¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
LAM Group
Lake Oswego,
Oregon
| USD 102 M | +USD 4.63 M | +5% | 6.65% | 61.8% | 119 | 5.04% | 0.2 |
|
| 6252 |
6252
Terra Nova Asset Management
New York
| USD 102 M | +USD 6.66 M | +7% | 11.4% | 172% | 91 | 17.58% | 2.5 |
|
| 6253 |
ASA
6253
Armstrong Shaw Associates
New Canaan,
Connecticut
| USD 102 M | +USD 1.31 M | +1% | 4.2% | 51.2% | 45 | 6.67% | 5.7 |
|
| 6254 |
TIM
6254
Timelo Investment Management
Aurora,
Ontario, Canada
| USD 102 M | -USD 33.7 M | -25% | 1.14% | 104% | 71 | 73.24% | 0.4 |
|
| 6255 |
6255
River Street Advisors
Aurora,
Illinois
| USD 102 M | +USD 8.31 M | +9% | 6.72% | 93.5% | 110 | 7.27% | 0.2 |
|
| 6256 |
6256
Forbes Financial Planning
East Greenwich,
Rhode Island
| USD 102 M | +USD 32.9 M | +48% | 4.14% | 52.3% | 35 | 37.14% | 0.9 |
|
| 6257 |
YAVAPFMC
6257
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| USD 102 M | -USD 4.04 M | -4% | 9.67% | 215% | 67 | 28.36% | 1.2 |
|
| 6258 |
6258
Del-Sette Capital Management
Schenectady,
New York
| USD 102 M | +USD 4.23 M | +4% | 9.01% | 112% | 36 | 52.78% | 0.7 |
|
| 6259 |
CIG
6259
Cascade Investment Group
Colorado Springs,
Colorado
| USD 101 M | +USD 5.36 M | +6% | 5.02% | 93.2% | 126 | 9.52% | 0.2 |
|
| 6260 |
6260
Kaizen Financial Strategies
Campbell,
California
| USD 101 M | +USD 238 k | +0.2% | 13.5% | 126% | 127 | 25.2% | 1.6 |
|
| 6261 |
6261
Safir Wealth Advisors
Greenland,
New Hampshire
| USD 101 M | +USD 3.25 M | +3% | 5.26% | 52.1% | 15 | 6.67% | 1.9 |
|
| 6262 |
6262
West Tower Group
Richmond,
Virginia
| USD 101 M | +USD 64.6 M | +176% | 0.78% | 120% | 56 | 69.64% | 0.1 |
|
| 6263 |
OCM
6263
Ogborne Capital Management
San Francisco,
California
| USD 101 M | +USD 71.8 M | +244% | 52.4% | 251% | 8 | 62.5% | 0.6 |
|
| 6264 |
CSI
6264
Cross Staff Investments
Pittsford,
New York
| USD 101 M | +USD 5.71 M | +6% | 9.08% | 80.3% | 117 | 5.13% | 1.1 |
|
| 6265 |
6265
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 101 M | -USD 3.16 M | -3% | 1.44% | 47.6% | 21 | 4.76% | 3.8 |
|
| 6266 |
6266
Petra Financial Advisors
Colorado Srpings,
Colorado
| USD 101 M | +USD 10.1 M | +11% | 3.52% | 136% | 107 | 34.58% | 0.2 |
|
| 6267 |
6267
Oppenheimer & Close
New York
| USD 101 M | -USD 759 k | -0.7% | 2.88% | 148% | 62 | 3.23% | 4.3 |
|
| 6268 |
6268
Axim Planning & Wealth
Springboro,
Ohio
| USD 101 M | +USD 3.69 M | +4% | 3.24% | 32.3% | 29 | 27.59% | 0.6 |
|
| 6269 |
6269
Chartist Inc
Seal Beach,
California
| USD 101 M | – | – | 6.68% | – | 22 | – | 6.2 |
|
| 6270 |
6270
Silvia McColl Wealth Management
San Diego,
California
| USD 101 M | -USD 915 k | -0.9% | 4.51% | 82.7% | 107 | 7.48% | 0.2 |
|
| 6271 |
6271
Caldwell Investment Management
Toronto,
Ontario, Canada
| USD 101 M | +USD 6.11 M | +6% | 8.13% | 169% | 31 | 41.94% | 0.8 |
|
| 6272 |
6272
Applied Capital LLC
Hollywood,
Florida
| USD 101 M | -USD 153 k | -0.2% | 4.88% | 78.3% | 80 | 6.25% | 0.2 |
|
| 6273 |
6273
Erickson Financial Group
Allentown,
Pennsylvania
| USD 101 M | +USD 8.4 M | +9% | 8.66% | 69.3% | 23 | 4.35% | 1 |
|
| 6274 |
6274
Pring Turner Capital Group
Alamo,
California
| USD 101 M | +USD 8.99 M | +10% | 2.3% | 81.6% | 61 | 6.56% | 3.6 |
|
| 6275 |
6275
Copperleaf Capital
Raleigh,
North Carolina
| USD 101 M | +USD 13.7 M | +16% | 7.43% | 102% | 81 | 28.4% | 1.5 |
|