¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
ThornTree Capital Partners
Boston,
Massachusetts
| USD 634 M | +USD 273 M | +76% | 61.8% | 217% | 29 | 37.93% | 0.7 |
|
| 1902 |
1902
Coastline Trust
Providence,
Rhode Island
| USD 633 M | +USD 79.6 M | +14% | 17.6% | 106% | 314 | 6.69% | 4.9 |
|
| 1903 |
1903
Bramshill Investments
Naples,
Florida
| USD 633 M | +USD 103 M | +19% | 9.48% | 3.6% | 158 | 33.54% | 0.9 |
|
| 1904 |
1904
Murphy Capital Management
Bedminster,
New Jersey
| USD 633 M | +USD 106 M | +20% | 21.4% | 41.6% | 207 | 12.08% | 5.4 |
|
| 1905 |
1905
Main Management
San Francisco,
California
| USD 632 M | +USD 90.2 M | +17% | 19.1% | 64.1% | 125 | 24.8% | 2.2 |
|
| 1906 |
1906
Cipher Capital
New York
| USD 632 M | +USD 357 M | +129% | 26.5% | – | 667 | 77.06% | 0.3 |
|
| 1907 |
1907
Standard General
New York
| USD 632 M | +USD 134 M | +27% | 34.9% | 259% | 12 | 25% | 1.2 |
|
| 1908 |
TAM
1908
Telemark Asset Management
Boston,
Massachusetts
| USD 632 M | +USD 212 M | +51% | 54.8% | 329% | 68 | 51.47% | 0.8 |
|
| 1909 |
1909
1834 Investment Advisors
Milwaukee,
Wisconsin
| USD 632 M | +USD 105 M | +20% | 16% | 68.7% | 478 | 20.5% | 2.7 |
|
| 1910 |
1910
Central Securities
New York
| USD 631 M | +USD 96.6 M | +18% | 19.8% | 90.2% | 33 | 6.06% | 4.9 |
|
| 1911 |
1911
Lenox Wealth Advisors
New York
| USD 631 M | +USD 94.9 M | +18% | 17.2% | 35.7% | 897 | 40.91% | 1.6 |
|
| 1912 |
1912
Perigon Wealth Management
San Francisco,
California
| USD 631 M | +USD 93.5 M | +17% | 23.8% | 104% | 380 | 22.11% | 2 |
|
| 1913 |
1913
Global Alpha Capital Management
Montreal,
Quebec, Canada
| USD 630 M | +USD 75.3 M | +14% | 21% | 80.4% | 41 | 19.51% | 2.9 |
|
| 1914 |
KPF
1914
K2 Principal Fund
Toronto,
Ontario, Canada
| USD 629 M | +USD 102 M | +19% | 12.3% | 76.5% | 357 | 64.15% | 0.3 |
|
| 1915 |
1915
Merriman Wealth Management
Seattle,
Washington
| USD 629 M | +USD 169 M | +37% | 19.6% | 18.3% | 196 | 42.35% | 1.6 |
|
| 1916 |
AL
1916
Arnhold LLC
New York
| USD 629 M | +USD 86.2 M | +16% | 17.4% | 164% | 146 | 10.96% | 1.6 |
|
| 1917 |
1917
Washington Trust Bank
Spokane,
Washington
| USD 629 M | +USD 107 M | +21% | 20.9% | 80.5% | 196 | 18.88% | 4.4 |
|
| 1918 |
JC
1918
JBF Capital
Aspen,
Colorado
| USD 627 M | +USD 104 M | +20% | 21.8% | 93.6% | 96 | 36.46% | 1.4 |
|
| 1919 |
1919
Trek Financial
Scottsdale,
Arizona
| USD 627 M | +USD 219 M | +54% | 12.5% | 144% | 173 | 61.27% | 0.5 |
|
| 1920 |
1920
Palisade Asset Management
Minneapolis,
Minnesota
| USD 627 M | +USD 78.6 M | +14% | 16.6% | 61.8% | 170 | 5.88% | 4.9 |
|
| 1921 |
1921
Global Retirement Partners
San Rafael,
California
| USD 627 M | +USD 98.2 M | +19% | 18.4% | – | 1,801 | 15.99% | 2.2 |
|
| 1922 |
1922
Asset Advisors Investment Management
Augusta,
Georgia
| USD 627 M | +USD 86.5 M | +16% | 19.2% | 67.5% | 196 | 52.55% | 0.8 |
|
| 1923 |
1923
Modera Wealth Management
Westwood,
New Jersey
| USD 626 M | +USD 150 M | +31% | 17.3% | 68.2% | 158 | 10.76% | 3.7 |
|
| 1924 |
1924
Stone Ridge Asset Management
New York
| USD 626 M | -USD 296 M | -32% | 25% | – | 797 | 32.87% | 1.9 |
|
| 1925 |
1925
Estate Counselors
Thiensville,
Wisconsin
| USD 626 M | +USD 18.1 M | +3% | 9.71% | 60% | 172 | 33.72% | 1.2 |
|