¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7276 |
7276
Yorktown Energy Partners XI
New York
| USD 142 M | -USD 1.34 M | -0.9% | 15.9% | 105% | 4 | 0% | 4.3 |
|
| 7277 |
7277
Networth Advisors
Canonsburg,
Pennsylvania
| USD 141 M | +USD 5.98 M | +4% | 0.41% | – | 448 | 29.02% | 0.2 |
|
| 7278 |
IA
7278
IF Advisors
San Antonio,
Texas
| USD 141 M | +USD 18.4 M | +15% | 0.47% | – | 54 | 25.93% | 0.2 |
|
| 7279 |
MAM
7279
Maytree Asset Management
Hong Kong
| USD 141 M | +USD 6.58 M | +5% | 44.3% | 441% | 27 | 62.96% | 0.4 |
|
| 7280 |
HFAS
7280
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 141 M | -USD 95.4 k | -0.1% | 1.3% | 71.8% | 129 | 9.3% | 3.9 |
|
| 7281 |
7281
Shum Financial Group
Alameda,
California
| USD 141 M | +USD 2.6 M | +2% | 1.75% | – | 93 | 1.08% | 1.4 |
|
| 7282 |
7282
Versant Venture Management
San Francisco,
California
| USD 141 M | -USD 9.6 M | -6% | 17.8% | 256% | 8 | 12.5% | 1.9 |
|
| 7283 |
7283
Pin Oak Investment Advisors
Houston,
Texas
| USD 141 M | -USD 1.2 M | -0.8% | 8.35% | 62.7% | 516 | 5.43% | 4.2 |
|
| 7284 |
7284
Clearview Wealth Management
Irvine,
California
| USD 141 M | – | – | 1.73% | – | 60 | – | 0 |
|
| 7285 |
TM
7285
TFJ Management
Somerville,
Massachusetts
| USD 141 M | +USD 2.47 M | +2% | 25.7% | – | 16 | 50% | 0.6 |
|
| 7286 |
KCM
7286
Kalehua Capital Management
Dallas,
Texas
| USD 141 M | +USD 40.2 M | +40% | 9.16% | – | 28 | 42.86% | 0.2 |
|
| 7287 |
PR
7287
PSP Research
Newtown Square,
Pennsylvania
| USD 141 M | +USD 26.9 M | +24% | 2.42% | – | 105 | 43.81% | 0.2 |
|
| 7288 |
7288
Renasant Bank
Tupelo,
Mississippi
| USD 141 M | -USD 6.16 M | -4% | 0.75% | 72.3% | 153 | 16.99% | 3.1 |
|
| 7289 |
7289
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
| USD 141 M | -USD 6.31 M | -4% | 2.19% | – | 151 | 15.89% | 1 |
|
| 7290 |
7290
CRCM LP
San Francisco,
California
| USD 141 M | -USD 155 M | -52% | 4.87% | – | 12 | 41.67% | 0.8 |
|
| 7291 |
7291
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 141 M | -USD 7.8 M | -5% | 1.64% | 92.7% | 88 | 11.36% | 5.8 |
|
| 7292 |
7292
Meritech Capital Associates V
Palo Alto,
California
| USD 141 M | -USD 38.6 M | -21% | 20.5% | 133% | 2 | 0% | 5.1 |
|
| 7293 |
7293
Sunrise Financial Services
Burien,
Washington
| USD 141 M | +USD 8.42 M | +6% | 0.08% | – | 641 | 19.97% | 0.2 |
|
| 7294 |
7294
Orographic Financial Advisors
Avon,
Colorado
| USD 141 M | – | – | 3.37% | – | 106 | – | 0 |
|
| 7295 |
7295
Watchtower Advisors
Old Greenwich,
Connecticut
| USD 141 M | -USD 24.6 M | -15% | 5.76% | 378% | 14 | 35.71% | 0.8 |
|
| 7296 |
7296
Mosaic Financial Group
Chicago,
Illinois
| USD 141 M | -USD 5.56 M | -4% | 0.15% | – | 132 | 9.85% | 1.6 |
|
| 7297 |
7297
Mork Capital Management
Healdsburg,
California
| USD 141 M | -USD 23 M | -14% | 3.6% | 61.9% | 119 | 15.97% | 3.4 |
|
| 7298 |
7298
Orcam Financial Group
Encinitas,
California
| USD 141 M | +USD 7.47 M | +6% | 0.42% | 45.4% | 63 | 9.52% | 2.4 |
|
| 7299 |
7299
Asset Planning Inc
Cypress,
California
| USD 141 M | -USD 1.64 M | -1% | 0.22% | – | 310 | 8.71% | 1.1 |
|
| 7300 |
7300
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| USD 141 M | +USD 1.32 M | +1% | 0.45% | – | 139 | 7.91% | 1.1 |
|