¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
Arvest Bank Trust Division
Dewey,
Oklahoma
| USD 2053 M | +USD 213 M | +12% | 17.5% | – | 251 | 16.33% | 4 |
|
| 1602 |
1602
Capstone Financial Advisors
Downers Grove,
Illinois
| USD 2053 M | +USD 195 M | +11% | 11.5% | 54.5% | 209 | 18.18% | 4.4 |
|
| 1603 |
1603
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 2053 M | +USD 234 M | +13% | 19.9% | 86% | 770 | 12.99% | 5 |
|
| 1604 |
1604
Ribbit Management Company
Palo Alto,
California
| USD 2052 M | +USD 371 M | +22% | 8.09% | – | 16 | 18.75% | 1.5 |
|
| 1605 |
1605
Sigma Investment Counselors
Northville,
Michigan
| USD 2052 M | +USD 159 M | +8% | 11.4% | 54.9% | 224 | 16.07% | 6 |
|
| 1606 |
1606
First Western Trust Bank
Denver,
Colorado
| USD 2051 M | +USD 70.9 M | +4% | 5.61% | 32% | 224 | 12.5% | 3 |
|
| 1607 |
1607
Rock Springs Capital Management
Baltimore,
Maryland
| USD 2049 M | +USD 352 M | +21% | 46.7% | 342% | 116 | 24.14% | 2.7 |
|
| 1608 |
1608
Abrams Bison Investments
Bethesda,
Maryland
| USD 2049 M | -USD 262 M | -11% | 44.4% | 170% | 11 | 0% | 2.4 |
|
| 1609 |
1609
Jacobi Capital Management
Pittston,
Pennsylvania
| USD 2044 M | +USD 254 M | +14% | 15.2% | 76.6% | 680 | 12.35% | 5 |
|
| 1610 |
1610
Evanson Financial
Mclean,
Virginia
| USD 2044 M | – | – | 10.5% | – | 325 | – | 0 |
|
| 1611 |
1611
Westchester Capital Management (New York)
Valhalla,
New York
| USD 2043 M | -USD 164 M | -7% | 5.13% | 100% | 386 | 40.16% | 0.5 |
|
| 1612 |
1612
Univest Financial
Souderton,
Pennsylvania
| USD 2037 M | +USD 256 M | +14% | 20.5% | 82.6% | 280 | 11.07% | 3.3 |
|
| 1613 |
6CM
1613
683 Capital Management
New York
| USD 2036 M | +USD 120 M | +6% | 21.3% | 311% | 257 | 48.64% | 1.4 |
|
| 1614 |
1614
Siemens Fonds Invest
Munich,
Germany
| USD 2036 M | +USD 291 M | +17% | 27.4% | 126% | 556 | 4.68% | 3.5 |
|
| 1615 |
1615
CenterBook Partners
Greenwich,
Connecticut
| USD 2035 M | +USD 174 M | +9% | 22.1% | 62.4% | 906 | 54.19% | 0.6 |
|
| 1616 |
1616
Certuity
North Palm Beach,
Florida
| USD 2029 M | +USD 505 M | +33% | 56.8% | 190% | 731 | 17.65% | 2 |
|
| 1617 |
1617
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 2028 M | +USD 82.4 M | +4% | 9.89% | 54.3% | 202 | 7.92% | 7.7 |
|
| 1618 |
1618
Bank of Hawaii
Honolulu,
Hawaii
| USD 2027 M | +USD 118 M | +6% | 14.8% | 73.5% | 245 | 13.47% | 6.4 |
|
| 1619 |
1619
Principle Wealth Partners
Madison,
Connecticut
| USD 2025 M | +USD 276 M | +16% | 15.6% | 79.9% | 407 | 8.85% | 4.2 |
|
| 1620 |
1620
Prosperity Capital Advisors
Westlake,
Ohio
| USD 2025 M | +USD 269 M | +15% | 14% | 72.2% | 458 | 19.43% | 1.8 |
|
| 1621 |
1621
Aprio Wealth Management
Atlanta,
Georgia
| USD 2024 M | +USD 193 M | +11% | 13.9% | 60.6% | 669 | 13.3% | 1.6 |
|
| 1622 |
1622
Cambria Investment Management
Manhattan Beach,
California
| USD 2022 M | +USD 231 M | +13% | 11.7% | 72% | 792 | 26.52% | 1.2 |
|
| 1623 |
1623
Waddell & Associates
Memphis,
Tennessee
| USD 2021 M | +USD 249 M | +14% | 9.75% | 194% | 588 | 30.61% | 1.3 |
|
| 1624 |
1624
Punch & Associates Investment Management
Edina,
Minnesota
| USD 2021 M | +USD 288 M | +17% | 20.7% | 97.5% | 175 | 13.14% | 3.9 |
|
| 1625 |
1625
Hamilton Capital
Columbus,
Ohio
| USD 2020 M | +USD 89.4 M | +5% | 4.55% | – | 174 | 21.26% | 2.8 |
|