¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
SC
2051
Shellback Capital
Boston,
Massachusetts
| USD 1031 M | -USD 420 M | -29% | 6.18% | 198% | 143 | 55.94% | 1.2 |
|
| 2052 |
2052
Harbor Investment Advisory
Lutherville,
Maryland
| USD 1028 M | -USD 41.7 M | -4% | 3.76% | 97.5% | 1,208 | 7.86% | 3.8 |
|
| 2053 |
2053
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| USD 1028 M | -USD 48.2 M | -4% | 2.09% | 70.5% | 188 | 36.7% | 2.1 |
|
| 2054 |
ET
2054
Entropy Technologies
New York
| USD 1027 M | +USD 56.2 M | +6% | 3.14% | – | 1,041 | 68.11% | 0.2 |
|
| 2055 |
2055
Greenvale Capital
London,
United Kingdom
| USD 1027 M | -USD 324 M | -24% | 9.6% | 101% | 19 | 36.84% | 1.1 |
|
| 2056 |
2056
Willow Creek Wealth Management
Sebastopol,
California
| USD 1027 M | +USD 46 M | +5% | 0.27% | – | 161 | 8.7% | 4.1 |
|
| 2057 |
2057
Penn Capital Management
Philadelphia,
Pennsylvania
| USD 1026 M | +USD 6.84 M | +0.7% | 7.39% | 170% | 194 | 43.3% | 1.4 |
|
| 2058 |
2058
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| USD 1025 M | -USD 30.7 M | -3% | 3.65% | 56.1% | 124 | 24.19% | 2.3 |
|
| 2059 |
2059
Cable Hill Partners
Portland,
Oregon
| USD 1024 M | +USD 32.3 M | +3% | 2.35% | 20.3% | 253 | 25.69% | 1.4 |
|
| 2060 |
2060
Signal Advisors Wealth
Detroit,
Michigan
| USD 1023 M | +USD 139 M | +16% | 1.16% | 70.5% | 470 | 18.3% | 0.5 |
|
| 2061 |
2061
CGN Advisors
Manhattan,
Kansas
| USD 1022 M | -USD 7.23 M | -0.7% | 0.17% | 48.9% | 298 | 7.38% | 2.6 |
|
| 2062 |
2062
Rivulet Capital
Summit,
New Jersey
| USD 1022 M | +USD 55.2 M | +6% | 3.8% | 27.4% | 15 | 33.33% | 1.6 |
|
| 2063 |
2063
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| USD 1020 M | -USD 3.07 M | -0.3% | 0.26% | 62.2% | 235 | 6.38% | 4.7 |
|
| 2064 |
2064
Godsey & Gibb Inc
Richmond,
Virginia
| USD 1018 M | +USD 16 M | +2% | 2.03% | 87.5% | 409 | 14.67% | 1.6 |
|
| 2065 |
2065
Fiduciary Alliance
Greenville,
South Carolina
| USD 1017 M | +USD 28.3 M | +3% | 0.97% | 104% | 406 | 18.23% | 0.9 |
|
| 2066 |
2066
First Business Financial Services
Madison,
Wisconsin
| USD 1017 M | +USD 5.53 M | +0.5% | 2.22% | 80.9% | 177 | 12.43% | 4.5 |
|
| 2067 |
2067
WealthPlan Investment Management
Omaha,
Nebraska
| USD 1016 M | +USD 3.4 M | +0.3% | 0.76% | 74.2% | 284 | 13.38% | 1.6 |
|
| 2068 |
2068
First Nebraska Trust
Lincoln,
Nebraska
| USD 1013 M | -USD 22.5 M | -2% | 1.08% | 76.9% | 198 | 7.07% | 6.4 |
|
| 2069 |
2069
Woodstock Corp
Boston,
Massachusetts
| USD 1012 M | -USD 25.7 M | -2% | 0.33% | 115% | 156 | 1.92% | 8.3 |
|
| 2070 |
2070
Intrust Bank
Wichita,
Kansas
| USD 1011 M | +USD 24.7 M | +3% | 0.92% | 102% | 402 | 9.45% | 6.3 |
|
| 2071 |
2071
Ledyard National Bank
| USD 1011 M | -USD 52.2 M | -5% | 0.99% | 80.7% | 217 | 4.61% | 7.2 |
|
| 2072 |
2072
Heritage Financial Services
Westwood,
Massachusetts
| USD 1010 M | +USD 257 M | +34% | 1.1% | 38.3% | 131 | 19.08% | 1.9 |
|
| 2073 |
2073
Hudson Way Capital Management
Dallas,
Texas
| USD 1009 M | +USD 124 M | +14% | 1.61% | 51.3% | 17 | 17.65% | 2.4 |
|
| 2074 |
2074
Nicolet Advisory Services
Green Bay,
Wisconsin
| USD 1008 M | -USD 80.5 M | -7% | 0.9% | 62.7% | 412 | 15.53% | 2.8 |
|
| 2075 |
2075
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 1007 M | -USD 59.6 M | -6% | 1.45% | 125% | 179 | 20.67% | 4.7 |
|