¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
MJP
3651
Michael J. Puzo
| USD 354 M | +USD 38.6 M | +12% | 10.5% | 90.3% | 82 | 8.54% | 5.5 |
|
| 3652 |
3652
Schroders
London,
United Kingdom
| USD 354 M | +USD 25.3 M | +8% | 2.19% | 5.82% | 5 | 20% | 1.6 |
|
| 3653 |
3653
America First Investment Advisors
Omaha,
Nebraska
| USD 354 M | +USD 25 M | +8% | 11.6% | 78.2% | 84 | 13.1% | 6 |
|
| 3654 |
3654
WestHill Financial Advisors
San Rafael,
California
| USD 354 M | +USD 30.2 M | +9% | 6.13% | 62.9% | 127 | 12.6% | 0.7 |
|
| 3655 |
AW
3655
Avion Wealth
The Woodlands,
Texas
| USD 354 M | +USD 23.9 M | +7% | 3.1% | 48.8% | 445 | 11.69% | 1.2 |
|
| 3656 |
3656
EnerVest
Houston,
Texas
| USD 354 M | +USD 20.2 M | +6% | 6.07% | 20.5% | 1 | 0% | 3 |
|
| 3657 |
3657
American Assets Inc
San Diego,
California
| USD 353 M | +USD 6.76 M | +2% | 1.13% | 49.9% | 10 | 0% | 2.8 |
|
| 3658 |
3658
Inspire Advisors
Meridian,
Idaho
| USD 353 M | +USD 35.9 M | +11% | 1.07% | 60.2% | 121 | 42.98% | 0.5 |
|
| 3659 |
3659
Optas LLC
Austin,
Texas
| USD 353 M | +USD 8.97 M | +3% | 4.76% | 118% | 159 | 10.69% | 1.5 |
|
| 3660 |
3660
Summit Asset Management
Memphis,
Tennessee
| USD 353 M | +USD 33.5 M | +10% | 8.12% | 53.4% | 159 | 9.43% | 4.4 |
|
| 3661 |
3661
Capital City Trust
Tallahassee,
Florida
| USD 352 M | +USD 29.8 M | +9% | 11.2% | 98.5% | 123 | 7.32% | 5.3 |
|
| 3662 |
CSC
3662
Cook Street Consulting
Greenwood Village,
Colorado
| USD 352 M | – | – | 1.94% | – | 2 | – | 0 |
|
| 3663 |
3663
Sensible Financial Planning & Management
Waltham,
Massachusetts
| USD 352 M | +USD 44.8 M | +15% | 2.54% | 24.5% | 44 | 2.27% | 4.5 |
|
| 3664 |
3664
Rice Partnership
Honolulu,
Hawaii
| USD 351 M | +USD 35 M | +11% | 11.4% | 123% | 155 | 22.58% | 1.8 |
|
| 3665 |
SHCM
3665
Shelter Haven Capital Management
Summit,
New Jersey
| USD 351 M | +USD 36.6 M | +12% | 1.68% | – | 16 | 56.25% | 0.5 |
|
| 3666 |
SM
3666
Scoggin Management
New York
| USD 351 M | -USD 102 M | -22% | 4.18% | 889% | 77 | 53.25% | 0.6 |
|
| 3667 |
3667
Bellecapital
Zurich,
Switzerland
| USD 351 M | +USD 23.4 M | +7% | 7.19% | 152% | 207 | 15.46% | 2.1 |
|
| 3668 |
3668
Socorro Asset Management
Dallas,
Texas
| USD 351 M | -USD 4.02 M | -1% | 9.68% | 43.8% | 35 | 14.29% | 0.8 |
|
| 3669 |
3669
MY.Alpha Management HK Advisors
Hong Kong
| USD 350 M | – | – | 2.71% | 423% | 11 | – | 0 |
|
| 3670 |
3670
Holloway Wealth Management
Gainesville,
Florida
| USD 350 M | +USD 22 M | +7% | 7.75% | 50.7% | 379 | 0% | 1.8 |
|
| 3671 |
3671
Paradigm Biocapital Advisors
New York
| USD 350 M | – | – | 3.25% | 803% | 24 | – | 0 |
|
| 3672 |
3672
Bay Colony Advisors
Concord,
Massachusetts
| USD 350 M | +USD 44.6 M | +15% | 8.79% | 91.8% | 391 | 19.18% | 1.6 |
|
| 3673 |
3673
Mount Lucas Management
Newtown,
Pennsylvania
| USD 350 M | +USD 18.9 M | +6% | 9.05% | 109% | 168 | 58.93% | 0.6 |
|
| 3674 |
3674
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 350 M | +USD 38.4 M | +12% | 11.6% | 81.7% | 165 | 13.94% | 4.4 |
|
| 3675 |
3675
Linse Capital Management PR
San Juan,
Puerto Rico
| USD 349 M | – | – | 4.7% | – | 1 | – | 0 |
|