¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Evensky & Katz
Coral Gables,
Florida
| USD 720 M | -USD 12.6 M | -2% | 6.42% | 61.1% | 114 | 14.04% | 2.8 |
|
| 1802 |
1802
Metropolis Capital
Amersham,
United Kingdom
| USD 720 M | +USD 220 M | +44% | 14.3% | 61.7% | 12 | 8.33% | 0.8 |
|
| 1803 |
1803
Tibra Equities Europe
London,
United Kingdom
| USD 719 M | -USD 91.2 M | -11% | 13.7% | 143% | 345 | 87.25% | 0.1 |
|
| 1804 |
1804
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 719 M | +USD 50.1 M | +7% | 11.4% | 118% | 96 | 29.17% | 0.9 |
|
| 1805 |
1805
Novare Capital Management
Charlotte,
North Carolina
| USD 718 M | +USD 45.4 M | +7% | 6.96% | 76.5% | 150 | 12.67% | 3.1 |
|
| 1806 |
1806
RR Advisors
Dallas,
Texas
| USD 717 M | -USD 93.9 M | -12% | 2.11% | 115% | 31 | 51.61% | 2.8 |
|
| 1807 |
1807
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 715 M | +USD 51 M | +8% | 10.2% | 94.5% | 572 | 12.24% | 3 |
|
| 1808 |
1808
Sapience Investments
Newport Beach,
California
| USD 715 M | -USD 3.76 M | -0.5% | 6.06% | 54.9% | 86 | 5.81% | 1.9 |
|
| 1809 |
MFP
1809
Michael F. Price
| USD 715 M | -USD 8.39 M | -1% | 7.73% | 42.6% | 130 | 19.23% | 2.9 |
|
| 1810 |
1810
Beese Fulmer Investment Management
Canton,
Ohio
| USD 714 M | +USD 48.7 M | +7% | 7.29% | 124% | 216 | 10.65% | 3.7 |
|
| 1811 |
1811
Centaurus Financial
Anaheim,
California
| USD 714 M | +USD 75.4 M | +12% | 6.34% | 83.5% | 656 | 35.67% | 1 |
|
| 1812 |
1812
Wintrust Investments
Chicago,
Illinois
| USD 714 M | +USD 43.6 M | +7% | 8.13% | 27.5% | 381 | 12.6% | 2 |
|
| 1813 |
1813
Griffin Asset Management
New York
| USD 713 M | +USD 69.5 M | +11% | 10.8% | 88.9% | 246 | 13.82% | 2.9 |
|
| 1814 |
1814
Swiss Re
Zurich,
Switzerland
| USD 713 M | +USD 31 M | +5% | 8.28% | – | 4 | 0% | 3 |
|
| 1815 |
1815
Godsey & Gibb Inc
Richmond,
Virginia
| USD 713 M | +USD 56.4 M | +9% | 4.92% | 87.5% | 102 | 15.69% | 3 |
|
| 1816 |
FVP
1816
Firefly Value Partners
Newtown,
Pennsylvania
| USD 713 M | +USD 60.6 M | +9% | 8.12% | 25.7% | 18 | 22.22% | 2.8 |
|
| 1817 |
1817
Prospector Partners
Guilford,
Connecticut
| USD 712 M | +USD 28.1 M | +4% | 5.29% | 53.6% | 119 | 8.4% | 3.7 |
|
| 1818 |
1818
Cederberg Capital
London,
United Kingdom
| USD 712 M | +USD 214 M | +43% | 22.5% | 273% | 8 | 12.5% | 0.7 |
|
| 1819 |
1819
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 712 M | +USD 34.4 M | +5% | 6.07% | 34% | 102 | 12.75% | 4.3 |
|
| 1820 |
1820
Capstone Financial Advisors
Downers Grove,
Illinois
| USD 711 M | +USD 56.8 M | +9% | 4.77% | 54.5% | 114 | 17.54% | 2.7 |
|
| 1821 |
HPM
1821
H. Partners Management
New York
| USD 710 M | -USD 148 M | -17% | 5.59% | 13.5% | 2 | 0% | 6.5 |
|
| 1822 |
1822
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 710 M | +USD 74.4 M | +12% | 8.84% | 66.7% | 13 | 30.77% | 1.2 |
|
| 1823 |
CC
1823
Cornerstone Capital
Palo Alto,
California
| USD 709 M | +USD 66.3 M | +10% | 7.7% | 91.2% | 81 | 6.17% | 4.2 |
|
| 1824 |
1824
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 709 M | +USD 49.5 M | +8% | 7.15% | 52.8% | 107 | 8.41% | 3.7 |
|
| 1825 |
1825
Cadinha & Co
Honolulu,
Hawaii
| USD 708 M | +USD 90.1 M | +15% | 6.04% | 132% | 130 | 10% | 3.6 |
|