¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Cooper Investors
Melbourne, Victoria,
Australia
| USD 627 M | +USD 66.6 M | +12% | 9.53% | 57.5% | 36 | 5.56% | 1.6 |
|
| 1702 |
1702
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 627 M | +USD 28.9 M | +5% | 5.42% | 78.8% | 200 | 7.5% | 2.9 |
|
| 1703 |
1703
HMI Capital Management
San Francisco,
California
| USD 626 M | -USD 14 M | -2% | 11.4% | 5.95% | 9 | 11.11% | 2.4 |
|
| 1704 |
1704
Atwood & Palmer
Kansas City,
Missouri
| USD 626 M | +USD 69.8 M | +13% | 5.61% | 90% | 359 | 24.23% | 2.3 |
|
| 1705 |
PWM
1705
Patriot Wealth Management
Houston,
Texas
| USD 625 M | +USD 96.4 M | +18% | 4.51% | 24.3% | 72 | 16.67% | 2.4 |
|
| 1706 |
CK
1706
Cohen Klingenstein
New York
| USD 625 M | +USD 39.4 M | +7% | 7.68% | 99.1% | 163 | 3.07% | 3.3 |
|
| 1707 |
1707
Crosslink Capital
Menlo Park,
California
| USD 624 M | +USD 421 k | +0.1% | 7.08% | 135% | 36 | 27.78% | 1.9 |
|
| 1708 |
1708
Matrix VIII US Management
Cambridge,
Massachusetts
| USD 624 M | -USD 33.3 M | -5% | 5.07% | – | 1 | 0% | 0.8 |
|
| 1709 |
GFWEX
1709
G.F.W. Energy XI
Dallas,
Texas
| USD 624 M | -USD 108 M | -15% | 14.8% | – | 1 | 0% | 0.3 |
|
| 1710 |
1710
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 624 M | +USD 17.1 M | +3% | 4.71% | 101% | 264 | 9.47% | 3 |
|
| 1711 |
1711
DLD Asset Management
New York
| USD 623 M | +USD 318 M | +104% | 0.96% | 10.3% | 112 | 66.07% | 0.1 |
|
| 1712 |
1712
ProVise Management Group
Clearwater,
Florida
| USD 623 M | +USD 34.9 M | +6% | 4.97% | 66.8% | 336 | 8.93% | 2.5 |
|
| 1713 |
1713
Main Management
San Francisco,
California
| USD 622 M | +USD 43.2 M | +7% | 6.36% | 64.1% | 46 | 10.87% | 2.3 |
|
| 1714 |
1714
Reilly Financial Advisors
La Mesa,
California
| USD 621 M | +USD 43 M | +7% | 5.96% | 99% | 998 | 19.34% | 1.6 |
|
| 1715 |
1715
Wellington Shields Capital Management
New York
| USD 620 M | +USD 17 M | +3% | 2.78% | 137% | 355 | 16.62% | 2.4 |
|
| 1716 |
NAM
1716
North American Management
Boston,
Massachusetts
| USD 619 M | +USD 20.2 M | +3% | 5.68% | 61.7% | 134 | 5.97% | 2.8 |
|
| 1717 |
1717
Tirschwell & Loewy
New York
| USD 618 M | +USD 59.2 M | +11% | 10.6% | 78% | 81 | 7.41% | 3.2 |
|
| 1718 |
DCM
1718
Dynamic Capital Management
St. Helier,
Jersey
| USD 617 M | -USD 319 M | -34% | 9.22% | 49.7% | 478 | 67.99% | 0.3 |
|
| 1719 |
1719
Park Presidio Capital
San Francisco,
California
| USD 616 M | -USD 38.7 M | -6% | 6.87% | 94.1% | 22 | 40.91% | 0.9 |
|
| 1720 |
1720
Capula Management
Grand Cayman,
Cayman Islands
| USD 616 M | +USD 432 M | +234% | 4.62% | 90.7% | 14 | 78.57% | 0.1 |
|
| 1721 |
1721
Oxbow Advisors
Austin,
Texas
| USD 616 M | -USD 185 M | -23% | 4.34% | 66.3% | 294 | 30.95% | 2 |
|
| 1722 |
1722
Cobalt Capital Management
Short Hills,
New Jersey
| USD 615 M | -USD 34.5 M | -5% | 0.28% | 235% | 56 | 42.86% | 0.6 |
|
| 1723 |
PAM
1723
Private Asset Management
San Diego,
California
| USD 614 M | +USD 14.4 M | +2% | 3.31% | 38.2% | 158 | 11.39% | 2.8 |
|
| 1724 |
1724
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| USD 612 M | +USD 66.5 M | +12% | 6.2% | 96% | 107 | 16.82% | 1.9 |
|
| 1725 |
1725
Tyrus Capital S.A.M.
Monaco
| USD 611 M | +USD 212 M | +53% | 4.2% | – | 37 | 81.08% | 0.2 |
|