¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Evermay Wealth Management
Arlington,
Virginia
| USD 622 M | -USD 1.35 M | -0.2% | 6.57% | 61.1% | 640 | 13.13% | 3.3 |
|
| 2827 |
2827
JAT Capital Management
Greenwich,
Connecticut
| USD 621 M | -USD 154 M | -20% | 6.98% | 734% | 65 | 67.69% | 0.3 |
|
| 2828 |
KFS
2828
Kurt F. Somerville
| USD 621 M | +USD 28 M | +5% | 6.18% | 92.9% | 99 | 4.04% | 7.4 |
|
| 2829 |
CANC
2829
Culbertson A N & Co
Charlottesville,
Virginia
| USD 621 M | +USD 48.5 M | +8% | 8.02% | 87.5% | 126 | 3.97% | 7.7 |
|
| 2830 |
2830
Towercrest Capital Management
Newtown,
Pennsylvania
| USD 621 M | +USD 13 M | +2% | 5.33% | 42.6% | 110 | 10.91% | 5.1 |
|
| 2831 |
2831
Gateway Advisory
Westfield,
New Jersey
| USD 620 M | +USD 31.4 M | +5% | 5.67% | 26% | 146 | 14.38% | 1.9 |
|
| 2832 |
2832
Occidental Asset Management
Burlingame,
California
| USD 620 M | +USD 50 M | +9% | 5.67% | 97.4% | 234 | 17.52% | 3.6 |
|
| 2833 |
VC
2833
Vision Capital
Toronto,
Ontario, Canada
| USD 620 M | +USD 4.16 M | +0.7% | 19.6% | 19.8% | 24 | 58.33% | 0.4 |
|
| 2834 |
2834
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 620 M | +USD 46.5 M | +8% | 7.65% | 55.8% | 147 | 7.48% | 4.4 |
|
| 2835 |
2835
Manchester Global Management
London,
United Kingdom
| USD 620 M | +USD 50.9 M | +9% | 5.11% | 156% | 23 | 30.43% | 1.1 |
|
| 2836 |
2836
Riverstone Holdings
New York
| USD 619 M | -USD 136 M | -18% | 16.6% | 89.8% | 7 | 0% | 4 |
|
| 2837 |
2837
Scarborough Advisors
Annapolis,
Maryland
| USD 619 M | +USD 375 M | +154% | 5.66% | 63.3% | 492 | 89.43% | 0.9 |
|
| 2838 |
2838
Front Street Capital Management
Missoula,
Montana
| USD 618 M | +USD 96.4 M | +18% | 80.2% | 316% | 72 | 9.72% | 5.4 |
|
| 2839 |
2839
Two Seas Capital
Rye,
New York
| USD 617 M | +USD 1.97 M | +0.3% | 5.9% | 344% | 28 | 35.71% | 0.8 |
|
| 2840 |
2840
De Lisle Partners
Poole,
United Kingdom
| USD 617 M | +USD 159 M | +35% | 13.7% | – | 205 | 18.54% | 0.4 |
|
| 2841 |
2841
Engaged Capital
Newport Beach,
California
| USD 617 M | +USD 32.6 M | +6% | 22.1% | 26.2% | 13 | 38.46% | 1.9 |
|
| 2842 |
CCM
2842
Cohen Capital Management
Corte Madera,
California
| USD 617 M | +USD 35.9 M | +6% | 6.48% | 91.5% | 155 | 9.68% | 6.1 |
|
| 2843 |
2843
Live Oak Private Wealth
Wilmington,
North Carolina
| USD 616 M | +USD 34.9 M | +6% | 6.72% | 74.6% | 183 | 6.01% | 3.2 |
|
| 2844 |
2844
CVA Family Office
Denver,
Colorado
| USD 616 M | +USD 60.5 M | +11% | 6.63% | 71.6% | 1,370 | 14.53% | 1.1 |
|
| 2845 |
2845
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| USD 616 M | +USD 103 M | +20% | 9.31% | 94.2% | 200 | 33.5% | 0.9 |
|
| 2846 |
2846
Viking Fund Management
Minot,
North Dakota
| USD 615 M | +USD 57 M | +10% | 7.7% | 105% | 139 | 15.11% | 3.9 |
|
| 2847 |
2847
UNC Management Company
Chapel Hill,
North Carolina
| USD 615 M | +USD 439 M | +248% | 5.54% | 92% | 3 | 66.67% | 0.3 |
|
| 2848 |
2848
ADAR1 Capital Management
Austin,
Texas
| USD 615 M | +USD 85.2 M | +16% | 12.6% | – | 366 | 51.37% | 0.3 |
|
| 2849 |
2849
49 Wealth Management
Austin,
Texas
| USD 614 M | +USD 107 M | +21% | 5.13% | – | 201 | 32.34% | 0.5 |
|
| 2850 |
2850
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| USD 613 M | +USD 3.26 M | +0.5% | 4.46% | 195% | 75 | 2.67% | 6.1 |
|