¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| USD 295 M | – | – | 2.3% | 24.6% | 458 | – | 0 |
|
| 2402 |
2402
Isthmus Partners
Madison,
Wisconsin
| USD 294 M | – | – | 5.42% | 73.7% | 281 | – | 0 |
|
| 2403 |
2403
FutureAdvisor
San Francisco,
California
| USD 294 M | – | – | 0.51% | – | 53 | – | 0 |
|
| 2404 |
CII
2404
Chapter IV Investors
Charlotte,
North Carolina
| USD 293 M | +USD 348 k | +0.1% | 0.33% | 4.15% | 12 | 16.67% | 1.3 |
|
| 2405 |
2405
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 292 M | +USD 112 M | +62% | 12% | 98.1% | 48 | 70.83% | 0.4 |
|
| 2406 |
2406
Everence Capital Management
Goshen,
Indiana
| USD 292 M | +USD 18.1 M | +7% | 5.61% | 108% | 313 | 17.25% | 1.2 |
|
| 2407 |
CBT
2407
Central Bank & Trust
Lexington,
Kentucky
| USD 292 M | +USD 27.4 M | +10% | 6.86% | 118% | 346 | 21.39% | 1.1 |
|
| 2408 |
2408
Roanoke Asset Management
Jersey City,
New Jersey
| USD 292 M | +USD 48.1 M | +20% | 4.61% | 50.3% | 130 | 17.69% | 1 |
|
| 2409 |
2409
Acadia Trust
Portland,
Maine
| USD 291 M | +USD 15.2 M | +6% | 3.22% | 36.1% | 90 | 8.89% | 1.2 |
|
| 2410 |
2410
USA Financial Formulas
Ada,
Michigan
| USD 291 M | – | – | 10.9% | 104% | 173 | – | 0 |
|
| 2411 |
2411
Progressive Investment Management
Lake Oswego,
Oregon
| USD 291 M | +USD 2.85 M | +1% | 4.54% | 126% | 61 | 11.48% | 1 |
|
| 2412 |
2412
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 291 M | +USD 22.1 M | +8% | 8.35% | 119% | 67 | 20.9% | 0.6 |
|
| 2413 |
GFG
2413
Gray Financial Group
Atlanta,
Georgia
| USD 291 M | – | – | 4.74% | – | 19 | – | 0 |
|
| 2414 |
2414
Bessemer Securities
New York
| USD 291 M | +USD 89.1 M | +44% | 4.73% | 45% | 68 | 13.24% | 0.4 |
|
| 2415 |
2415
Bath Savings Trust
Bath,
Maine
| USD 290 M | +USD 25.8 M | +10% | 6.54% | 57.8% | 115 | 8.7% | 1.3 |
|
| 2416 |
2416
HBK Sorce Advisory
Erie,
Pennsylvania
| USD 290 M | +USD 13.5 M | +5% | 1.84% | 58.2% | 213 | 22.54% | 1.1 |
|
| 2417 |
2417
Bank OZK
Little Rock,
Arkansas
| USD 290 M | +USD 21.1 M | +8% | 9.9% | 112% | 132 | 13.64% | 1.1 |
|
| 2418 |
FSC
2418
Fiduciary Services Corp
Savannah,
Georgia
| USD 290 M | +USD 17.7 M | +7% | 4.86% | – | 189 | 12.17% | 1.2 |
|
| 2419 |
2419
Horan Capital Management
Hunt Valley,
Maryland
| USD 290 M | -USD 6 M | -2% | 5.21% | 69.2% | 39 | 10.26% | 1.3 |
|
| 2420 |
2420
Pure Financial Advisors
San Diego,
California
| USD 290 M | +USD 20.3 M | +8% | 1.11% | 47.2% | 63 | 19.05% | 1.1 |
|
| 2421 |
2421
Hilltop Holdings
Dallas,
Texas
| USD 290 M | +USD 71.6 M | +33% | 1.77% | 96.7% | 212 | 14.62% | 1.1 |
|
| 2422 |
2422
Abu Dhabi Investment Council Co
Abu Dhabi,
United Arab Emirates
| USD 289 M | +USD 5.26 M | +2% | 0.6% | – | 4 | 25% | 0.8 |
|
| 2423 |
2423
Toth Financial Advisory
Leesburg,
Virginia
| USD 288 M | +USD 23.5 M | +9% | 8.42% | 90.4% | 122 | 16.39% | 1.2 |
|
| 2424 |
CAMI
2424
Concord Asset Management (Illinois)
Chicago,
Illinois
| USD 288 M | +USD 3.29 M | +1% | 5.32% | – | 60 | 11.67% | 1.3 |
|
| 2425 |
SAS
2425
Spectrum Advisory Services
Atlanta,
Georgia
| USD 288 M | +USD 12.4 M | +4% | 6.44% | 35.6% | 169 | 1.78% | 1.4 |
|