¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Mengis Capital Management
Portland,
Oregon
| USD 501 M | +USD 26.6 M | +6% | 7.25% | 104% | 171 | 6.43% | 5.1 |
|
| 2802 |
2802
Cannell Capital
Alta,
Wyoming
| USD 501 M | -USD 16.2 M | -3% | 12.8% | 127% | 98 | 40.82% | 1.8 |
|
| 2803 |
CIA
2803
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 500 M | +USD 45.6 M | +10% | 7.31% | 100% | 77 | 2.6% | 6.3 |
|
| 2804 |
2804
Advantage Alpha Capital Partners
San Francisco,
California
| USD 500 M | +USD 20 M | +4% | 7.45% | 79.2% | 120 | 31.67% | 1.9 |
|
| 2805 |
2805
Harbor Capital Advisors
Chicago,
Illinois
| USD 500 M | +USD 153 M | +44% | 10.3% | 128% | 667 | 64.02% | 0.3 |
|
| 2806 |
2806
Arkansas Financial Group
Little Rock,
Arkansas
| USD 500 M | +USD 18.2 M | +4% | 2.52% | 39.1% | 65 | 3.08% | 3.7 |
|
| 2807 |
2807
Heritage Financial Services
Westwood,
Massachusetts
| USD 500 M | +USD 40.9 M | +9% | 2.75% | 38.3% | 84 | 10.71% | 1.1 |
|
| 2808 |
LWANC
2808
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| USD 499 M | +USD 26.4 M | +6% | 6.92% | 63.3% | 602 | 3.49% | 3.3 |
|
| 2809 |
2809
Academy Capital Management
Waco,
Texas
| USD 499 M | +USD 32.7 M | +7% | 12.7% | 71.2% | 36 | 11.11% | 2.9 |
|
| 2810 |
2810
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| USD 499 M | +USD 58.9 M | +13% | 5.82% | 62.2% | 101 | 8.91% | 3 |
|
| 2811 |
2811
Bridgewater Advisors
New York
| USD 499 M | +USD 40.5 M | +9% | 4.25% | 61% | 119 | 18.49% | 3.2 |
|
| 2812 |
HVM
2812
Harvest Volatility Management
Norwalk,
Connecticut
| USD 499 M | +USD 2.62 M | +0.5% | 16.2% | 24.3% | 135 | 3.7% | 2 |
|
| 2813 |
2813
Bayberry Capital Partners
New York
| USD 499 M | +USD 213 M | +75% | 7.4% | 99.7% | 18 | 22.22% | 0.9 |
|
| 2814 |
CI
2814
CPMG Inc
Dallas,
Texas
| USD 498 M | +USD 2.67 M | +0.5% | 15.8% | 878% | 5 | 20% | 2.4 |
|
| 2815 |
2815
Zevin Asset Management
Boston,
Massachusetts
| USD 498 M | +USD 8.13 M | +2% | 4.8% | 71.7% | 82 | 6.1% | 5.4 |
|
| 2816 |
2816
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 498 M | +USD 48.9 M | +11% | 4.06% | 38.2% | 136 | 11.76% | 3 |
|
| 2817 |
JC
2817
Joho Capital
New York
| USD 498 M | +USD 109 M | +28% | 15.1% | 80.2% | 22 | 36.36% | 1.4 |
|
| 2818 |
2818
BlueSky Wealth Advisors
New Bern,
North Carolina
| USD 498 M | +USD 14.1 M | +3% | 3.03% | 42.9% | 80 | 12.5% | 3.4 |
|
| 2819 |
2819
Jackson Thornton Wealth Management
Montgomery,
Alabama
| USD 497 M | +USD 54.5 M | +12% | 4.24% | 64.4% | 40 | 20% | 0.9 |
|
| 2820 |
2820
Harvest Fund Management
Beijing,
China
| USD 497 M | +USD 42.4 M | +9% | 9.06% | 327% | 801 | 25.47% | 1.9 |
|
| 2821 |
2821
Concentric Capital Strategies
Stamford,
Connecticut
| USD 497 M | +USD 192 M | +63% | 11.4% | 165% | 205 | 68.29% | 0.3 |
|
| 2822 |
2822
MPM BioImpact
Boston,
Massachusetts
| USD 497 M | +USD 112 M | +29% | 27.2% | 550% | 41 | 41.46% | 1.1 |
|
| 2823 |
2823
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 497 M | +USD 14.6 M | +3% | 4.96% | 86.4% | 140 | 3.57% | 6.9 |
|
| 2824 |
2824
Blue Edge Capital
Richmond,
Virginia
| USD 496 M | +USD 33.9 M | +7% | 5.74% | 67.4% | 105 | 9.52% | 5.2 |
|
| 2825 |
2825
Bayview Asset Management
Coral Gables,
Florida
| USD 496 M | -USD 88.6 M | -15% | 9.92% | 55.4% | 7 | 0% | 1.2 |
|