¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Everhart Financial Group
Dublin,
Ohio
| USD 731 M | +USD 245 M | +51% | 2.63% | 123% | 351 | 18.52% | 2 |
|
| 2577 |
2577
Vancity Investment Management
Vancouver,
British Columbia, Canada
| USD 730 M | – | – | 1.36% | – | 73 | – | 2.2 |
|
| 2578 |
AAA
2578
Adams Asset Advisors
Dallas,
Texas
| USD 729 M | -USD 49.5 M | -6% | 0.88% | 66.8% | 80 | 7.5% | 5.2 |
|
| 2579 |
2579
Mainstay Capital Management
Grand Blanc,
Michigan
| USD 729 M | +USD 71.8 M | +11% | 0.56% | 135% | 117 | 17.95% | 2.7 |
|
| 2580 |
2580
Hill Investment Group Partners
St. Louis,
Missouri
| USD 728 M | -USD 18.1 M | -2% | 0.06% | 54.5% | 82 | 41.46% | 2.5 |
|
| 2581 |
2581
ShawSpring Partners
Boston,
Massachusetts
| USD 728 M | -USD 27.2 M | -4% | 8.5% | 3.53% | 12 | 25% | 1.2 |
|
| 2582 |
2582
Consolidated Planning Corp
Atlanta,
Georgia
| USD 726 M | -USD 8.33 M | -1% | 1.15% | 84.6% | 222 | 29.28% | 2 |
|
| 2583 |
AIC
2583
AWM Investment Company
New York
| USD 726 M | -USD 94.9 M | -12% | 7.58% | 778% | 104 | 25% | 3.2 |
|
| 2584 |
2584
Cynosure Group
Salt Lake City,
Utah
| USD 726 M | +USD 56.4 M | +8% | 2.91% | 63% | 389 | 9.25% | 1.1 |
|
| 2585 |
2585
Iron Gate Global Advisors
Nsl,
Utah
| USD 725 M | +USD 16.6 M | +2% | 1.66% | 106% | 103 | 23.3% | 3.4 |
|
| 2586 |
2586
Silverback Asset Management
Chapel Hill,
North Carolina
| USD 724 M | +USD 56.6 M | +8% | 9.29% | 92.1% | 62 | 17.74% | 0.7 |
|
| 2587 |
2587
Navellier & Associates
Reno,
Nevada
| USD 724 M | -USD 110 M | -13% | 0.39% | 361% | 384 | 36.46% | 1.8 |
|
| 2588 |
2588
CVC Management Holdings II
St. Helier,
Jersey
| USD 724 M | -USD 163 M | -18% | 17.6% | – | 3 | 0% | 1 |
|
| 2589 |
2589
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 723 M | +USD 15.4 M | +2% | 0.2% | 51.1% | 620 | 7.42% | 3.8 |
|
| 2590 |
2590
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| USD 723 M | -USD 41 M | -5% | 1.1% | – | 924 | 13.53% | 0.8 |
|
| 2591 |
2591
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 723 M | -USD 73.1 M | -9% | 1.66% | 88.8% | 83 | 12.05% | 2.8 |
|
| 2592 |
2592
Managed Asset Portfolios
Rochester,
Michigan
| USD 722 M | +USD 47.2 M | +7% | 3.69% | 99.2% | 56 | 17.86% | 3.9 |
|
| 2593 |
2593
Coppell Advisory Solutions
Coppell,
Texas
| USD 721 M | +USD 5.72 M | +0.8% | 0.51% | – | 2,023 | 85.62% | 1.8 |
|
| 2594 |
2594
Great Waters Wealth Management
Shoreview,
Minnesota
| USD 721 M | -USD 58.5 M | -8% | 0.83% | 49% | 116 | 14.66% | 1.8 |
|
| 2595 |
2595
Sendero Wealth Management
San Antonio,
Texas
| USD 721 M | +USD 49.3 M | +7% | 2.83% | 99.2% | 192 | 19.27% | 1.6 |
|
| 2596 |
2596
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 720 M | -USD 38.5 M | -5% | 1.51% | 138% | 30 | 3.33% | 4.7 |
|
| 2597 |
2597
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 720 M | +USD 3.97 M | +0.6% | 0.14% | 52.5% | 170 | 15.88% | 4.3 |
|
| 2598 |
2598
Fractal Investments
Glastonbury,
Connecticut
| USD 720 M | +USD 66.1 M | +10% | 7.77% | 74.2% | 82 | 18.29% | 1.9 |
|
| 2599 |
2599
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 720 M | -USD 34.9 M | -5% | 2.94% | 90.5% | 209 | 7.18% | 6.1 |
|
| 2600 |
2600
Symmetry Partners
Glastonbury,
Connecticut
| USD 719 M | +USD 16 M | +2% | 0.57% | 61.4% | 143 | 15.38% | 2.6 |
|