¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
3EDGE Asset Management
Naples,
Florida
| USD 1307 M | +USD 113 M | +9% | 3.94% | 44.1% | 49 | 32.65% | 0.9 |
|
| 1577 |
1577
Bramshill Investments
Naples,
Florida
| USD 1306 M | -USD 274 M | -17% | 3.98% | 3.6% | 200 | 45.5% | 1.4 |
|
| 1578 |
1578
Avidian Wealth Enterprises
Houston,
Texas
| USD 1303 M | +USD 130 M | +11% | 5.39% | 71.7% | 428 | 22.2% | 1.3 |
|
| 1579 |
1579
Clearstead Advisors
Cleveland,
Ohio
| USD 1299 M | +USD 99.2 M | +8% | 7.6% | 71.4% | 1,341 | 20.21% | 1.3 |
|
| 1580 |
1580
Neville Rodie & Shaw
New York
| USD 1298 M | +USD 91 M | +8% | 8.49% | 125% | 270 | 5.93% | 5.5 |
|
| 1581 |
1581
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 1294 M | +USD 97.4 M | +8% | 7.24% | 68.1% | 103 | 7.77% | 3.3 |
|
| 1582 |
1582
Security Benefit Life Insurance Company
Topeka,
Kansas
| USD 1291 M | – | – | 1.65% | 60.6% | 151 | – | 0.1 |
|
| 1583 |
1583
Engaged Capital
Newport Beach,
California
| USD 1291 M | -USD 93.9 M | -7% | 3.73% | 26.2% | 10 | 20% | 2.3 |
|
| 1584 |
1584
Joel Isaacson & Co
New York
| USD 1286 M | +USD 145 M | +13% | 7.78% | 72.5% | 298 | 11.41% | 3.8 |
|
| 1585 |
1585
Relative Value Partners Group
| USD 1285 M | +USD 115 M | +10% | 4.56% | 8.9% | 211 | 19.43% | 2.7 |
|
| 1586 |
1586
HoyleCohen
San Diego,
California
| USD 1285 M | +USD 301 M | +31% | 5.5% | 46.1% | 274 | 5.11% | 2.1 |
|
| 1587 |
1587
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 1284 M | +USD 218 M | +20% | 7.07% | 64.4% | 137 | 17.52% | 3.8 |
|
| 1588 |
1588
Calamos Wealth Management
Naperville,
Illinois
| USD 1284 M | +USD 71 M | +6% | 9.51% | 102% | 316 | 9.49% | 2.4 |
|
| 1589 |
1589
Sandhill Capital Partners
Buffalo,
New York
| USD 1282 M | +USD 103 M | +9% | 9.02% | 64.9% | 97 | 18.56% | 3.2 |
|
| 1590 |
1590
Next Century Growth Investors
Plymouth,
Minnesota
| USD 1282 M | -USD 30.7 M | -2% | 14.5% | 447% | 136 | 11.76% | 2.4 |
|
| 1591 |
1591
Sandler Capital Management
New York
| USD 1281 M | +USD 109 M | +9% | 15.2% | 325% | 134 | 50% | 0.7 |
|
| 1592 |
WBG
1592
Wharton Business Group
Malvern,
Pennsylvania
| USD 1281 M | +USD 225 k | +0% | 6.35% | 72.5% | 133 | 18.8% | 3.9 |
|
| 1593 |
SCI
1593
S&CO Inc
Boston,
Massachusetts
| USD 1280 M | +USD 92 M | +8% | 6.97% | 68.8% | 191 | 5.24% | 5.1 |
|
| 1594 |
EC
1594
EMS Capital
New York
| USD 1276 M | +USD 196 M | +18% | 12.5% | 228% | 32 | 53.13% | 1.3 |
|
| 1595 |
1595
Pembroke Management
Montreal,
Quebec, Canada
| USD 1275 M | +USD 73.6 M | +6% | 9.05% | 105% | 71 | 15.49% | 2.3 |
|
| 1596 |
1596
Cumberland Partners
Toronto,
Ontario, Canada
| USD 1275 M | +USD 60.8 M | +5% | 9.39% | 101% | 196 | 19.39% | 2 |
|
| 1597 |
1597
IBM Retirement Fund
Armonk,
New York
| USD 1275 M | -USD 138 M | -10% | 8.67% | 54.4% | 808 | 11.39% | 3.6 |
|
| 1598 |
1598
Jag Capital Management
St Louis,
Missouri
| USD 1275 M | +USD 143 M | +13% | 14.9% | 230% | 238 | 14.29% | 2.2 |
|
| 1599 |
1599
Plancorp LLC
Saint Louis,
Missouri
| USD 1275 M | +USD 821 M | +181% | 2.83% | 67.3% | 224 | 11.16% | 2.9 |
|
| 1600 |
RGREA
1600
Ranger Global Real Estate Advisors
Denver,
Colorado
| USD 1272 M | +USD 338 M | +36% | 5.78% | 18% | 39 | 43.59% | 1.8 |
|