¡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 |
RCWM
6251
Royal Capital Wealth Management
Carmel,
Indiana
| USD 104 M | -USD 1.81 M | -2% | 1.13% | 83.8% | 104 | 19.23% | 1.5 |
|
| 6252 |
6252
Magnolia Capital Advisors
Jackson,
Mississippi
| USD 104 M | -USD 95.1 M | -48% | 0.16% | 78.7% | 145 | 70.34% | 1.4 |
|
| 6253 |
6253
Point Break Capital Management
Miami,
Florida
| USD 104 M | -USD 193 M | -65% | 6.2% | – | 11 | 54.55% | 0.9 |
|
| 6254 |
6254
Absolute Capital Management
Pittsburgh,
Pennsylvania
| USD 104 M | -USD 4.27 M | -4% | 3.06% | 98.2% | 94 | 34.04% | 0.7 |
|
| 6255 |
6255
UNC Management Company
Chapel Hill,
North Carolina
| USD 104 M | -USD 6.73 M | -6% | 3.81% | 92% | 2 | 50% | 1.8 |
|
| 6256 |
6256
Mayfair Advisory Group
Birmingham,
Alabama
| USD 104 M | +USD 3.51 M | +4% | 2.78% | 71.5% | 135 | 15.56% | 1.8 |
|
| 6257 |
MSK
6257
Melissa S. Kampmann
| USD 104 M | – | – | 3.73% | 82.1% | 39 | – | 0 |
|
| 6258 |
6258
RP Management
New York
| USD 104 M | +USD 6.29 M | +6% | 6.59% | 208% | 3 | 0% | 2.4 |
|
| 6259 |
6259
Authentikos Wealth Advisory
Morgan Hill,
California
| USD 104 M | -USD 2.45 M | -2% | 3.44% | 43.5% | 654 | 89.91% | 0 |
|
| 6260 |
6260
MWA Asset Management
Lexington,
Massachusetts
| USD 104 M | – | – | 2.48% | 174% | 109 | – | 0 |
|
| 6261 |
6261
Varenne Capital Partners
Paris,
France
| USD 104 M | -USD 111 M | -52% | 1.46% | 212% | 14 | 64.29% | 0.3 |
|
| 6262 |
6262
Strategic Vision Investment
Hong Kong
| USD 104 M | -USD 138 M | -57% | 8.05% | 95.6% | 18 | 61.11% | 0.6 |
|
| 6263 |
6263
Delap Wealth Advisory
Lake Oswego,
Oregon
| USD 103 M | +USD 1.48 M | +1% | 3.06% | 73% | 56 | 14.29% | 0.6 |
|
| 6264 |
6264
Calixto Global Investors
Coral Gables,
Florida
| USD 103 M | +USD 17.1 M | +20% | 2.02% | 180% | 9 | 22.22% | 0.9 |
|
| 6265 |
6265
Safir Wealth Advisors
Greenland,
New Hampshire
| USD 103 M | -USD 4.74 M | -4% | 3.28% | 52.1% | 17 | 17.65% | 2.2 |
|
| 6266 |
6266
Udine Wealth Management
Boca Raton,
Florida
| USD 103 M | -USD 1.88 M | -2% | 1.4% | 141% | 22 | 31.82% | 1 |
|
| 6267 |
6267
Horizon Family Wealth
Chicago,
Illinois
| USD 103 M | -USD 1.27 M | -1% | 3.91% | 68.6% | 68 | 13.24% | 1.2 |
|
| 6268 |
MM
6268
MWG Management
Road Town, Tortola,
British Virgin Islands
| USD 103 M | -USD 62.1 M | -38% | 34.7% | 59.2% | 3 | 0% | 1.9 |
|
| 6269 |
6269
Doheny Asset Management
Los Angeles,
California
| USD 103 M | -USD 13.5 M | -12% | 0.82% | 135% | 74 | 12.16% | 6.3 |
|
| 6270 |
6270
Chesapeake Asset Management
New York
| USD 103 M | -USD 7.69 M | -7% | 2.62% | 153% | 487 | 19.51% | 1.1 |
|
| 6271 |
6271
Armstrong Fleming & Moore
Washington,
District of Columbia
| USD 103 M | -USD 5.56 M | -5% | 4.17% | 135% | 88 | 6.82% | 0.2 |
|
| 6272 |
6272
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 103 M | -USD 3.73 M | -3% | 3.42% | 60.5% | 8 | 0% | 2.9 |
|
| 6273 |
SGL
6273
Sonic GP LLC
Honolulu,
Hawaii
| USD 103 M | -USD 46.8 M | -31% | 10.1% | – | 27 | 25.93% | 0.6 |
|
| 6274 |
6274
Walker Financial Services
Bowling Green,
Kentucky
| USD 103 M | +USD 1.69 M | +2% | 1.96% | 20.8% | 24 | 8.33% | 1.4 |
|
| 6275 |
MCM
6275
Magnolia Capital Management
Cold Spring,
New York
| USD 103 M | -USD 7.9 M | -7% | 3.27% | 85.9% | 133 | 8.27% | 2 |
|