¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 851 |
851
OneDigital Investment Advisors
Overland Park,
Kansas
| USD 2697 M | +USD 369 M | +16% | 4.54% | 57.3% | 809 | 18.91% | 2.5 |
|
| 852 |
852
PAR Capital Management
Boston,
Massachusetts
| USD 2696 M | -USD 286 M | -10% | 0.71% | 138% | 47 | 25.53% | 2.8 |
|
| 853 |
SAM
853
Scopus Asset Management
New York
| USD 2695 M | +USD 880 M | +48% | 5.26% | 130% | 259 | 71.04% | 0.5 |
|
| 854 |
854
Wealthsimple
Toronto,
Ontario, Canada
| USD 2687 M | -USD 172 M | -6% | 7.11% | – | 39 | 12.82% | 0.6 |
|
| 855 |
855
Curi RMB Capital
Chicago,
Illinois
| USD 2684 M | -USD 221 M | -8% | 3.72% | 81.4% | 496 | 12.1% | 3.9 |
|
| 856 |
856
Sachem Head Capital Management
New York
| USD 2683 M | -USD 637 M | -19% | 11.7% | 172% | 24 | 29.17% | 1 |
|
| 857 |
857
Raymond James Trust
St. Petersburg,
Florida
| USD 2681 M | -USD 112 M | -4% | 5.37% | 41.3% | 1,136 | 10.74% | 4.6 |
|
| 858 |
858
RiverFront Investment Group
Richmond,
Virginia
| USD 2668 M | +USD 5.01 M | +0.2% | 5.35% | 57.2% | 102 | 16.67% | 2.5 |
|
| 859 |
859
AMG National Trust Bank
Greenwood Village,
Colorado
| USD 2664 M | -USD 25.5 M | -0.9% | 5.84% | 61.4% | 462 | 13.42% | 3.2 |
|
| 860 |
860
W.H. Reaves & Co
Jersey City,
New Jersey
| USD 2657 M | -USD 254 M | -9% | 8.05% | 111% | 71 | 9.86% | 4.7 |
|
| 861 |
861
Marshfield Associates
Washington,
District of Columbia
| USD 2655 M | +USD 8.76 M | +0.3% | 0.27% | 59.7% | 19 | 0% | 6.4 |
|
| 862 |
862
HMI Capital Management
San Francisco,
California
| USD 2655 M | +USD 165 M | +7% | 5.02% | 5.95% | 15 | 6.67% | 1.2 |
|
| 863 |
863
Catalyst Capital Advisors
Huntington,
New York
| USD 2654 M | +USD 261 M | +11% | 4.45% | 62.7% | 356 | 10.96% | 2.9 |
|
| 864 |
864
Scharf Investments
Los Gatos,
California
| USD 2652 M | -USD 279 M | -10% | 7.97% | 55% | 52 | 9.62% | 3.2 |
|
| 865 |
865
Elo Mutual Pension Insurance
Espoo,
Finland
| USD 2649 M | -USD 322 M | -11% | 5.22% | 117% | 474 | 4.01% | 1.6 |
|
| 866 |
866
Lazard Frères Gestion
Paris,
France
| USD 2643 M | -USD 138 M | -5% | 5.8% | 77.6% | 75 | 14.67% | 1.3 |
|
| 867 |
ROIC
867
Route One Investment Company
San Francisco,
California
| USD 2642 M | -USD 118 M | -4% | 0.22% | 80.9% | 15 | 0% | 4.5 |
|
| 868 |
868
Vestcor Inc
Fredericton,
New Brunswick, Canada
| USD 2641 M | -USD 46.3 M | -2% | 3.24% | 101% | 1,497 | 15.36% | 1.6 |
|
| 869 |
869
Glenview Trust
Louisville,
Kentucky
| USD 2639 M | -USD 83 M | -3% | 4.97% | 99.2% | 421 | 8.31% | 4.8 |
|
| 870 |
870
Balentine LLC
Atlanta,
Georgia
| USD 2634 M | -USD 94 M | -3% | 4.84% | 59.8% | 741 | 31.98% | 1.3 |
|
| 871 |
871
Moneta Group Investment Advisors
St Louis,
Missouri
| USD 2626 M | -USD 304 M | -10% | 5.65% | 64.3% | 476 | 10.71% | 3.2 |
|
| 872 |
872
Sigma Planning Corp
Ann Arbor,
Michigan
| USD 2623 M | -USD 254 M | -9% | 4.66% | 97.5% | 1,363 | 12.99% | 3.6 |
|
| 873 |
873
Hood River Capital Management
Palm Beach Gardens,
Florida
| USD 2616 M | +USD 100 M | +4% | 11.2% | 696% | 147 | 36.05% | 1.1 |
|
| 874 |
874
Equity Investment Corp
Atlanta,
Georgia
| USD 2607 M | -USD 93.4 M | -3% | 7.18% | 43% | 61 | 21.31% | 2.8 |
|
| 875 |
875
Cannell & Co
New York
| USD 2607 M | -USD 176 M | -6% | 3.98% | 51.6% | 278 | 8.99% | 5.2 |
|