¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
CCM
2351
Calypso Capital Management
New York
| USD 259 M | -USD 74.1 M | -22% | 7.47% | – | 31 | 61.29% | 0.4 |
|
| 2352 |
2352
Bank OZK
Little Rock,
Arkansas
| USD 259 M | +USD 28.4 M | +12% | 12% | 112% | 113 | 9.73% | 0.3 |
|
| 2353 |
CBT
2353
Central Bank & Trust
Lexington,
Kentucky
| USD 259 M | +USD 35.2 M | +16% | 9.87% | 118% | 328 | 10.37% | 0.5 |
|
| 2354 |
2354
Mendon Capital Advisors
Key Largo,
Florida
| USD 258 M | +USD 47.6 M | +23% | 6.52% | – | 119 | 33.61% | 0.4 |
|
| 2355 |
2355
Evensky & Katz
Coral Gables,
Florida
| USD 258 M | +USD 19 M | +8% | 7.5% | 57.1% | 35 | 0% | 0.5 |
|
| 2356 |
2356
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 258 M | +USD 88.8 M | +52% | 10.9% | 121% | 68 | 36.76% | 0.3 |
|
| 2357 |
2357
Stearns Financial Services Group
Greensboro,
North Carolina
| USD 257 M | +USD 28 M | +12% | 7.92% | 26.1% | 106 | 4.72% | 0.5 |
|
| 2358 |
2358
Monroe Bank & Trust
Monroe,
Michigan
| USD 257 M | +USD 14.6 M | +6% | 6.74% | 24.7% | 321 | 17.45% | 0.4 |
|
| 2359 |
2359
Clarkston Capital Partners
Rochester,
Michigan
| USD 257 M | +USD 49.9 M | +24% | 11% | 8.43% | 117 | 20.51% | 0.4 |
|
| 2360 |
AAM
2360
Autus Asset Management
Scottsdale,
Arizona
| USD 256 M | +USD 19.2 M | +8% | 8.22% | 26.3% | 121 | 11.57% | 0.5 |
|
| 2361 |
2361
Rhenman & Partners Asset Management
Stockholm,
Sweden
| USD 256 M | – | – | 6.63% | 131% | 84 | – | 0 |
|
| 2362 |
LCM
2362
Leonard Capital Management
Vero Beach,
Florida
| USD 255 M | +USD 3.97 M | +2% | 9.55% | – | 157 | 31.85% | 0.4 |
|
| 2363 |
2363
Reservoir Operations
New York
| USD 255 M | – | – | 10.3% | 12% | 30 | – | 0 |
|
| 2364 |
2364
Apriem Advisors
Irvine,
California
| USD 255 M | +USD 24.8 M | +11% | 6.96% | 74.3% | 588 | 14.63% | 0.4 |
|
| 2365 |
TRIM
2365
Thompson Rubinstein Investment Management
Portland,
Oregon
| USD 255 M | +USD 18.7 M | +8% | 8.24% | 42.8% | 69 | 2.9% | 0.5 |
|
| 2366 |
2366
Monarch Capital Management
Fort Wayne,
Indiana
| USD 255 M | +USD 16.6 M | +7% | 9.8% | 77% | 86 | 0% | 0.5 |
|
| 2367 |
CDIA
2367
Capital Directions Investment Advisors
Atlanta,
Georgia
| USD 255 M | +USD 26.4 M | +12% | 8.17% | 7.53% | 64 | 9.38% | 0.5 |
|
| 2368 |
EGA
2368
Emerging Global Advisors
New York
| USD 255 M | +USD 4.33 M | +2% | 3.56% | 0.93% | 11 | 36.36% | 0.3 |
|
| 2369 |
2369
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
| USD 255 M | – | – | 9.09% | – | 119 | – | 0 |
|
| 2370 |
2370
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 255 M | – | – | 11.2% | 119% | 118 | – | 0 |
|
| 2371 |
HJA
2371
Hugh Johnson Advisors
Albany,
New York
| USD 255 M | +USD 18.5 M | +8% | 8.76% | 41.5% | 88 | 18.18% | 0.4 |
|
| 2372 |
2372
ParenteBeard Wealth Management
York,
Pennsylvania
| USD 255 M | +USD 49.6 M | +24% | 5.49% | – | 111 | 16.22% | 0.4 |
|
| 2373 |
2373
Aspiriant Holdings S3
Los Angeles,
California
| USD 254 M | +USD 17.5 M | +7% | 8.52% | – | 107 | 5.61% | 0.5 |
|
| 2374 |
2374
Wisconsin Capital Management
Madison,
Wisconsin
| USD 254 M | +USD 19.3 M | +8% | 11.4% | 153% | 109 | 11.93% | 0.4 |
|
| 2375 |
2375
Southeast Asset Advisors
Thomasville,
Georgia
| USD 254 M | +USD 24.7 M | +11% | 8.32% | 91.5% | 107 | 11.21% | 0.4 |
|