¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Teewinot Capital Advisers
New York
| USD 591 M | +USD 85.4 M | +17% | 17.6% | 149% | 31 | 16.13% | 3.7 |
|
| 2552 |
2552
Recurrent Investment Advisors
Houston,
Texas
| USD 591 M | +USD 85.1 M | +17% | 1.55% | 99.7% | 53 | 18.87% | 2.5 |
|
| 2553 |
2553
Atlas Venture Advisors
Boston,
Massachusetts
| USD 590 M | +USD 126 M | +27% | 28.9% | 29.2% | 6 | 16.67% | 3.5 |
|
| 2554 |
CBT
2554
Central Bank & Trust
Lexington,
Kentucky
| USD 590 M | +USD 28.1 M | +5% | 10% | 118% | 433 | 26.56% | 5.8 |
|
| 2555 |
2555
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 589 M | +USD 39.8 M | +7% | 7.58% | 80.3% | 212 | 2.83% | 5.1 |
|
| 2556 |
2556
BFSG LLC
Irvine,
California
| USD 588 M | +USD 46.6 M | +9% | 5.48% | 81.9% | 220 | 17.73% | 2.4 |
|
| 2557 |
2557
RBO & Co
Saint Helena,
California
| USD 588 M | +USD 14.1 M | +2% | 2.89% | 27.9% | 56 | 8.93% | 6 |
|
| 2558 |
2558
Baker Ellis Asset Management
Vancouver,
Washington
| USD 588 M | +USD 29.6 M | +5% | 6.39% | 91.9% | 213 | 6.1% | 5.1 |
|
| 2559 |
2559
Talbot Financial
Bellevue,
Washington
| USD 588 M | +USD 50 M | +9% | 10.7% | 118% | 60 | 6.67% | 0.5 |
|
| 2560 |
2560
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| USD 588 M | – | – | 7.21% | 116% | 302 | – | 3.3 |
|
| 2561 |
2561
RMR Wealth Builders
Montclair,
New Jersey
| USD 588 M | +USD 61.9 M | +12% | 7.64% | 91.7% | 224 | 10.71% | 1.7 |
|
| 2562 |
2562
Hartline Investment Corp
Winnetka,
Illinois
| USD 587 M | +USD 85.7 M | +17% | 15.8% | 201% | 120 | 15% | 2 |
|
| 2563 |
2563
Virtue Capital Management
Brentwood,
Tennessee
| USD 586 M | -USD 24.9 M | -4% | 4.98% | 91% | 426 | 15.96% | 1.3 |
|
| 2564 |
2564
Vision Capital Management
Portland,
Oregon
| USD 586 M | +USD 34.4 M | +6% | 6.82% | 78.4% | 107 | 7.48% | 4.9 |
|
| 2565 |
2565
Cipher Capital
New York
| USD 585 M | +USD 43.5 M | +8% | 3.23% | – | 745 | 68.99% | 0.2 |
|
| 2566 |
2566
Passaic Partners
Newark,
New Jersey
| USD 585 M | +USD 90.9 M | +18% | 3.77% | 53.2% | 11 | 45.45% | 0.7 |
|
| 2567 |
LP
2567
LGL Partners
Philadelphia,
Pennsylvania
| USD 585 M | +USD 461 k | +0.1% | 6% | 68.9% | 105 | 11.43% | 3.4 |
|
| 2568 |
2568
Allen Capital Group
Grand Island,
Nebraska
| USD 585 M | +USD 34 M | +6% | 4.16% | 56.9% | 185 | 11.35% | 0.6 |
|
| 2569 |
2569
Bell Asset Management
Melbourne,
Australia
| USD 585 M | +USD 37.4 M | +7% | 4.5% | 45.3% | 65 | 12.31% | 3.5 |
|
| 2570 |
2570
Steel Partners Holdings
New York
| USD 584 M | +USD 33.3 M | +6% | 4.21% | – | 6 | 16.67% | 4.4 |
|
| 2571 |
2571
Flaharty Asset Management
Clearwater,
Florida
| USD 584 M | +USD 23.6 M | +4% | 2.63% | 33.4% | 117 | 11.97% | 2.9 |
|
| 2572 |
2572
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| USD 584 M | +USD 14.1 M | +2% | 4.49% | 58.9% | 444 | 13.74% | 1 |
|
| 2573 |
2573
Nordwand Advisors
Radnor,
Pennsylvania
| USD 583 M | -USD 30.2 M | -5% | 4.79% | 93% | 135 | 19.26% | 0.3 |
|
| 2574 |
2574
Rockwood Wealth Management
New Hope,
Pennsylvania
| USD 583 M | +USD 76.3 M | +15% | 3.43% | 48.9% | 77 | 10.39% | 1.1 |
|
| 2575 |
2575
City Holding Co
Charleston,
West Virginia
| USD 581 M | +USD 25 M | +5% | 6.38% | 89.2% | 568 | 18.31% | 5.4 |
|