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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
Ledge Wealth Management
Sartell,
Minnesota
| USD 223 M | +USD 13.5 M | +6% | 2.74% | – | 63 | 6.35% | 1.4 |
|
| 4402 |
4402
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| USD 223 M | +USD 196 k | +0.1% | 2.22% | 167% | 197 | 15.74% | 0.6 |
|
| 4403 |
4403
Zeno Research
New York
| USD 223 M | +USD 42.4 M | +24% | 1.75% | 25.2% | 37 | 59.46% | 0.4 |
|
| 4404 |
4404
AMI Investment Management
Kendallville,
Indiana
| USD 223 M | -USD 2.78 M | -1% | 2.09% | 52% | 63 | 14.29% | 5.4 |
|
| 4405 |
4405
LPWM LLC
Minneapolis,
Minnesota
| USD 222 M | -USD 4.26 M | -2% | 3.64% | 59.4% | 69 | 5.8% | 2.5 |
|
| 4406 |
4406
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| USD 222 M | -USD 5.94 M | -3% | 2.98% | 136% | 130 | 8.46% | 3.1 |
|
| 4407 |
4407
Missouri Trust & Investment Company
Springfield,
Missouri
| USD 222 M | +USD 44.6 M | +25% | 5.34% | 81.6% | 474 | 13.71% | 1.4 |
|
| 4408 |
4408
Cloverfields Capital Group
Minneapolis,
Minnesota
| USD 222 M | -USD 87.8 M | -28% | 1.83% | 101% | 81 | 11.11% | 1.5 |
|
| 4409 |
4409
Delta Financial Advisors
New Orleans,
Louisiana
| USD 222 M | -USD 4.44 M | -2% | 2.75% | 107% | 121 | 2.48% | 3.5 |
|
| 4410 |
4410
Forest Avenue Capital Management
Miami,
Florida
| USD 222 M | +USD 3.57 M | +2% | 7.86% | 415% | 36 | 47.22% | 0.3 |
|
| 4411 |
4411
Cutler Capital Management
Worcester,
Massachusetts
| USD 222 M | +USD 8.76 M | +4% | 0.31% | 39.7% | 113 | 9.73% | 2.8 |
|
| 4412 |
4412
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 221 M | -USD 18.7 M | -8% | 2.6% | 87.3% | 269 | 69.52% | 6.9 |
|
| 4413 |
4413
Prentice Wealth Management
Rochester,
New York
| USD 221 M | +USD 873 k | +0.4% | 3.11% | 47.8% | 101 | 8.91% | 1.4 |
|
| 4414 |
4414
Weaver Consulting Group
Huntington Beach,
California
| USD 221 M | -USD 5.21 M | -2% | 3% | 56.4% | 193 | 7.77% | 2.7 |
|
| 4415 |
4415
Wakefield Asset Management
Englewood,
Colorado
| USD 221 M | -USD 29.9 M | -12% | 2.62% | 147% | 179 | 36.31% | 1.1 |
|
| 4416 |
4416
DCM Advisors
New York
| USD 221 M | -USD 12.1 M | -5% | 1.73% | 99.3% | 82 | 10.98% | 1.8 |
|
| 4417 |
EE
4417
EWG Elevate
Roseville,
California
| USD 221 M | -USD 20.6 M | -9% | 2.77% | 76% | 114 | 29.82% | 1.6 |
|
| 4418 |
4418
Stephens Group
Little Rock,
Arkansas
| USD 221 M | -USD 21.9 M | -9% | 6.52% | 45% | 4 | 0% | 1.6 |
|
| 4419 |
4419
Windward Private Wealth Management
Overland Park,
Kansas
| USD 221 M | -USD 4.67 M | -2% | 3.09% | 35.5% | 48 | 6.25% | 2.5 |
|
| 4420 |
4420
Brown, Lisle/Cummings
Providence,
Rhode Island
| USD 221 M | -USD 2.53 M | -1% | 2.39% | 82.3% | 569 | 5.62% | 1.5 |
|
| 4421 |
PFA
4421
Professional Financial Advisors
North Platte,
Nebraska
| USD 221 M | +USD 27.5 M | +14% | 3.31% | 59.2% | 96 | 26.04% | 1.8 |
|
| 4422 |
4422
Trustees of Dartmouth College
Hanover,
New Hampshire
| USD 221 M | -USD 6.2 M | -3% | 2.87% | 52.5% | 3 | 33.33% | 2.2 |
|
| 4423 |
MHP
4423
Manatuck Hill Partners
Westport,
Connecticut
| USD 221 M | +USD 10 M | +5% | 5.94% | 556% | 141 | 47.52% | 1 |
|
| 4424 |
4424
Drake & Associates
Waukesha,
Wisconsin
| USD 221 M | -USD 2.9 M | -1% | 3.01% | 47.9% | 78 | 12.82% | 1 |
|
| 4425 |
4425
MY.Alpha Management HK Advisors
Hong Kong
| USD 221 M | USD 0 | 0% | 5.46% | 423% | 11 | 0% | 1 |
|