¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Kryger Capital
London,
United Kingdom
| USD 1414 M | +USD 120 M | +9% | 11.4% | 421% | 104 | 78.85% | 0.1 |
|
| 1877 |
1877
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| USD 1414 M | +USD 697 M | +97% | 1.2% | 70.9% | 418 | 50.72% | 0.8 |
|
| 1878 |
1878
Premier Fund Managers
Guildford,
United Kingdom
| USD 1413 M | -USD 323 M | -19% | 2.12% | 62.7% | 183 | 25.68% | 2.3 |
|
| 1879 |
1879
Spyglass Capital Management
San Francisco,
California
| USD 1413 M | -USD 586 M | -29% | 22.9% | 154% | 27 | 14.81% | 1.7 |
|
| 1880 |
1880
Wealthquest
Cincinnati,
Ohio
| USD 1412 M | +USD 87.3 M | +7% | 1.62% | 52.1% | 159 | 12.58% | 1.7 |
|
| 1881 |
1881
Quent Capital
New York
| USD 1410 M | +USD 23.8 M | +2% | 1.01% | 78.1% | 1,644 | 11.44% | 1.1 |
|
| 1882 |
1882
Efficient Advisors
Mason,
Ohio
| USD 1408 M | -USD 305 M | -18% | 0.24% | 30.6% | 58 | 0% | 7.6 |
|
| 1883 |
1883
Insigneo Advisory Services
Miami,
Florida
| USD 1408 M | +USD 13.4 M | +1% | 1.9% | 119% | 833 | 21.37% | 1.6 |
|
| 1884 |
1884
Tradition Wealth Management
Edina,
Minnesota
| USD 1406 M | +USD 12.4 M | +0.9% | 1.66% | 69.6% | 547 | 12.8% | 2.9 |
|
| 1885 |
1885
Fidelis Capital Partners
Tampa,
Florida
| USD 1403 M | +USD 27 M | +2% | 0.1% | 115% | 535 | 14.02% | 2 |
|
| 1886 |
1886
Edgar Lomax Company
Kingstowne,
Virginia
| USD 1402 M | +USD 85.4 M | +6% | 8.14% | 66.2% | 68 | 23.53% | 5.4 |
|
| 1887 |
1887
Ninepoint Partners
Toronto,
Ontario, Canada
| USD 1400 M | +USD 496 M | +55% | 28% | 82.6% | 196 | 41.84% | 1 |
|
| 1888 |
1888
Rockwood Wealth Management
New Hope,
Pennsylvania
| USD 1397 M | +USD 56.1 M | +4% | 0.35% | 52.6% | 126 | 11.9% | 2.4 |
|
| 1889 |
1889
Atom Investors
Austin,
Texas
| USD 1397 M | +USD 137 M | +11% | 4.25% | 83.4% | 887 | 65.05% | 0.4 |
|
| 1890 |
1890
Trust Asset Management
Houston,
Texas
| USD 1396 M | -USD 69.8 M | -5% | 3.68% | 104% | 236 | 8.9% | 4.5 |
|
| 1891 |
1891
YHB Investment Advisors
West Hartford,
Connecticut
| USD 1395 M | -USD 52.5 M | -4% | 2.34% | 96.2% | 312 | 9.62% | 6.2 |
|
| 1892 |
1892
Steelhead Partners
Seattle,
Washington
| USD 1391 M | +USD 37.5 M | +3% | 0.01% | 0.4% | 24 | 0% | 0.6 |
|
| 1893 |
1893
Heitman Real Estate Securities
Chicago,
Illinois
| USD 1391 M | -USD 30.6 M | -2% | 4.83% | 48.3% | 62 | 20.97% | 3.9 |
|
| 1894 |
1894
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| USD 1390 M | -USD 67.3 M | -5% | 8.42% | 74.2% | 34 | 8.82% | 6.9 |
|
| 1895 |
1895
ProVise Management Group
Clearwater,
Florida
| USD 1390 M | -USD 14.3 M | -1% | 0.52% | 66.8% | 268 | 6.72% | 7.2 |
|
| 1896 |
1896
Trans-Canada Capital
Montreal,
Quebec, Canada
| USD 1390 M | -USD 348 M | -20% | 4.64% | – | 8 | 37.5% | 0.9 |
|
| 1897 |
1897
Sagefield Capital
Dallas,
Texas
| USD 1389 M | +USD 209 M | +18% | 30.7% | 115% | 137 | 44.53% | 1.1 |
|
| 1898 |
1898
Blue Chip Partners
Farmington Hills,
Michigan
| USD 1389 M | +USD 10.2 M | +0.7% | 1.06% | 81.2% | 183 | 14.75% | 5.3 |
|
| 1899 |
TA
1899
Trivest Advisors
Hong Kong
| USD 1388 M | -USD 803 M | -37% | 35.4% | 2,977% | 38 | 44.74% | 0.7 |
|
| 1900 |
OCM
1900
Opti Capital Management
New York
| USD 1388 M | +USD 16.6 M | +1% | 0% | 0.01% | 36 | 0% | 0.6 |
|