¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
KWMG
2851
King Wealth Management Group
Naples,
Florida
| USD 223 M | +USD 21.4 M | +11% | 4.1% | 86% | 129 | 14.73% | 2.1 |
|
| 2852 |
GCM
2852
Grisanti Capital Management
New York
| USD 222 M | +USD 15.5 M | +8% | 4.02% | 17.9% | 60 | 25% | 1.8 |
|
| 2853 |
2853
Callan Capital
La Jolla,
California
| USD 222 M | -USD 20.6 M | -8% | 2.31% | 20.1% | 47 | 27.66% | 2.5 |
|
| 2854 |
IBT
2854
International Biotechnology Trust
London,
United Kingdom
| USD 222 M | – | – | 4.35% | 11.1% | 49 | – | 0 |
|
| 2855 |
2855
Beach Point Capital Management
Santa Monica,
California
| USD 222 M | +USD 34.7 M | +19% | 12% | 84.1% | 20 | 45% | 1.4 |
|
| 2856 |
2856
Clean Yield Group
Norwich,
Vermont
| USD 222 M | -USD 8.34 M | -4% | 4.55% | 65% | 318 | 60.69% | 2.7 |
|
| 2857 |
2857
Coliseum Capital Management
Rowayton,
Connecticut
| USD 222 M | -USD 63.5 M | -22% | 2.56% | 41.1% | 10 | 30% | 1.9 |
|
| 2858 |
NAMP
2858
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 222 M | -USD 17.4 M | -7% | 2.83% | 73.1% | 119 | 8.4% | 2.7 |
|
| 2859 |
2859
Cable Hill Partners
Portland,
Oregon
| USD 221 M | +USD 81.7 M | +59% | 0.61% | 20.3% | 1,012 | 32.11% | 1.4 |
|
| 2860 |
2860
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 221 M | +USD 5.17 M | +2% | 4.2% | 84% | 126 | 7.14% | 1.8 |
|
| 2861 |
2861
Spitfire Capital
Mill Valley,
California
| USD 221 M | -USD 3.55 M | -2% | 15.5% | 25.9% | 24 | 16.67% | 2.3 |
|
| 2862 |
2862
Ipswich Investment Management
Beverly,
Massachusetts
| USD 221 M | +USD 16.5 M | +8% | 4.05% | 104% | 135 | 5.93% | 2.6 |
|
| 2863 |
SD
2863
Sumway Development
Shanghai,
China
| USD 221 M | -USD 26.4 M | -11% | 10.8% | – | 9 | 0% | 0.8 |
|
| 2864 |
2864
Insight Holdings Group
New York
| USD 221 M | -USD 108 M | -33% | 10.2% | 111% | 4 | 50% | 1 |
|
| 2865 |
2865
Bach Option
Wanchai,
Hong Kong
| USD 221 M | +USD 5.67 M | +3% | 5.83% | 30.6% | 202 | 44.55% | 0.4 |
|
| 2866 |
2866
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 221 M | +USD 1.34 M | +0.6% | 1.24% | 60.5% | 41 | 0% | 3 |
|
| 2867 |
SVC
2867
Strycker View Capital
New York
| USD 220 M | – | – | 19.4% | 114% | 14 | – | 0 |
|
| 2868 |
2868
Grace Capital
Quincy,
Massachusetts
| USD 220 M | -USD 8.48 M | -4% | 2.9% | 127% | 87 | 21.84% | 2.2 |
|
| 2869 |
2869
Clearline Capital
New York
| USD 220 M | -USD 100 M | -31% | 2% | 57.4% | 68 | 69.12% | 0.3 |
|
| 2870 |
2870
Roanoke Asset Management
Jersey City,
New Jersey
| USD 220 M | -USD 1.31 M | -0.6% | 5.26% | 50.3% | 105 | 5.71% | 2.7 |
|
| 2871 |
2871
American National Registered Investment Advisor
Galveston,
Texas
| USD 220 M | +USD 5.62 M | +3% | 4.35% | 95.8% | 242 | 1.65% | 2.8 |
|
| 2872 |
2872
Dillon & Associates
Jackson,
Michigan
| USD 220 M | +USD 3.2 M | +1% | 0.87% | 98.2% | 72 | 5.56% | 2.8 |
|
| 2873 |
2873
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 220 M | – | – | 13.9% | 89.9% | 78 | – | 0 |
|
| 2874 |
2874
Fruth Investment Management
Houston,
Texas
| USD 219 M | +USD 17.3 M | +9% | 5.57% | 79.4% | 195 | 6.67% | 3 |
|
| 2875 |
2875
Capstone Financial Advisors
Downers Grove,
Illinois
| USD 219 M | +USD 30.8 M | +16% | 3.02% | 54.5% | 81 | 14.81% | 1.8 |
|