¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Level Four Advisory Services
Dallas,
Texas
| USD 962 M | -USD 485 M | -34% | 0.82% | 92.2% | 677 | 38.4% | 2.9 |
|
| 1927 |
1927
Taurus Asset Management
New York
| USD 961 M | +USD 3.43 M | +0.4% | 2.29% | 26.9% | 97 | 4.12% | 5.2 |
|
| 1928 |
1928
Adell Harriman & Carpenter
Houston,
Texas
| USD 960 M | +USD 10.3 M | +1% | 1.57% | 176% | 183 | 9.29% | 4.1 |
|
| 1929 |
1929
ShawSpring Partners
Boston,
Massachusetts
| USD 959 M | -USD 94 M | -9% | 5.5% | 3.53% | 6 | 16.67% | 1.8 |
|
| 1930 |
1930
Vestor Capital
Chicago,
Illinois
| USD 958 M | +USD 5.8 M | +0.6% | 0.27% | 188% | 248 | 18.15% | 2.4 |
|
| 1931 |
1931
Amica Mutual Insurance
Providence,
Rhode Island
| USD 958 M | +USD 9.7 M | +1% | 1.34% | 80.4% | 107 | 4.67% | 4.3 |
|
| 1932 |
1932
Evensky & Katz
Coral Gables,
Florida
| USD 957 M | -USD 23.4 M | -2% | 0.89% | 61.1% | 73 | 5.48% | 4.4 |
|
| 1933 |
1933
SP Asset Management
Cupertino,
California
| USD 957 M | +USD 46.9 M | +5% | 0.95% | 92.4% | 127 | 6.3% | 2 |
|
| 1934 |
1934
Bank of the West
Monterey Park,
California
| USD 957 M | -USD 24.7 M | -3% | 0.15% | 35.4% | 230 | 10% | 5.3 |
|
| 1935 |
1935
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 957 M | +USD 72.4 M | +8% | 0.32% | 76.6% | 250 | 12.4% | 2.5 |
|
| 1936 |
1936
Sirios Capital Management
Boston,
Massachusetts
| USD 956 M | -USD 194 M | -17% | 0.58% | 177% | 92 | 18.48% | 1.5 |
|
| 1937 |
1937
Merit Financial Group
Alpharetta,
Georgia
| USD 955 M | -USD 108 M | -10% | 1.77% | 67.3% | 276 | 9.06% | 1.7 |
|
| 1938 |
1938
Ulysses Management
New York
| USD 955 M | +USD 160 M | +20% | 4.72% | 51.8% | 80 | 45% | 1.1 |
|
| 1939 |
1939
Fund Evaluation Group
Cincinnati,
Ohio
| USD 953 M | -USD 83.2 M | -8% | 0.1% | 51.6% | 32 | 12.5% | 2.3 |
|
| 1940 |
1940
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 952 M | -USD 157 M | -14% | 1.91% | 76.3% | 34 | 14.71% | 2.2 |
|
| 1941 |
1941
Kore Private Wealth
New York
| USD 951 M | +USD 61 M | +7% | 2.35% | 35.9% | 487 | 20.74% | 1.4 |
|
| 1942 |
1942
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 948 M | +USD 5.1 M | +0.5% | 0.97% | 115% | 495 | 2.63% | 5.6 |
|
| 1943 |
AA
1943
Ancient Art
Austin,
Texas
| USD 947 M | -USD 122 M | -11% | 5.43% | 168% | 25 | 24% | 1.4 |
|
| 1944 |
1944
York Capital Management Global Advisors
New York
| USD 947 M | +USD 55.7 M | +6% | 13.1% | 74.1% | 68 | 69.12% | 0.6 |
|
| 1945 |
1945
Icon Wealth Partners
Houston,
Texas
| USD 947 M | +USD 14.8 M | +2% | 0.54% | – | 364 | 11.26% | 1.7 |
|
| 1946 |
1946
Southernsun Asset Management
Memphis,
Tennessee
| USD 947 M | +USD 33.2 M | +4% | 2.35% | 54.7% | 34 | 2.94% | 4.8 |
|
| 1947 |
1947
Summit Creek Advisors
Minneapolis,
Minnesota
| USD 946 M | +USD 109 M | +13% | 6.25% | 68.8% | 79 | 13.92% | 2.6 |
|
| 1948 |
1948
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 946 M | -USD 14.7 M | -2% | 0.29% | 125% | 169 | 5.33% | 3.8 |
|
| 1949 |
WM
1949
WS Management
Jacksonville,
Florida
| USD 945 M | -USD 68.5 M | -7% | 0.97% | 309% | 89 | 35.96% | 2.6 |
|
| 1950 |
ICM
1950
Indaba Capital Management
San Francisco,
California
| USD 944 M | +USD 18 M | +2% | 2.51% | 66.7% | 76 | 52.63% | 0.4 |
|