¡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
Ironvine Capital Partners
Omaha,
Nebraska
| USD 910 M | -USD 89.2 M | -9% | 6.4% | 58.8% | 56 | 5.36% | 5.2 |
|
| 2502 |
2502
NTV Asset Management
Charleston,
West Virginia
| USD 910 M | -USD 34.5 M | -4% | 0.13% | 110% | 324 | 8.64% | 6.3 |
|
| 2503 |
2503
Harvey Investment Company
Louisville,
Kentucky
| USD 909 M | -USD 29.7 M | -3% | 0.94% | 56.4% | 99 | 2.02% | 9 |
|
| 2504 |
2504
Perseverance Asset Management International
George Town,
Cayman Islands
| USD 909 M | +USD 227 M | +33% | 1.9% | 120% | 23 | 52.17% | 1.1 |
|
| 2505 |
2505
Hartline Investment Corp
Winnetka,
Illinois
| USD 909 M | -USD 15.8 M | -2% | 2.91% | 222% | 115 | 7.83% | 3.5 |
|
| 2506 |
AHT
2506
Amanah Holdings Trust
London,
| USD 908 M | +USD 225 M | +33% | 57.5% | – | 20 | 0% | 0.3 |
|
| 2507 |
BDP
2507
Brehaut David Pascal
| USD 908 M | -USD 49.8 M | -5% | 5.2% | – | 1 | 0% | 0.3 |
|
| 2508 |
2508
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 908 M | -USD 13.3 M | -1% | 0.09% | 87.7% | 311 | 25.72% | 2.3 |
|
| 2509 |
2509
St. Denis J. Villere & Co
New Orleans,
Louisiana
| USD 907 M | -USD 89.8 M | -9% | 2.54% | 44.3% | 83 | 12.05% | 4.9 |
|
| 2510 |
2510
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 907 M | +USD 19.7 M | +2% | 0.51% | 61.5% | 162 | 7.41% | 4.1 |
|
| 2511 |
2511
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| USD 906 M | -USD 262 M | -22% | 5.08% | 90.5% | 10 | 0% | 4.9 |
|
| 2512 |
2512
Stockman Wealth Management
Billings,
Montana
| USD 906 M | +USD 47.6 M | +6% | 2.9% | 77.5% | 192 | 14.58% | 5.4 |
|
| 2513 |
2513
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| USD 906 M | +USD 14 M | +2% | 1.99% | 116% | 431 | 25.29% | 1.8 |
|
| 2514 |
2514
Hill Investment Group Partners
St. Louis,
Missouri
| USD 906 M | +USD 64.9 M | +8% | 2.44% | 50.6% | 52 | 7.69% | 2.8 |
|
| 2515 |
2515
Per Stirling Capital Management
Austin,
Texas
| USD 905 M | +USD 14.4 M | +2% | 0.42% | 63.1% | 333 | 16.82% | 1.9 |
|
| 2516 |
2516
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 905 M | -USD 74.3 M | -8% | 3.07% | 156% | 120 | 14.17% | 3.2 |
|
| 2517 |
2517
Permian Investment Partners
Dallas,
Texas
| USD 905 M | +USD 22.1 M | +3% | 8.6% | 78.6% | 14 | 28.57% | 1.3 |
|
| 2518 |
2518
EnCap Investments
Houston,
Texas
| USD 905 M | – | – | 40.2% | – | 4 | – | 0 |
|
| 2519 |
2519
Sendero Wealth Management
San Antonio,
Texas
| USD 904 M | +USD 2.01 M | +0.2% | 2.76% | 99.2% | 218 | 16.06% | 2.1 |
|
| 2520 |
2520
Asset One Wealth Management
Bellevue,
Washington
| USD 904 M | +USD 174 M | +24% | 0.5% | – | 355 | 27.89% | 0.2 |
|
| 2521 |
2521
Octagon Capital Advisors
New York
| USD 904 M | +USD 79.9 M | +10% | 34.6% | 2,969% | 34 | 35.29% | 1.1 |
|
| 2522 |
AIC
2522
AWM Investment Company
New York
| USD 903 M | -USD 132 M | -13% | 10.9% | 778% | 115 | 26.09% | 3.2 |
|
| 2523 |
2523
Evermay Wealth Management
Arlington,
Virginia
| USD 902 M | +USD 10.9 M | +1% | 1.62% | 61.1% | 623 | 13.16% | 4.2 |
|
| 2524 |
2524
Periscope Capital
Toronto,
Ontario, Canada
| USD 902 M | +USD 27.5 M | +3% | 0.05% | 26.5% | 489 | 41.1% | 0.5 |
|
| 2525 |
2525
GCM Grosvenor Holdings
Chicago,
Illinois
| USD 901 M | +USD 196 M | +28% | 4.7% | 78.7% | 23 | 8.7% | 1.5 |
|