¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Styrax Capital
New York
| USD 892 M | -USD 416 M | -32% | 5.84% | 310% | 13 | 46.15% | 1.5 |
|
| 2277 |
2277
Azzad Asset Management
Falls Church,
Virginia
| USD 891 M | +USD 42.5 M | +5% | 7.53% | 101% | 319 | 11.6% | 4.4 |
|
| 2278 |
2278
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 890 M | +USD 131 M | +17% | 5.11% | 38.2% | 143 | 8.39% | 3.5 |
|
| 2279 |
2279
Cypress Capital Group
Palm Beach,
Florida
| USD 890 M | +USD 55.4 M | +7% | 7.4% | 97.8% | 322 | 12.42% | 5.2 |
|
| 2280 |
2280
Discerene Group
Stamford,
Connecticut
| USD 889 M | +USD 237 M | +36% | 34.9% | 48.6% | 12 | 8.33% | 3 |
|
| 2281 |
2281
Penn Davis McFarland
Dallas,
Texas
| USD 889 M | +USD 242 M | +37% | 6.77% | 100% | 79 | 45.57% | 3.2 |
|
| 2282 |
2282
One Day In July LLC
Burlington,
Vermont
| USD 889 M | +USD 86.9 M | +11% | 6.04% | 43.1% | 139 | 7.19% | 2.6 |
|
| 2283 |
2283
Integral Health Asset Management
New York
| USD 889 M | -USD 164 M | -16% | 14.3% | 564% | 103 | 66.02% | 0.5 |
|
| 2284 |
2284
First Trust Investment Solutions
Naples,
Florida
| USD 888 M | +USD 178 M | +25% | 8.29% | – | 322 | 30.12% | 0.5 |
|
| 2285 |
TA
2285
TCM Advisors
Martinsburg,
West Virginia
| USD 888 M | +USD 774 M | +678% | 8.49% | 56.1% | 65 | 0% | 2.1 |
|
| 2286 |
2286
Summit Financial Strategies
Columbus,
Ohio
| USD 888 M | +USD 84.2 M | +10% | 7.39% | 59.4% | 154 | 7.79% | 3.7 |
|
| 2287 |
2287
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 886 M | +USD 37.7 M | +4% | 6.71% | 132% | 308 | 13.31% | 3.6 |
|
| 2288 |
2288
Harvey Investment Company
Louisville,
Kentucky
| USD 886 M | +USD 49.5 M | +6% | 7.95% | 56.4% | 103 | 6.8% | 7.6 |
|
| 2289 |
2289
PSG Equity
Boston,
Massachusetts
| USD 885 M | -USD 53 M | -6% | 5.65% | 13.7% | 1 | 0% | 2.8 |
|
| 2290 |
2290
Forte Capital
Rochester,
New York
| USD 884 M | +USD 55.8 M | +7% | 6.75% | 98.3% | 243 | 7.82% | 4 |
|
| 2291 |
2291
Wealth Architects
Mountain View,
California
| USD 884 M | +USD 65 M | +8% | 6.74% | 80.1% | 217 | 4.61% | 5 |
|
| 2292 |
2292
Clear Creek Financial Management
Silverdale,
Washington
| USD 883 M | +USD 58.2 M | +7% | 5.41% | 86.1% | 483 | 12.84% | 1.8 |
|
| 2293 |
2293
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 883 M | -USD 9.9 M | -1% | 5.38% | 66.7% | 12 | 8.33% | 2.1 |
|
| 2294 |
2294
Waterfall Asset Management
New York
| USD 881 M | +USD 765 M | +658% | 3.45% | – | 6 | 66.67% | 0.3 |
|
| 2295 |
2295
LVM Capital Management
Portage,
Michigan
| USD 879 M | USD 0 | 0% | 5.96% | 121% | 142 | 0% | 6.4 |
|
| 2296 |
2296
Harvey Partners
Tarrytown,
New York
| USD 878 M | +USD 46.7 M | +6% | 5% | 174% | 48 | 25% | 2.2 |
|
| 2297 |
2297
Sentinel Trust
Houston,
Texas
| USD 878 M | +USD 64.8 M | +8% | 6.8% | 79.2% | 142 | 5.63% | 2.9 |
|
| 2298 |
2298
Suncoast Equity Management
Tampa,
Florida
| USD 877 M | -USD 26.3 M | -3% | 4.75% | 82.9% | 78 | 14.1% | 3.3 |
|
| 2299 |
2299
Harbour Trust & Investment Management
Michigan City,
Indiana
| USD 877 M | +USD 38.9 M | +5% | 6.28% | 116% | 164 | 6.71% | 0.7 |
|
| 2300 |
2300
P2 Capital Partners
New York
| USD 876 M | -USD 36.1 M | -4% | 3.27% | 7.96% | 18 | 16.67% | 3.1 |
|