¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7351 |
7351
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| USD 142 M | +USD 16.9 M | +14% | 1.45% | 79.6% | 60 | 60% | 0.6 |
|
| 7352 |
7352
Mountain Capital Management
Houston,
Texas
| USD 142 M | – | – | 17.4% | – | 1 | – | 0 |
|
| 7353 |
7353
Buckley Capital Advisors
Miami Beach,
Florida
| USD 142 M | – | – | 9.05% | – | 15 | – | 0 |
|
| 7354 |
7354
Hopwood Financial Services
Reston,
Virginia
| USD 142 M | -USD 7.58 M | -5% | 1.85% | – | 310 | 70.97% | 1 |
|
| 7355 |
7355
Ibex Investors
Denver,
Colorado
| USD 142 M | +USD 21.2 M | +18% | 7.77% | 1.71% | 16 | 31.25% | 1.1 |
|
| 7356 |
7356
GreatBanc Trust
Lisle,
Illinois
| USD 142 M | -USD 4.15 M | -3% | 2.18% | – | 77 | 7.79% | 0.2 |
|
| 7357 |
7357
Villanova Investment Management
Wayne,
Pennsylvania
| USD 142 M | -USD 2.46 M | -2% | 3.59% | – | 61 | 13.11% | 1.2 |
|
| 7358 |
7358
Visa Foundation
San Francisco,
California
| USD 142 M | +USD 2.96 M | +2% | 2.13% | 58.1% | 1 | 0% | 4 |
|
| 7359 |
HAM
7359
Hedges Asset Management
Reno,
Nevada
| USD 142 M | +USD 11.2 M | +9% | 5.25% | – | 112 | 12.5% | 2.8 |
|
| 7360 |
7360
Cannon Advisors
Charlotte,
North Carolina
| USD 142 M | -USD 6.82 M | -5% | 4.32% | – | 87 | 9.2% | 0.9 |
|
| 7361 |
7361
Cannon Wealth Management Services
Winston Salem,
North Carolina
| USD 142 M | +USD 9.6 M | +7% | 1.5% | – | 86 | 8.14% | 1.1 |
|
| 7362 |
7362
S.R. Schill & Associates
Mercer Island,
Washington
| USD 142 M | -USD 761 k | -0.5% | 0.84% | 42.7% | 26 | 7.69% | 4.1 |
|
| 7363 |
7363
Sound Financial Strategies Group
Madison,
Mississippi
| USD 142 M | +USD 4.64 M | +3% | 0.54% | 27.1% | 123 | 23.58% | 1.5 |
|
| 7364 |
TPC
7364
Twin Peaks Capital
Hong Kong,
| USD 142 M | – | – | 10.5% | – | 11 | – | 0 |
|
| 7365 |
BTC
7365
Bank & Trust Company
Litchfield,
Illinois
| USD 142 M | +USD 6.24 M | +5% | 5.97% | – | 302 | 6.95% | 1.4 |
|
| 7366 |
7366
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 142 M | +USD 7.01 M | +5% | 10.7% | 415% | 36 | 50% | 0.5 |
|
| 7367 |
HFAS
7367
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 142 M | +USD 4.22 M | +3% | 3.15% | 71.8% | 121 | 9.09% | 4 |
|
| 7368 |
7368
Northeast Planning Associates NH
Bedford,
New Hampshire
| USD 142 M | +USD 23.7 M | +20% | 12.9% | – | 57 | 19.3% | 0.7 |
|
| 7369 |
7369
Aegon USA Investment Management
Cedar Rapids,
Iowa
| USD 141 M | -USD 5.33 M | -4% | 1.75% | 44.9% | 45 | 8.89% | 1.9 |
|
| 7370 |
7370
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
| USD 141 M | – | – | 1.71% | – | 98 | – | 0 |
|
| 7371 |
JWM
7371
JP Wealth Management
Mt. Pleasant,
South Carolina
| USD 141 M | -USD 7.17 M | -5% | 2.18% | – | 16 | 6.25% | 0.8 |
|
| 7372 |
7372
Flagship Capital Management
Media,
Pennsylvania
| USD 141 M | – | – | 5.56% | – | 47 | – | 0 |
|
| 7373 |
7373
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| USD 141 M | +USD 9.07 M | +7% | 2.6% | 64.9% | 90 | 11.11% | 2.8 |
|
| 7374 |
7374
Lykos Global Management
Stamford,
Connecticut
| USD 141 M | – | – | 14.3% | – | 36 | – | 0 |
|
| 7375 |
IUC
7375
Ivory Union Consulting
Road Town,
| USD 141 M | – | – | 2.54% | – | 4 | – | 0 |
|