¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 567 M | +USD 17.2 M | +3% | 4.38% | 130% | 199 | 12.06% | 2.4 |
|
| 1752 |
1752
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 566 M | +USD 18.1 M | +3% | 3.76% | – | 192 | 10.42% | 2.9 |
|
| 1753 |
1753
Corient Capital Partners
Newport Beach,
California
| USD 566 M | +USD 26.3 M | +5% | 5.32% | 39.2% | 320 | 12.19% | 0.2 |
|
| 1754 |
1754
Veritas Investment Management
London,
United Kingdom
| USD 566 M | +USD 32.8 M | +6% | 2.96% | 69% | 83 | 19.28% | 1.7 |
|
| 1755 |
1755
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 564 M | +USD 31.4 M | +6% | 7.22% | 24% | 581 | 12.39% | 2.1 |
|
| 1756 |
1756
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 564 M | -USD 5.76 M | -1% | 1.9% | 94.2% | 101 | 6.93% | 3 |
|
| 1757 |
1757
Alambic Investment Management
Belvedere,
California
| USD 564 M | +USD 138 M | +32% | 8.18% | 47.6% | 645 | 34.88% | 0.6 |
|
| 1758 |
1758
Howard Capital Management (New York)
New York
| USD 563 M | +USD 12.8 M | +2% | 3.53% | 76.8% | 110 | 8.18% | 2.7 |
|
| 1759 |
1759
Ledyard National Bank
| USD 563 M | +USD 2.49 M | +0.4% | 2.94% | 80.7% | 646 | 10.53% | 2.6 |
|
| 1760 |
1WCM
1760
12 West Capital Management
New York
| USD 563 M | -USD 135 M | -19% | 8.89% | 169% | 22 | 31.82% | 1.5 |
|
| 1761 |
1761
Citizens Business Bank
Ontario,
California
| USD 562 M | +USD 24 M | +4% | 6.22% | 108% | 283 | 10.6% | 2.4 |
|
| 1762 |
1762
TRG Investments
Richmond,
Virginia
| USD 561 M | -USD 93.6 M | -14% | 8.58% | 70.5% | 2 | 0% | 1 |
|
| 1763 |
1763
Cooper Investors
Melbourne, Victoria,
Australia
| USD 560 M | +USD 51.3 M | +10% | 1.69% | 57.5% | 41 | 26.83% | 1.5 |
|
| 1764 |
1764
Glovista Investments
Jersey City,
New Jersey
| USD 560 M | +USD 40 M | +8% | 3.29% | 2.48% | 107 | 45.79% | 1.4 |
|
| 1765 |
1765
Endurance Wealth Management
Providence,
Rhode Island
| USD 559 M | +USD 1.18 M | +0.2% | 3.28% | 59% | 515 | 5.24% | 1.9 |
|
| 1766 |
1766
Vestar Capital Partners
New York
| USD 559 M | -USD 1166 M | -68% | 12.2% | – | 3 | 33.33% | 1.3 |
|
| 1767 |
1767
Tirschwell & Loewy
New York
| USD 559 M | -USD 42.7 M | -7% | 1.45% | 78% | 82 | 6.1% | 3 |
|
| 1768 |
1768
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 559 M | -USD 83.4 M | -13% | 15.7% | 125% | 30 | 26.67% | 0.5 |
|
| 1769 |
1769
Lapides Asset Management
Greenwich,
Connecticut
| USD 557 M | -USD 30.5 M | -5% | 5.51% | 63% | 87 | 13.79% | 1.8 |
|
| 1770 |
CC
1770
ClearArc Capital
Cincinnati,
Ohio
| USD 557 M | +USD 27 M | +5% | 4.14% | 63.4% | 450 | 5.33% | 2.8 |
|
| 1771 |
1771
Alibaba Group
Causeway Bay,
Hong Kong
| USD 556 M | -USD 81.2 M | -13% | 22.2% | 2.06% | 3 | 0% | 1 |
|
| 1772 |
1772
Atwood & Palmer
Kansas City,
Missouri
| USD 556 M | +USD 5.27 M | +1% | 2.44% | 90% | 347 | 10.09% | 2.1 |
|
| 1773 |
1773
Mangrove Partners
Greenwich,
Connecticut
| USD 555 M | +USD 127 M | +30% | 17.7% | 185% | 27 | 25.93% | 1.6 |
|
| 1774 |
1774
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 554 M | +USD 2.46 M | +0.4% | 3.78% | 94.5% | 557 | 9.87% | 1.3 |
|
| 1775 |
1775
HBK Sorce Advisory
Erie,
Pennsylvania
| USD 553 M | +USD 50.2 M | +10% | 3.2% | 58.2% | 305 | 12.13% | 1.8 |
|