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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
Inspire Trust Company
Reno,
Nevada
| USD 303 M | +USD 124 M | +69% | 0.19% | 64.4% | 112 | 6.25% | 0.4 |
|
| 4177 |
4177
Stewardship Advisors
Mount Joy,
Pennsylvania
| USD 303 M | +USD 10.3 M | +4% | 0.23% | 46.1% | 67 | 10.45% | 1.8 |
|
| 4178 |
4178
Georgetown University
Washington,
District of Columbia
| USD 303 M | -USD 10.1 M | -3% | 5.08% | 79.9% | 19 | 5.26% | 2.8 |
|
| 4179 |
4179
Mokosak Advisory Group
Urbandale,
Iowa
| USD 303 M | -USD 441 k | -0.1% | 0.41% | 59.2% | 31 | 6.45% | 3.8 |
|
| 4180 |
4180
Empire Financial Management Company
New York
| USD 302 M | -USD 261 k | -0.1% | 1.77% | 78.3% | 218 | 14.68% | 1 |
|
| 4181 |
4181
Keystone Financial Planning
Cleveland,
Ohio
| USD 302 M | -USD 6.17 M | -2% | 2.65% | 46% | 54 | 18.52% | 5.4 |
|
| 4182 |
4182
ClearAlpha Technologies
Greenwich,
Connecticut
| USD 302 M | +USD 64.7 M | +27% | 1.39% | – | 341 | 68.33% | 0.2 |
|
| 4183 |
4183
Chan Zuckerberg Initiative
Redwood City,
California
| USD 302 M | -USD 33 M | -10% | 0.99% | 59% | 2 | 0% | 0.8 |
|
| 4184 |
4184
Fairhaven Wealth Management
Oak Brook,
Illinois
| USD 302 M | +USD 10.5 M | +4% | 2.28% | – | 128 | 10.16% | 3 |
|
| 4185 |
CCP
4185
Camelot Capital Partners
Laguna Beach,
California
| USD 302 M | +USD 88.1 M | +41% | 43% | – | 3 | 0% | 1.7 |
|
| 4186 |
WA
4186
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 302 M | -USD 8.78 M | -3% | 0.52% | 123% | 267 | 5.99% | 5.9 |
|
| 4187 |
ACM
4187
Aljian Capital Management
Carson City,
Nevada
| USD 301 M | +USD 32.3 M | +12% | 14.7% | 162% | 36 | 2.78% | 4.4 |
|
| 4188 |
4188
Syntrinsic
Denver,
Colorado
| USD 301 M | +USD 2.9 M | +1% | 0.35% | – | 87 | 12.64% | 0.7 |
|
| 4189 |
4189
Jentner Corp
Akron,
Ohio
| USD 301 M | +USD 16.4 M | +6% | 0.91% | 38.9% | 54 | 7.41% | 3.7 |
|
| 4190 |
SM
4190
Scoggin Management
New York
| USD 301 M | +USD 8.69 M | +3% | 8.32% | 889% | 92 | 67.39% | 0.6 |
|
| 4191 |
IAA
4191
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| USD 301 M | +USD 8.61 M | +3% | 3.49% | 49.3% | 99 | 41.41% | 3.1 |
|
| 4192 |
4192
GraniteShares Advisors
New York
| USD 300 M | +USD 111 M | +59% | 21.1% | 88.4% | 103 | 23.3% | 1 |
|
| 4193 |
4193
Beam Wealth Advisors
Covington,
Louisiana
| USD 300 M | +USD 134 M | +80% | 3.1% | 69.2% | 160 | 64.38% | 1.5 |
|
| 4194 |
4194
Vista Investment Partners
Oklahoma City,
Oklahoma
| USD 300 M | +USD 6.02 M | +2% | 1.66% | 112% | 174 | 24.71% | 0.4 |
|
| 4195 |
4195
Kendall Capital Management
Rockville,
Maryland
| USD 300 M | +USD 9.25 M | +3% | 1.97% | 130% | 222 | 11.26% | 3.1 |
|
| 4196 |
4196
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 300 M | -USD 12.8 M | -4% | 2.11% | 52.1% | 123 | 21.95% | 3.4 |
|
| 4197 |
4197
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| USD 299 M | +USD 8.57 M | +3% | 1.14% | 84.4% | 518 | 12.36% | 0.5 |
|
| 4198 |
4198
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| USD 299 M | +USD 21.7 M | +8% | 4.98% | 31.6% | 145 | 17.24% | 1.2 |
|
| 4199 |
4199
MSH Capital Advisors
Scottsdale,
Arizona
| USD 299 M | +USD 14.6 M | +5% | 0.86% | 77.4% | 234 | 13.68% | 1.8 |
|
| 4200 |
4200
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| USD 299 M | +USD 14.2 M | +5% | 4.4% | 136% | 154 | 9.09% | 3.1 |
|