61% | 3.1 |
|
| 6024 |
6024
Geneva Partners
Lake Geneva,
Wisconsin
| USD 208 M | -USD 72.6 M | -26% | 13.2% | 417% | 84 | 42.86% | 2.5 |
|
| 6025 |
6025
Steinberganna Wealth Management
Huntington,
New York
| USD 208 M | -USD 5.27 M | -2% | 3.74% | – | 143 | 18.88% | 0.4 |
|