¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| USD 501 M | +USD 51.8 M | +12% | 1.34% | 45.9% | 171 | 56.73% | 0.7 |
|
| 1852 |
1852
Giverny Capital
Montreal,
Quebec, Canada
| USD 500 M | +USD 43.6 M | +10% | 3.44% | 69.2% | 25 | 8% | 0.2 |
|
| 1853 |
JCM
1853
JS Capital Management
New York
| USD 500 M | +USD 105 M | +27% | 4.99% | 52.4% | 71 | 25.35% | 0.7 |
|
| 1854 |
1854
Independent Portfolio Consultants
Boca Raton,
Florida
| USD 500 M | +USD 11 M | +2% | 0.38% | 32.4% | 1,120 | 32.86% | 1 |
|
| 1855 |
QAM
1855
Quentec Asset Management
New York
| USD 499 M | +USD 17.6 M | +4% | 0.21% | 43.5% | 60 | 46.67% | 0.7 |
|
| 1856 |
1856
Osborn Williams & Donohoe
Cincinnati,
Ohio
| USD 498 M | -USD 16.8 M | -3% | 0.07% | 23.7% | 238 | 9.24% | 1.7 |
|
| 1857 |
1857
Mazama Capital Management
Portland,
Oregon
| USD 497 M | +USD 10.8 M | +2% | 3.01% | – | 334 | 34.43% | 0.9 |
|
| 1858 |
1858
White Mountains Insurance Group
Hanover,
New Hampshire
| USD 497 M | +USD 26.6 M | +6% | 3.03% | 105% | 1 | 0% | 2 |
|
| 1859 |
1859
Arrow Investment Advisors
Laurel,
Maryland
| USD 497 M | -USD 48.3 M | -9% | 0.94% | 36.3% | 88 | 46.59% | 0.9 |
|
| 1860 |
1860
Courier Capital
Buffalo,
New York
| USD 497 M | -USD 9.5 M | -2% | 0.46% | 70.8% | 307 | 11.73% | 1.6 |
|
| 1861 |
1861
Tufton Capital Management
Hunt Valley,
Maryland
| USD 495 M | -USD 50.6 M | -9% | 0.28% | 96.1% | 124 | 9.68% | 1.8 |
|
| 1862 |
1862
Permian Investment Partners
Dallas,
Texas
| USD 494 M | +USD 238 M | +93% | 1.23% | 78.6% | 20 | 55% | 0.4 |
|
| 1863 |
1863
SCF Partners
Houston,
Texas
| USD 492 M | +USD 16.5 M | +3% | 3.47% | 2.1% | 1 | 0% | 2 |
|
| 1864 |
AAM
1864
AO Asset Management
New York
| USD 491 M | +USD 31.5 M | +7% | 12% | 127% | 38 | 47.37% | 0.3 |
|
| 1865 |
1865
Lebenthal Holdings
New York
| USD 490 M | +USD 65 M | +15% | 0.69% | – | 348 | 27.3% | 0.3 |
|
| 1866 |
1866
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 489 M | -USD 7.66 M | -2% | 1.72% | 128% | 247 | 18.22% | 1.4 |
|
| 1867 |
1867
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 489 M | +USD 8.91 M | +2% | 0.73% | 51.3% | 409 | 17.36% | 1.4 |
|
| 1868 |
GWI
1868
Grace & White Inc
Ny,
New York
| USD 489 M | -USD 12.9 M | -3% | 2.58% | 61.5% | 148 | 3.38% | 1.8 |
|
| 1869 |
1869
Main Street Research
Lakeville,
Connecticut
| USD 488 M | +USD 23.3 M | +5% | 0.18% | 232% | 142 | 11.27% | 1.6 |
|
| 1870 |
1870
McGowan Group Asset Management
Dallas,
Texas
| USD 488 M | -USD 6.93 M | -1% | 2.58% | 69.8% | 137 | 13.14% | 0.4 |
|
| 1871 |
PAI
1871
ProQuest Associates IV
Naples,
Florida
| USD 487 M | +USD 180 M | +59% | 76.1% | 113% | 6 | 0% | 0.5 |
|
| 1872 |
DAM
1872
Davis Asset Management
Sausalito,
California
| USD 487 M | +USD 49.9 M | +11% | 7.63% | 97.3% | 26 | 7.69% | 1.2 |
|
| 1873 |
1873
Bulldog Investors
Saddle Brook,
New Jersey
| USD 485 M | +USD 36.8 M | +8% | 1.35% | 22.5% | 91 | 35.16% | 0.8 |
|
| 1874 |
DMK
1874
David M. Knott
| USD 483 M | +USD 19.1 M | +4% | 6.96% | 81% | 88 | 9.09% | 1.3 |
|
| 1875 |
1875
Academy Capital Management
Waco,
Texas
| USD 483 M | -USD 26.5 M | -5% | 0.18% | 71.2% | 46 | 13.04% | 1.4 |
|