¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
Accuvest Global Advisors
Provo,
Utah
| USD 116 M | +USD 71.4 M | +159% | 9.56% | 130% | 70 | 75.71% | 0.5 |
|
| 6802 |
6802
Legacy Advisory Services
Exton,
Pennsylvania
| USD 116 M | +USD 7.04 M | +6% | 5.27% | 59.4% | 52 | 13.46% | 0.7 |
|
| 6803 |
6803
Canandaigua National Trust of Florida
Canandaigua,
New York
| USD 116 M | – | – | 4.56% | – | 99 | – | 0 |
|
| 6804 |
6804
Infini Capital Management
Central,
Hong Kong
| USD 116 M | – | – | 50.5% | – | 8 | – | 0.5 |
|
| 6805 |
6805
Fischer Investment Strategies
Westlake Village,
California
| USD 116 M | +USD 13.6 M | +13% | 6.09% | 81% | 32 | 37.5% | 0.5 |
|
| 6806 |
6806
Johnson & White Wealth Management
York,
Pennsylvania
| USD 116 M | +USD 11.5 M | +11% | 7.43% | 76.5% | 54 | 5.56% | 1.2 |
|
| 6807 |
6807
Guardian Investment Management
Tiburon,
California
| USD 116 M | -USD 23.6 M | -17% | 7.17% | 103% | 58 | 8.62% | 6.4 |
|
| 6808 |
6808
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| USD 116 M | +USD 22.3 M | +24% | 17.5% | 281% | 49 | 32.65% | 1.7 |
|
| 6809 |
6809
GGM Financials
Columbus,
Ohio
| USD 116 M | +USD 7.31 M | +7% | 4.53% | – | 55 | 7.27% | 0.2 |
|
| 6810 |
6810
Grizzlyrock Capital
Chicago,
Illinois
| USD 116 M | -USD 4.52 M | -4% | 1.54% | – | 22 | 27.27% | 0.6 |
|
| 6811 |
6811
Fort Vancouver Investment Management
Vancouver,
Washington
| USD 116 M | +USD 11.7 M | +11% | 5.44% | – | 51 | 11.76% | 0.2 |
|
| 6812 |
6812
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| USD 116 M | +USD 4.94 M | +4% | 5.88% | 41.6% | 12 | 8.33% | 0.6 |
|
| 6813 |
6813
KPCB DGF II Associates
Menlo Park,
California
| USD 116 M | -USD 21.9 M | -16% | 24% | 2.08% | 2 | 0% | 1 |
|
| 6814 |
6814
FWG Investments
Lexington,
Kentucky
| USD 116 M | +USD 16.6 M | +17% | 5.44% | – | 128 | 19.53% | 0.6 |
|
| 6815 |
6815
Birchview Capital
Burlington,
Vermont
| USD 115 M | +USD 7.3 M | +7% | 18.6% | 327% | 65 | 13.85% | 3.3 |
|
| 6816 |
6816
Maripau Wealth Management
Fort Wayne,
Indiana
| USD 115 M | -USD 30.9 M | -21% | 5.04% | 55.6% | 168 | 72.02% | 1.5 |
|
| 6817 |
6817
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 115 M | -USD 8.43 M | -7% | 3.22% | 167% | 22 | 40.91% | 2 |
|
| 6818 |
6818
Yorktown Energy Partners XI
New York
| USD 115 M | -USD 6.98 M | -6% | 5.69% | 105% | 3 | 0% | 4.1 |
|
| 6819 |
6819
Twin City Private Wealth
Winston-Salem,
North Carolina
| USD 115 M | +USD 9.6 M | +9% | 7.88% | – | 104 | 13.46% | 0.4 |
|
| 6820 |
6820
Ridgemont Partners Management
Charlotte,
North Carolina
| USD 115 M | -USD 17.6 M | -13% | 49.8% | 45.6% | 2 | 0% | 0.4 |
|
| 6821 |
6821
Chesapeake Asset Management
New York
| USD 115 M | +USD 10.5 M | +10% | 9.37% | 153% | 546 | 42.31% | 1.2 |
|
| 6822 |
6822
SIMA Wealth Partners
North Chesterfield,
Virginia
| USD 115 M | +USD 10.3 M | +10% | 5.82% | – | 172 | 18.02% | 0.2 |
|
| 6823 |
LP
6823
LB Partners
Charlottesville,
Virginia
| USD 115 M | -USD 4.99 M | -4% | 1.28% | – | 28 | 32.14% | 0.6 |
|
| 6824 |
6824
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| USD 115 M | +USD 11.7 M | +11% | 6.65% | – | 73 | 35.62% | 0.4 |
|
| 6825 |
6825
Compass Rose Asset Management
New York
| USD 115 M | +USD 57.9 M | +101% | 0.79% | 41% | 13 | 53.85% | 0.2 |
|