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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
RDA Financial Network
Akron,
Iowa
| USD 233 M | +USD 11.3 M | +5% | 5.95% | 93.4% | 245 | 12.65% | 1.4 |
|
| 4152 |
4152
Cannon Financial Strategists
Athens,
Georgia
| USD 233 M | +USD 27.5 M | +13% | 6.18% | 56.7% | 60 | 6.67% | 1.5 |
|
| 4153 |
4153
APEIRON Capital Ltd
Hong Kong
| USD 233 M | +USD 25.2 M | +12% | 4.19% | 362% | 10 | 20% | 0.2 |
|
| 4154 |
4154
WealthOne
Albany,
New York
| USD 233 M | +USD 25.4 M | +12% | 4.06% | 23.4% | 132 | 27.27% | 1.3 |
|
| 4155 |
4155
Ford Financial Group
Fresno,
California
| USD 233 M | +USD 20.6 M | +10% | 5.66% | 47.7% | 106 | 13.21% | 1.8 |
|
| 4156 |
MWM
4156
Mascoma Wealth Management
Hanover,
New Hampshire
| USD 232 M | +USD 32.4 M | +16% | 3.69% | 43.7% | 474 | 80.59% | 0.5 |
|
| 4157 |
4157
KPCB XV Associates
Menlo Park,
California
| USD 232 M | -USD 655 k | -0.3% | 91% | – | 4 | 0% | 0.3 |
|
| 4158 |
4158
Somerset Trust
Somerset,
Pennsylvania
| USD 232 M | +USD 12.3 M | +6% | 6.49% | 80.5% | 130 | 7.69% | 4.2 |
|
| 4159 |
4159
Tinicum
New York
| USD 232 M | +USD 17.9 M | +8% | 12.6% | 21.1% | 2 | 0% | 4.9 |
|
| 4160 |
4160
CWS Financial Advisors
Kalamazoo,
Michigan
| USD 232 M | +USD 60 M | +35% | 4.4% | 55.7% | 147 | 11.56% | 1 |
|
| 4161 |
4161
Capital Advisors Wealth Management
Yakima,
Washington
| USD 232 M | – | – | 3.58% | 70.5% | 90 | – | 0 |
|
| 4162 |
4162
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 232 M | +USD 9.7 M | +4% | 7.73% | 51.1% | 414 | 21.5% | 2.5 |
|
| 4163 |
WA
4163
WP Advisors
San Francisco,
California
| USD 231 M | +USD 24.4 M | +12% | 7.63% | 113% | 103 | 22.33% | 1.7 |
|
| 4164 |
4164
Oarsman Capital
Milwaukee,
Wisconsin
| USD 231 M | -USD 26.3 M | -10% | 8.59% | 74.9% | 200 | 12.5% | 3.4 |
|
| 4165 |
4165
Piershale Financial Group
Barrington,
Illinois
| USD 231 M | +USD 22.9 M | +11% | 11.9% | 82% | 40 | 60% | 0.9 |
|
| 4166 |
NC
4166
Nokomis Capital
Dallas,
Texas
| USD 231 M | +USD 2.76 M | +1% | 19.8% | 145% | 51 | 60.78% | 1.4 |
|
| 4167 |
4167
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| USD 231 M | +USD 14.3 M | +7% | 6.06% | 137% | 38 | 2.63% | 4.9 |
|
| 4168 |
4168
PhiloSmith Capital
Stamford,
Connecticut
| USD 231 M | +USD 22 M | +11% | 9.34% | 47% | 33 | 6.06% | 3.3 |
|
| 4169 |
4169
Whitener Capital Management
Rocky Mount,
North Carolina
| USD 231 M | +USD 12.2 M | +6% | 5.01% | 113% | 134 | 5.22% | 2.5 |
|
| 4170 |
4170
Helikon Investments
London,
United Kingdom
| USD 231 M | +USD 76.1 M | +49% | 8.43% | 282% | 5 | 60% | 0.2 |
|
| 4171 |
4171
Callodine Capital Management
Boston,
Massachusetts
| USD 230 M | +USD 23.8 M | +11% | 11% | 53.8% | 42 | 23.81% | 1 |
|
| 4172 |
4172
Birch Grove Capital
New York
| USD 230 M | +USD 38.7 M | +20% | 2.62% | 2.66% | 55 | 27.27% | 0.3 |
|
| 4173 |
4173
Oak Family Advisors
Chicago,
Illinois
| USD 230 M | +USD 37.1 M | +19% | 5.53% | 81.9% | 106 | 24.53% | 0.2 |
|
| 4174 |
4174
Courage Miller Partners
Norfolk,
Virginia
| USD 230 M | +USD 12.7 M | +6% | 4.78% | 43.5% | 85 | 10.59% | 5 |
|
| 4175 |
4175
Roanoke Asset Management
Jersey City,
New Jersey
| USD 230 M | +USD 18.9 M | +9% | 8.77% | 50.3% | 106 | 11.32% | 4.7 |
|