¡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
Dudley & Shanley
Palm Beach,
Florida
| USD 451 M | -USD 52.4 M | -10% | 9.9% | 67.9% | 30 | 16.67% | 1.6 |
|
| 1852 |
1852
Carroll Financial Associates
Charlotte,
North Carolina
| USD 451 M | +USD 4.05 M | +0.9% | 7.01% | 79.9% | 1,252 | 16.37% | 1.2 |
|
| 1853 |
1853
GW & Wade
Wellesley,
Massachusetts
| USD 451 M | -USD 54.6 M | -11% | 6.29% | 32.2% | 245 | 15.51% | 1 |
|
| 1854 |
1854
Crescent Park Management
East Palo Alto,
California
| USD 450 M | +USD 27.6 M | +7% | 8.53% | 87% | 15 | 6.67% | 0.5 |
|
| 1855 |
1855
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
| USD 450 M | -USD 77.7 M | -15% | 3.72% | 97.7% | 193 | 18.65% | 1.2 |
|
| 1856 |
1856
Pacific Global Investment Management
Glendale,
California
| USD 449 M | -USD 81.1 M | -15% | 11.4% | 48% | 229 | 10.48% | 1.9 |
|
| 1857 |
1857
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| USD 448 M | -USD 59.4 M | -12% | 10.3% | 96% | 120 | 15% | 1.3 |
|
| 1858 |
NAM
1858
Nichols Asset Management
Sudbury,
Massachusetts
| USD 448 M | -USD 113 M | -20% | 1.82% | 43.8% | 143 | 28.67% | 1.6 |
|
| 1859 |
1859
Efficient Advisors
Mason,
Ohio
| USD 447 M | -USD 31.8 M | -7% | 5.95% | 30.6% | 43 | 2.33% | 1.4 |
|
| 1860 |
1860
Palisade Asset Management
Minneapolis,
Minnesota
| USD 447 M | -USD 55.4 M | -11% | 7.12% | 61.8% | 136 | 4.41% | 2.1 |
|
| 1861 |
1861
Vision Capital Management
Portland,
Oregon
| USD 447 M | -USD 90 M | -17% | 7.36% | 78.4% | 83 | 36.14% | 1.2 |
|
| 1862 |
1862
Stewart & Patten Company
Lafayette,
California
| USD 447 M | -USD 28 M | -6% | 6.35% | 27.5% | 98 | 8.16% | 2 |
|
| 1863 |
1863
Junto Capital Management
New York
| USD 447 M | +USD 14.3 M | +3% | 1.96% | 122% | 29 | 68.97% | 0.2 |
|
| 1864 |
1864
Compass Capital Management
Minneapolis,
Minnesota
| USD 446 M | -USD 27.9 M | -6% | 5.96% | 50.8% | 47 | 12.77% | 2 |
|
| 1865 |
OCMI
1865
Oaktop Capital Management II
Chatham,
New Jersey
| USD 445 M | -USD 27.3 M | -6% | 9.01% | 451% | 21 | 4.76% | 2 |
|
| 1866 |
1866
Dean Investment Associates
Beavercreek,
Ohio
| USD 444 M | +USD 2.8 M | +0.6% | 6.57% | 63.5% | 253 | 26.88% | 1.4 |
|
| 1867 |
1867
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 443 M | -USD 39.6 M | -8% | 7.6% | 125% | 166 | 16.27% | 1.6 |
|
| 1868 |
1868
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 442 M | -USD 29.1 M | -6% | 7.49% | 52.8% | 61 | 8.2% | 1.7 |
|
| 1869 |
1869
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 442 M | +USD 3.94 M | +0.9% | 5.27% | 64.6% | 371 | 19.41% | 1.6 |
|
| 1870 |
CWA
1870
Convergent Wealth Advisors
Potomac,
Maryland
| USD 442 M | +USD 9.42 M | +2% | 8.57% | – | 44 | 40.91% | 1.1 |
|
| 1871 |
NAM
1871
Netols Asset Management
Mequon,
Wisconsin
| USD 442 M | -USD 65.4 M | -13% | 9.82% | 41.7% | 73 | 8.22% | 1.7 |
|
| 1872 |
1872
Signet Financial Management
Parsippany,
New Jersey
| USD 442 M | +USD 6.86 M | +2% | 7.48% | 65.2% | 215 | 29.3% | 0.5 |
|
| 1873 |
1873
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 441 M | -USD 63 M | -13% | 4.87% | 108% | 90 | 10% | 1.9 |
|
| 1874 |
1874
Appleton Partners
Boston,
Massachusetts
| USD 440 M | -USD 6.58 M | -1% | 6.09% | 101% | 215 | 20.47% | 1.5 |
|
| 1875 |
1875
Foster & Motley
Cincinnati,
Ohio
| USD 439 M | -USD 16.2 M | -4% | 6.4% | 68.8% | 182 | 10.99% | 1.7 |
|