¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Sozo Ventures GP II
Redwood City,
California
| USD 1006 M | -USD 1093 M | -52% | 62.3% | 8.44% | 1 | 0% | 1 |
|
| 2077 |
2077
Situational Awareness
San Francisco,
California
| USD 1006 M | +USD 751 M | +295% | 19.8% | – | 14 | 71.43% | 0.1 |
|
| 2078 |
2078
CoreView Capital Management
Hong Kong
| USD 1005 M | +USD 45.7 M | +5% | 15.5% | 50.9% | 12 | 33.33% | 1.8 |
|
| 2079 |
2079
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 1004 M | -USD 12.4 M | -1% | 0.32% | – | 341 | 15.84% | 5.5 |
|
| 2080 |
2080
Stadion Money Management
Watkinsville,
Georgia
| USD 1003 M | -USD 274 M | -21% | 0.31% | 55.3% | 24 | 8.33% | 2.9 |
|
| 2081 |
2081
Wellesley Asset Management
Portsmouth,
New Hampshire
| USD 1003 M | +USD 40.6 M | +4% | 0% | 0% | 61 | 0% | 0.9 |
|
| 2082 |
2082
Hodges Capital Management
Dallas,
Texas
| USD 1003 M | -USD 666 M | -40% | 3.89% | 200% | 229 | 22.71% | 3.2 |
|
| 2083 |
2083
Verus Capital Partners
Scottsdale,
Arizona
| USD 1002 M | -USD 46 M | -4% | 5.32% | 158% | 402 | 14.93% | 2.7 |
|
| 2084 |
2084
Discerene Group
Stamford,
Connecticut
| USD 1002 M | +USD 237 M | +31% | 26.7% | 48.6% | 13 | 7.69% | 3.3 |
|
| 2085 |
WDA
2085
Wendell David Associates
Portsmouth,
New Hampshire
| USD 1002 M | -USD 9.15 M | -0.9% | 1.93% | 58.7% | 156 | 4.49% | 8.3 |
|
| 2086 |
2086
Gemmer Asset Management
Walnut Creek,
California
| USD 1002 M | -USD 14.2 M | -1% | 2.11% | 96.8% | 162 | 10.49% | 5.1 |
|
| 2087 |
2087
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 1001 M | -USD 51.3 M | -5% | 2.32% | 67.7% | 151 | 10.6% | 4.3 |
|
| 2088 |
2088
Cozad Asset Management
Champaign,
Illinois
| USD 1001 M | -USD 71.8 M | -7% | 3.2% | 132% | 405 | 8.4% | 3.9 |
|
| 2089 |
2089
One Day In July LLC
Burlington,
Vermont
| USD 999 M | +USD 44.9 M | +5% | 2.77% | 48.2% | 141 | 9.93% | 2.9 |
|
| 2090 |
2090
Washington Trust Bank
Spokane,
Washington
| USD 998 M | -USD 42.8 M | -4% | 2.37% | 89.9% | 225 | 16.89% | 6 |
|
| 2091 |
2091
Fiduciary Group
Savannah,
Georgia
| USD 998 M | +USD 964 k | +0.1% | 0.53% | 67.1% | 276 | 4.35% | 6 |
|
| 2092 |
2092
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 997 M | -USD 78.7 M | -7% | 6.97% | 118% | 109 | 11.01% | 3.2 |
|
| 2093 |
2093
AltraVue Capital
Bellevue,
Washington
| USD 997 M | -USD 204 M | -17% | 2.64% | 221% | 28 | 7.14% | 3.8 |
|
| 2094 |
2094
SlateStone Wealth
Jupiter,
Florida
| USD 996 M | -USD 23.2 M | -2% | 1.4% | 79.1% | 301 | 7.64% | 2.8 |
|
| 2095 |
2095
North Peak Capital Management
New York
| USD 996 M | +USD 241 M | +32% | 2.4% | 301% | 9 | 33.33% | 1.7 |
|
| 2096 |
2096
Savvy Advisors Inc
New York
| USD 994 M | +USD 163 M | +20% | 1.47% | – | 541 | 20.89% | 0.6 |
|
| 2097 |
2097
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 994 M | +USD 37.2 M | +4% | 1.76% | 69.5% | 209 | 16.27% | 2.4 |
|
| 2098 |
2098
Divisadero Street Capital Management
Miami,
Florida
| USD 994 M | +USD 138 M | +16% | 6.47% | 718% | 120 | 50.83% | 0.5 |
|
| 2099 |
2099
Kintegral Advisory
New York
| USD 992 M | -USD 67.1 M | -6% | 4.04% | 143% | 238 | 0% | 4.5 |
|
| 2100 |
2100
Summit Financial Strategies
Columbus,
Ohio
| USD 992 M | +USD 85.5 M | +9% | 1.3% | 59.4% | 157 | 10.83% | 4 |
|