¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
PWM
6151
Pinnacle Wealth Management
Roseville,
California
| USD 82.4 M | +USD 11.2 M | +16% | 2.36% | 194% | 55 | 40% | 0.4 |
|
| 6152 |
TMC
6152
Trellus Management Company
Delray Beach,
Florida
| USD 82.3 M | +USD 175 k | +0.2% | 10.6% | 268% | 70 | 45.71% | 1.5 |
|
| 6153 |
6153
Vanguard Capital Wealth Advisors
Denver,
Colorado
| USD 82.3 M | -USD 6.18 M | -7% | 1.17% | 234% | 136 | 25.74% | 2.5 |
|
| 6154 |
6154
Vista Finance
Clayton,
Missouri
| USD 82.3 M | +USD 5.75 M | +8% | 1.29% | 50.7% | 34 | 23.53% | 0.4 |
|
| 6155 |
6155
BG Investment Services
Hagatna,
Guam
| USD 82.2 M | -USD 8.51 M | -9% | 6.51% | – | 12 | 8.33% | 0.7 |
|
| 6156 |
6156
DB Fitzpatrick & Co
Boise,
Idaho
| USD 82.2 M | -USD 8.59 M | -9% | 4.31% | 42.7% | 75 | 10.67% | 0.7 |
|
| 6157 |
6157
Caldwell Investment Management
Toronto,
Ontario, Canada
| USD 82.2 M | -USD 17.4 M | -17% | 2.88% | 162% | 32 | 34.38% | 0.5 |
|
| 6158 |
GBA
6158
Garrison Bradford & Associates
New York
| USD 82.2 M | -USD 5.78 M | -7% | 3.12% | 62.2% | 45 | 8.89% | 5.3 |
|
| 6159 |
6159
New Century Advisors
Chevy Chase,
Maryland
| USD 82.1 M | -USD 6.23 M | -7% | 2.49% | – | 105 | 15.24% | 1.1 |
|
| 6160 |
6160
Kellett Wealth Advisors
Cincinnati,
Ohio
| USD 82.1 M | +USD 4.72 M | +6% | 6.1% | 76.3% | 59 | 15.25% | 0.7 |
|
| 6161 |
BG
6161
BRX Global
New York
| USD 82.1 M | -USD 4.86 M | -6% | 5.07% | 65.8% | 6 | 0% | 1.4 |
|
| 6162 |
6162
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| USD 82 M | -USD 3.45 M | -4% | 3.53% | 72.1% | 99 | 3.03% | 0.7 |
|
| 6163 |
6163
Columbia Advisory Partners
Spokane,
Washington
| USD 82 M | -USD 5.34 M | -6% | 5.31% | 69.7% | 51 | 25.49% | 0.6 |
|
| 6164 |
6164
Trustco Bank (New York)
Albany,
New York
| USD 81.9 M | -USD 10.8 M | -12% | 6.81% | 131% | 67 | 5.97% | 6 |
|
| 6165 |
SC
6165
Samjo Capital
New York
| USD 81.9 M | -USD 37 k | -0% | 13% | 89.1% | 18 | 22.22% | 1.3 |
|
| 6166 |
6166
Horizon Family Wealth
Chicago,
Illinois
| USD 81.9 M | -USD 4.16 M | -5% | 5.98% | 68.6% | 54 | 3.7% | 0.7 |
|
| 6167 |
WPA
6167
Winning Points Advisors
Boca Raton,
Florida
| USD 81.8 M | -USD 9.18 M | -10% | 1.45% | – | 53 | 11.32% | 3.8 |
|
| 6168 |
CC
6168
Corton Capital
Carrying Place,
Ontario, Canada
| USD 81.8 M | -USD 24.1 M | -23% | 2.43% | 225% | 410 | 56.34% | 0.3 |
|
| 6169 |
6169
Farley Capital
New York
| USD 81.8 M | -USD 16 M | -16% | 10.5% | 105% | 13 | 7.69% | 4.4 |
|
| 6170 |
6170
Blue Door Asset Management
Stamford,
Connecticut
| USD 81.8 M | -USD 15.4 M | -16% | 0.94% | 127% | 21 | 33.33% | 0.6 |
|
| 6171 |
6171
Harvest Investment Services
Oakbrook Terrace,
Illinois
| USD 81.7 M | -USD 48.8 M | -37% | 1.4% | 282% | 172 | 51.74% | 1.7 |
|
| 6172 |
6172
Regency Capital Management
Honolulu,
Hawaii
| USD 81.6 M | -USD 11.4 M | -12% | 3.1% | 92.1% | 87 | 60.92% | 1 |
|
| 6173 |
6173
Peak Financial Advisors
Denver,
Colorado
| USD 81.3 M | -USD 19.7 M | -19% | 3.79% | 39.1% | 75 | 36% | 0.7 |
|
| 6174 |
6174
Cresta Advisors
Laredo,
Texas
| USD 81 M | – | – | 5.03% | 66.8% | 31 | – | 0 |
|
| 6175 |
LP
6175
Lloyd Park
Wilmette,
Illinois
| USD 81 M | -USD 14.6 M | -15% | 0.67% | – | 86 | 12.79% | 0.5 |
|