¡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
Blue Chip Partners
Farmington Hills,
Michigan
| USD 1082 M | +USD 52.6 M | +5% | 2.28% | 81.2% | 197 | 9.64% | 4.5 |
|
| 1927 |
1927
Sage Mountain Advisors
Atlanta,
Georgia
| USD 1082 M | +USD 119 M | +12% | 2.51% | 62.5% | 453 | 17% | 1.6 |
|
| 1928 |
1928
Charles Schwab Trust
Henderson,
Nevada
| USD 1081 M | +USD 24.3 M | +2% | 0.39% | 52.7% | 162 | 11.73% | 3.1 |
|
| 1929 |
1929
Eagle Ridge Investment Management
Stamford,
Connecticut
| USD 1080 M | -USD 5.23 M | -0.5% | 0.62% | 28.2% | 149 | 8.05% | 5.3 |
|
| 1930 |
1930
SPC Financial Inc
Rockville,
Maryland
| USD 1080 M | +USD 16.2 M | +2% | 0.11% | 65.1% | 249 | 10.84% | 3.9 |
|
| 1931 |
1931
Stack Financial Management
Whitefish,
Montana
| USD 1080 M | -USD 9.9 M | -0.9% | 0.63% | 58.4% | 50 | 10% | 4.5 |
|
| 1932 |
1932
Koshinski Asset Management
Decatur,
Illinois
| USD 1079 M | +USD 102 M | +10% | 2.46% | 76.5% | 651 | 18.43% | 2.5 |
|
| 1933 |
1933
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| USD 1078 M | -USD 509 M | -32% | 6.39% | 61.9% | 530 | 16.98% | 4.8 |
|
| 1934 |
1934
True Link Financial Advisors
San Francisco,
California
| USD 1078 M | +USD 35 M | +3% | 0.74% | 26.8% | 69 | 15.94% | 1.5 |
|
| 1935 |
1935
BTC Capital Management
Des Moines,
Iowa
| USD 1077 M | -USD 16.5 M | -2% | 3.74% | – | 229 | 10.04% | 4.6 |
|
| 1936 |
1936
Galvin Gaustad & Stein
Scottsdale,
Arizona
| USD 1075 M | -USD 11.6 M | -1% | 1.31% | 60.7% | 192 | 8.85% | 2.5 |
|
| 1937 |
1937
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 1075 M | +USD 17.1 M | +2% | 4.2% | 109% | 170 | 8.24% | 5.2 |
|
| 1938 |
1938
Plato Investment Management
Sydney, NSW,
Australia
| USD 1073 M | +USD 106 M | +11% | 5.73% | – | 521 | 11.13% | 0.4 |
|
| 1939 |
1939
Atalan Capital Partners
New York
| USD 1073 M | -USD 137 M | -11% | 1.49% | 319% | 9 | 0% | 1.6 |
|
| 1940 |
1940
Petrus Trust Company
Dallas,
Texas
| USD 1071 M | -USD 35.1 M | -3% | 3.59% | 36.9% | 791 | 50.06% | 0.6 |
|
| 1941 |
1941
1900 Wealth Management
San Antonio,
Texas
| USD 1069 M | -USD 27.7 M | -3% | 1.9% | 61% | 242 | 11.57% | 2.6 |
|
| 1942 |
1942
American Assets Investment Management
San Diego,
California
| USD 1069 M | +USD 17.8 M | +2% | 0.83% | 507% | 173 | 9.83% | 5.8 |
|
| 1943 |
1943
Hartford Funds Management
Wayne,
Pennsylvania
| USD 1066 M | +USD 17.1 M | +2% | 0.44% | 26.8% | 98 | 10.2% | 1.4 |
|
| 1944 |
1944
Angeles Wealth Management
Santa Monica,
California
| USD 1066 M | +USD 65.9 M | +7% | 3.45% | 70.4% | 327 | 16.21% | 1.3 |
|
| 1945 |
1945
Lindbrook Capital
Calabasas,
California
| USD 1065 M | -USD 4.21 M | -0.4% | 4.35% | 35.8% | 2,874 | 11.9% | 3.1 |
|
| 1946 |
1946
QV Investors
Calgary,
Alberta, Canada
| USD 1064 M | -USD 88.1 M | -8% | 3.9% | 68.3% | 67 | 7.46% | 4.2 |
|
| 1947 |
1947
QVT Financial
New York
| USD 1063 M | -USD 119 M | -10% | 1.25% | 267% | 39 | 20.51% | 3.8 |
|
| 1948 |
1948
Artemis Wealth Advisors
New York
| USD 1063 M | +USD 73.2 M | +7% | 7.42% | 174% | 37 | 16.22% | 2.1 |
|
| 1949 |
1949
Flat Footed LLC
Wilson,
Wyoming
| USD 1063 M | +USD 485 M | +84% | 7.01% | 152% | 28 | 64.29% | 0.5 |
|
| 1950 |
IAIM
1950
International Assets Investment Management
Orlando,
Florida
| USD 1062 M | +USD 106 M | +11% | 4.64% | 88.5% | 2,285 | 66.56% | 0.6 |
|