¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
7526
Yorktown Management & Research Company
Forest,
Virginia
| USD 104 M | +USD 6.43 M | +7% | 5.7% | 211% | 225 | 23.11% | 1.7 |
|
| 7527 |
7527
QSV Equity Investors
Naperville,
Illinois
| USD 104 M | -USD 2.63 M | -2% | 0.41% | – | 90 | 8.89% | 0.9 |
|
| 7528 |
7528
Bosman Wealth Management
Redlands,
California
| USD 104 M | – | – | 22.6% | – | 37 | – | 0 |
|
| 7529 |
7529
Bretton Capital Management
San Francisco,
California
| USD 104 M | -USD 894 k | -0.9% | 0.64% | – | 20 | 0% | 0.3 |
|
| 7530 |
7530
Post Resch Tallon Group
Pittsford,
New York
| USD 104 M | – | – | 4.01% | – | 106 | – | 0 |
|
| 7531 |
TKP
7531
Tallon Kerry Patrick
| USD 104 M | – | – | 4.01% | – | 106 | – | 0 |
|
| 7532 |
7532
Cushing Capital Partners
Delafield,
Wisconsin
| USD 104 M | – | – | 1.35% | – | 72 | – | 0 |
|
| 7533 |
7533
Alpha Wealth Funds
Park City,
Utah
| USD 104 M | – | – | 3.45% | – | 53 | – | 0 |
|
| 7534 |
7534
Disciplined Investors
Waco,
Texas
| USD 104 M | – | – | 2.36% | – | 111 | – | 0 |
|
| 7535 |
7535
Cornerstone Select Advisors
St. Louis,
Missouri
| USD 104 M | – | – | 5.23% | – | 112 | – | 0 |
|
| 7536 |
SWP
7536
Square Wave Partners
Brooklyn,
New York
| USD 104 M | – | – | 8.64% | – | 8 | – | 0 |
|
| 7537 |
7537
Square Wave Capital
Brooklyn,
New York
| USD 104 M | – | – | 8.64% | – | 8 | – | 0 |
|
| 7538 |
7538
Williams & Novak
Westlake Village,
California
| USD 104 M | -USD 3.44 M | -3% | 1.8% | 61.6% | 147 | 27.21% | 0.7 |
|
| 7539 |
7539
Roxbury Financial
Mount Arlington,
New Jersey
| USD 104 M | – | – | 2.01% | – | 386 | – | 0 |
|
| 7540 |
7540
Accordant Advisory Group
Annapolis,
Maryland
| USD 104 M | -USD 21.9 M | -17% | 2.51% | – | 149 | 17.45% | 0.6 |
|
| 7541 |
7541
Mainsail Management Company
Austin,
Texas
| USD 104 M | +USD 34.2 M | +49% | 0.43% | 55% | 3 | 33.33% | 1.3 |
|
| 7542 |
7542
Delphi Management
Brookline,
Massachusetts
| USD 103 M | -USD 6.62 M | -6% | 1.28% | 107% | 96 | 25% | 3.1 |
|
| 7543 |
7543
Michael A Dubis Financial Planning
Middleton,
Wisconsin
| USD 103 M | – | – | 0.9% | – | 48 | – | 0 |
|
| 7544 |
7544
Orcam Financial Group
Encinitas,
California
| USD 103 M | +USD 174 k | +0.2% | 3.26% | 40% | 48 | 8.33% | 2 |
|
| 7545 |
7545
Centerpoint Advisory Group
Overland Park,
Kansas
| USD 103 M | – | – | 2.79% | – | 88 | – | 0 |
|
| 7546 |
7546
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| USD 103 M | -USD 77.2 M | -43% | 17.7% | 172% | 12 | 16.67% | 1.2 |
|
| 7547 |
7547
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 103 M | -USD 12.2 M | -11% | 96.3% | 167% | 23 | 60.87% | 1.1 |
|
| 7548 |
7548
Montchanin Asset Management
Montchanin,
Delaware
| USD 103 M | -USD 5.46 M | -5% | 4.36% | 120% | 60 | 20% | 1.9 |
|
| 7549 |
7549
Twin Lions Management
Stamford,
Connecticut
| USD 103 M | – | – | 1.98% | – | 7 | – | 0 |
|
| 7550 |
7550
Archon Capital Management
Seattle,
Washington
| USD 103 M | +USD 49.6 M | +93% | 26.8% | 222% | 37 | 43.24% | 1.6 |
|