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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Decheng Capital
Menlo Park,
California
| USD 356 M | -USD 110 M | -24% | 23.7% | 496% | 29 | 10.34% | 0.9 |
|
| 3952 |
3952
Wiser Wealth Management
Marietta,
Georgia
| USD 356 M | +USD 172 k | +0% | 2.37% | 53% | 49 | 2.04% | 2 |
|
| 3953 |
3953
Frisch Financial Group
Melville,
New York
| USD 356 M | +USD 26 M | +8% | 0.98% | 72.9% | 137 | 12.41% | 3.4 |
|
| 3954 |
3954
Coleford Investment Management
Toronto, Ontario,
Canada
| USD 356 M | -USD 22.5 M | -6% | 3.2% | – | 20 | 0% | 0.3 |
|
| 3955 |
3955
BetterWealth
San Jose,
California
| USD 356 M | -USD 6.62 M | -2% | 2.03% | 63.3% | 72 | 20.83% | 1.8 |
|
| 3956 |
3956
Seeds Investor
New York
| USD 356 M | +USD 5.41 M | +2% | 0.76% | 98.8% | 297 | 23.91% | 0.8 |
|
| 3957 |
3957
Shulman DeMeo Asset Management
Lake Success,
New York
| USD 356 M | -USD 14.5 M | -4% | 3.03% | 79.3% | 122 | 8.2% | 3.1 |
|
| 3958 |
3958
Waller Financial Planning Group
Columbus,
Ohio
| USD 356 M | -USD 40.8 M | -10% | 1.42% | 47.5% | 76 | 14.47% | 3.8 |
|
| 3959 |
3959
Doliver Advisors
Houston,
Texas
| USD 356 M | -USD 3.97 M | -1% | 1.87% | 92.3% | 171 | 12.87% | 3.6 |
|
| 3960 |
3960
Drake & Associates
Waukesha,
Wisconsin
| USD 356 M | +USD 4.5 M | +1% | 1.18% | 47.9% | 90 | 3.33% | 1.5 |
|
| 3961 |
3961
Gavilan Investment Partners
Burlingame,
California
| USD 356 M | -USD 5.04 M | -1% | 3.15% | 113% | 13 | 0% | 2 |
|
| 3962 |
3962
Paulson Wealth Management
Wheaton,
Illinois
| USD 355 M | -USD 11.2 M | -3% | 2.47% | 62.6% | 141 | 8.51% | 3.5 |
|
| 3963 |
3963
Fosun International
Hong Kong,
China
| USD 355 M | +USD 35.5 M | +11% | 9.68% | 37.8% | 52 | 17.31% | 2.2 |
|
| 3964 |
3964
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| USD 355 M | -USD 10.4 M | -3% | 2.59% | 84.6% | 130 | 12.31% | 5.6 |
|
| 3965 |
3965
Farmers National Bank
Danville,
Kentucky
| USD 354 M | +USD 11.7 M | +3% | 0.46% | – | 167 | 4.79% | 6.3 |
|
| 3966 |
3966
BDT Capital Partners
Chicago,
Illinois
| USD 354 M | -USD 36.6 M | -9% | 20.2% | 25.5% | 2 | 0% | 1.9 |
|
| 3967 |
3967
Tradewinds LLC
Raleigh,
North Carolina
| USD 354 M | -USD 5.4 M | -2% | 0.53% | – | 229 | 13.97% | 0.8 |
|
| 3968 |
EGA
3968
E&G Advisors
Houston,
Texas
| USD 354 M | -USD 14 M | -4% | 2.26% | 97.7% | 220 | 7.73% | 2.8 |
|
| 3969 |
3969
High Net Worth Advisory Group
Naples,
Florida
| USD 354 M | -USD 3.68 M | -1% | 0.77% | 75.7% | 224 | 6.25% | 2.5 |
|
| 3970 |
3970
WealthBridge Capital Management
Westerville,
Ohio
| USD 354 M | -USD 6.08 M | -2% | 1.68% | 89.4% | 212 | 10.85% | 3.7 |
|
| 3971 |
3971
EVR Research
Richmond,
Virginia
| USD 354 M | +USD 55 M | +18% | 7.15% | 155% | 52 | 59.62% | 0.7 |
|
| 3972 |
3972
Ballast Inc
Lexington,
Kentucky
| USD 353 M | +USD 3.65 M | +1% | 0.84% | 71.3% | 129 | 10.85% | 4.4 |
|
| 3973 |
3973
Whitener Capital Management
Rocky Mount,
North Carolina
| USD 353 M | -USD 3.54 M | -1% | 1.06% | 113% | 159 | 3.77% | 4.6 |
|
| 3974 |
3974
Helen Stephens Group
Fort Worth,
Texas
| USD 353 M | +USD 16 M | +5% | 1.53% | 53.4% | 89 | 6.74% | 2.2 |
|
| 3975 |
3975
Trustees of Dartmouth College
Hanover,
New Hampshire
| USD 353 M | +USD 15.5 M | +5% | 3.82% | 63.8% | 7 | 57.14% | 2.2 |
|