¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Sierra Summit Advisors
Incline Village,
Nevada
| USD 895 M | +USD 207 M | +30% | 58.7% | – | 244 | 50.41% | 1.1 |
|
| 2752 |
2752
Clayton Dubilier & Rice
New York
| USD 895 M | +USD 358 M | +67% | 597% | 176% | 2 | 0% | 3 |
|
| 2753 |
2753
Fortis Capital Management
Bellevue,
Washington
| USD 894 M | -USD 83 M | -8% | 23.3% | 82% | 250 | 17.2% | 1.9 |
|
| 2754 |
2754
Titan Investment Solutions
London,
| USD 894 M | +USD 112 M | +14% | 13.6% | – | 65 | 21.54% | 0.4 |
|
| 2755 |
2755
Warwick Investment Management
Bryan,
Texas
| USD 891 M | +USD 201 M | +29% | 13.1% | 64.3% | 160 | 21.25% | 1.9 |
|
| 2756 |
2756
Fortis Capital Advisors
Prairie Village,
Kansas
| USD 889 M | +USD 126 M | +16% | 20.8% | 127% | 469 | 33.9% | 1 |
|
| 2757 |
2757
Discerene Group
Stamford,
Connecticut
| USD 889 M | -USD 57.3 M | -6% | 11.8% | 48.6% | 13 | 15.38% | 4.3 |
|
| 2758 |
2758
Philip James Wealth Mangement
Milton,
Georgia
| USD 888 M | +USD 18.7 M | +2% | 8.29% | – | 167 | 15.57% | 1.6 |
|
| 2759 |
2759
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| USD 888 M | +USD 93.1 M | +12% | 10.5% | 44.3% | 140 | 18.57% | 1.7 |
|
| 2760 |
2760
Brookwood Investment Group
Phoenix,
Arizona
| USD 888 M | +USD 77.7 M | +10% | 17.4% | – | 612 | 26.96% | 0.8 |
|
| 2761 |
IBOK
2761
Independence Bank of Kentucky
Owensboro,
Kentucky
| USD 888 M | +USD 98.2 M | +12% | 17.2% | 80.6% | 629 | 7.31% | 4.6 |
|
| 2762 |
2762
KFG Wealth Management
Granger,
Indiana
| USD 886 M | +USD 112 M | +15% | 10.2% | 55.9% | 243 | 18.52% | 1.8 |
|
| 2763 |
2763
Camrose Capital Investment Partners
London,
United Kingdom
| USD 885 M | +USD 121 M | +16% | 9.63% | – | 10 | 0% | 1.4 |
|
| 2764 |
2764
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 885 M | +USD 47.3 M | +6% | 3.2% | 95.4% | 51 | 15.69% | 5.3 |
|
| 2765 |
2765
City Holding Co
Charleston,
West Virginia
| USD 884 M | +USD 84.7 M | +11% | 14.5% | 81.3% | 608 | 9.7% | 6.2 |
|
| 2766 |
2766
Arbor Investment Advisors
Winston Salem,
North Carolina
| USD 883 M | +USD 115 M | +15% | 9.82% | 44.3% | 148 | 25% | 4.2 |
|
| 2767 |
2767
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 883 M | +USD 27.3 M | +3% | 9.51% | 61.9% | 15 | 0% | 6.4 |
|
| 2768 |
2768
1834 Investment Advisors
Milwaukee,
Wisconsin
| USD 883 M | +USD 81.3 M | +10% | 11% | 68.7% | 218 | 8.72% | 6.1 |
|
| 2769 |
2769
Fiduciary Financial Group
San Rafael,
California
| USD 882 M | +USD 128 M | +17% | 11.3% | – | 393 | 17.3% | 1.3 |
|
| 2770 |
2770
TCP Asset Management
Columbus,
Ohio
| USD 882 M | +USD 104 M | +13% | 12.2% | 65% | 148 | 14.86% | 1.7 |
|
| 2771 |
2771
Canyon Capital Advisors
Dallas,
Texas
| USD 882 M | +USD 110 M | +14% | 24.2% | 78% | 27 | 48.15% | 1.2 |
|
| 2772 |
AAA
2772
Adams Asset Advisors
Dallas,
Texas
| USD 882 M | -USD 9.7 M | -1% | 2.19% | 66.8% | 89 | 2.25% | 5.6 |
|
| 2773 |
2773
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| USD 881 M | +USD 91.3 M | +12% | 23.2% | 484% | 7 | 14.29% | 2.8 |
|
| 2774 |
2774
Front Street Capital Management
Missoula,
Montana
| USD 881 M | +USD 127 M | +17% | 25% | 316% | 77 | 14.29% | 5.5 |
|
| 2775 |
2775
Meridian Wealth Advisors
Austin,
Texas
| USD 880 M | +USD 124 M | +16% | 14.6% | 79.9% | 227 | 18.06% | 4.2 |
|