¡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
Coliseum Capital Management
Rowayton,
Connecticut
| USD 1034 M | -USD 87.9 M | -8% | 6.5% | 41.1% | 16 | 25% | 3 |
|
| 2052 |
2052
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| USD 1033 M | +USD 59.7 M | +6% | 6.28% | 62.2% | 241 | 7.47% | 4.2 |
|
| 2053 |
2053
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 1033 M | +USD 72.2 M | +8% | 9.71% | 125% | 168 | 14.88% | 4.8 |
|
| 2054 |
2054
Amica Mutual Insurance
Providence,
Rhode Island
| USD 1032 M | +USD 26.2 M | +3% | 6.47% | 80.4% | 138 | 7.25% | 4.1 |
|
| 2055 |
2055
LRI Investments
Palm Beach Gardens,
Florida
| USD 1031 M | +USD 152 M | +17% | 11.5% | – | 1,219 | 13.04% | 0.4 |
|
| 2056 |
2056
Central Securities
New York
| USD 1031 M | +USD 15.7 M | +2% | 7.05% | 90.2% | 28 | 3.57% | 7.7 |
|
| 2057 |
AL
2057
Arnhold LLC
New York
| USD 1030 M | +USD 83.2 M | +9% | 9.98% | 164% | 122 | 11.48% | 4.2 |
|
| 2058 |
2058
AIP LLC
New York
| USD 1029 M | -USD 3.8 M | -0.4% | 15.8% | 54.9% | 5 | 40% | 1 |
|
| 2059 |
SCM
2059
SIR Capital Management
New York
| USD 1028 M | +USD 22.7 M | +2% | 2.25% | 71.1% | 92 | 41.3% | 0.9 |
|
| 2060 |
2060
First Nebraska Trust
Lincoln,
Nebraska
| USD 1028 M | +USD 57.8 M | +6% | 6.87% | 67.9% | 201 | 5.47% | 6 |
|
| 2061 |
2061
Taurus Asset Management
New York
| USD 1027 M | +USD 40.1 M | +4% | 5.33% | 26.9% | 93 | 9.68% | 7.2 |
|
| 2062 |
2062
Wellesley Asset Management
Portsmouth,
New Hampshire
| USD 1027 M | +USD 82.4 M | +9% | 0% | 0% | 49 | 0% | 0.9 |
|
| 2063 |
2063
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| USD 1027 M | +USD 82.7 M | +9% | 5.12% | 44.7% | 177 | 14.12% | 4.5 |
|
| 2064 |
2064
Callahan Advisors
Houston,
Texas
| USD 1026 M | +USD 64.6 M | +7% | 8.1% | 87.7% | 149 | 5.37% | 6.2 |
|
| 2065 |
2065
GDS Wealth Management
Flower Mound,
Texas
| USD 1026 M | +USD 115 M | +13% | 5.5% | 82.2% | 175 | 25.14% | 1.6 |
|
| 2066 |
2066
Petrus Trust Company
Dallas,
Texas
| USD 1026 M | -USD 45.1 M | -4% | 7.58% | 36.9% | 788 | 58.88% | 0.6 |
|
| 2067 |
2067
Verus Capital Partners
Scottsdale,
Arizona
| USD 1025 M | +USD 57.7 M | +6% | 4.87% | 139% | 382 | 14.4% | 2.6 |
|
| 2068 |
2068
Transamerica Financial Advisors
St. Petersburg,
Florida
| USD 1025 M | +USD 88 M | +9% | 4.88% | 77.1% | 668 | 28.59% | 2.3 |
|
| 2069 |
2069
J.M. Forbes & Co
Boston,
Massachusetts
| USD 1024 M | +USD 48 M | +5% | 5.93% | 112% | 139 | 5.04% | 5.9 |
|
| 2070 |
2070
CVC Management Holdings II
St. Helier,
Jersey
| USD 1024 M | +USD 137 M | +15% | 16% | – | 4 | 0% | 0.5 |
|
| 2071 |
2071
Soltis Investment Advisors
St. George,
Utah
| USD 1023 M | +USD 78.3 M | +8% | 5.75% | 80.8% | 382 | 17.8% | 2.3 |
|
| 2072 |
2072
Palisade Asset Management
Minneapolis,
Minnesota
| USD 1021 M | +USD 54.2 M | +6% | 9.62% | 61.8% | 199 | 5.03% | 7.2 |
|
| 2073 |
2073
Verity & Verity
Beaufort,
South Carolina
| USD 1021 M | +USD 103 M | +11% | 10.2% | 90.4% | 123 | 13.01% | 4.8 |
|
| 2074 |
2074
Sunbelt Securities
Houston,
Texas
| USD 1020 M | +USD 42.2 M | +4% | 5.57% | 83.5% | 1,926 | 11.99% | 1.9 |
|
| 2075 |
2075
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 1020 M | +USD 67.6 M | +7% | 7.51% | 93.5% | 76 | 7.89% | 7.2 |
|