¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
Carson Advisory
Athens,
Georgia
| USD 101 M | +USD 1.83 M | +2% | 0.08% | 68.6% | 146 | 16.44% | 0.2 |
|
| 6352 |
6352
DB Fitzpatrick & Co
Boise,
Idaho
| USD 100 M | -USD 6.6 M | -6% | 6.49% | 42.7% | 76 | 9.21% | 0.2 |
|
| 6353 |
6353
KLK Capital Management
Los Angeles,
California
| USD 100 M | -USD 4.63 M | -4% | 1.96% | – | 57 | 28.07% | 0.5 |
|
| 6354 |
6354
SBK Financial
Richmond,
Virginia
| USD 100 M | -USD 25 M | -20% | 5.38% | – | 133 | 47.37% | 0.2 |
|
| 6355 |
6355
Versant Venture Management
San Francisco,
California
| USD 100 M | -USD 86.8 M | -46% | 35% | 409% | 10 | 0% | 3 |
|
| 6356 |
BC
6356
Belmont Capital
Los Angeles,
California
| USD 100 M | -USD 27.4 M | -21% | 14.3% | 182% | 82 | 21.95% | 1.4 |
|
| 6357 |
6357
Old North State Wealth Management
Wilmington,
North Carolina
| USD 100 M | +USD 852 k | +0.9% | 0.18% | 91.5% | 63 | 15.87% | 0.2 |
|
| 6358 |
CWMGP
6358
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| USD 100 M | -USD 23 M | -19% | 1.68% | 75.9% | 82 | 20.73% | 0.2 |
|
| 6359 |
6359
Bertram Growth Capital III
Foster City,
California
| USD 100 M | -USD 83.2 M | -45% | 45.4% | – | 1 | 0% | 0.3 |
|
| 6360 |
6360
Sinecera Capital
Austin,
Texas
| USD 100 M | -USD 3.21 M | -3% | 2.08% | 13.7% | 27 | 3.7% | 0.2 |
|
| 6361 |
6361
United Community Bank
Greenville,
South Carolina
| USD 100 M | -USD 131 k | -0.1% | 0.56% | 66.2% | 256 | 10.55% | 0.2 |
|
| 6362 |
6362
Disciplined Equity Management
Neptune Beach,
Florida
| USD 100 M | -USD 3.8 M | -4% | 1.75% | 72.3% | 45 | 17.78% | 0.2 |
|
| 6363 |
GECH
6363
Garnet Equity Capital Holdings
New York
| USD 100 M | -USD 52 M | -34% | 11.1% | 302% | 56 | 58.93% | 0.6 |
|
| 6364 |
6364
Columbia Advisory Partners
Spokane,
Washington
| USD 100 M | -USD 617 k | -0.6% | 4.12% | 69.7% | 70 | 48.57% | 0.2 |
|
| 6365 |
6365
TTP Investments
San Jose,
California
| USD 100 M | -USD 45.6 M | -31% | 3.49% | 197% | 50 | 46% | 0.8 |
|
| 6366 |
6366
Watershed Asset Management
San Francisco,
California
| USD 100 M | -USD 11.4 M | -10% | 5.06% | – | 148 | 33.78% | 0.2 |
|
| 6367 |
6367
Schrum Private Wealth Management
St. Augustine,
Florida
| USD 100 M | -USD 10.2 M | -9% | 3.42% | 60.9% | 134 | 14.93% | 0.2 |
|
| 6368 |
6368
Lesa Sroufe & Co
Seattle,
Washington
| USD 100 M | -USD 40 k | -0% | 9.61% | – | 74 | 4.05% | 3.8 |
|
| 6369 |
6369
Moon Capital Management
New York
| USD 100 M | -USD 262 M | -72% | 1.82% | 76.3% | 28 | 64.29% | 2.1 |
|
| 6370 |
OCM
6370
Ogborne Capital Management
San Francisco,
California
| USD 100 M | -USD 323 M | -76% | 0.59% | 251% | 14 | 92.86% | 0.6 |
|
| 6371 |
AOG
6371
Alpha Omega Group
Reston,
Virginia
| USD 100 M | -USD 486 k | -0.5% | 4.92% | 16.1% | 34 | 29.41% | 0.9 |
|
| 6372 |
TM
6372
Titan Managers
Scottsdale,
Arizona
| USD 99.5 M | -USD 12.3 M | -11% | 1.47% | 2.57% | 28 | 75% | 0.9 |
|
| 6373 |
AFA
6373
Atlas Financial Advisors
Oroville,
California
| USD 99.4 M | -USD 7.62 M | -7% | 9.25% | 5.34% | 25 | 44% | 0.1 |
|
| 6374 |
6374
Financial Connections Group
Corte Madera,
California
| USD 99.4 M | -USD 2.18 M | -2% | 5.8% | 44.4% | 325 | 13.54% | 0.2 |
|
| 6375 |
PCMN
6375
Paradigm Capital Management (Nevada)
Reno,
Nevada
| USD 99.2 M | -USD 1.4 M | -1% | 0.56% | – | 53 | 13.21% | 0.2 |
|