¡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
BOK Financial Private Wealth
Denver,
Colorado
| USD 573 M | +USD 18.6 M | +3% | 1.99% | 61.8% | 74 | 12.16% | 0.6 |
|
| 1602 |
1602
Legacy Private Trust
Neenah,
Wisconsin
| USD 573 M | +USD 26.1 M | +5% | 2.92% | 71.1% | 223 | 17.94% | 0.6 |
|
| 1603 |
1603
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 572 M | +USD 115 M | +25% | 0.49% | 114% | 375 | 60% | 0.1 |
|
| 1604 |
1604
First Hawaiian Bank
Honolulu,
Hawaii
| USD 571 M | +USD 10.3 M | +2% | 1.2% | 72.7% | 148 | 18.24% | 0.7 |
|
| 1605 |
1605
First Reserve GP XII
Stamford,
Connecticut
| USD 571 M | +USD 391 M | +218% | 22.2% | – | 3 | 66.67% | 0.1 |
|
| 1606 |
1606
Wedbush Securities
Los Angeles,
California
| USD 571 M | +USD 147 M | +35% | 2.44% | 114% | 674 | 19.73% | 0.6 |
|
| 1607 |
AL
1607
Airain Ltd
St. Peter Port,
Guernsey
| USD 570 M | -USD 201 M | -26% | 0.33% | 0.81% | 997 | 75.43% | 0.1 |
|
| 1608 |
1608
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 569 M | -USD 10.2 M | -2% | 1.94% | 115% | 465 | 2.8% | 0.5 |
|
| 1609 |
1609
Muhlenkamp & Co
Wexford,
Pennsylvania
| USD 569 M | -USD 5.53 M | -1% | 1.89% | 107% | 77 | 22.08% | 0.6 |
|
| 1610 |
1610
Kirr Marbach & Co
Columbus,
Indiana
| USD 568 M | +USD 17.7 M | +3% | 4.58% | 121% | 70 | 22.86% | 0.6 |
|
| 1611 |
1611
ARS Investment Partners
New York
| USD 567 M | -USD 28.4 M | -5% | 0.96% | 260% | 84 | 14.29% | 0.6 |
|
| 1612 |
1612
Raging Capital Management
Rocky Hill,
New Jersey
| USD 567 M | +USD 22.3 M | +4% | 5.29% | 6.41% | 60 | 65% | 0.3 |
|
| 1613 |
1613
Frontier Investment Management
Dallas,
Texas
| USD 566 M | +USD 31.7 M | +6% | 1.53% | 16.4% | 162 | 19.14% | 0.6 |
|
| 1614 |
1614
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| USD 566 M | +USD 25.7 M | +5% | 0.9% | 68.2% | 160 | 6.88% | 0.6 |
|
| 1615 |
OH
1615
Overlook Holdings
Tortola,
British Virgin Islands
| USD 566 M | -USD 34.9 M | -6% | 5.53% | – | 3 | 0% | 0.8 |
|
| 1616 |
1616
Freestone Capital Holdings
Seattle,
Washington
| USD 564 M | +USD 216 k | +0% | 3.51% | 86.9% | 347 | 48.99% | 0.5 |
|
| 1617 |
1617
Third Rock Ventures
Boston,
Massachusetts
| USD 564 M | +USD 211 M | +60% | 45.8% | – | 4 | 25% | 0.2 |
|
| 1618 |
1618
Investment House LLC
Redondo Beach,
California
| USD 563 M | +USD 8.47 M | +2% | 1.09% | 137% | 152 | 8.55% | 0.7 |
|
| 1619 |
1619
Summit Creek Advisors
Minneapolis,
Minnesota
| USD 562 M | +USD 12.6 M | +2% | 0.84% | 68.8% | 51 | 9.8% | 0.7 |
|
| 1620 |
1620
Goelzer Investment Management
Carmel,
Indiana
| USD 561 M | +USD 8.66 M | +2% | 2.01% | 97.2% | 199 | 10.05% | 0.7 |
|
| 1621 |
1621
First National Trust
Hermitage,
Pennsylvania
| USD 559 M | +USD 10 M | +2% | 1.78% | 82.9% | 257 | 10.51% | 0.7 |
|
| 1622 |
1622
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 559 M | -USD 10.1 M | -2% | 0.01% | 24% | 499 | 26.85% | 0.6 |
|
| 1623 |
1623
Dorsal Capital Management
Redwood City,
California
| USD 558 M | -USD 20.6 M | -4% | 2.7% | 99.6% | 33 | 30.3% | 0.5 |
|
| 1624 |
1624
Makaira Partners
La Jolla,
California
| USD 558 M | +USD 18.4 M | +3% | 0.5% | 22% | 10 | 10% | 0.6 |
|
| 1625 |
1625
Chemical Bank
Detroit,
Michigan
| USD 556 M | -USD 6.02 M | -1% | 3.19% | 36.5% | 297 | 7.41% | 0.7 |
|