¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
6326
Spectrum Investment Advisors
Mequon,
Wisconsin
| USD 135 M | +USD 9.31 M | +7% | 7.17% | 56.5% | 36 | 13.89% | 0.2 |
|
| 6327 |
6327
Penney Financial
Houston,
Texas
| USD 135 M | +USD 14.5 M | +12% | 7.81% | 54.8% | 34 | 11.76% | 0.2 |
|
| 6328 |
6328
M28 Capital Management
Stamford,
Connecticut
| USD 135 M | +USD 14.6 M | +12% | 7.24% | 73.5% | 11 | 9.09% | 1.8 |
|
| 6329 |
6329
Blue Creek Capital Management
Hong Kong
| USD 135 M | -USD 3.79 M | -3% | 2.16% | – | 6 | 0% | 1.1 |
|
| 6330 |
6330
Washburn Capital Management
Vero Beach,
Florida
| USD 135 M | +USD 2.25 M | +2% | 12.3% | 123% | 44 | 15.91% | 3.1 |
|
| 6331 |
6331
Maso Capital Partners
Hong Kong
| USD 135 M | +USD 19.5 M | +17% | 9.21% | 8.67% | 40 | 42.5% | 1.3 |
|
| 6332 |
6332
Wrenne Financial Planning
Lexington,
Kentucky
| USD 135 M | +USD 17.8 M | +15% | 4.28% | 54.3% | 30 | 16.67% | 0.2 |
|
| 6333 |
6333
AFG Fiduciary Services
Hingham,
Massachusetts
| USD 135 M | +USD 12.2 M | +10% | 7.16% | 72.4% | 93 | 23.66% | 1.4 |
|
| 6334 |
MI
6334
Mango Investments
Denver,
Colorado
| USD 135 M | -USD 23.9 M | -15% | 5.17% | – | 24 | 4.17% | 0.3 |
|
| 6335 |
6335
17 Capital Partners
Pheonix,
Arizona
| USD 135 M | +USD 26.3 M | +24% | 13.4% | – | 130 | 33.08% | 1.5 |
|
| 6336 |
6336
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| USD 135 M | +USD 18.1 M | +15% | 10.6% | 70.9% | 125 | 14.4% | 1.6 |
|
| 6337 |
MM
6337
MWG Management
Road Town, Tortola,
British Virgin Islands
| USD 135 M | +USD 16.2 M | +14% | 15.3% | 59.2% | 3 | 0% | 2.4 |
|
| 6338 |
6338
Applied Fundamental Research
Cambridge,
Massachusetts
| USD 135 M | -USD 3.53 M | -3% | 7% | 49.7% | 11 | 0% | 2.7 |
|
| 6339 |
6339
Whalen Wealth Management
Las Vegas,
Nevada
| USD 135 M | +USD 24 M | +22% | 8.58% | 90.2% | 162 | 67.28% | 0.1 |
|
| 6340 |
6340
Monument Group Wealth Advisors
Concord,
Massachusetts
| USD 135 M | +USD 17.7 M | +15% | 7.45% | 68.6% | 49 | 16.33% | 0.2 |
|
| 6341 |
SC
6341
Settian Capital
New York
| USD 135 M | +USD 9.6 M | +8% | 9.86% | 69% | 37 | 29.73% | 1.2 |
|
| 6342 |
6342
InTrack Investment Management
South Burlington,
Vermont
| USD 135 M | +USD 1.55 M | +1% | 9.18% | 99.2% | 141 | 12.77% | 1.7 |
|
| 6343 |
6343
Slocum, Gordon & Co
Newport,
Rhode Island
| USD 135 M | +USD 20.8 M | +18% | 9.42% | 65.3% | 137 | 7.3% | 1 |
|
| 6344 |
6344
Dunhill Financial
London,
United Kingdom
| USD 135 M | +USD 24.4 M | +22% | 8.72% | 58.6% | 767 | 8.74% | 0.3 |
|
| 6345 |
6345
Pinnacle Wealth Management Group
Plymouth,
Michigan
| USD 135 M | +USD 12.8 M | +11% | 4.73% | 64.3% | 113 | 17.7% | 1.9 |
|
| 6346 |
6346
Gordian Capital (Singapore)
Singapore
| USD 135 M | +USD 23.7 M | +21% | 24.2% | 321% | 149 | 19.46% | 1.6 |
|
| 6347 |
6347
Chesapeake Capital Corp
Tampa,
Florida
| USD 134 M | -USD 2.79 M | -2% | 11.8% | – | 179 | 30.73% | 0.2 |
|
| 6348 |
6348
Caldwell Investment Management
Toronto,
Ontario, Canada
| USD 134 M | +USD 4.26 M | +3% | 13.2% | 169% | 38 | 28.95% | 1 |
|
| 6349 |
6349
Islay Capital Management
Lubbock,
Texas
| USD 134 M | +USD 4.86 M | +4% | 8.75% | 72% | 232 | 20.26% | 3 |
|
| 6350 |
6350
Banco de Sabadell
Miami,
Florida
| USD 134 M | +USD 2.46 M | +2% | 9.59% | 89.9% | 83 | 28.92% | 5 |
|