¡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 |
6076
McCarter Private Wealth Services
Boston,
Massachusetts
| USD 195 M | +USD 20.4 M | +12% | 9.95% | – | 130 | 12.31% | 0.8 |
|
| 6077 |
6077
Spectrum Strategic Capital Management
Corvallis,
Oregon
| USD 195 M | -USD 3.57 M | -2% | 8.31% | 85.6% | 47 | 8.51% | 1.1 |
|
| 6078 |
6078
Pinnacle Wealth Management Group
Plymouth,
Michigan
| USD 195 M | +USD 20.7 M | +12% | 8.99% | 64.3% | 131 | 9.16% | 2.2 |
|
| 6079 |
6079
Touchstone Capital
Pittsburgh,
Pennsylvania
| USD 195 M | – | – | 8% | – | 49 | – | 0.8 |
|
| 6080 |
6080
R.W. Roge & Company
Bohemia,
New York
| USD 195 M | +USD 18.9 M | +11% | 7.8% | 68.1% | 59 | 11.86% | 3 |
|
| 6081 |
6081
Quarry Hill Advisors
St Paul,
Minnesota
| USD 195 M | +USD 23.1 M | +13% | 7.74% | 62.5% | 52 | 13.46% | 2.3 |
|
| 6082 |
6082
Main Line Retirement Advisors
Whitefish,
Montana
| USD 195 M | +USD 19.3 M | +11% | 5.19% | 47.6% | 46 | 10.87% | 1.5 |
|
| 6083 |
6083
Yorktown Energy Partners XI
New York
| USD 195 M | +USD 79.8 M | +69% | 111% | 105% | 3 | 0% | 5.1 |
|
| 6084 |
6084
Fairfield, Bush & Co
Darien,
Connecticut
| USD 195 M | +USD 17.9 M | +10% | 11.9% | 112% | 122 | 11.48% | 6.3 |
|
| 6085 |
6085
Peninsula Asset Management
Bradenton,
Florida
| USD 195 M | +USD 5.36 M | +3% | 4.85% | 44.1% | 45 | 4.44% | 8.8 |
|
| 6086 |
6086
Brendel Financial Advisors
Hanover,
New Hampshire
| USD 195 M | +USD 16.2 M | +9% | 10.6% | 126% | 127 | 40.16% | 1.7 |
|
| 6087 |
6087
Tenon Financial
Metuchen,
New Jersey
| USD 195 M | -USD 31.7 M | -14% | 6.12% | – | 49 | 8.16% | 1.3 |
|
| 6088 |
6088
Makaira Partners
La Jolla,
California
| USD 195 M | -USD 134 M | -41% | 8.89% | 22% | 13 | 7.69% | 3.2 |
|
| 6089 |
BAM
6089
Bosun Asset Management
Chicago,
Illinois
| USD 195 M | -USD 141 M | -42% | 8.35% | 278% | 200 | 66.5% | 2.5 |
|
| 6090 |
6090
Trivant Custom Portfolio Group
San Diego,
California
| USD 195 M | +USD 12.5 M | +7% | 7.66% | 86.1% | 105 | 23.81% | 1.6 |
|
| 6091 |
6091
EntreWealth
Austin,
Texas
| USD 194 M | +USD 49.7 M | +34% | 5.26% | – | 86 | 26.74% | 0.5 |
|
| 6092 |
6092
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 194 M | +USD 6.61 M | +4% | 8.06% | 112% | 170 | 12.35% | 7.3 |
|
| 6093 |
6093
School Employees Retirement Board of Ohio
Columbus,
Ohio
| USD 194 M | +USD 19 M | +11% | 8.15% | – | 5 | 40% | 0.6 |
|
| 6094 |
6094
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 194 M | -USD 4.26 M | -2% | 6.36% | 91% | 93 | 25.81% | 4.4 |
|
| 6095 |
6095
Friedenthal Financial
Marlton,
New Jersey
| USD 194 M | +USD 11.2 M | +6% | 6.1% | 105% | 324 | 37.65% | 1.7 |
|
| 6096 |
6096
Birchcreek Wealth Management
Miami Township,
Ohio
| USD 194 M | +USD 17 M | +10% | 6.9% | 80.7% | 122 | 11.48% | 3.1 |
|
| 6097 |
6097
Delta Capital Management
Red Bank,
New Jersey
| USD 193 M | +USD 14.6 M | +8% | 10.1% | 129% | 106 | 8.49% | 5.6 |
|
| 6098 |
6098
Banque de Luxembourg
Luxembourg
| USD 193 M | +USD 18.8 M | +11% | 8.56% | – | 93 | 20.43% | 0.7 |
|
| 6099 |
6099
Birchbrook
Bangor,
Maine
| USD 193 M | +USD 6.74 M | +4% | 5.16% | 49.1% | 279 | 4.66% | 1.5 |
|
| 6100 |
6100
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 193 M | +USD 371 k | +0.2% | 6.18% | 135% | 200 | 16% | 3.8 |
|