¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8226 |
8226
John Boyer Inc
Tampa,
Florida
| USD 100 M | +USD 1.87 M | +2% | 0.18% | – | 44 | 9.09% | 0.5 |
|
| 8227 |
8227
Entelevest
Coral Gables,
Florida
| USD 100 M | +USD 195 k | +0.2% | 0.93% | – | 172 | 37.21% | 0.2 |
|
| 8228 |
RBDF
8228
Robert B. Daugherty Foundation
Omaha,
Nebraska
| USD 100 M | -USD 598 k | -0.6% | 0.68% | – | 1 | 0% | 0.3 |
|
| 8229 |
8229
Hicks Capital Management
Columbus,
Ohio
| USD 100 M | +USD 699 k | +0.7% | 1.81% | – | 38 | 15.79% | 0.6 |
|
| 8230 |
8230
Arrow Capital
Sydney,
Australia
| USD 100 M | -USD 4.37 M | -4% | 12.1% | – | 28 | 78.57% | 0.2 |
|
| 8231 |
8231
OneAscent Investment Solutions
Birmingham,
Alabama
| USD 100 M | +USD 5.56 M | +6% | 1.26% | – | 133 | 12.78% | 0.8 |
|
| 8232 |
WPA
8232
Winning Points Advisors
Boca Raton,
Florida
| USD 100 M | +USD 6.34 M | +7% | 11.4% | – | 45 | 11.11% | 5 |
|
| 8233 |
8233
Peck Wealth Management
White Plains,
New York
| USD 100 M | -USD 6.04 M | -6% | 2.5% | – | 132 | 9.85% | 0.5 |
|
| 8234 |
8234
Asset Value Investors
London,
United Kingdom
| USD 100 M | -USD 17.5 M | -15% | 4.54% | – | 3 | 33.33% | 1.3 |
|
| 8235 |
8235
Michael Brady & Co
Westlake,
Ohio
| USD 100 M | -USD 661 k | -0.7% | 2.89% | – | 55 | 5.45% | 0.2 |
|
| 8236 |
8236
Banta Asset Management
Newport Beach,
California
| USD 99.5 M | -USD 10.2 M | -9% | 6.84% | – | 20 | 15% | 4 |
|
| 8237 |
8237
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 99.5 M | +USD 610 k | +0.6% | 3.11% | 65.5% | 64 | 20.31% | 2 |
|
| 8238 |
8238
Sapphire Ventures
Austin,
Texas
| USD 99.4 M | +USD 25.2 M | +34% | 40.5% | 7.75% | 5 | 40% | 3.3 |
|
| 8239 |
PBK
8239
Peoples Bank (Kansas)
Pratt,
Kansas
| USD 99.4 M | -USD 79.6 k | -0.1% | 1.1% | 74.5% | 103 | 8.74% | 2.1 |
|
| 8240 |
CCM
8240
Capstone Capital Management
Hong Kong,
| USD 99.3 M | -USD 4.85 M | -5% | 8.57% | – | 136 | 83.09% | 0.1 |
|
| 8241 |
8241
Putney Financial Group
San Rafael,
California
| USD 99.3 M | -USD 7.71 M | -7% | 4.11% | – | 88 | 14.77% | 1 |
|
| 8242 |
TY
8242
Titiun Yejiel
| USD 99.2 M | +USD 15.9 M | +19% | 1.48% | – | 68 | 30.88% | 0.2 |
|
| 8243 |
8243
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| USD 99.2 M | -USD 16.2 M | -14% | 14.1% | 40.8% | 1 | 0% | 4.3 |
|
| 8244 |
8244
Alpine Peaks Capital
New York
| USD 99.2 M | -USD 5.85 M | -6% | 4.99% | 24.3% | 21 | 0% | 3.3 |
|
| 8245 |
8245
Objective Capital Management
Pepper Pike,
Ohio
| USD 99.2 M | +USD 920 k | +0.9% | 2.05% | – | 101 | 21.78% | 2.5 |
|
| 8246 |
8246
Invested Advisors
State College,
Pennsylvania
| USD 99 M | +USD 2.47 M | +3% | 1.82% | – | 145 | 12.41% | 0.4 |
|
| 8247 |
8247
Cedarwood Wealth
Highlands Ranch,
Colorado
| USD 99 M | +USD 9.25 M | +10% | 2.83% | – | 81 | 6.17% | 0.2 |
|
| 8248 |
8248
Vennlight Capital Management
Weston,
Connecticut
| USD 99 M | +USD 4.44 M | +5% | 2.42% | – | 39 | 82.05% | 0.1 |
|
| 8249 |
8249
Willow Financial
Rogers,
Arkansas
| USD 98.7 M | +USD 349 k | +0.4% | 1.55% | – | 47 | 36.17% | 0.2 |
|
| 8250 |
8250
Fund Advisors of America Inc
Orland,
Florida
| USD 98.7 M | -USD 10.3 M | -9% | 0.84% | – | 129 | 16.28% | 0.2 |
|