¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Chicago Partners Investment Group
Chicago,
Illinois
| USD 710 M | +USD 12.8 M | +2% | 0.5% | 75.8% | 341 | 8.5% | 2.7 |
|
| 1727 |
CGM
1727
Centenus Global Management
New York
| USD 709 M | -USD 54.6 M | -7% | 1.56% | – | 187 | 72.73% | 0.3 |
|
| 1728 |
1728
Trek Financial
Scottsdale,
Arizona
| USD 707 M | +USD 127 M | +22% | 1.9% | 144% | 145 | 26.9% | 0.6 |
|
| 1729 |
1729
Ithaka Group
Arlington,
Virginia
| USD 707 M | +USD 47.4 M | +7% | 2.38% | 143% | 38 | 7.89% | 3.7 |
|
| 1730 |
1730
Cornercap Investment Counsel
Atlanta,
Georgia
| USD 707 M | -USD 51.5 M | -7% | 0.08% | 55.4% | 493 | 36.71% | 1.2 |
|
| 1731 |
1731
Corient Capital Partners
Newport Beach,
California
| USD 706 M | +USD 54.1 M | +8% | 1.76% | 39.2% | 481 | 19.96% | 1.5 |
|
| 1732 |
CCM
1732
Cadence Capital Management
Boston,
Massachusetts
| USD 705 M | -USD 295 M | -29% | 0.01% | 0.72% | 484 | 29.55% | 2.8 |
|
| 1733 |
1733
CIBC Bank USA
Chicago,
Illinois
| USD 704 M | -USD 10.2 M | -1% | 0.23% | 32.3% | 289 | 15.92% | 3.5 |
|
| 1734 |
1734
Goodnow Investment Group
Darien,
Connecticut
| USD 704 M | -USD 49 M | -7% | 2.13% | 131% | 25 | 20% | 2.8 |
|
| 1735 |
1735
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 704 M | +USD 40.4 M | +6% | 2.17% | 106% | 200 | 10.5% | 3.4 |
|
| 1736 |
1736
Taurus Asset Management
New York
| USD 703 M | -USD 30.4 M | -4% | 0.66% | 26.9% | 91 | 7.69% | 4.7 |
|
| 1737 |
1737
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 703 M | -USD 18.9 M | -3% | 2.92% | 77.5% | 67 | 1.49% | 5.1 |
|
| 1738 |
C
1738
Chescapmanager
Baltimore,
Maryland
| USD 703 M | -USD 300 M | -30% | 8.24% | 202% | 42 | 30.95% | 1.4 |
|
| 1739 |
1739
Howard Capital Management (New York)
New York
| USD 703 M | -USD 30.5 M | -4% | 1.37% | 76.8% | 101 | 7.92% | 4.9 |
|
| 1740 |
1740
Donoghue Forlines
Boston,
Massachusetts
| USD 703 M | -USD 152 M | -18% | 1.1% | 199% | 199 | 42.21% | 0.3 |
|
| 1741 |
1741
SigFig Wealth Management
San Francisco,
California
| USD 702 M | +USD 60.5 M | +9% | 0.08% | 49.3% | 49 | 14.29% | 1.9 |
|
| 1742 |
1742
Joel Isaacson & Co
New York
| USD 702 M | +USD 14.8 M | +2% | 1.97% | 72.5% | 219 | 13.7% | 4.3 |
|
| 1743 |
GJL
1743
Gendell Jeffrey L
| USD 701 M | -USD 96.8 M | -12% | 4.55% | 748% | 56 | 8.93% | 3.7 |
|
| 1744 |
1744
Cyrus Capital Partners
New York
| USD 701 M | -USD 139 M | -17% | 2.88% | 163% | 24 | 41.67% | 1.4 |
|
| 1745 |
1745
Meiji Yasuda Life Insurance
Tokyo,
Japan
| USD 700 M | +USD 16.1 M | +2% | 0.28% | 27.5% | 335 | 20.9% | 3.2 |
|
| 1746 |
1746
Standard General
New York
| USD 700 M | -USD 78.1 M | -10% | 9.17% | 259% | 6 | 0% | 1.7 |
|
| 1747 |
1747
Cardan Capital Partners
Denver,
Colorado
| USD 698 M | +USD 39.9 M | +6% | 1.05% | 64% | 191 | 15.71% | 1.6 |
|
| 1748 |
1748
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 697 M | +USD 13.1 M | +2% | 2.84% | 116% | 124 | 3.23% | 3.6 |
|
| 1749 |
1749
Waverly Advisors
Birmingham,
Alabama
| USD 697 M | +USD 25.5 M | +4% | 0.19% | 67.6% | 138 | 10.87% | 3.2 |
|
| 1750 |
1750
Zions Bancorporation
Salt Lake City,
Utah
| USD 697 M | +USD 13.8 M | +2% | 0.07% | 22.9% | 1,033 | 12.39% | 1 |
|