¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Adell Harriman & Carpenter
Houston,
Texas
| USD 552 M | +USD 16.8 M | +3% | 2.23% | 176% | 148 | 16.22% | 4.1 |
|
| 2052 |
2052
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 552 M | +USD 4.2 M | +0.8% | 1.28% | 76.5% | 382 | 31.15% | 2.4 |
|
| 2053 |
2053
Tandem Investment Advisors
Charleston,
South Carolina
| USD 552 M | +USD 24.3 M | +5% | 3.45% | 10.4% | 65 | 6.15% | 2.2 |
|
| 2054 |
2054
FAS Wealth Partners
Leawood,
Kansas
| USD 552 M | +USD 14.7 M | +3% | 0.77% | 72.3% | 194 | 3.61% | 3.5 |
|
| 2055 |
2055
John G. Ullman & Associates
Corning,
New York
| USD 551 M | -USD 18 M | -3% | 1.45% | 156% | 161 | 18.63% | 3.1 |
|
| 2056 |
2056
HGC Investment Management
Toronto,
Ontario, Canada
| USD 550 M | +USD 40.2 M | +8% | 1.47% | 33.2% | 160 | 31.88% | 0.6 |
|
| 2057 |
SFG
2057
Sather Financial Group
Victoria,
Texas
| USD 550 M | +USD 23.4 M | +4% | 3.33% | 70% | 64 | 23.44% | 3 |
|
| 2058 |
2058
Centerbridge Partners
New York
| USD 550 M | -USD 265 M | -32% | 11.5% | 15.9% | 12 | 25% | 1.2 |
|
| 2059 |
2059
Stieven Capital Advisors
St. Louis,
Missouri
| USD 550 M | -USD 9.21 M | -2% | 0.91% | 117% | 63 | 22.22% | 2.6 |
|
| 2060 |
2060
Arbiter Partners Capital Management
New York
| USD 549 M | +USD 33.6 M | +7% | 0.54% | 378% | 57 | 19.3% | 2.7 |
|
| 2061 |
2061
Thomas White International
Chicago,
Illinois
| USD 548 M | -USD 19.8 M | -3% | 0.33% | 34.9% | 270 | 17.04% | 2.4 |
|
| 2062 |
2062
North Point Portfolio Managers
Orange Village,
Ohio
| USD 547 M | +USD 1.67 M | +0.3% | 1.43% | 72.8% | 80 | 11.25% | 3.8 |
|
| 2063 |
2063
Freshford Capital Management
Rye Brook,
New York
| USD 547 M | -USD 47.2 M | -8% | 4.96% | 97.3% | 21 | 28.57% | 1.2 |
|
| 2064 |
2064
Efficient Advisors
Mason,
Ohio
| USD 547 M | -USD 25.5 M | -4% | 0.25% | 30.6% | 50 | 0% | 4.5 |
|
| 2065 |
2065
United Bank (Virginia)
Vienna,
Virginia
| USD 547 M | -USD 51.3 M | -9% | 1.65% | 76.1% | 146 | 7.53% | 2.1 |
|
| 2066 |
2066
Glynn Capital Management
Menlo Park,
California
| USD 547 M | -USD 38.5 M | -7% | 9.46% | 252% | 44 | 4.55% | 3.6 |
|
| 2067 |
2067
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| USD 547 M | -USD 10.6 M | -2% | 2.3% | 127% | 568 | 10.39% | 3.3 |
|
| 2068 |
2068
Planning Alternatives
Birmingham,
Michigan
| USD 547 M | -USD 811 k | -0.1% | 0.58% | 69.6% | 52 | 5.77% | 4 |
|
| 2069 |
2069
Weld Capital Management
New York
| USD 546 M | +USD 1.55 M | +0.3% | 2.43% | – | 1,121 | 71.28% | 0.2 |
|
| 2070 |
2070
Bowie Capital Management
Richardson,
Texas
| USD 546 M | +USD 51.2 M | +10% | 3.6% | 31.6% | 41 | 31.71% | 1.6 |
|
| 2071 |
2071
Kays Financial Advisory
Atlanta,
Georgia
| USD 545 M | -USD 655 k | -0.1% | 1.3% | 23.3% | 124 | 9.68% | 2.1 |
|
| 2072 |
2072
Hengehold Capital Management
Cincinnati,
Ohio
| USD 545 M | +USD 24.7 M | +5% | 1.53% | 54.5% | 132 | 6.82% | 3.1 |
|
| 2073 |
2073
Clarius Group LLC
Seattle,
Washington
| USD 545 M | +USD 47.8 M | +10% | 0.24% | 92.1% | 288 | 12.15% | 1.1 |
|
| 2074 |
MAM
2074
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 544 M | +USD 16.6 M | +3% | 2.84% | 54.9% | 137 | 13.14% | 3.1 |
|
| 2075 |
2075
Singapore Technologies Telemedia
Singapore
| USD 544 M | +USD 34 M | +7% | 6.68% | 173% | 1 | 0% | 2.5 |
|