¡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
Levin Capital Strategies
New York
| USD 981 M | +USD 41.6 M | +4% | 5.78% | 88.6% | 468 | 46.37% | 2 |
|
| 1902 |
1902
Evensky & Katz
Coral Gables,
Florida
| USD 981 M | +USD 76.1 M | +8% | 6.46% | 57.1% | 76 | 6.58% | 4.1 |
|
| 1903 |
1903
ProVise Management Group
Clearwater,
Florida
| USD 980 M | +USD 52.3 M | +6% | 6.49% | 66.8% | 398 | 15.08% | 3.6 |
|
| 1904 |
1904
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| USD 980 M | +USD 81.6 M | +9% | 7.33% | 70.8% | 11 | 27.27% | 0.4 |
|
| 1905 |
1905
Oldfield Partners
London,
United Kingdom
| USD 979 M | +USD 14.1 M | +1% | 7.01% | 90.3% | 22 | 4.55% | 4.8 |
|
| 1906 |
1906
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 979 M | +USD 147 M | +18% | 9.39% | 91.5% | 273 | 21.98% | 1.4 |
|
| 1907 |
1907
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
| USD 978 M | +USD 206 M | +27% | 17.7% | – | 21 | 19.05% | 0.9 |
|
| 1908 |
TA
1908
Trivest Advisors
Hong Kong
| USD 978 M | +USD 626 M | +178% | 17.4% | 2,977% | 40 | 70% | 0.2 |
|
| 1909 |
1909
Accredited Investors
Edina,
Minnesota
| USD 978 M | +USD 231 M | +31% | 11.4% | 74% | 168 | 6.55% | 3.7 |
|
| 1910 |
1910
Ledyard National Bank
| USD 977 M | +USD 48.7 M | +5% | 6.7% | 80.7% | 245 | 6.12% | 5.4 |
|
| 1911 |
1911
Strategy Capital
Los Altos,
California
| USD 977 M | +USD 241 M | +33% | 20.7% | 316% | 9 | 11.11% | 1.8 |
|
| 1912 |
1912
Global Retirement Partners
San Rafael,
California
| USD 976 M | +USD 122 M | +14% | 7.29% | – | 2,000 | 13.15% | 2.5 |
|
| 1913 |
1913
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| USD 976 M | +USD 100 M | +11% | 4.5% | 26.1% | 180 | 9.44% | 4.7 |
|
| 1914 |
1914
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| USD 975 M | +USD 80.9 M | +9% | 6.45% | 56.1% | 121 | 12.4% | 1.7 |
|
| 1915 |
1915
GM Advisory Group
Melville,
New York
| USD 975 M | +USD 141 M | +17% | 8.7% | 53.6% | 218 | 16.97% | 1.7 |
|
| 1916 |
1916
Wintrust Investments
Chicago,
Illinois
| USD 975 M | +USD 7.72 M | +0.8% | 6.9% | 27.5% | 450 | 17.56% | 1.3 |
|
| 1917 |
1917
Western Wealth Management
Golden,
Colorado
| USD 973 M | +USD 229 M | +31% | 7.46% | 82.6% | 639 | 22.85% | 1.3 |
|
| 1918 |
1918
Mangrove Partners
Greenwich,
Connecticut
| USD 971 M | -USD 19.4 M | -2% | 2.12% | 185% | 508 | 75% | 0.1 |
|
| 1919 |
1919
Central Securities
New York
| USD 971 M | +USD 94.4 M | +11% | 10.3% | 90.2% | 33 | 6.06% | 5 |
|
| 1920 |
1920
Iron Triangle Partners
Cos Cob,
Connecticut
| USD 971 M | +USD 184 M | +23% | 8.58% | 152% | 36 | 52.78% | 0.5 |
|
| 1921 |
1921
Phillips Financial Management
Fort Wayne,
Indiana
| USD 970 M | +USD 157 M | +19% | 3.98% | 45.6% | 89 | 4.49% | 5 |
|
| 1922 |
1922
Money Design
Tokyo,
Japan
| USD 969 M | +USD 111 M | +13% | 3.87% | 26.4% | 65 | 1.54% | 1.9 |
|
| 1923 |
1923
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 968 M | +USD 49.4 M | +5% | 5.63% | – | 186 | 8.06% | 5.4 |
|
| 1924 |
1924
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 968 M | +USD 113 M | +13% | 8.39% | 67.7% | 130 | 7.69% | 3.2 |
|
| 1925 |
KL
1925
KGH Ltd
Nassau,
Bahamas
| USD 968 M | +USD 172 M | +22% | 24.8% | 139% | 40 | 42.5% | 0.5 |
|