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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Granger Management
New York
| USD 274 M | +USD 37.3 M | +16% | 11.1% | 69.9% | 27 | 18.52% | 2.1 |
|
| 4202 |
4202
Sanchez Wealth Management Group
Jacksonville,
Florida
| USD 274 M | +USD 26.5 M | +11% | 9.68% | 61.1% | 39 | 17.95% | 3.5 |
|
| 4203 |
4203
Wiser Wealth Management
Marietta,
Georgia
| USD 274 M | +USD 28.4 M | +12% | 8.45% | 53% | 40 | 27.5% | 2 |
|
| 4204 |
4204
Knuff & Co
Foster City,
California
| USD 274 M | +USD 23.5 M | +9% | 11.4% | 108% | 131 | 18.32% | 3.7 |
|
| 4205 |
4205
New Harbor Financial Group
Worcester,
Massachusetts
| USD 274 M | -USD 28.1 M | -9% | 10.5% | 94.6% | 56 | 35.71% | 2.1 |
|
| 4206 |
4206
Little House Capital
Braintree,
Massachusetts
| USD 274 M | +USD 30.7 M | +13% | 10.3% | 118% | 126 | 12.7% | 2 |
|
| 4207 |
4207
Tekne Capital Management
New York
| USD 274 M | +USD 3.17 M | +1% | 19.1% | 589% | 10 | 20% | 2.4 |
|
| 4208 |
4208
Alphadyne Asset Management
New York
| USD 274 M | -USD 1046 M | -79% | 10.5% | 159% | 194 | 93.3% | 0.3 |
|
| 4209 |
4209
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| USD 274 M | +USD 49.7 M | +22% | 8.52% | 13% | 72 | 27.78% | 3.4 |
|
| 4210 |
4210
Aristides Capital
Louisville,
Kentucky
| USD 274 M | +USD 43.6 M | +19% | 9.22% | 126% | 311 | 51.77% | 0.9 |
|
| 4211 |
4211
JRM Investment Counsel
Omaha,
Nebraska
| USD 274 M | +USD 47.8 M | +21% | 7.33% | 65.1% | 24 | 20.83% | 4 |
|
| 4212 |
4212
Impact Partnership Wealth
Marietta,
Georgia
| USD 274 M | -USD 47.7 M | -15% | 8.48% | 50.9% | 1,121 | 37.82% | 0.3 |
|
| 4213 |
MP
4213
Mediatel Partners
Fort Worth,
Texas
| USD 274 M | -USD 1.09 M | -0.4% | 0.31% | 1.96% | 3 | 0% | 7.5 |
|
| 4214 |
4214
Clark Asset Management
Stratham,
New Hampshire
| USD 273 M | +USD 40.9 M | +18% | 8.97% | 51.8% | 85 | 15.29% | 0.7 |
|
| 4215 |
4215
Rappaport Reiches Capital Management
Skokie`,
Illinois
| USD 273 M | +USD 35.9 M | +15% | 7.23% | 17.6% | 86 | 17.44% | 1.7 |
|
| 4216 |
SRAM
4216
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| USD 273 M | -USD 39.7 M | -13% | 13.5% | 74.7% | 171 | 42.11% | 1.3 |
|
| 4217 |
4217
Nikulski Financial
Bettendorf,
Iowa
| USD 273 M | +USD 31.5 M | +13% | 11.9% | 107% | 135 | 8.15% | 3.4 |
|
| 4218 |
4218
Arista Wealth Management
Las Vegas,
Nevada
| USD 273 M | +USD 17.7 M | +7% | 9.5% | 67% | 59 | 22.03% | 0.8 |
|
| 4219 |
4219
Fairhaven Wealth Management
Oak Brook,
Illinois
| USD 273 M | +USD 22.2 M | +9% | 10.3% | – | 125 | 11.2% | 2.9 |
|
| 4220 |
4220
Vista Investment Partners
Oklahoma City,
Oklahoma
| USD 273 M | – | – | 7.03% | 112% | 142 | – | 0 |
|
| 4221 |
4221
Horan Capital Advisors
Cincinnati,
Ohio
| USD 273 M | +USD 24 M | +10% | 10.9% | 26.6% | 123 | 14.63% | 4 |
|
| 4222 |
4222
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| USD 272 M | +USD 13.5 M | +5% | 4.48% | 12.7% | 363 | 64.74% | 3.6 |
|
| 4223 |
4223
Core Wealth Advisors (Florida)
Lakeland,
Florida
| USD 272 M | +USD 27.7 M | +11% | 10.3% | 59.7% | 293 | 29.35% | 2 |
|
| 4224 |
4224
Baker Boyer National Bank
Walla Walla,
Washington
| USD 272 M | +USD 26.2 M | +11% | 8.89% | 49.3% | 82 | 6.1% | 5.1 |
|
| 4225 |
4225
American Financial Group
Cincinnati,
Ohio
| USD 272 M | -USD 19.1 M | -7% | 6.5% | 30.6% | 86 | 12.79% | 4.9 |
|