¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
Mizuho Markets Americas
New York
| USD 1265 M | +USD 417 M | +49% | 2.52% | 121% | 57 | 45.61% | 0.3 |
|
| 1627 |
1627
GHP Investment Advisors
Denver,
Colorado
| USD 1262 M | +USD 20.6 M | +2% | 0.25% | 81.4% | 309 | 7.12% | 5.5 |
|
| 1628 |
1628
CWA Asset Management Group
Naples,
Florida
| USD 1262 M | +USD 30.5 M | +2% | 0.2% | – | 302 | 16.23% | 2.1 |
|
| 1629 |
1629
Trexquant Investment
Stamford,
Connecticut
| USD 1259 M | +USD 73.5 M | +6% | 3.49% | 112% | 1,643 | 71.39% | 0.2 |
|
| 1630 |
1630
Doyle Wealth Management
St. Petersburg,
Florida
| USD 1258 M | +USD 52.1 M | +4% | 0.67% | 32.3% | 228 | 6.14% | 2.9 |
|
| 1631 |
1631
Edge Capital Group
Atlanta,
Georgia
| USD 1257 M | +USD 5.15 M | +0.4% | 0.83% | 27.7% | 292 | 13.36% | 1.9 |
|
| 1632 |
1632
BOK Financial Private Wealth
Denver,
Colorado
| USD 1254 M | +USD 26 M | +2% | 0.18% | 61.8% | 252 | 12.3% | 2.3 |
|
| 1633 |
1633
Steadview Capital Management
London,
United Kingdom
| USD 1250 M | +USD 98.1 M | +9% | 4.93% | 930% | 17 | 23.53% | 0.6 |
|
| 1634 |
1634
Frazier Management
Seattle,
Washington
| USD 1250 M | +USD 165 M | +15% | 5.44% | 408% | 42 | 21.43% | 1.4 |
|
| 1635 |
1635
Sageworth Trust
Lancaster,
Pennsylvania
| USD 1249 M | -USD 20.8 M | -2% | 1.69% | 64.5% | 905 | 6.19% | 0.7 |
|
| 1636 |
1636
Vigilant Capital Management
Portland,
Maine
| USD 1249 M | +USD 11.7 M | +0.9% | 0.34% | 48.8% | 826 | 51.82% | 1.5 |
|
| 1637 |
1637
Sandhill Capital Partners
Buffalo,
New York
| USD 1247 M | -USD 34.6 M | -3% | 1.98% | 64.9% | 101 | 14.85% | 3.2 |
|
| 1638 |
1638
Osborne Partners Capital Management
San Francisco,
California
| USD 1245 M | +USD 30.3 M | +2% | 0.36% | 60.8% | 206 | 8.25% | 3.9 |
|
| 1639 |
1639
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 1244 M | -USD 16.4 M | -1% | 0.68% | 58.6% | 259 | 9.65% | 4.8 |
|
| 1640 |
1640
Fairholme Capital Management
South Miami,
Florida
| USD 1242 M | -USD 24.6 M | -2% | 5.56% | 36.2% | 16 | 12.5% | 1.3 |
|
| 1641 |
1641
Calamos Wealth Management
Naperville,
Illinois
| USD 1238 M | -USD 46.5 M | -4% | 0.85% | 102% | 323 | 6.19% | 2.6 |
|
| 1642 |
1642
Legacy Private Trust
Neenah,
Wisconsin
| USD 1236 M | +USD 49.5 M | +4% | 0.62% | 71.1% | 231 | 5.19% | 4.6 |
|
| 1643 |
1643
Atom Investors
Austin,
Texas
| USD 1235 M | +USD 441 M | +55% | 2% | 83.4% | 425 | 73.18% | 0.2 |
|
| 1644 |
1644
North Star Investment Management
Chicago,
Illinois
| USD 1232 M | -USD 28.6 M | -2% | 2.21% | 89.9% | 1,163 | 6.02% | 3 |
|
| 1645 |
KPF
1645
K2 Principal Fund
Toronto,
Ontario, Canada
| USD 1231 M | +USD 28.2 M | +2% | 5.15% | 76.5% | 553 | 77.58% | 0.2 |
|
| 1646 |
1646
Johns Hopkins University
Baltimore,
Maryland
| USD 1231 M | +USD 424 M | +53% | 0.9% | 30.6% | 12 | 33.33% | 0.3 |
|
| 1647 |
1647
Ensemble Capital Management
San Francisco,
California
| USD 1230 M | +USD 52.2 M | +4% | 4.57% | 36.2% | 31 | 3.23% | 4.5 |
|
| 1648 |
1648
IHT Wealth Management
Chicago,
Illinois
| USD 1229 M | -USD 348 M | -22% | 0.81% | 74.8% | 1,014 | 28.21% | 2.1 |
|
| 1649 |
1649
Sargent Bickham Lagudis
Boulder,
Colorado
| USD 1228 M | +USD 1.52 M | +0.1% | 0.42% | 19.1% | 1,025 | 10.05% | 3.1 |
|
| 1650 |
1650
CX Institutional
Auburn,
Indiana
| USD 1224 M | +USD 6.53 M | +0.5% | 0.67% | 62.9% | 990 | 6.46% | 2.1 |
|