¡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 |
2301
Oxford Financial Group
Carmel,
Indiana
| USD 746 M | +USD 24.6 M | +3% | 9.61% | 77.2% | 244 | 18.44% | 1.4 |
|
| 2302 |
2302
United Bank (Virginia)
Vienna,
Virginia
| USD 744 M | +USD 15.6 M | +2% | 3.6% | 76.1% | 188 | 20.74% | 2.7 |
|
| 2303 |
2303
Galibier Capital Management
Toronto,
Ontario, Canada
| USD 744 M | +USD 77.7 M | +12% | 9.69% | 66.8% | 42 | 7.14% | 1.6 |
|
| 2304 |
2304
Sloy Dahl & Holst
Vancouver,
Washington
| USD 744 M | +USD 44.2 M | +6% | 7.48% | 132% | 68 | 14.71% | 0.8 |
|
| 2305 |
2305
First Midwest Bank Trust Division
Joliet,
Illinois
| USD 743 M | +USD 16.2 M | +2% | 6.54% | 107% | 394 | 8.12% | 4.4 |
|
| 2306 |
2306
Cadinha & Co
Honolulu,
Hawaii
| USD 743 M | +USD 48.5 M | +7% | 9.16% | 132% | 127 | 14.17% | 3.8 |
|
| 2307 |
2307
Perry Creek Capital
New York
| USD 742 M | +USD 87.4 M | +13% | 9.46% | 51.2% | 26 | 15.38% | 0.4 |
|
| 2308 |
2308
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 742 M | +USD 62.4 M | +9% | 7.9% | 83.4% | 371 | 14.29% | 3.2 |
|
| 2309 |
IR
2309
IAT Reinsurance
New York
| USD 742 M | +USD 84.9 M | +13% | 28.3% | 60.2% | 115 | 25.22% | 3.2 |
|
| 2310 |
2310
ThornTree Capital Partners
Boston,
Massachusetts
| USD 741 M | -USD 34.6 M | -4% | 10.8% | 217% | 40 | 45% | 1 |
|
| 2311 |
2311
Intrust Bank
Wichita,
Kansas
| USD 741 M | +USD 45.7 M | +7% | 8.15% | 102% | 396 | 9.34% | 3.9 |
|
| 2312 |
2312
Foresite Capital Management IV
Larkspur,
California
| USD 740 M | -USD 95 M | -11% | 16.3% | 151% | 16 | 37.5% | 0.7 |
|
| 2313 |
HAM
2313
Hillcrest Asset Management
Plano,
Texas
| USD 740 M | -USD 117 M | -14% | 3.73% | 97.2% | 63 | 12.7% | 1.9 |
|
| 2314 |
2314
Oslo Pensjonsforsikring
Oslo,
| USD 739 M | +USD 73.8 M | +11% | 10.4% | 79% | 16 | 0% | 3.1 |
|
| 2315 |
2315
Bristlecone Advisors
Bellevue,
Washington
| USD 739 M | +USD 77.1 M | +12% | 8% | 103% | 218 | 7.8% | 2.6 |
|
| 2316 |
2316
Campbell Wealth Management
Alexandria,
Virginia
| USD 739 M | +USD 9.9 M | +1% | 5.58% | 11.2% | 77 | 20.78% | 1.6 |
|
| 2317 |
2317
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 738 M | +USD 49.7 M | +7% | 5.44% | 61.8% | 719 | 10.99% | 3.1 |
|
| 2318 |
2318
Harbor Investment Advisory
Lutherville,
Maryland
| USD 738 M | +USD 73.8 M | +11% | 9.31% | 97.5% | 1,335 | 7.64% | 1.2 |
|
| 2319 |
2319
Cypress Capital Group
Palm Beach,
Florida
| USD 738 M | +USD 33.2 M | +5% | 7.02% | 97.8% | 292 | 9.93% | 3.8 |
|
| 2320 |
2320
Scopia Capital Management
New York
| USD 737 M | -USD 69.2 M | -9% | 2.69% | 58.7% | 18 | 27.78% | 1.3 |
|
| 2321 |
2321
Trust Asset Management
Houston,
Texas
| USD 737 M | -USD 15.5 M | -2% | 8.76% | 91.1% | 196 | 10.2% | 0.9 |
|
| 2322 |
2322
Freshford Capital Management
Rye Brook,
New York
| USD 736 M | +USD 18 M | +3% | 9.01% | 97.3% | 24 | 33.33% | 1.2 |
|
| 2323 |
2323
Barber Financial Group
Lenexa,
Kansas
| USD 736 M | +USD 50.7 M | +7% | 3.91% | 39% | 168 | 20.83% | 2.2 |
|
| 2324 |
2324
Spearhead Capital Advisors
Wellington,
Florida
| USD 735 M | +USD 57.8 M | +9% | 7.56% | 25.2% | 195 | 7.18% | 1.4 |
|
| 2325 |
AGM
2325
Alpine Global Management
New York
| USD 734 M | -USD 309 M | -30% | 4.41% | 149% | 453 | 64.02% | 0.3 |
|