¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
C
2301
Chescapmanager
Baltimore,
Maryland
| USD 1174 M | +USD 56 M | +5% | 12.2% | 202% | 29 | 10.34% | 3.5 |
|
| 2302 |
2302
Waycross Partners
Louisville,
Kentucky
| USD 1174 M | +USD 127 M | +12% | 15.9% | 87.7% | 79 | 12.66% | 2.7 |
|
| 2303 |
2303
Townsend & Associates
Westminster,
Colorado
| USD 1174 M | +USD 14.3 M | +1% | 5.2% | 54.1% | 118 | 5.08% | 3.2 |
|
| 2304 |
2304
American National Bank & Trust
Wichita Falls,
Texas
| USD 1170 M | +USD 123 M | +12% | 17.1% | 102% | 643 | 6.22% | 3.4 |
|
| 2305 |
2305
KWB Wealth
Redlands,
California
| USD 1169 M | +USD 158 M | +16% | 12.1% | 54.8% | 185 | 18.92% | 2.4 |
|
| 2306 |
2306
Verus Financial Partners
Richmond,
Virginia
| USD 1169 M | +USD 53.9 M | +5% | 8.96% | 41.6% | 130 | 9.23% | 4.2 |
|
| 2307 |
M
2307
MOTCO
San Antonio,
Texas
| USD 1169 M | +USD 87.6 M | +8% | 13.9% | 63.5% | 919 | 43.53% | 3.9 |
|
| 2308 |
2308
Jacobs & Co
San Francisco,
California
| USD 1166 M | +USD 153 M | +15% | 27.4% | 105% | 137 | 11.68% | 7.7 |
|
| 2309 |
2309
PFM Health Sciences
San Francisco,
California
| USD 1165 M | +USD 68.7 M | +6% | 32.9% | 241% | 116 | 44.83% | 1.1 |
|
| 2310 |
2310
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| USD 1164 M | +USD 65.4 M | +6% | 9.9% | 82.9% | 152 | 41.45% | 4.3 |
|
| 2311 |
2311
MASTERINVEST Kapitalanlage
Vienna,
| USD 1164 M | +USD 202 M | +21% | 26.6% | – | 311 | 9.65% | 0.8 |
|
| 2312 |
2312
Hiddenite Capital Partners
New York
| USD 1164 M | +USD 783 M | +206% | 42.9% | 523% | 53 | 83.02% | 0.2 |
|
| 2313 |
2313
Estate Counselors
Thiensville,
Wisconsin
| USD 1164 M | +USD 40.4 M | +4% | 8.81% | 60% | 122 | 45.08% | 1 |
|
| 2314 |
2314
Coliseum Capital Management
Rowayton,
Connecticut
| USD 1162 M | -USD 57.7 M | -5% | 22% | 41.1% | 14 | 28.57% | 2.6 |
|
| 2315 |
2315
Forge Financial Services
Edmond,
Oklahoma
| USD 1161 M | +USD 174 M | +18% | 16.8% | – | 37 | 18.92% | 0.9 |
|
| 2316 |
2316
Compass Ion Advisors
Conshohocken,
Pennsylvania
| USD 1160 M | +USD 111 M | +11% | 10.7% | 68.9% | 305 | 11.15% | 2.5 |
|
| 2317 |
2317
Stadion Money Management
Watkinsville,
Georgia
| USD 1160 M | +USD 166 M | +17% | 12.4% | 55.3% | 27 | 3.7% | 2.8 |
|
| 2318 |
2318
Two Sigma Securities
New York
| USD 1159 M | +USD 299 M | +35% | 22.7% | 109% | 2,583 | 73.52% | 0.2 |
|
| 2319 |
2319
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 1159 M | +USD 110 M | +10% | 23.3% | 84% | 295 | 13.9% | 4.1 |
|
| 2320 |
2320
Octavia Wealth Advisors
Cincinnati,
Ohio
| USD 1158 M | +USD 113 M | +11% | 15% | 67.9% | 258 | 18.22% | 3.4 |
|
| 2321 |
2321
Mayflower Financial Advisors
Boston,
Massachusetts
| USD 1158 M | +USD 334 M | +41% | 11.3% | 68.7% | 509 | 14.54% | 2.9 |
|
| 2322 |
2322
LVW Advisors
Pittsford,
New York
| USD 1157 M | +USD 108 M | +10% | 16.2% | 71.5% | 500 | 20.2% | 2.6 |
|
| 2323 |
PGCM
2323
Prescott Group Capital Management
Tulsa,
Oklahoma
| USD 1157 M | +USD 154 M | +15% | 18.3% | 148% | 311 | 21.54% | 2.4 |
|
| 2324 |
2324
Lodestar Private Asset Management
Alamo,
California
| USD 1157 M | +USD 143 M | +14% | 13.9% | 58.3% | 241 | 7.47% | 2.8 |
|
| 2325 |
2325
Delta Asset Management
Memphis,
Tennessee
| USD 1156 M | +USD 59.8 M | +5% | 8.77% | 53.8% | 617 | 6.32% | 4.8 |
|