¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
Four Tree Island Advisory
Portsmouth,
New Hampshire
| USD 198 M | +USD 17 M | +9% | 10.1% | – | 24 | 8.33% | 1.1 |
|
| 6202 |
6202
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 198 M | +USD 4.43 M | +2% | 0.61% | 51.3% | 239 | 8.37% | 2.5 |
|
| 6203 |
TLC
6203
True Light Capital
Singapore,
| USD 198 M | -USD 23.8 M | -11% | 8.49% | – | 8 | 0% | 0.3 |
|
| 6204 |
6204
Comprehensive Wealth Management
Lynnwood,
Washington
| USD 198 M | +USD 28.3 M | +17% | 0.16% | 40.6% | 43 | 16.28% | 2 |
|
| 6205 |
6205
Spring Capital Management
Amarillo,
Texas
| USD 198 M | +USD 220 k | +0.1% | 6.44% | 73.6% | 49 | 0% | 2.6 |
|
| 6206 |
6206
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| USD 198 M | +USD 18.5 M | +10% | 0.76% | – | 420 | 28.1% | 0.9 |
|
| 6207 |
6207
Planning Directions
Glen Mills,
Pennsylvania
| USD 198 M | -USD 846 k | -0.4% | 0.08% | 46.3% | 110 | 11.82% | 3.3 |
|
| 6208 |
6208
AmeriFlex Group
Las Vegas,
Nevada
| USD 198 M | +USD 5.04 M | +3% | 0.47% | – | 1,225 | 15.67% | 0.9 |
|
| 6209 |
6209
Alpha Zero
Boca Raton,
Florida
| USD 198 M | +USD 14.5 M | +8% | 3.11% | – | 81 | 23.46% | 0.9 |
|
| 6210 |
6210
Clarity Asset Management
Ames,
Iowa
| USD 198 M | +USD 15.8 M | +9% | 1.12% | 51.8% | 309 | 26.54% | 1.3 |
|
| 6211 |
6211
Everest Management Corp
Cupertino,
California
| USD 197 M | +USD 18.1 M | +10% | 5.36% | – | 75 | 20% | 0.9 |
|
| 6212 |
CSI
6212
Cross Staff Investments
Pittsford,
New York
| USD 197 M | +USD 15.9 M | +9% | 1.14% | 80.3% | 137 | 10.22% | 3.3 |
|
| 6213 |
6213
Privium Fund Management (UK)
London,
United Kingdom
| USD 197 M | +USD 63.5 M | +47% | 9.53% | 34.4% | 26 | 96.15% | 0 |
|
| 6214 |
6214
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 197 M | +USD 348 k | +0.2% | 0.46% | 112% | 179 | 15.08% | 7.1 |
|
| 6215 |
SCM
6215
Stonehill Capital Management
New York
| USD 197 M | -USD 137 M | -41% | 1.89% | 117% | 24 | 50% | 0.7 |
|
| 6216 |
6216
Steelhead Wealth Management
Glen Allen,
Virginia
| USD 197 M | – | – | 1.5% | – | 84 | – | 0 |
|
| 6217 |
6217
Gildi lifeyrissjodur
Reykjavik,
| USD 197 M | -USD 23.9 M | -11% | 0.62% | – | 2 | 0% | 0.3 |
|
| 6218 |
ECP
6218
Elwood Capital Partners
New York
| USD 197 M | +USD 29.1 M | +17% | 6.63% | – | 37 | 43.24% | 0.6 |
|
| 6219 |
6219
Socha Financial Group
Corning,
New York
| USD 197 M | -USD 7.79 M | -4% | 3.4% | 88.4% | 15 | 6.67% | 2.3 |
|
| 6220 |
6220
Brucke Financial
Indianapolis,
Indiana
| USD 197 M | +USD 14.2 M | +8% | 0.72% | – | 204 | 35.78% | 0.8 |
|
| 6221 |
6221
Barnes Wealth Management Group
Bakersfield,
California
| USD 197 M | +USD 10.2 M | +5% | 0.52% | – | 196 | 15.82% | 1 |
|
| 6222 |
6222
Islay Capital Management
Lubbock,
Texas
| USD 197 M | +USD 26.9 M | +16% | 2.67% | 72% | 244 | 28.28% | 3.5 |
|
| 6223 |
6223
Fort Vancouver Investment Management
Vancouver,
Washington
| USD 197 M | +USD 9.8 M | +5% | 1.77% | – | 64 | 28.13% | 1.2 |
|
| 6224 |
SIAIK
6224
Summit Investment Advisors, Inc.\KS
Leawood,
Kansas
| USD 197 M | +USD 10.3 M | +6% | 2.18% | – | 103 | 9.71% | 0.2 |
|
| 6225 |
6225
RLH Capital
Great Neck,
New York
| USD 197 M | – | – | 0.72% | – | 108 | – | 0 |
|