¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
7051
Wasserstein Debt Opportunities Management
New York
| USD 125 M | +USD 1.59 M | +1% | 23.6% | – | 1 | 0% | 1 |
|
| 7052 |
FFC
7052
Frederick Financial Consultants
Frederick,
Maryland
| USD 125 M | – | – | 1.98% | – | 83 | – | 0 |
|
| 7053 |
7053
Northern Financial Advisors
Bloomfield Hills,
Michigan
| USD 125 M | -USD 6.61 M | -5% | 2.33% | 120% | 111 | 9.91% | 1.7 |
|
| 7054 |
7054
Coastwise Capital Group
La Jolla,
California
| USD 125 M | +USD 3.68 M | +3% | 4.1% | 88.8% | 129 | 7.75% | 2 |
|
| 7055 |
7055
Finivi Inc
Westborough,
Massachusetts
| USD 125 M | +USD 1.77 M | +1% | 4.69% | 144% | 96 | 18.75% | 1.7 |
|
| 7056 |
7056
Palliser Capital (UK)
London,
United Kingdom
| USD 125 M | -USD 23 M | -16% | 5.26% | 57% | 11 | 45.45% | 1.2 |
|
| 7057 |
7057
RiverPark Advisors
New York
| USD 125 M | +USD 2.64 M | +2% | 6.86% | 87.5% | 137 | 11.68% | 2.4 |
|
| 7058 |
7058
Somnio Financial Group
Glastonbury,
Connecticut
| USD 125 M | +USD 2.51 M | +2% | 1.93% | – | 14 | 7.14% | 0.5 |
|
| 7059 |
HM
7059
HCEP Management
Hong Kong
| USD 125 M | -USD 149 M | -54% | 23.1% | 182% | 14 | 85.71% | 0.2 |
|
| 7060 |
7060
Morangie Management
Vero Beach,
Florida
| USD 125 M | – | – | 9.68% | – | 28 | – | 0 |
|
| 7061 |
7061
Accredited Investor Services
St. Cloud,
Minnesota
| USD 125 M | – | – | 2.42% | – | 57 | – | 0 |
|
| 7062 |
CFG
7062
Chapman Financial Group
Kailua,
Hawaii
| USD 125 M | – | – | 0.29% | – | 220 | – | 0 |
|
| 7063 |
OF
7063
Outfitter Financial
Brunswick,
Maine
| USD 125 M | +USD 3.72 M | +3% | 2.25% | 97.6% | 83 | 9.64% | 3 |
|
| 7064 |
7064
Beckerman Institutional
Ocean Grove,
New Jersey
| USD 125 M | +USD 6.14 M | +5% | 1.73% | – | 99 | 4.04% | 0.2 |
|
| 7065 |
BCM
7065
Berbice Capital Management
Melville,
New York
| USD 125 M | – | – | 9% | – | 132 | – | 0 |
|
| 7066 |
7066
Envision Financial
Brookfield,
Wisconsin
| USD 125 M | – | – | 1.69% | – | 38 | – | 0 |
|
| 7067 |
7067
KMT Wealth Management
El Segundo,
California
| USD 125 M | – | – | 1.44% | – | 13 | – | 0 |
|
| 7068 |
7068
Green Alpha Advisors
Niwot,
Colorado
| USD 125 M | -USD 2.66 M | -2% | 6.01% | 316% | 151 | 9.27% | 2.7 |
|
| 7069 |
7069
Sapphire Ventures
Austin,
Texas
| USD 125 M | +USD 28.9 M | +30% | 32.3% | 7.75% | 6 | 0% | 3.3 |
|
| 7070 |
MWS
7070
MFA Wealth Services
Thousand Oaks,
California
| USD 125 M | – | – | 0.05% | – | 108 | – | 0 |
|
| 7071 |
7071
Profit Investment Management
North Bethesda,
Maryland
| USD 125 M | -USD 2.48 M | -2% | 2.63% | 101% | 81 | 3.7% | 6.4 |
|
| 7072 |
7072
HC Advisors
Sandy Springs,
Georgia
| USD 125 M | +USD 3.01 M | +2% | 0.09% | 63.5% | 64 | 25% | 2.7 |
|
| 7073 |
7073
Keene & Associates
Fort Worth,
Texas
| USD 125 M | -USD 7.44 M | -6% | 1.8% | 20.3% | 82 | 12.2% | 2.2 |
|
| 7074 |
7074
Symphony Financial Services
Akron,
Ohio
| USD 124 M | +USD 6.87 M | +6% | 1.64% | – | 88 | 15.91% | 0.5 |
|
| 7075 |
7075
MVM Partners
Boston,
Massachusetts
| USD 124 M | +USD 32.8 M | +36% | 46.5% | 77.3% | 3 | 0% | 2 |
|