¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7426 |
7426
Emeth Value Capital
New Orleans,
Louisiana
| USD 112 M | +USD 208 k | +0.2% | 1.07% | – | 5 | 0% | 0.5 |
|
| 7427 |
RA
7427
Rovida Advisors
Fort Lauderdale,
Florida
| USD 112 M | -USD 21.1 M | -16% | 4.01% | 24.8% | 16 | 50% | 1 |
|
| 7428 |
7428
Vested Financial Planning
San Carlos,
California
| USD 112 M | +USD 12.3 M | +12% | 7.41% | – | 28 | 10.71% | 0.4 |
|
| 7429 |
7429
Intrinsic Value Partners
Phoenix,
Arizona
| USD 112 M | +USD 11.1 M | +11% | 11% | 126% | 71 | 12.68% | 2.4 |
|
| 7430 |
7430
Wingate Wealth Advisors
Lexington,
Massachusetts
| USD 112 M | +USD 25.4 M | +29% | 7.25% | – | 105 | 16.19% | 0.4 |
|
| 7431 |
7431
MeadowBrook Investment Advisors
Livonia,
Michigan
| USD 112 M | +USD 4.87 M | +5% | 8.08% | – | 299 | 30.43% | 1.3 |
|
| 7432 |
7432
Freestate Advisors
Overland Park,
Kansas
| USD 112 M | +USD 11.2 M | +11% | 4.49% | – | 47 | 21.28% | 0.8 |
|
| 7433 |
7433
New Covenant Trust Company
Jeffersonville,
Indiana
| USD 112 M | +USD 17.3 M | +18% | 10.8% | – | 90 | 12.22% | 1.1 |
|
| 7434 |
7434
Ativo Capital Management
Chicago,
Illinois
| USD 112 M | -USD 4.93 M | -4% | 6.29% | 63.8% | 61 | 19.67% | 2 |
|
| 7435 |
7435
Hershey Financial Advisers
Lancaster,
Pennsylvania
| USD 112 M | – | – | 8.87% | – | 69 | – | 0.5 |
|
| 7436 |
7436
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| USD 112 M | -USD 8.31 M | -7% | 3.61% | 54.4% | 8 | 25% | 1.1 |
|
| 7437 |
7437
Stanich Group
Montauk,
New York
| USD 112 M | -USD 23.6 M | -17% | 10.9% | – | 52 | 28.85% | 0.5 |
|
| 7438 |
7438
Alexander Randolph Advisory
Mclean,
Virginia
| USD 112 M | +USD 9.49 M | +9% | 4.93% | – | 53 | 0% | 1.5 |
|
| 7439 |
7439
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 111 M | +USD 1.19 M | +1% | 6.4% | 119% | 47 | 21.28% | 1.9 |
|
| 7440 |
7440
Summit Financial Consulting
Sterling Heights,
Michigan
| USD 111 M | +USD 3.49 M | +3% | 2.95% | – | 49 | 32.65% | 0.2 |
|
| 7441 |
7441
Aventus Investment Advisors
Naples,
Florida
| USD 111 M | – | – | 9.92% | – | 153 | – | 0 |
|
| 7442 |
7442
Kize Capital
New York
| USD 111 M | +USD 1.37 M | +1% | 11.6% | 34.7% | 6 | 0% | 2.7 |
|
| 7443 |
7443
Farnam Financial
Phoenix,
Arizona
| USD 111 M | +USD 12.7 M | +13% | 5.59% | – | 49 | 4.08% | 0.7 |
|
| 7444 |
7444
Chesapeake Asset Management
New York
| USD 111 M | +USD 4.87 M | +5% | 14.4% | 153% | 556 | 46.22% | 2.4 |
|
| 7445 |
7445
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| USD 111 M | +USD 14.4 M | +15% | 10.4% | – | 143 | 37.76% | 0.3 |
|
| 7446 |
7446
GK Wealth Management
Reno,
Nevada
| USD 111 M | +USD 23.1 M | +26% | 14.3% | – | 172 | 28.49% | 0.3 |
|
| 7447 |
7447
Profit Investment Management
North Bethesda,
Maryland
| USD 111 M | +USD 3.13 M | +3% | 9.44% | 101% | 77 | 7.79% | 6.8 |
|
| 7448 |
7448
Orca Investment Management
Roseburg,
Oregon
| USD 111 M | +USD 10.8 M | +11% | 13.2% | 122% | 62 | 9.68% | 7.1 |
|
| 7449 |
7449
Wall Street Financial Group
Carlinville,
Illinois
| USD 111 M | +USD 14.3 M | +15% | 16.2% | – | 84 | 55.95% | 0.4 |
|
| 7450 |
7450
Bretton Capital Management
San Francisco,
California
| USD 111 M | +USD 5.19 M | +5% | 4.14% | – | 20 | 0% | 0.8 |
|