¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 645 M | +USD 87.8 M | +16% | 6.63% | 71.4% | 182 | 8.79% | 4.1 |
|
| 3052 |
3052
Noesis Capital Mangement
Boca Raton,
Florida
| USD 644 M | +USD 68.4 M | +12% | 11.3% | 139% | 136 | 10.29% | 4.7 |
|
| 3053 |
3053
Montecito Bank & Trust
Santa Barbara,
California
| USD 644 M | – | – | 6.61% | – | 274 | – | 6.1 |
|
| 3054 |
3054
Great Hill Capital
New York
| USD 643 M | – | – | 20.7% | – | 54 | – | 0 |
|
| 3055 |
3055
Maridea Wealth Management
Brooklyn,
New York
| USD 643 M | +USD 259 M | +67% | 15.9% | – | 457 | 49.45% | 0.3 |
|
| 3056 |
MAA
3056
Mraz Amerine & Associates
Modesto,
California
| USD 642 M | +USD 18.5 M | +3% | 5.91% | 63.2% | 196 | 6.63% | 5.1 |
|
| 3057 |
3057
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| USD 642 M | +USD 32.9 M | +5% | 6.55% | 78.9% | 161 | 7.45% | 2.8 |
|
| 3058 |
CCM
3058
Cohen Capital Management
Corte Madera,
California
| USD 642 M | +USD 27.1 M | +4% | 6.16% | 91.5% | 156 | 5.77% | 6.7 |
|
| 3059 |
FRM
3059
Fox Run Management
Greenwich,
Connecticut
| USD 641 M | +USD 41.2 M | +7% | 6.18% | 71.7% | 1,292 | 69.58% | 0.2 |
|
| 3060 |
3060
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| USD 641 M | +USD 33.1 M | +5% | 6.38% | 86.8% | 169 | 8.88% | 4.3 |
|
| 3061 |
3061
Pier Capital
Stamford,
Connecticut
| USD 640 M | -USD 15.8 M | -2% | 15.7% | 236% | 141 | 21.28% | 1.9 |
|
| 3062 |
3062
RBO & Co
Saint Helena,
California
| USD 639 M | +USD 15.6 M | +2% | 3.44% | 33.5% | 54 | 0% | 7.7 |
|
| 3063 |
3063
RedJay Asset Management
Toronto,
Ontario, Canada
| USD 639 M | +USD 213 M | +50% | 7.82% | – | 34 | 94.12% | 0.3 |
|
| 3064 |
3064
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 639 M | +USD 52.1 M | +9% | 11.7% | 99.9% | 80 | 3.75% | 6.1 |
|
| 3065 |
3065
Mountain Pacific Investment Advisers
Boise,
Idaho
| USD 639 M | -USD 739 M | -54% | 3.82% | 82.7% | 144 | 3.47% | 7.6 |
|
| 3066 |
SM
3066
Scoggin Management
New York
| USD 639 M | +USD 158 M | +33% | 106% | 889% | 92 | 58.7% | 0.6 |
|
| 3067 |
3067
UG Investment Advisers
Taipei,
Taiwan
| USD 639 M | +USD 115 M | +22% | 32.5% | 183% | 13 | 7.69% | 1.4 |
|
| 3068 |
MTC
3068
Matrix Trust Company
Denver,
Colorado
| USD 639 M | +USD 10.5 M | +2% | 6.19% | 51.4% | 284 | 22.54% | 1.3 |
|
| 3069 |
3069
Gilman Hill Asset Management
New Canaan,
Connecticut
| USD 639 M | +USD 26.8 M | +4% | 3.38% | 54.2% | 245 | 11.02% | 4.8 |
|
| 3070 |
3070
Noked Israel
Ramat Hasharon,
Israel
| USD 639 M | +USD 96.7 M | +18% | 13.2% | 265% | 17 | 47.06% | 1.5 |
|
| 3071 |
3071
Oslo Pensjonsforsikring
Oslo,
| USD 638 M | +USD 12.5 M | +2% | 6.93% | 79% | 483 | 12.42% | 1.2 |
|
| 3072 |
3072
Austin Wealth Management
Austin,
Texas
| USD 637 M | +USD 75.2 M | +13% | 6% | 52.4% | 164 | 17.68% | 1.3 |
|
| 3073 |
3073
St. James Investment Company
Southlake,
Texas
| USD 637 M | +USD 17.2 M | +3% | 6.92% | 48.4% | 33 | 15.15% | 3.6 |
|
| 3074 |
3074
Drexel Morgan & Co
Radnor,
Pennsylvania
| USD 637 M | +USD 73.5 M | +13% | 7.8% | 62.4% | 56 | 0% | 7.9 |
|
| 3075 |
CM
3075
Capital Management
Glen Allen,
Virginia
| USD 636 M | +USD 49.2 M | +8% | 9.1% | 63.6% | 83 | 8.43% | 4.6 |
|