¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
BC
2301
Blackstart Capital
New York
| USD 448 M | -USD 24.3 M | -5% | 11% | 9% | 27 | 40.74% | 0.5 |
|
| 2302 |
2302
Parthenon LLC
Louisville,
Kentucky
| USD 447 M | +USD 41.2 M | +10% | 13.3% | 93.3% | 107 | 6.54% | 4.5 |
|
| 2303 |
2303
PagnatoKarp Partners
Reston,
Virginia
| USD 446 M | -USD 25.9 M | -5% | 11.8% | 2.06% | 199 | 18.59% | 1.2 |
|
| 2304 |
2304
Circle Wealth Management
Summit,
New Jersey
| USD 446 M | +USD 179 M | +67% | 12.7% | 71.8% | 162 | 51.85% | 0.9 |
|
| 2305 |
2305
Oslo Asset Management AS
Oslo,
Norway
| USD 446 M | +USD 103 M | +30% | 23% | 82.7% | 13 | 0% | 2.3 |
|
| 2306 |
2306
AGF Investments LLC
Toronto,
Ontario, Canada
| USD 446 M | -USD 279 M | -38% | 13.5% | 28.5% | 779 | 31.45% | 1.2 |
|
| 2307 |
CBT
2307
Central Bank & Trust
Lexington,
Kentucky
| USD 446 M | +USD 49.2 M | +12% | 13.2% | 118% | 287 | 13.94% | 3.9 |
|
| 2308 |
GIM
2308
Greylin Investment Management
Orange,
Virginia
| USD 445 M | +USD 28 M | +7% | 9.61% | 52.1% | 80 | 10% | 3.4 |
|
| 2309 |
2309
Strategy Asset Managers
Pasadena,
California
| USD 445 M | +USD 35.1 M | +9% | 12.3% | 115% | 235 | 57.02% | 1.3 |
|
| 2310 |
2310
S&T Bank
Indiana,
Pennsylvania
| USD 444 M | +USD 13.1 M | +3% | 12.8% | 193% | 96 | 19.79% | 3.6 |
|
| 2311 |
2311
Kore Private Wealth
New York
| USD 444 M | +USD 80.4 M | +22% | 13.7% | 35.9% | 1,035 | 28.02% | 0.2 |
|
| 2312 |
2312
Salesforce Inc
San Francisco,
California
| USD 443 M | +USD 1.71 M | +0.4% | 32.9% | 33.9% | 6 | 33.33% | 0.6 |
|
| 2313 |
2313
WealthSource Partners
San Luis Obispo,
California
| USD 443 M | +USD 95 M | +27% | 9.35% | 16.8% | 377 | 27.85% | 1.3 |
|
| 2314 |
2314
Whitney & Co
Rochester,
New York
| USD 442 M | +USD 50.3 M | +13% | 11.8% | 93.2% | 117 | 16.24% | 3.4 |
|
| 2315 |
TCIM
2315
TOMS Capital Investment Management
New York
| USD 439 M | +USD 352 M | +403% | 18.9% | 203% | 16 | 87.5% | 0 |
|
| 2316 |
MRCM
2316
M&R Capital Management
Summit,
New Jersey
| USD 439 M | +USD 55.9 M | +15% | 12.2% | 52.6% | 537 | 5.21% | 3.1 |
|
| 2317 |
2317
American Assets Capital Advisers
San Diego,
California
| USD 439 M | +USD 20.9 M | +5% | 23.5% | 73.5% | 29 | 24.14% | 2.5 |
|
| 2318 |
2318
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 439 M | +USD 43.2 M | +11% | 11.8% | 76.8% | 155 | 5.81% | 3.9 |
|
| 2319 |
2319
Lone Star Global Acquisitions
Hamilton,
Bermuda
| USD 438 M | +USD 59.3 M | +16% | 15.7% | 380% | 2 | 0% | 2.1 |
|
| 2320 |
2320
Beacon Pointe Wealth Advisors
Newport Beach,
California
| USD 438 M | +USD 161 M | +58% | 11.3% | – | 265 | 19.62% | 0.2 |
|
| 2321 |
2321
Riverpark Capital Management
New York
| USD 438 M | +USD 1.86 M | +0.4% | 17.6% | 152% | 61 | 6.56% | 1.8 |
|
| 2322 |
SCM
2322
Schneider Capital Management
Berwyn,
Pennsylvania
| USD 438 M | +USD 74.4 M | +20% | 21.6% | 52.5% | 47 | 12.77% | 2.4 |
|
| 2323 |
2323
LVM Capital Management
Portage,
Michigan
| USD 436 M | +USD 54.1 M | +14% | 12.8% | 121% | 111 | 6.31% | 4 |
|
| 2324 |
2324
Hill Path Capital
New York
| USD 436 M | +USD 59.4 M | +16% | 15.8% | 5.23% | 2 | 0% | 1.6 |
|
| 2325 |
2325
Verity & Verity
Beaufort,
South Carolina
| USD 436 M | +USD 62 M | +17% | 12.6% | 90.4% | 114 | 7.02% | 3.1 |
|