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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Wells Trecaso Financial Group
Akron,
Ohio
| USD 216 M | +USD 15.7 M | +8% | 8.27% | 108% | 94 | 10.64% | 3.5 |
|
| 4402 |
DA
4402
Dash Acquisitions
Woodland Hills,
California
| USD 216 M | +USD 25.8 M | +14% | 13.8% | 76.2% | 46 | 19.57% | 1.6 |
|
| 4403 |
4403
Three Bridge Wealth Advisors
Los Altos,
California
| USD 216 M | +USD 29.2 M | +16% | 12.3% | 162% | 94 | 14.89% | 0.8 |
|
| 4404 |
PH
4404
Pinnacle Holdings
Tulsa,
Oklahoma
| USD 216 M | -USD 7.86 M | -4% | 1.63% | 75.9% | 281 | 29.54% | 3.8 |
|
| 4405 |
SFA
4405
Spectrum Financial Alliance
Nicholasville,
Kentucky
| USD 216 M | +USD 18 M | +9% | 4.28% | 187% | 14 | 28.57% | 2.7 |
|
| 4406 |
4406
S.R. Schill & Associates
Mercer Island,
Washington
| USD 216 M | +USD 14.8 M | +7% | 7.82% | 42.7% | 85 | 14.12% | 3.1 |
|
| 4407 |
CSWG
4407
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| USD 216 M | +USD 7.57 M | +4% | 6.77% | 76% | 95 | 16.84% | 2 |
|
| 4408 |
4408
Calton & Associates
Tampa,
Florida
| USD 216 M | -USD 42.8 M | -17% | 4.04% | 79% | 305 | 30.82% | 2.9 |
|
| 4409 |
4409
BHZ Capital Management
San Jose,
California
| USD 215 M | -USD 12 M | -5% | 18.9% | 3.24% | 131 | 26.72% | 2.9 |
|
| 4410 |
SC
4410
Schulhoff & Co
Cincinnati,
Ohio
| USD 215 M | -USD 2.18 M | -1% | 0.22% | 58.8% | 122 | 3.28% | 6.7 |
|
| 4411 |
4411
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 215 M | +USD 13.7 M | +7% | 9.92% | – | 119 | 15.13% | 3.7 |
|
| 4412 |
4412
DCM Advisors
New York
| USD 215 M | +USD 8.64 M | +4% | 7.67% | 99.3% | 73 | 5.48% | 1.5 |
|
| 4413 |
4413
Ashburton (Jersey)
St Helier,
Jersey
| USD 215 M | +USD 36.4 M | +20% | 7.37% | – | 53 | 16.98% | 2.9 |
|
| 4414 |
4414
Spartan Fund Management
Toronto, Ontario,
Canada
| USD 215 M | -USD 62.2 M | -22% | 2.34% | 25% | 496 | 47.38% | 0.4 |
|
| 4415 |
4415
VeraBank
Henderson,
Texas
| USD 215 M | +USD 14.4 M | +7% | 4.37% | 69.5% | 140 | 10.71% | 3 |
|
| 4416 |
4416
TRB Advisors
New York
| USD 214 M | +USD 113 M | +111% | 15.7% | 76.1% | 10 | 70% | 2.3 |
|
| 4417 |
4417
AMI Investment Management
Kendallville,
Indiana
| USD 214 M | +USD 15.9 M | +8% | 7.22% | 52% | 63 | 11.11% | 5.7 |
|
| 4418 |
4418
Quaker Wealth Management
Moorestown,
New Jersey
| USD 214 M | +USD 17.1 M | +9% | 3.91% | – | 52 | 26.92% | 1.2 |
|
| 4419 |
4419
Kirkoswald Asset Management
New York
| USD 214 M | – | – | 9.81% | – | 8 | – | 0 |
|
| 4420 |
4420
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 214 M | +USD 431 k | +0.2% | 2.56% | 104% | 274 | 2.19% | 6.9 |
|
| 4421 |
4421
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 214 M | +USD 2.73 M | +1% | 5.09% | 65% | 82 | 35.37% | 3 |
|
| 4422 |
4422
Bessemer Securities
New York
| USD 214 M | -USD 9.19 M | -4% | 9.12% | 45% | 139 | 12.95% | 2.4 |
|
| 4423 |
4423
Oarsman Capital
Milwaukee,
Wisconsin
| USD 214 M | +USD 18 M | +9% | 7.11% | 74.9% | 186 | 19.35% | 4.5 |
|
| 4424 |
4424
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| USD 214 M | +USD 23.7 M | +12% | 17.5% | 40.5% | 4 | 0% | 0.9 |
|
| 4425 |
4425
Boone Capital Management
Atlanta,
Georgia
| USD 214 M | +USD 18.7 M | +10% | 9.04% | 278% | 20 | 55% | 0.2 |
|