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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
Cloverfields Capital Group
Minneapolis,
Minnesota
| USD 255 M | +USD 33 M | +15% | 10.9% | 101% | 105 | 32.38% | 1.2 |
|
| 4402 |
4402
Wind River Trust Company
Jackson,
Wyoming
| USD 255 M | +USD 22.6 M | +10% | 10.5% | 62.1% | 9 | 0% | 8.4 |
|
| 4403 |
4403
Blue Pool Management
Causeway Bay,
Hong Kong
| USD 255 M | -USD 279 M | -52% | 0.3% | 72.8% | 2 | 50% | 1.3 |
|
| 4404 |
4404
Financial Security Advisor
Virginia Beach,
Virginia
| USD 255 M | +USD 37 M | +17% | 9.75% | 83.5% | 109 | 18.35% | 0.2 |
|
| 4405 |
4405
Whitford Management
New York
| USD 254 M | +USD 178 M | +231% | 11.1% | 76.2% | 24 | 75% | 0.3 |
|
| 4406 |
4406
Centerpoint Advisors
Needham,
Massachusetts
| USD 254 M | +USD 18.7 M | +8% | 11% | 82.6% | 626 | 31.31% | 2.9 |
|
| 4407 |
4407
LCNB Corp
Lebanon,
Ohio
| USD 254 M | +USD 28.3 M | +13% | 9.58% | 83.1% | 175 | 6.86% | 4.3 |
|
| 4408 |
LCM
4408
Lynx1 Capital Management
San Juan,
Puerto Rico
| USD 254 M | +USD 103 M | +68% | 71% | 883% | 18 | 16.67% | 1 |
|
| 4409 |
4409
Hilltop Partners
Mishawaka,
Indiana
| USD 254 M | +USD 16.5 M | +7% | 8.73% | 64.9% | 101 | 8.91% | 0.7 |
|
| 4410 |
RI
4410
Rinkey Investments
San Diego,
California
| USD 254 M | +USD 35.7 M | +16% | 6.96% | 42.1% | 68 | 41.18% | 0.9 |
|
| 4411 |
4411
Strata Wealth Advisors
Dallas,
Texas
| USD 254 M | +USD 46.2 M | +22% | 9.08% | 73.6% | 73 | 35.62% | 0.5 |
|
| 4412 |
4412
Red Wave Investments
Dillsburg,
Pennsylvania
| USD 254 M | +USD 19.8 M | +8% | 9.74% | 68.8% | 102 | 9.8% | 2.3 |
|
| 4413 |
4413
Opal Wealth Advisors
Jericho,
New York
| USD 254 M | +USD 82.9 M | +49% | 9.64% | 62.3% | 176 | 22.73% | 1.3 |
|
| 4414 |
4414
Apollon Financial
Mount Pleasant,
South Carolina
| USD 254 M | – | – | 11.7% | 103% | 139 | – | 0 |
|
| 4415 |
4415
Auour Investments
Woburn,
Massachusetts
| USD 254 M | +USD 16.7 M | +7% | 6.62% | 39.2% | 75 | 8% | 0.5 |
|
| 4416 |
SA
4416
SAM Advisors
Oakhurst,
California
| USD 254 M | +USD 23.2 M | +10% | 10.2% | 64.3% | 39 | 17.95% | 1.5 |
|
| 4417 |
4417
West Wealth Group
Irvine,
California
| USD 254 M | +USD 24.5 M | +11% | 10.4% | 79.8% | 87 | 17.24% | 1.1 |
|
| 4418 |
4418
Keeler Thomas Management
Orem,
Utah
| USD 254 M | -USD 16.8 M | -6% | 9.24% | 52.1% | 68 | 11.76% | 1.8 |
|
| 4419 |
4419
Madrona Financial Services
Everett,
Washington
| USD 254 M | +USD 34.6 M | +16% | 11.3% | 85.1% | 104 | 28.85% | 2.9 |
|
| 4420 |
IAS
4420
Investment Advisory Services
The Woodlands,
Texas
| USD 254 M | +USD 21.1 M | +9% | 9.1% | 74.9% | 115 | 7.83% | 2.7 |
|
| 4421 |
4421
Columbus Macro
New Castle,
Pennsylvania
| USD 253 M | +USD 16.1 M | +7% | 8.1% | 48.7% | 194 | 27.84% | 2.5 |
|
| 4422 |
4422
WT Wealth Management
Scottsdale,
Arizona
| USD 253 M | +USD 19.8 M | +8% | 8.38% | 72% | 127 | 32.28% | 1.8 |
|
| 4423 |
4423
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 253 M | +USD 24.3 M | +11% | 12.4% | 116% | 426 | 1.88% | 2.6 |
|
| 4424 |
4424
LPWM LLC
Minneapolis,
Minnesota
| USD 253 M | +USD 30.6 M | +14% | 10.4% | 59.4% | 74 | 14.86% | 2.6 |
|
| 4425 |
4425
Verum Partners
Charlotte,
North Carolina
| USD 253 M | +USD 29.1 M | +13% | 8.66% | 57.7% | 144 | 9.72% | 0.6 |
|