¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Sonoma Private Wealth
Sonoma,
California
| USD 57.2 M | +USD 6.91 M | +14% | 6.62% | 85.7% | 82 | 20.73% | 0.4 |
|
| 6777 |
6777
MV Management XI
Menlo Park,
California
| USD 57.2 M | -USD 8.18 M | -13% | 9.32% | – | 3 | 0% | 1.5 |
|
| 6778 |
6778
GuideStone Capital Management
Dallas,
Texas
| USD 56.9 M | +USD 8.53 M | +18% | 17.6% | 49.2% | 1 | 0% | 3.5 |
|
| 6779 |
6779
Smart Portfolios LLC
Seattle,
Washington
| USD 56.9 M | +USD 247 k | +0.4% | 1.94% | 41.3% | 49 | 40.82% | 1.7 |
|
| 6780 |
6780
Ramsey Quantitative Systems
Louisville,
Kentucky
| USD 56.9 M | +USD 2.23 M | +4% | 8.28% | 51.1% | 1 | 0% | 3.5 |
|
| 6781 |
6781
Moulton Wealth Management
Spokane,
Washington
| USD 56.5 M | +USD 11.1 M | +24% | 0.17% | 47.8% | 18 | 22.22% | 1.7 |
|
| 6782 |
6782
Riverpark Capital Management
New York
| USD 56.5 M | +USD 6.69 M | +13% | 15.2% | 152% | 35 | 5.71% | 3.9 |
|
| 6783 |
6783
Lubert-Adler Management Company
Philadelphia,
Pennsylvania
| USD 56 M | -USD 540 M | -91% | 4.47% | 40.5% | 4 | 50% | 1.2 |
|
| 6784 |
6784
Aristotle Pacific Capital
Newport Beach,
California
| USD 55.9 M | +USD 44.4 M | +384% | 0.25% | 1.84% | 6 | 33.33% | 1.6 |
|
| 6785 |
6785
Pathway Capital Management
Irvine,
California
| USD 55.9 M | +USD 26.8 M | +92% | 23.2% | 629% | 11 | 81.82% | 0.1 |
|
| 6786 |
6786
SBB Research Group
Northbrook,
Illinois
| USD 55.1 M | -USD 15.8 M | -22% | 6.05% | – | 37 | 16.22% | 1.4 |
|
| 6787 |
6787
Hanseatic Management Services
Albuquerque,
New Mexico
| USD 54.2 M | +USD 9.8 M | +22% | 15.1% | – | 148 | 52.7% | 0.6 |
|
| 6788 |
AOG
6788
Alpha Omega Group
Reston,
Virginia
| USD 54 M | +USD 3.11 M | +6% | 3.89% | 16.1% | 19 | 5.26% | 1.8 |
|
| 6789 |
6789
Virtus Family Office
El Paso,
Texas
| USD 54 M | +USD 3.29 M | +7% | 0.04% | 48.4% | 53 | 56.6% | 0.4 |
|
| 6790 |
AC
6790
Anson Capital
Tyrone,
Georgia
| USD 53.9 M | -USD 7.81 M | -13% | 2.89% | 50.5% | 82 | 40.24% | 0.7 |
|
| 6791 |
6791
Genoa Capital Gestora de Recursos
Sao Paulo,
| USD 53.9 M | +USD 19.7 M | +58% | 6.62% | – | 18 | 77.78% | 0.1 |
|
| 6792 |
JC
6792
JCSD Capital
Walnut Creek,
California
| USD 53.5 M | -USD 8.43 M | -14% | 2.16% | – | 54 | 14.81% | 1.5 |
|
| 6793 |
BHIC
6793
Bassett Hargrove Investment Counsel
Greenville,
Delaware
| USD 53.4 M | -USD 3.76 M | -7% | 8.11% | – | 47 | 0% | 1.9 |
|
| 6794 |
6794
NNS Holding
Camana Bay, Grand Cayman,
Cayman Islands
| USD 53.2 M | – | – | 6.91% | – | 4 | – | 0 |
|
| 6795 |
6795
Strategic Income Management
Seattle,
Washington
| USD 53.1 M | -USD 42 M | -44% | 0.3% | – | 10 | 70% | 0.2 |
|
| 6796 |
HCM
6796
Hawkeye Capital Management
Miami Beach,
Florida
| USD 53.1 M | -USD 6.49 M | -11% | 4.84% | – | 9 | 22.22% | 1.5 |
|
| 6797 |
6797
SVB Financial Group
Dallas,
Texas
| USD 52.9 M | +USD 638 k | +1% | 19.3% | – | 30 | 26.67% | 0.4 |
|
| 6798 |
6798
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 52.8 M | +USD 9.31 M | +21% | 7.07% | – | 48 | 25% | 4.1 |
|
| 6799 |
6799
AMANSA Capital
Raffles City Tower,
Singapore
| USD 52.8 M | +USD 4.91 M | +10% | 10.3% | 115% | 1 | 0% | 0.5 |
|
| 6800 |
BV
6800
Boxwood Ventures
Chicago,
Illinois
| USD 52.7 M | +USD 4.21 M | +9% | 9.53% | 88% | 25 | 8% | 1.1 |
|