¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
SH
7251
SLT Holdings
Scottsdale,
Arizona
| USD 160 M | +USD 12.4 M | +8% | 30.6% | – | 175 | 36.57% | 0.8 |
|
| 7252 |
SA
7252
Stolz & Associates
Tacoma,
Washington
| USD 160 M | +USD 16.9 M | +12% | 7.5% | – | 33 | 12.12% | 0.4 |
|
| 7253 |
CI
7253
Chartist Inc
Seal Beach,
California
| USD 160 M | +USD 21 M | +15% | 14.6% | – | 21 | 4.76% | 6.8 |
|
| 7254 |
EU
7254
Emory University
Atlanta,
Georgia
| USD 160 M | -USD 107 M | -40% | 4.88% | – | 7 | 14.29% | 2.7 |
|
| 7255 |
WH
7255
Wallace Hart
Lexington,
Kentucky
| USD 160 M | +USD 87.5 M | +121% | 34.7% | – | 47 | 31.91% | 0.9 |
|
| 7256 |
CPW
7256
Cogent Private Wealth
Orlando,
Florida
| USD 160 M | +USD 21.5 M | +16% | 12.1% | – | 119 | 19.33% | 0.4 |
|
| 7257 |
NWS
7257
Nvest Wealth Strategies
Powell,
Ohio
| USD 160 M | +USD 17.1 M | +12% | 10.4% | – | 435 | 28.05% | 0.4 |
|
| 7258 |
SGM
7258
Sellaronda Global Management
New York
| USD 160 M | +USD 7.48 M | +5% | 15.1% | – | 12 | 50% | 0.4 |
|
| 7259 |
GFA
7259
Gladwyn Financial Advisors
Chantilly,
Virginia
| USD 160 M | +USD 16.2 M | +11% | 8.46% | – | 86 | 4.65% | 1 |
|
| 7260 |
WWC
7260
Waypoint Wealth Counsel
Atlanta,
Georgia
| USD 160 M | -USD 33.5 M | -17% | 15.8% | 96.6% | 243 | 43.62% | 1.7 |
|
| 7261 |
BWM
7261
BAM Wealth Management
Lakewood,
Colorado
| USD 160 M | +USD 26.1 M | +20% | 12.4% | – | 188 | 27.66% | 0.5 |
|
| 7262 |
S
7262
Systrade
Vaduz,
Liechtenstein
| USD 160 M | +USD 10.7 M | +7% | 10.2% | 152% | 14 | 21.43% | 1 |
|
| 7263 |
WH
7263
Willner & Heller
Encino,
California
| USD 160 M | +USD 25.5 M | +19% | 30.8% | – | 172 | 10.47% | 2.9 |
|
| 7264 |
AAMG
7264
AMG Asset Management Group
Cartersville,
Georgia
| USD 160 M | +USD 30.8 M | +24% | 21.5% | – | 94 | 17.02% | 0.3 |
|
| 7265 |
LI
7265
LDIC Inc
Toronto,
| USD 160 M | – | – | 10.8% | – | 25 | – | 0 |
|
| 7266 |
ACM
7266
Aubrey Capital Management
Edinburgh,
United Kingdom
| USD 160 M | -USD 26.5 M | -14% | 30.6% | 264% | 64 | 60.94% | 0.7 |
|
| 7267 |
AC
7267
Avant Capital
Lafayette,
Louisiana
| USD 160 M | +USD 17.4 M | +12% | 14.1% | – | 87 | 13.79% | 3 |
|
| 7268 |
KCAM
7268
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| USD 160 M | +USD 17.5 M | +12% | 10.1% | – | 70 | 5.71% | 1.3 |
|
| 7269 |
PWAM
7269
Papamarkou Wellner Asset Management
New York
| USD 159 M | -USD 4.27 M | -3% | 9.08% | – | 91 | 23.08% | 1.2 |
|
| 7270 |
SWM
7270
Sagace Wealth Management
St. Petersburg,
Florida
| USD 159 M | +USD 10.2 M | +7% | 7.94% | – | 72 | 4.17% | 1.4 |
|
| 7271 |
CSI
7271
Clark & Stuart Inc
Portland,
Maine
| USD 159 M | +USD 11 M | +7% | 9.09% | – | 57 | 14.04% | 1.2 |
|
| 7272 |
CFWMA
7272
Center for Wealth Management Advisory
Milford,
Ohio
| USD 159 M | +USD 20.4 M | +15% | 18.4% | – | 68 | 17.65% | 0.4 |
|
| 7273 |
RHAM
7273
Round Hill Asset Management
Pasadena,
California
| USD 159 M | +USD 6.58 M | +4% | 5.63% | 43.2% | 63 | 3.17% | 5.7 |
|
| 7274 |
AIM
7274
ABS Investment Management
Greenwich,
Connecticut
| USD 159 M | – | – | 29% | – | 111 | – | 0 |
|
| 7275 |
ADEF
7275
ABS Direct Equity Fund
Stamford,
Connecticut
| USD 159 M | +USD 28.3 M | +22% | 29% | – | 151 | 54.3% | 0.4 |
|