¡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 |
1676
Appleton Partners
Boston,
Massachusetts
| USD 1201 M | +USD 26.7 M | +2% | 0.78% | 101% | 298 | 6.38% | 4.4 |
|
| 1677 |
1677
Goodnow Investment Group
Darien,
Connecticut
| USD 1200 M | +USD 7.79 M | +0.7% | 3.13% | 131% | 24 | 25% | 2.9 |
|
| 1678 |
1678
Venturi Wealth Management
Austin,
Texas
| USD 1198 M | +USD 73.7 M | +7% | 0.59% | 101% | 340 | 18.24% | 1.8 |
|
| 1679 |
1679
Redwood Investments
Boston,
Massachusetts
| USD 1197 M | -USD 43.8 M | -4% | 3.58% | 74.1% | 140 | 17.14% | 1.9 |
|
| 1680 |
1680
Community Trust & Investment
Versailles,
Kentucky
| USD 1196 M | +USD 102 M | +9% | 0.31% | 123% | 115 | 11.3% | 2.4 |
|
| 1681 |
1681
Cypress Funds
Los Angeles,
California
| USD 1196 M | -USD 8.06 M | -0.7% | 1.45% | 100% | 19 | 10.53% | 1.6 |
|
| 1682 |
1682
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 1195 M | -USD 23.4 M | -2% | 0.02% | 124% | 42 | 7.14% | 5.9 |
|
| 1683 |
1683
Tran Capital Management
San Rafael,
California
| USD 1194 M | -USD 17.2 M | -1% | 3.44% | 173% | 46 | 2.17% | 2.5 |
|
| 1684 |
1684
Centaurus Financial
Anaheim,
California
| USD 1193 M | +USD 5.32 M | +0.4% | 0.35% | 83.5% | 971 | 17.61% | 1.7 |
|
| 1685 |
1685
Rothschild Investment LLC
Chicago,
Illinois
| USD 1191 M | -USD 66 M | -5% | 0.1% | 99.4% | 527 | 14.23% | 4 |
|
| 1686 |
1686
CBIZ Investment Advisory Services
Independence,
Ohio
| USD 1191 M | +USD 16.7 M | +1% | 1.25% | 48.7% | 102 | 0% | 1.4 |
|
| 1687 |
1687
Sphera Funds Management
Tel Aviv,
Israel
| USD 1190 M | -USD 288 M | -19% | 0.86% | 245% | 170 | 52.94% | 0.6 |
|
| 1688 |
1688
Avenir Corporation
Alexandria,
Virginia
| USD 1190 M | -USD 69.1 M | -5% | 1.06% | 34.4% | 70 | 7.14% | 4.2 |
|
| 1689 |
1689
SouthState Corp
Winter Haven,
Florida
| USD 1189 M | +USD 28.8 M | +2% | 0.36% | 78.9% | 575 | 40.35% | 2.5 |
|
| 1690 |
SBCM
1690
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| USD 1188 M | -USD 23.9 M | -2% | 0.57% | 72.3% | 49 | 6.12% | 4.8 |
|
| 1691 |
1691
Csenge Advisory Group
Clearwater,
Florida
| USD 1188 M | +USD 62.3 M | +6% | 0.41% | 66.3% | 627 | 21.05% | 1.3 |
|
| 1692 |
1692
P2 Capital Partners
New York
| USD 1186 M | -USD 146 M | -11% | 2.47% | 7.96% | 23 | 30.43% | 2.3 |
|
| 1693 |
1693
Avity Investment Management
Greenwich,
Connecticut
| USD 1185 M | +USD 1.11 M | +0.1% | 0.74% | 119% | 86 | 2.33% | 4.7 |
|
| 1694 |
1694
King Street Capital Management
New York
| USD 1185 M | -USD 32.5 M | -3% | 2.08% | 140% | 115 | 41.74% | 0.4 |
|
| 1695 |
1695
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 1185 M | +USD 131 M | +12% | 3.43% | 25.8% | 164 | 48.78% | 0.3 |
|
| 1696 |
1696
Telemus Capital
Southfield,
Michigan
| USD 1181 M | -USD 206 M | -15% | 1.13% | 27.9% | 384 | 17.45% | 3.5 |
|
| 1697 |
1697
Chai Trust Company
Chicago,
Illinois
| USD 1180 M | +USD 38.2 M | +3% | 3.46% | 12.7% | 38 | 23.68% | 2.9 |
|
| 1698 |
1698
General American Investors
New York
| USD 1179 M | -USD 15.4 M | -1% | 0.39% | 129% | 80 | 21.25% | 4.1 |
|
| 1699 |
1699
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 1178 M | -USD 5.08 M | -0.4% | 0.32% | 130% | 172 | 12.79% | 4.6 |
|
| 1700 |
1700
Value Partners Investments
Winnipeg,
Manitoba, Canada
| USD 1178 M | -USD 49.4 M | -4% | 3.39% | 50.7% | 79 | 13.92% | 0.9 |
|