¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Stephenson & Company
San Clemente,
California
| USD 182 M | +USD 7.94 M | +5% | 1.27% | 47% | 46 | 8.7% | 1.6 |
|
| 6527 |
6527
Ameraudi Asset Management
New York
| USD 182 M | +USD 16.7 M | +10% | 0.89% | 51.5% | 51 | 15.69% | 3.4 |
|
| 6528 |
6528
C.V. Starr & Co
New York
| USD 182 M | -USD 34.6 M | -16% | 6.71% | – | 5 | 0% | 1.3 |
|
| 6529 |
6529
Colrain Capital
Boston,
Massachusetts
| USD 182 M | +USD 6.37 M | +4% | 18.4% | – | 23 | 8.7% | 7.1 |
|
| 6530 |
6530
Tower Wealth Partners
Lewisburg,
Pennsylvania
| USD 182 M | -USD 151 k | -0.1% | 1.87% | 53.7% | 97 | 17.53% | 2.2 |
|
| 6531 |
LFWA
6531
LBJ Family Wealth Advisors
Austin,
Texas
| USD 182 M | -USD 1.58 M | -0.9% | 1.21% | 64.9% | 29 | 0% | 7.3 |
|
| 6532 |
6532
MAC Alpha Capital Management
Tampa,
Florida
| USD 182 M | – | – | 3.75% | – | 20 | – | 0 |
|
| 6533 |
6533
Trademark Financial Management
Bloomington,
Minnesota
| USD 182 M | +USD 9.9 M | +6% | 2.68% | 67.5% | 104 | 18.27% | 1.3 |
|
| 6534 |
6534
Clarity Asset Management
Ames,
Iowa
| USD 182 M | +USD 3.44 M | +2% | 1.25% | 51.8% | 286 | 26.92% | 1.3 |
|
| 6535 |
6535
Washburn Capital Management
Vero Beach,
Florida
| USD 182 M | +USD 2.66 M | +1% | 2.94% | 123% | 60 | 11.67% | 2.7 |
|
| 6536 |
6536
Integrity Investment Advisors
Fort Collins,
Colorado
| USD 182 M | +USD 30.7 M | +20% | 1.89% | – | 86 | 39.53% | 0.4 |
|
| 6537 |
CSI
6537
Cross Staff Investments
Pittsford,
New York
| USD 182 M | +USD 38.3 M | +27% | 1.51% | 80.3% | 134 | 6.72% | 3.1 |
|
| 6538 |
6538
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 182 M | +USD 7.64 M | +4% | 8.06% | 167% | 30 | 46.67% | 0.9 |
|
| 6539 |
6539
Robert Bosch
Gerlingen Schillerhoehe,
Germany
| USD 181 M | -USD 6.49 M | -3% | 1.14% | – | 3 | 0% | 0.6 |
|
| 6540 |
6540
Independence Asset Advisors
Wynnewood,,
Pennsylvania
| USD 181 M | -USD 54.2 M | -23% | 0.12% | 20.3% | 23 | 39.13% | 0.7 |
|
| 6541 |
SV
6541
Stilwell Value
New York
| USD 181 M | -USD 44.8 M | -20% | 9.04% | 87.9% | 31 | 22.58% | 5.4 |
|
| 6542 |
6542
HFG Wealth Management
The Woodlands,
Texas
| USD 181 M | -USD 2.59 M | -1% | 0.62% | 45.9% | 53 | 5.66% | 1.7 |
|
| 6543 |
LAMC
6543
Longview Asset Management (California)
San Rafael,
California
| USD 181 M | +USD 7.88 M | +5% | 1.54% | – | 175 | 19.43% | 0.7 |
|
| 6544 |
6544
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 181 M | -USD 3.21 M | -2% | 1.65% | 81.3% | 58 | 10.34% | 5.3 |
|
| 6545 |
6545
Alamar Capital Management
Santa Barbara,
California
| USD 181 M | -USD 7.89 M | -4% | 2.27% | – | 90 | 22.22% | 2.3 |
|
| 6546 |
6546
BankPlus Wealth Management
Jackson,
Mississippi
| USD 181 M | +USD 11.4 M | +7% | 1.8% | – | 115 | 9.57% | 0.9 |
|
| 6547 |
6547
Four Tree Island Advisory
Portsmouth,
New Hampshire
| USD 181 M | +USD 24.3 M | +15% | 13.9% | – | 24 | 12.5% | 0.8 |
|
| 6548 |
6548
Tilia Fiduciary Partners
Wilmington,
North Carolina
| USD 181 M | +USD 8.27 M | +5% | 2.77% | 101% | 117 | 4.27% | 3 |
|
| 6549 |
6549
Bastion Asset Management
Montreal,
Canada
| USD 181 M | +USD 7.42 M | +4% | 1.75% | – | 63 | 68.25% | 0.3 |
|
| 6550 |
6550
Byrne Asset Management
Kingston,
New Jersey
| USD 181 M | +USD 18.6 M | +11% | 4.61% | 126% | 627 | 29.67% | 1.5 |
|