¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
KWB Wealth
Redlands,
California
| USD 693 M | +USD 70 M | +11% | 9.69% | 54.8% | 145 | 26.21% | 1.6 |
|
| 2452 |
2452
Rock Creek Group
Washington,
District of Columbia
| USD 693 M | -USD 82.9 M | -11% | 6.41% | 37.2% | 192 | 70.31% | 1.3 |
|
| 2453 |
SIA
2453
Strategic Investment Advisors
Farmington Hills,
Michigan
| USD 693 M | +USD 85.6 M | +14% | 9.9% | 66.1% | 257 | 19.46% | 1.7 |
|
| 2454 |
2454
Simcoe Capital Management
New York
| USD 693 M | +USD 253 k | +0% | 4.22% | 48.7% | 16 | 43.75% | 1.2 |
|
| 2455 |
2455
Atlas Capital Advisors
Jackson,
Wyoming
| USD 691 M | +USD 83.3 M | +14% | 10.3% | – | 952 | 14.18% | 2.6 |
|
| 2456 |
2456
Graham Holdings Company
Arlington,
Virginia
| USD 690 M | +USD 24.6 M | +4% | 4.14% | 95.1% | 5 | 0% | 1.9 |
|
| 2457 |
2457
L.J. Altfest & Co
New York
| USD 690 M | +USD 55.8 M | +9% | 9.07% | 95.6% | 328 | 20.43% | 3.2 |
|
| 2458 |
2458
Poplar Forest Capital
Pasadena,
California
| USD 688 M | -USD 173 M | -20% | 12.2% | 30% | 54 | 5.56% | 4.8 |
|
| 2459 |
2459
Mattern Capital Management
Lakewood,
Colorado
| USD 688 M | +USD 69.7 M | +11% | 10.7% | 31.5% | 139 | 5.04% | 2.9 |
|
| 2460 |
2460
BFSG LLC
Irvine,
California
| USD 687 M | +USD 71.2 M | +12% | 8.9% | 90.7% | 611 | 60.39% | 1 |
|
| 2461 |
2461
Absolute Investment Advisers
Rosemary Beach,
Florida
| USD 685 M | -USD 13.8 M | -2% | 0% | 0.5% | 98 | 20.41% | 1.3 |
|
| 2462 |
2462
AlphaCore Capital
La Jolla,
California
| USD 684 M | +USD 50.7 M | +8% | 7.76% | 85.9% | 421 | 20.67% | 1.1 |
|
| 2463 |
2463
Alley Investment Management Company
Lake Forest,
Illinois
| USD 684 M | +USD 95.1 M | +16% | 10.8% | 54.6% | 84 | 5.95% | 1.6 |
|
| 2464 |
GA
2464
GFS Advisors
Houston,
Texas
| USD 684 M | +USD 40.6 M | +6% | 10.2% | 97.9% | 160 | 10.63% | 4.9 |
|
| 2465 |
LCM
2465
Lonestar Capital Management
San Francisco,
California
| USD 684 M | -USD 20.6 M | -3% | 23.1% | 260% | 29 | 37.93% | 1.3 |
|
| 2466 |
2466
Intrua Financial
Houston,
Texas
| USD 684 M | +USD 92.7 M | +16% | 9.94% | 77.4% | 421 | 23.04% | 1.8 |
|
| 2467 |
2467
Cortland Associates
St Louis,
Missouri
| USD 683 M | +USD 45.9 M | +7% | 10.2% | 58.4% | 55 | 10.91% | 5.9 |
|
| 2468 |
2468
Vancity Investment Management
Vancouver,
British Columbia, Canada
| USD 683 M | -USD 88.2 M | -11% | 15% | – | 72 | 11.11% | 1.8 |
|
| 2469 |
2469
Rockwood Wealth Management
New Hope,
Pennsylvania
| USD 683 M | +USD 86.9 M | +15% | 9.1% | 52.6% | 80 | 17.5% | 1.4 |
|
| 2470 |
2470
Engaged Capital
Newport Beach,
California
| USD 683 M | +USD 134 M | +24% | 14.7% | 26.2% | 10 | 40% | 2.1 |
|
| 2471 |
2471
Recurrent Investment Advisors
Houston,
Texas
| USD 682 M | +USD 669 k | +0.1% | 2.81% | 99.7% | 51 | 13.73% | 3.4 |
|
| 2472 |
2472
Sierra Capital
Miami,
Florida
| USD 682 M | +USD 58.8 M | +9% | 5.33% | 32.4% | 197 | 14.72% | 2.1 |
|
| 2473 |
2473
Genus Capital Management
Vancouver,
British Columbia, Canada
| USD 681 M | +USD 45.9 M | +7% | 0% | – | 369 | 100% | 0 |
|
| 2474 |
2474
Arden Trust
Wilmington,
Delaware
| USD 681 M | +USD 80.2 M | +13% | 10.2% | 22.5% | 259 | 14.67% | 4.4 |
|
| 2475 |
2475
Hill Investment Group Partners
St. Louis,
Missouri
| USD 679 M | +USD 77.8 M | +13% | 9.93% | 50.6% | 76 | 25% | 1.4 |
|