¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 795 M | +USD 22.2 M | +3% | 4.28% | 66.7% | 194 | 6.19% | 6.1 |
|
| 2127 |
2127
Verus Financial Partners
Richmond,
Virginia
| USD 793 M | +USD 59.2 M | +8% | 3.33% | 41.6% | 109 | 11.93% | 3 |
|
| 2128 |
DTL
2128
Dynamic Technology Lab
Singapore
| USD 793 M | -USD 291 M | -27% | 2.33% | 30.8% | 1,538 | 72.24% | 0.2 |
|
| 2129 |
2129
Private Trust Company
Cleveland,
Ohio
| USD 793 M | +USD 59.3 M | +8% | 6.05% | 87.7% | 2,419 | 11.62% | 1.6 |
|
| 2130 |
2130
SeaCrest Wealth Management
Purchase,
New York
| USD 792 M | +USD 53.8 M | +7% | 9.13% | 153% | 672 | 12.65% | 3.4 |
|
| 2131 |
2131
FAS Wealth Partners
Leawood,
Kansas
| USD 791 M | -USD 132 M | -14% | 4.85% | 72.3% | 445 | 16.18% | 3.9 |
|
| 2132 |
2132
Bricktown Capital
Detroit,
Michigan
| USD 790 M | -USD 89.7 M | -10% | 5.21% | 46.2% | 23 | 8.7% | 0.4 |
|
| 2133 |
2133
Private Ocean
San Rafael,
California
| USD 789 M | +USD 37.5 M | +5% | 3.1% | 2.82% | 685 | 24.38% | 3.2 |
|
| 2134 |
2134
Estate Counselors
Thiensville,
Wisconsin
| USD 789 M | +USD 32.7 M | +4% | 3.44% | 60% | 137 | 16.79% | 2.3 |
|
| 2135 |
2135
Northcape Capital
Sydney,
Australia
| USD 789 M | -USD 24.1 M | -3% | 4.76% | – | 31 | 9.68% | 3 |
|
| 2136 |
2136
Aveo Capital Partners
Englewood,
Colorado
| USD 788 M | +USD 38.7 M | +5% | 3.63% | 19.1% | 367 | 16.89% | 1.7 |
|
| 2137 |
2137
Murchinson
Toronto,
Ontario, Canada
| USD 788 M | +USD 85.2 M | +12% | 4.35% | 107% | 108 | 75% | 0.2 |
|
| 2138 |
2138
ICICI Prudential Asset Management
Mumbai,
India
| USD 787 M | +USD 118 M | +18% | 4.8% | 62.1% | 167 | 13.77% | 1.5 |
|
| 2139 |
2139
Asset Advisors Investment Management
Augusta,
Georgia
| USD 785 M | +USD 21.2 M | +3% | 5.65% | 67.5% | 88 | 4.55% | 3.9 |
|
| 2140 |
2140
Lattice Capital Management
Kirkland,
Washington
| USD 785 M | +USD 92.7 M | +13% | 20.3% | 187% | 58 | 36.21% | 1.4 |
|
| 2141 |
2141
Smith, Moore & Co
Clayton,
Missouri
| USD 785 M | +USD 49.3 M | +7% | 5.02% | 67% | 413 | 10.65% | 4.4 |
|
| 2142 |
2142
Yaupon Capital Management
New York
| USD 785 M | -USD 44.8 M | -5% | 2.74% | 122% | 136 | 53.68% | 0.6 |
|
| 2143 |
2143
FJ Capital Management
Mclean,
Virginia
| USD 784 M | -USD 23.5 M | -3% | 6.68% | 97.9% | 124 | 37.1% | 2 |
|
| 2144 |
2144
Simcoe Capital Management
New York
| USD 784 M | +USD 18.7 M | +2% | 7.1% | 48.7% | 14 | 42.86% | 1.1 |
|
| 2145 |
2145
Arax Advisory Partners
Denver,
Colorado
| USD 783 M | +USD 28 M | +4% | 4.18% | 64.7% | 1,344 | 11.09% | 2.7 |
|
| 2146 |
2146
TCI Wealth Advisors
Tucson,
Arizona
| USD 783 M | +USD 12.4 M | +2% | 5.46% | 65% | 2,514 | 91.73% | 7.4 |
|
| 2147 |
2147
Anchor Investment Management
Columbia,
South Carolina
| USD 783 M | +USD 48.6 M | +7% | 6.17% | 75.1% | 1,024 | 10.55% | 4.6 |
|
| 2148 |
2148
Oakmont Corp
Los Angeles,
California
| USD 783 M | +USD 36 M | +5% | 11% | 70.2% | 36 | 0% | 2.6 |
|
| 2149 |
2149
CFS Investment Advisory Services
Totowa,
New Jersey
| USD 783 M | +USD 233 M | +42% | 4.65% | 59.7% | 236 | 42.8% | 0.7 |
|
| 2150 |
2150
Lyell Wealth Management
Menlo Park,
California
| USD 782 M | +USD 68.1 M | +10% | 11.9% | 128% | 205 | 13.66% | 3.5 |
|