¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
EMB
6076
Elefante Mark B
| USD 232 M | +USD 50.4 M | +28% | 27.4% | – | 62 | 9.68% | 4.7 |
|
| 6077 |
SP
6077
ShawSpring Partners
Boston,
Massachusetts
| USD 232 M | -USD 35.5 M | -13% | 9.18% | 3.53% | 14 | 35.71% | 0.5 |
|
| 6078 |
LC
6078
Lavelle Capital
San Francisco,
California
| USD 232 M | +USD 70.9 M | +44% | 10.4% | – | 84 | 25% | 0.4 |
|
| 6079 |
AGC
6079
ARP Global Capital
Dubai,
| USD 232 M | +USD 61.7 M | +36% | 41.7% | – | 36 | 77.78% | 0.1 |
|
| 6080 |
JHWEPV
6080
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| USD 232 M | -USD 1.48 M | -0.6% | 33.1% | 407% | 1 | 0% | 4.5 |
|
| 6081 |
EM
6081
ELCO Management
New York
| USD 232 M | +USD 23.5 M | +11% | 9.98% | 98.4% | 188 | 17.02% | 4 |
|
| 6082 |
OPOWM
6082
One Plus One Wealth Management
Jupiter,
Florida
| USD 232 M | -USD 5.36 M | -2% | 0.63% | 71.9% | 100 | 19% | 2.7 |
|
| 6083 |
WM
6083
Wishbone Management
Chicago,
Illinois
| USD 232 M | +USD 96.1 M | +71% | 25.5% | 58.7% | 6 | 50% | 0.9 |
|
| 6084 |
SF
6084
Steffes Financial
Overland Park,
Kansas
| USD 232 M | +USD 42.1 M | +22% | 15.1% | – | 36 | 11.11% | 0.4 |
|
| 6085 |
ACM
6085
Accent Capital Management
Centerville,
Ohio
| USD 231 M | +USD 25.2 M | +12% | 21.2% | – | 419 | 48.93% | 1 |
|
| 6086 |
NME
6086
Notis-McConarty Edward
| USD 231 M | +USD 30.2 M | +15% | 24.2% | 91.2% | 73 | 9.59% | 8.3 |
|
| 6087 |
PFSC
6087
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 231 M | +USD 20.3 M | +10% | 19.6% | 93% | 278 | 3.96% | 8.5 |
|
| 6088 |
GPW
6088
Gray Private Wealth
Canton,
Massachusetts
| USD 231 M | +USD 32.6 M | +16% | 13.9% | – | 61 | 22.95% | 1.5 |
|
| 6089 |
LV
6089
Lifeyrissjodur Verzlunarmanna
Reykjavik,
| USD 231 M | +USD 27.3 M | +13% | 13.4% | – | 1 | 0% | 1.3 |
|
| 6090 |
NA
6090
N10 Assets
Greenwich,
Connecticut
| USD 231 M | – | – | 48.3% | – | 34 | – | 0 |
|
| 6091 |
FFG
6091
Foundry Financial Group
Laconia,
New Hampshire
| USD 231 M | +USD 29.7 M | +15% | 13.3% | – | 82 | 17.07% | 1.5 |
|
| 6092 |
VH
6092
VVR Holdings
Bellingham,
Washington
| USD 231 M | +USD 37.7 M | +19% | 17.2% | – | 45 | 28.89% | 0.4 |
|
| 6093 |
FCMT
6093
Founders Capital Management (Texas)
Houston,
Texas
| USD 231 M | +USD 26.3 M | +13% | 24.1% | 131% | 427 | 10.3% | 4.4 |
|
| 6094 |
LWA
6094
Legacy Wealth Advisors
Miami,
Florida
| USD 231 M | +USD 35.1 M | +18% | 12.8% | – | 155 | 34.19% | 0.3 |
|
| 6095 |
PPWM
6095
PFG Private Wealth Management
Lutz,
Florida
| USD 231 M | -USD 5.05 M | -2% | 9.55% | 52.6% | 86 | 26.74% | 1.6 |
|
| 6096 |
CWM
6096
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| USD 231 M | +USD 28.4 M | +14% | 11.9% | 51.7% | 75 | 13.33% | 3.8 |
|
| 6097 |
AF
6097
AGP Franklin
Franklin,
Tennessee
| USD 231 M | +USD 30.4 M | +15% | 24.1% | – | 107 | 26.17% | 1 |
|
| 6098 |
CCA
6098
Cooper Capital Advisors
Encinitas,
California
| USD 231 M | +USD 87.7 M | +61% | 17.1% | – | 44 | 27.27% | 0.9 |
|
| 6099 |
HDA
6099
Harold Davidson & Associates
Los Angeles,
California
| USD 231 M | +USD 24.7 M | +12% | 22.7% | – | 66 | 19.7% | 1.3 |
|
| 6100 |
BWM
6100
Bullock Wealth Management
Bloomington,
Indiana
| USD 231 M | +USD 31.2 M | +16% | 18% | 101% | 650 | 10.92% | 2.5 |
|