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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
WA
3976
Winfield Associates
Cleveland,
Ohio
| USD 271 M | -USD 620 k | -0.2% | 0.44% | 77.8% | 155 | 7.1% | 3.6 |
|
| 3977 |
3977
Cartenna Capital
Stamford,
Connecticut
| USD 270 M | -USD 79.5 M | -23% | 2.28% | 162% | 54 | 83.33% | 0.1 |
|
| 3978 |
3978
Entrust Global Partners
New York
| USD 270 M | +USD 1.56 M | +0.6% | 9.6% | 82.3% | 5 | 40% | 0.5 |
|
| 3979 |
3979
Pacific Wealth Strategies Group
Santa Barbara,
California
| USD 270 M | +USD 8.88 M | +3% | 1.07% | 85.3% | 91 | 8.79% | 3 |
|
| 3980 |
3980
Platte River Wealth Advisors
Louisville,
Colorado
| USD 270 M | +USD 6.98 M | +3% | 0.34% | 28.6% | 90 | 5.56% | 1.5 |
|
| 3981 |
3981
Half Sky Capital (UK)
London,
United Kingdom
| USD 270 M | -USD 71.2 M | -21% | 24.7% | 13% | 10 | 50% | 0.7 |
|
| 3982 |
3982
Mathes Company
New York
| USD 270 M | -USD 8.37 M | -3% | 0.39% | 121% | 127 | 4.72% | 4.6 |
|
| 3983 |
3983
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| USD 270 M | +USD 9.48 M | +4% | 0.09% | 90.7% | 227 | 5.73% | 4.5 |
|
| 3984 |
3984
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| USD 269 M | +USD 196 k | +0.1% | 1.95% | 245% | 358 | 35.75% | 0.6 |
|
| 3985 |
3985
Holowesko Partners
Nassau,
Bahamas
| USD 269 M | -USD 126 M | -32% | 5.78% | 51.1% | 30 | 16.67% | 2.7 |
|
| 3986 |
3986
Wind River Trust Company
Jackson,
Wyoming
| USD 269 M | -USD 5.78 M | -2% | 1.03% | 62.1% | 10 | 0% | 6.2 |
|
| 3987 |
3987
Cowen Prime Advisors
New York
| USD 269 M | -USD 6.89 M | -2% | 4.03% | 116% | 172 | 4.07% | 4.8 |
|
| 3988 |
3988
13D Management
New York
| USD 269 M | -USD 21.9 M | -8% | 2.59% | 157% | 32 | 6.25% | 1.7 |
|
| 3989 |
FA
3989
FMA Advisory
Harrisburg,
Pennsylvania
| USD 268 M | -USD 1.02 M | -0.4% | 0.51% | 46.7% | 139 | 13.67% | 3 |
|
| 3990 |
3990
Montgomery Investment Management
Rockville,
Maryland
| USD 268 M | -USD 1.69 M | -0.6% | 0.61% | 105% | 86 | 5.81% | 5.7 |
|
| 3991 |
3991
WealthBridge Capital Management
Westerville,
Ohio
| USD 268 M | -USD 7.07 M | -3% | 0.88% | 89.4% | 173 | 8.67% | 1.8 |
|
| 3992 |
3992
Tobias Financial Advisors
Plantation,
Florida
| USD 267 M | +USD 14.8 M | +6% | 1.48% | 44.5% | 69 | 4.35% | 1.5 |
|
| 3993 |
3993
Knuff & Co
Foster City,
California
| USD 267 M | -USD 1.81 M | -0.7% | 3.23% | 108% | 172 | 9.88% | 1.9 |
|
| 3994 |
3994
Archer Investment Corporation
Carmel,
Indiana
| USD 267 M | +USD 13.8 M | +5% | 0.53% | 76.1% | 764 | 29.45% | 1.4 |
|
| 3995 |
3995
Waypoint Wealth Partners
Mill Valley,
California
| USD 267 M | +USD 9.19 M | +4% | 1.4% | 52.1% | 43 | 6.98% | 0.6 |
|
| 3996 |
3996
WealthOne
Albany,
New York
| USD 267 M | +USD 10.9 M | +4% | 0.4% | 23.4% | 145 | 23.45% | 1.5 |
|
| 3997 |
3997
Howard Financial Services
Dallas,
Texas
| USD 267 M | +USD 11.5 M | +5% | 0.85% | 55.9% | 137 | 16.79% | 1.5 |
|
| 3998 |
3998
Arcus Capital Partners
Atlanta,
Georgia
| USD 267 M | +USD 52.6 M | +25% | 6.35% | 69.2% | 111 | 16.22% | 2 |
|
| 3999 |
3999
AXS Investments
Port Chester,
New York
| USD 267 M | -USD 61.6 M | -19% | 6.35% | 107% | 226 | 86.73% | 0.2 |
|
| 4000 |
4000
Onyx Bridge Wealth Group
Tarrytown,
New York
| USD 266 M | +USD 34.9 M | +15% | 0.3% | 74.6% | 164 | 25% | 0.5 |
|