¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Harbor Group
Bedford,
New Hampshire
| USD 564 M | +USD 63.6 M | +13% | 6.63% | 43% | 102 | 7.84% | 2.4 |
|
| 3152 |
3152
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 564 M | +USD 75 M | +15% | 15.3% | 70.3% | 71 | 43.66% | 2.8 |
|
| 3153 |
3153
Hazelview Securities
Toronto,
Ontario, Canada
| USD 564 M | +USD 14 M | +3% | 0.43% | – | 36 | 36.11% | 1.7 |
|
| 3154 |
3154
Morton Capital Management
Calabasas,
California
| USD 564 M | +USD 46.4 M | +9% | 7.15% | 75.4% | 128 | 14.84% | 2.2 |
|
| 3155 |
3155
Blueprint Investment Partners
Greensboro,
North Carolina
| USD 564 M | +USD 16.3 M | +3% | 9.47% | 90.8% | 118 | 66.95% | 2 |
|
| 3156 |
3156
Kesler Norman & Wride
Ogden,
Utah
| USD 564 M | +USD 38.2 M | +7% | 10.2% | 76% | 229 | 11.79% | 2.5 |
|
| 3157 |
3157
Hohimer Wealth Management
Seattle,
Washington
| USD 564 M | +USD 50.1 M | +10% | 12.6% | 99.7% | 304 | 27.3% | 2 |
|
| 3158 |
3158
Bellecapital
Zurich,
Switzerland
| USD 563 M | +USD 57 M | +11% | 14.2% | 152% | 147 | 14.97% | 3.4 |
|
| 3159 |
3159
Trust Company of the South
Greensboro,
North Carolina
| USD 563 M | +USD 84.7 M | +18% | 7.52% | 70.2% | 131 | 9.92% | 1.3 |
|
| 3160 |
3160
Opes Wealth Management
Menlo Park,
California
| USD 563 M | +USD 67.7 M | +14% | 7.27% | 54.1% | 151 | 9.27% | 3.3 |
|
| 3161 |
3161
Drexel Morgan & Co
Radnor,
Pennsylvania
| USD 563 M | +USD 86.7 M | +18% | 4.73% | 50.1% | 56 | 3.57% | 7.6 |
|
| 3162 |
3162
Point72 Asia (Singapore)
Singapore
| USD 563 M | +USD 182 M | +48% | 10.7% | – | 1,336 | 73.88% | 0.2 |
|
| 3163 |
3163
Chandler Asset Management
San Diego,
California
| USD 563 M | +USD 32.5 M | +6% | 6.01% | 35.6% | 25 | 12% | 5.2 |
|
| 3164 |
3164
DSG Capital Advisors
Edina,
Minnesota
| USD 563 M | +USD 67.5 M | +14% | 13.2% | – | 132 | 15.91% | 0.4 |
|
| 3165 |
3165
Austin Wealth Management
Austin,
Texas
| USD 562 M | +USD 63.2 M | +13% | 7.29% | 48.2% | 146 | 17.12% | 1.3 |
|
| 3166 |
3166
Sierra Summit Advisors
Incline Village,
Nevada
| USD 562 M | +USD 100 M | +22% | 28.2% | – | 222 | 40.54% | 0.8 |
|
| 3167 |
3167
Capital Group Investment Management
Raffles Quay,
Singapore
| USD 561 M | +USD 71.7 M | +15% | 20.5% | 145% | 153 | 14.38% | 1.8 |
|
| 3168 |
3168
Laffer Tengler Investments
Nashville,
Tennessee
| USD 561 M | +USD 91.5 M | +19% | 15.5% | 96.5% | 175 | 31.43% | 2.4 |
|
| 3169 |
3169
Gemsstock Ltd
London,
United Kingdom
| USD 561 M | +USD 295 M | +111% | 8.4% | 149% | 21 | 33.33% | 0.6 |
|
| 3170 |
3170
Deltec Asset Management
New York
| USD 561 M | +USD 95.5 M | +21% | 20.8% | 127% | 215 | 34.88% | 2.7 |
|
| 3171 |
FBT
3171
First Bank & Trust
Brookings,
South Dakota
| USD 561 M | +USD 44.1 M | +9% | 9.44% | 85.6% | 253 | 11.86% | 3.8 |
|
| 3172 |
3172
Oliver Luxxe Assets
Gladstone,
New Jersey
| USD 560 M | +USD 22.2 M | +4% | 12.8% | 137% | 208 | 22.12% | 2.9 |
|
| 3173 |
3173
Towercrest Capital Management
Newtown,
Pennsylvania
| USD 560 M | +USD 33.9 M | +6% | 6.03% | 42.6% | 91 | 5.49% | 6 |
|
| 3174 |
PWW
3174
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 560 M | +USD 38.1 M | +7% | 8.12% | 70.9% | 199 | 6.53% | 6.7 |
|
| 3175 |
3175
Advocate Group
Minnetonka,
Minnesota
| USD 559 M | +USD 11.1 M | +2% | 3.18% | 56.3% | 124 | 12.1% | 2.5 |
|