¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Transamerica Financial Advisors
St. Petersburg,
Florida
| USD 679 M | -USD 27.8 M | -4% | 4.27% | 77.1% | 689 | 8.27% | 0.8 |
|
| 2102 |
2102
Good Life Advisors
Reading,
Pennsylvania
| USD 678 M | -USD 39.6 M | -6% | 4.63% | 60% | 379 | 15.57% | 2.9 |
|
| 2103 |
2103
Discerene Group
Stamford,
Connecticut
| USD 678 M | -USD 58.7 M | -8% | 5.75% | 48.6% | 15 | 6.67% | 1.5 |
|
| 2104 |
2104
FourThought Financial
Venice,
Florida
| USD 677 M | -USD 7.35 M | -1% | 4.94% | – | 1,610 | 9.94% | 1.4 |
|
| 2105 |
2105
Azora Capital LP
Miami,
Florida
| USD 674 M | +USD 266 M | +65% | 1.75% | 175% | 49 | 59.18% | 0.5 |
|
| 2106 |
2106
Power Corp of Canada
Montreal, Quebec,
Canada
| USD 674 M | +USD 181 M | +37% | 10.9% | 14.4% | 170 | 68.82% | 0.1 |
|
| 2107 |
2107
Montag & Caldwell
Atlanta,
Georgia
| USD 673 M | -USD 15.7 M | -2% | 2.72% | 91.3% | 94 | 9.57% | 3.5 |
|
| 2108 |
2108
Caldwell Trust
Venice,
Florida
| USD 673 M | -USD 53.2 M | -7% | 4.92% | 87% | 745 | 4.03% | 2.4 |
|
| 2109 |
2109
Woodstock Corp
Boston,
Massachusetts
| USD 672 M | -USD 48.3 M | -7% | 5.55% | 115% | 167 | 2.99% | 6.6 |
|
| 2110 |
SC
2110
Sasco Capital
Fairfield,
Connecticut
| USD 672 M | -USD 58.3 M | -8% | 5.98% | 15.5% | 50 | 6% | 3.4 |
|
| 2111 |
2111
Chai Trust Company
Chicago,
Illinois
| USD 672 M | -USD 73.7 M | -10% | 6.5% | 12.7% | 25 | 0% | 3.5 |
|
| 2112 |
2112
Prospector Partners
Guilford,
Connecticut
| USD 672 M | -USD 15.1 M | -2% | 3.14% | 53.6% | 115 | 13.04% | 3.9 |
|
| 2113 |
VS
2113
VK Services
Menlo Park,
California
| USD 671 M | +USD 511 k | +0.1% | 41.2% | 1,605% | 11 | 36.36% | 1 |
|
| 2114 |
2114
Redwood Capital Management
New York
| USD 671 M | -USD 68.3 M | -9% | 7.21% | 313% | 44 | 9.09% | 2.7 |
|
| 2115 |
2115
Carret Asset Management
New York
| USD 670 M | -USD 50.7 M | -7% | 4.33% | 94.4% | 279 | 3.23% | 6.3 |
|
| 2116 |
2116
Discovery Capital Management
South Norwalk,
Connecticut
| USD 669 M | -USD 107 M | -14% | 13.6% | 871% | 79 | 64.56% | 0.6 |
|
| 2117 |
2117
AltraVue Capital
Bellevue,
Washington
| USD 669 M | -USD 11.4 M | -2% | 1.82% | 221% | 34 | 11.76% | 2.8 |
|
| 2118 |
2118
1834 Investment Advisors
Milwaukee,
Wisconsin
| USD 668 M | -USD 41.9 M | -6% | 5.04% | 68.7% | 481 | 60.71% | 5.3 |
|
| 2119 |
2119
Salomon & Ludwin
Richmond,
Virginia
| USD 667 M | +USD 20.5 M | +3% | 5.36% | 52.6% | 148 | 17.57% | 1.8 |
|
| 2120 |
2120
Tradition Wealth Management
Edina,
Minnesota
| USD 666 M | -USD 22.8 M | -3% | 5.43% | 69.6% | 1,237 | 17.7% | 1.2 |
|
| 2121 |
2121
Fusion Family Wealth
Woodbury,
New York
| USD 665 M | -USD 32.7 M | -5% | 6.04% | 58.2% | 42 | 28.57% | 3.7 |
|
| 2122 |
2122
Fort Baker Capital Management
Larkspur,
California
| USD 665 M | +USD 31.6 M | +5% | 3.93% | 46.3% | 131 | 25.95% | 0.6 |
|
| 2123 |
2123
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| USD 665 M | +USD 6.86 M | +1% | 4.73% | 101% | 26 | 11.54% | 1.2 |
|
| 2124 |
2124
Soltis Investment Advisors
St. George,
Utah
| USD 665 M | -USD 23.9 M | -3% | 5.24% | 80.8% | 254 | 16.54% | 1.9 |
|
| 2125 |
2125
Oxford Financial Group
Carmel,
Indiana
| USD 665 M | -USD 13.4 M | -2% | 3.26% | 77.2% | 277 | 16.25% | 2.2 |
|