¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Essex Investment Management
Boston,
Massachusetts
| USD 508 M | -USD 105 M | -17% | 17.4% | 370% | 385 | 25.71% | 3.4 |
|
| 2927 |
2927
Running Oak Capital
Edina,
Minnesota
| USD 508 M | +USD 118 M | +30% | 11% | 40.8% | 62 | 12.9% | 2.4 |
|
| 2928 |
2928
Fiduciary Alliance
Greenville,
South Carolina
| USD 508 M | +USD 74.9 M | +17% | 10% | 104% | 196 | 20.92% | 0.7 |
|
| 2929 |
2929
Gratus Wealth Advisors
Virginia Beach,
Virginia
| USD 507 M | – | – | 9.73% | 65.2% | 129 | – | 0 |
|
| 2930 |
2930
ORIX Corp
Tokyo,
Japan
| USD 506 M | +USD 39.2 M | +8% | 8.4% | 11.7% | 1 | 0% | 6 |
|
| 2931 |
2931
Carrhae Capital
London,
United Kingdom
| USD 506 M | +USD 215 M | +74% | 18.3% | 182% | 28 | 71.43% | 0.5 |
|
| 2932 |
2932
Ithaka Group
Arlington,
Virginia
| USD 506 M | +USD 71.5 M | +16% | 19.6% | 180% | 39 | 15.38% | 4.3 |
|
| 2933 |
2933
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| USD 506 M | +USD 74.5 M | +17% | 9.95% | 61.6% | 847 | 80.64% | 0.2 |
|
| 2934 |
2934
Iron Gate Global Advisors
Nsl,
Utah
| USD 506 M | +USD 61.3 M | +14% | 13.3% | 106% | 99 | 7.07% | 3 |
|
| 2935 |
2935
Endurance Services Ltd
Purchase,
New York
| USD 505 M | – | – | 8.36% | 38.9% | 11 | – | 0 |
|
| 2936 |
2936
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| USD 505 M | +USD 40.3 M | +9% | 10.6% | 195% | 73 | 8.22% | 5.9 |
|
| 2937 |
2937
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| USD 505 M | +USD 38.2 M | +8% | 10.1% | 75.9% | 182 | 14.29% | 5.1 |
|
| 2938 |
2938
Irenic Capital Management
New York
| USD 505 M | +USD 152 M | +43% | 18.7% | 93.6% | 28 | 46.43% | 0.4 |
|
| 2939 |
2939
BSW Wealth Partners
Boulder,
Colorado
| USD 504 M | +USD 54.8 M | +12% | 10.4% | 75.4% | 283 | 15.9% | 3.3 |
|
| 2940 |
2940
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| USD 504 M | +USD 34.8 M | +7% | 11.7% | 86.7% | 89 | 17.98% | 2.7 |
|
| 2941 |
AO
2941
Allen Operations
New York
| USD 504 M | +USD 51.4 M | +11% | 27.2% | 248% | 40 | 20% | 4.7 |
|
| 2942 |
2942
EnCap Energy Capital Fund XI
Houston,
Texas
| USD 504 M | -USD 267 M | -35% | 4.1% | 21% | 3 | 66.67% | 0.3 |
|
| 2943 |
2943
Ophir Asset Management
Sydney,
Australia
| USD 504 M | +USD 79.4 M | +19% | 18.1% | 282% | 38 | 47.37% | 0.6 |
|
| 2944 |
2944
Crawford Fund Management
Boston,
Massachusetts
| USD 503 M | – | – | 13.4% | 56.6% | 247 | – | 0 |
|
| 2945 |
2945
PSquared Asset Management
Zurich,
Switzerland
| USD 503 M | -USD 591 M | -54% | 13.4% | 150% | 21 | 66.67% | 0.3 |
|
| 2946 |
2946
NWF Advisory Services
Los Angeles,
California
| USD 502 M | +USD 77.6 M | +18% | 10.6% | 120% | 322 | 15.22% | 0.6 |
|
| 2947 |
2947
Coppell Advisory Solutions
Coppell,
Texas
| USD 502 M | +USD 211 M | +73% | 9.03% | – | 1,944 | 49.49% | 0.4 |
|
| 2948 |
2948
FinTrust Capital Advisors
Greenville,
South Carolina
| USD 502 M | +USD 51.3 M | +11% | 9.47% | 23.6% | 1,378 | 19.23% | 2.9 |
|
| 2949 |
2949
Stockman Wealth Management
Billings,
Montana
| USD 501 M | +USD 47.1 M | +10% | 9.74% | 77.5% | 190 | 9.47% | 4.7 |
|
| 2950 |
2950
Front Street Capital Management
Missoula,
Montana
| USD 501 M | +USD 45.7 M | +10% | 9.61% | 316% | 96 | 10.42% | 3.5 |
|