¡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
MIG Capital
Newport Beach,
California
| USD 750 M | +USD 44.4 M | +6% | 8.21% | 118% | 48 | 43.75% | 1.3 |
|
| 1702 |
1702
QVR
San Francisco,
California
| USD 750 M | -USD 199 M | -21% | 0.98% | – | 75 | 42.67% | 0.4 |
|
| 1703 |
1703
Yale University
New Haven,
Connecticut
| USD 749 M | +USD 384 M | +105% | 1.81% | 33.7% | 10 | 40% | 0.9 |
|
| 1704 |
1704
Howard Capital Management (New York)
New York
| USD 749 M | +USD 54.2 M | +8% | 8.24% | 76.8% | 115 | 7.83% | 3.6 |
|
| 1705 |
1705
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 749 M | +USD 34.3 M | +5% | 5.74% | 75.3% | 212 | 4.25% | 3.4 |
|
| 1706 |
1706
GHP Investment Advisors
Denver,
Colorado
| USD 748 M | +USD 37.1 M | +5% | 6.01% | 81.4% | 306 | 6.54% | 3.8 |
|
| 1707 |
1707
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 748 M | +USD 48.9 M | +7% | 7.56% | 94.2% | 107 | 4.67% | 4.1 |
|
| 1708 |
1708
Olstein Capital Management
Purchase,
New York
| USD 747 M | -USD 7.2 M | -1% | 5.01% | 16.6% | 123 | 8.94% | 2.5 |
|
| 1709 |
1709
Waterfront Capital Partners
New York
| USD 746 M | -USD 98.9 M | -12% | 2.73% | 88.3% | 68 | 48.53% | 0.6 |
|
| 1710 |
DA
1710
DSC Advisors
Chicago,
Illinois
| USD 746 M | +USD 131 M | +21% | 8.69% | 3.18% | 103 | 40.78% | 1.3 |
|
| 1711 |
1711
Slate Path Capital
New York
| USD 745 M | -USD 579 M | -44% | 0.5% | 394% | 26 | 57.69% | 1.2 |
|
| 1712 |
1712
Summit Global Investments
Bountiful,
Utah
| USD 745 M | +USD 81.5 M | +12% | 8.67% | 68.4% | 258 | 3.49% | 0.8 |
|
| 1713 |
1713
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 744 M | +USD 68.3 M | +10% | 10.9% | 121% | 124 | 4.03% | 4.3 |
|
| 1714 |
1714
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 744 M | +USD 43.4 M | +6% | 6.62% | 101% | 255 | 1.96% | 4.1 |
|
| 1715 |
1715
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 744 M | -USD 77.9 M | -9% | 1.47% | 104% | 184 | 13.04% | 1.7 |
|
| 1716 |
1716
MainStreet Investment Advisors
Chicago,
Illinois
| USD 744 M | +USD 54.1 M | +8% | 5.64% | 61% | 167 | 7.78% | 0.7 |
|
| 1717 |
1717
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 744 M | +USD 31.4 M | +4% | 7.31% | 125% | 153 | 9.8% | 3.4 |
|
| 1718 |
1718
First Midwest Bank Trust Division
Joliet,
Illinois
| USD 744 M | +USD 36.9 M | +5% | 6.94% | 107% | 437 | 11.67% | 3.2 |
|
| 1719 |
1719
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| USD 743 M | -USD 107 M | -13% | 7.18% | 2.43% | 12 | 16.67% | 2.3 |
|
| 1720 |
IAS
1720
INR Advisory Services
Media,
Pennsylvania
| USD 743 M | +USD 15.5 M | +2% | 2.85% | 21.9% | 118 | 58.47% | 2.9 |
|
| 1721 |
1721
Advisor Partners
Walnut Creek,
California
| USD 742 M | +USD 151 M | +26% | 7.38% | 63.8% | 663 | 14.48% | 2.3 |
|
| 1722 |
1722
Ardsley Advisory Partners
Stamford,
Connecticut
| USD 742 M | +USD 77.4 M | +12% | 2.57% | 555% | 204 | 52.45% | 0.7 |
|
| 1723 |
1723
Valeo Financial Advisors
Carmel,
Indiana
| USD 740 M | +USD 26.6 M | +4% | 6.15% | 82.7% | 1,946 | 17.93% | 0.7 |
|
| 1724 |
1724
Taurus Asset Management
New York
| USD 740 M | +USD 55.3 M | +8% | 9.12% | 26.9% | 99 | 3.03% | 3.7 |
|
| 1725 |
1725
Albion Financial Group
Salt Lake City,
Utah
| USD 739 M | +USD 45.3 M | +7% | 5.78% | 79.6% | 209 | 10.53% | 3.3 |
|