¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
6CM
1676
683 Capital Management
New York
| USD 561 M | -USD 170 M | -23% | 1.34% | 311% | 110 | 46.36% | 0.7 |
|
| 1677 |
1677
Lapides Asset Management
Greenwich,
Connecticut
| USD 561 M | -USD 10.5 M | -2% | 4.06% | 63% | 97 | 28.87% | 1.5 |
|
| 1678 |
1678
Balasa Dinverno & Foltz
| USD 560 M | -USD 35.4 M | -6% | 0.39% | 23.2% | 208 | 19.23% | 2 |
|
| 1679 |
1679
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| USD 559 M | -USD 2.68 M | -0.5% | 0.99% | 77.5% | 173 | 4.05% | 2.4 |
|
| 1680 |
1680
Rockland Trust
Hanover,
Massachusetts
| USD 557 M | -USD 10.5 M | -2% | 3.32% | 61.5% | 169 | 16.57% | 1.9 |
|
| 1681 |
1681
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 557 M | -USD 57.1 M | -9% | 0.19% | 94.5% | 541 | 63.59% | 0.8 |
|
| 1682 |
1682
Alexandria Capital
Arlington,
Virginia
| USD 557 M | +USD 159 M | +40% | 0.95% | 66.8% | 707 | 15.7% | 1.9 |
|
| 1683 |
JCM
1683
JS Capital Management
New York
| USD 557 M | +USD 136 M | +32% | 0.79% | 52.4% | 56 | 58.93% | 0.8 |
|
| 1684 |
1684
Zions Bancorporation
Salt Lake City,
Utah
| USD 556 M | -USD 16.4 M | -3% | 1.15% | 22.9% | 932 | 11.7% | 0.6 |
|
| 1685 |
1685
Efficient Advisors
Mason,
Ohio
| USD 556 M | +USD 97.4 M | +21% | 1.34% | 30.6% | 59 | 28.81% | 1.4 |
|
| 1686 |
1686
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 556 M | -USD 7.71 M | -1% | 1.75% | 75.3% | 169 | 11.24% | 2.3 |
|
| 1687 |
1687
NS Partners
London,
United Kingdom
| USD 555 M | -USD 4.64 M | -0.8% | 1.76% | 109% | 123 | 17.89% | 0.6 |
|
| 1688 |
DAM
1688
Davis Asset Management
Sausalito,
California
| USD 554 M | +USD 36.5 M | +7% | 3.99% | 97.3% | 24 | 0% | 1.8 |
|
| 1689 |
1689
Moors & Cabot
Boston,
Massachusetts
| USD 554 M | +USD 7.88 M | +1% | 3.01% | 124% | 575 | 19.83% | 1.5 |
|
| 1690 |
1690
Main Management
San Francisco,
California
| USD 554 M | -USD 8.29 M | -1% | 0.39% | 64.1% | 54 | 20.37% | 1.9 |
|
| 1691 |
1691
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 554 M | +USD 110 M | +25% | 3.5% | 67.2% | 59 | 20.34% | 1 |
|
| 1692 |
1692
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 552 M | -USD 18.4 M | -3% | 0.29% | 110% | 543 | 3.31% | 2.4 |
|
| 1693 |
PAM
1693
Private Asset Management
San Diego,
California
| USD 552 M | -USD 448 k | -0.1% | 1.55% | 38.2% | 147 | 10.88% | 2.2 |
|
| 1694 |
1694
USCA RIA
Houston,
Texas
| USD 551 M | +USD 88.4 M | +19% | 3.42% | 60.6% | 416 | 27.16% | 1.6 |
|
| 1695 |
1695
Bellevue Group
Kuesnacht,
Switzerland
| USD 551 M | – | – | 10.7% | 159% | 130 | – | 0 |
|
| 1696 |
1696
Bridges Investment Management
Omaha,
Nebraska
| USD 550 M | -USD 9.36 M | -2% | 0.97% | 77.9% | 134 | 8.96% | 2.3 |
|
| 1697 |
1697
Coldstream Capital Management
Bellevue,
Washington
| USD 549 M | +USD 88.4 M | +19% | 0.53% | 71% | 295 | 40.68% | 0.9 |
|
| 1698 |
1698
Adams Street Partners
Chicago,
Illinois
| USD 548 M | -USD 8.21 M | -1% | 12.9% | 399% | 25 | 60% | 0.7 |
|
| 1699 |
1699
IQ EQ Fund Management
Dublin 2,
Ireland
| USD 547 M | -USD 35.9 M | -6% | 1.93% | 109% | 96 | 13.54% | 0.9 |
|
| 1700 |
1700
Constellation Investments
Montgomery,
Ohio
| USD 547 M | +USD 12.5 M | +2% | 0.9% | – | 451 | 7.76% | 2.2 |
|