¡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
Lee, Danner & Bass
Nashville,
Tennessee
| USD 1060 M | +USD 114 M | +12% | 12.7% | – | 205 | 7.32% | 6.4 |
|
| 1627 |
1627
Appleton Partners
Boston,
Massachusetts
| USD 1056 M | +USD 56 M | +6% | 7.48% | 101% | 308 | 9.42% | 5.1 |
|
| 1628 |
1628
Atalan Capital Partners
New York
| USD 1055 M | +USD 146 M | +16% | 15% | 319% | 13 | 15.38% | 1.1 |
|
| 1629 |
1629
Full Sail Capital
Oklahoma City,
Oklahoma
| USD 1054 M | +USD 86.5 M | +9% | 7.35% | 55.4% | 145 | 11.72% | 2.8 |
|
| 1630 |
1630
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 1053 M | +USD 65.9 M | +7% | 11.6% | 130% | 159 | 14.47% | 5.6 |
|
| 1631 |
1631
CSM Advisors
Warrendale,
Pennsylvania
| USD 1050 M | +USD 135 M | +15% | 9.18% | 105% | 135 | 7.41% | 1.4 |
|
| 1632 |
1632
Krilogy Financial
St. Louis,
Missouri
| USD 1050 M | +USD 213 M | +25% | 5.99% | 79% | 399 | 25.81% | 2.6 |
|
| 1633 |
1633
Cannell & Spears
New York
| USD 1049 M | +USD 35.6 M | +4% | 10.4% | 113% | 229 | 18.34% | 4.4 |
|
| 1634 |
1634
Sand Grove Capital Management
London,
United Kingdom
| USD 1046 M | +USD 5.82 M | +0.6% | 16.7% | 410% | 30 | 60% | 0.3 |
|
| 1635 |
1635
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 1046 M | +USD 82.7 M | +9% | 5.5% | 50.4% | 20 | 10% | 4.9 |
|
| 1636 |
1636
QV Investors
Calgary,
Alberta, Canada
| USD 1044 M | +USD 8.31 M | +0.8% | 9.93% | 68.3% | 74 | 13.51% | 3.2 |
|
| 1637 |
1637
NAYA Capital Management (UK)
London,
United Kingdom
| USD 1043 M | +USD 136 M | +15% | 12.3% | 121% | 14 | 28.57% | 1.2 |
|
| 1638 |
1638
First American Bank
Dundee,
Illinois
| USD 1043 M | +USD 85.4 M | +9% | 9.8% | 114% | 170 | 9.41% | 4.9 |
|
| 1639 |
1639
Oakworth Capital
Birmingham,
Alabama
| USD 1042 M | +USD 138 M | +15% | 6.47% | 70% | 617 | 14.59% | 5.4 |
|
| 1640 |
1640
Iridian Asset Management
Westport,
Connecticut
| USD 1038 M | +USD 30.7 M | +3% | 13.1% | 88.4% | 59 | 20.34% | 2.6 |
|
| 1641 |
1641
HighTower Trust
Houston,
Texas
| USD 1036 M | +USD 128 M | +14% | 16.5% | 90.4% | 237 | 13.08% | 1.6 |
|
| 1642 |
1642
Albion Financial Group
Salt Lake City,
Utah
| USD 1036 M | +USD 66.8 M | +7% | 7.61% | 79.6% | 502 | 11.55% | 2.9 |
|
| 1643 |
1643
New York Life Insurance Company
New York
| USD 1036 M | +USD 73.4 M | +8% | 7.01% | 61.5% | 8 | 0% | 1.8 |
|
| 1644 |
1644
Koshinski Asset Management
Decatur,
Illinois
| USD 1034 M | +USD 196 M | +23% | 8.63% | 76.5% | 643 | 19.91% | 2.4 |
|
| 1645 |
1645
Seeyond
Paris,
France
| USD 1034 M | +USD 204 M | +25% | 9.89% | 21.3% | 626 | 7.35% | 3.5 |
|
| 1646 |
1646
Regal Investment Advisors
Kentwood,
Michigan
| USD 1033 M | +USD 84.7 M | +9% | 8.09% | 64.7% | 527 | 17.65% | 1.6 |
|
| 1647 |
1647
Fortress Investment Group
New York
| USD 1029 M | +USD 41.4 M | +4% | 21.8% | 97.5% | 189 | 31.22% | 1.3 |
|
| 1648 |
1648
Robertson Stephens Wealth Management
San Francisco,
California
| USD 1027 M | +USD 68.6 M | +7% | 6.99% | 109% | 441 | 25.62% | 1.6 |
|
| 1649 |
1649
Pacific Heights Asset Management
San Francisco,
California
| USD 1026 M | +USD 85 M | +9% | 15.6% | 181% | 81 | 4.94% | 7.4 |
|
| 1650 |
1650
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 1026 M | +USD 68.1 M | +7% | 9.14% | 86% | 599 | 15.53% | 3.8 |
|