¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| USD 245 M | -USD 10.9 M | -4% | 1% | 65.9% | 156 | 13.46% | 1 |
|
| 2502 |
2502
Carlson Capital Management
Northfield,
Minnesota
| USD 244 M | +USD 617 k | +0.3% | 1.53% | 9.85% | 57 | 14.04% | 1.1 |
|
| 2503 |
2503
Pivot Point Capital Partners
San Francisco,
California
| USD 244 M | -USD 4.14 M | -2% | 4.22% | 30.3% | 10 | 20% | 1 |
|
| 2504 |
2504
Van Cleef Asset Management
Beachwood,
Ohio
| USD 244 M | +USD 5.39 M | +2% | 0.13% | 104% | 101 | 3.96% | 1.1 |
|
| 2505 |
2505
Roanoke Asset Management
Jersey City,
New Jersey
| USD 244 M | -USD 17.2 M | -7% | 2.3% | 50.3% | 121 | 7.44% | 0.9 |
|
| 2506 |
2506
BRR OpCo
Columbus,
Ohio
| USD 244 M | +USD 4.66 M | +2% | 2.94% | 23.6% | 115 | 14.78% | 1 |
|
| 2507 |
2507
Checchi Capital Advisers
Beverly Hills,
California
| USD 244 M | +USD 24.3 M | +11% | 1.3% | 68% | 294 | 16.67% | 0.5 |
|
| 2508 |
2508
Gunma Bank
Gunma,
Japan
| USD 243 M | -USD 1.88 M | -0.8% | 0.71% | 24.5% | 13 | 0% | 1.3 |
|
| 2509 |
2509
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| USD 243 M | +USD 11.9 M | +5% | 5.1% | 74.8% | 135 | 2.22% | 1.2 |
|
| 2510 |
2510
PL Capital Advisors
Naples,
Florida
| USD 243 M | +USD 5.82 M | +2% | 2.22% | 100% | 49 | 20.41% | 1 |
|
| 2511 |
CAM
2511
CG Asset Management
New York
| USD 243 M | +USD 6.6 M | +3% | 3.04% | 62.7% | 144 | 19.44% | 0.6 |
|
| 2512 |
VC
2512
V2 Capital
Glenview,
Illinois
| USD 243 M | -USD 8.43 M | -3% | 1.3% | – | 39 | 15.38% | 0.7 |
|
| 2513 |
2513
Buckingham Strategic Wealth
Clayton,
Missouri
| USD 243 M | +USD 13.4 M | +6% | 1.22% | 16.3% | 197 | 17.26% | 0.9 |
|
| 2514 |
2514
Deccan Value Investors
Greenwich,
Connecticut
| USD 243 M | -USD 121 M | -33% | 5.43% | 66.5% | 7 | 28.57% | 1.2 |
|
| 2515 |
SCA
2515
Signpost Capital Advisors
New York
| USD 242 M | -USD 21.2 M | -8% | 3.09% | 24.7% | 19 | 47.37% | 0.5 |
|
| 2516 |
2516
Goldstein Munger & Associates
San Ramon,
California
| USD 242 M | -USD 4.79 M | -2% | 1.24% | 11.9% | 30 | 3.33% | 1 |
|
| 2517 |
2517
Xponance
Philadelphia,
Pennsylvania
| USD 242 M | +USD 7.27 M | +3% | 3.32% | 144% | 69 | 33.33% | 0.5 |
|
| 2518 |
2518
SOL Capital Management
Rockville,
Maryland
| USD 241 M | -USD 8.85 M | -4% | 0.52% | 56.6% | 191 | 6.81% | 1.1 |
|
| 2519 |
GCM
2519
Grandmaster Capital Management
San Francisco,
California
| USD 241 M | -USD 7.59 M | -3% | 0.08% | – | 25 | 56% | 0.6 |
|
| 2520 |
LCP
2520
Longhorn Capital Partners
Dallas,
Texas
| USD 241 M | -USD 4.34 M | -2% | 0.43% | 30.2% | 11 | 0% | 1.2 |
|
| 2521 |
GGPS
2521
Gary Goldberg Planning Services
Suffern,
New York
| USD 240 M | +USD 13.1 M | +6% | 0.4% | – | 494 | 19.43% | 0.8 |
|
| 2522 |
GA
2522
GFS Advisors
Houston,
Texas
| USD 240 M | -USD 5.19 M | -2% | 0.27% | 97.9% | 111 | 10.81% | 1 |
|
| 2523 |
CIA
2523
CSat Investment Advisory
Detroit,
Michigan
| USD 239 M | +USD 38.5 M | +19% | 4.24% | 87.4% | 26 | 23.08% | 0.6 |
|
| 2524 |
2524
ParenteBeard Wealth Management
York,
Pennsylvania
| USD 239 M | +USD 11.4 M | +5% | 2.1% | – | 125 | 20.8% | 0.9 |
|
| 2525 |
2525
Argus Investors Counsel
New York
| USD 239 M | -USD 389 k | -0.2% | 1.73% | 132% | 52 | 1.92% | 1.2 |
|