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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
SC
4576
Steph & Co
Marinette,
Wisconsin
| USD 347 M | +USD 19.5 M | +6% | 1.67% | 61.6% | 342 | 17.25% | 3.1 |
|
| 4577 |
4577
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| USD 347 M | +USD 20.2 M | +6% | 3.98% | 199% | 88 | 20.45% | 2.3 |
|
| 4578 |
EL
4578
EQ LLC
Bellevue,
Washington
| USD 347 M | +USD 52.2 M | +18% | 2.15% | 80% | 79 | 8.86% | 2.4 |
|
| 4579 |
4579
Avidity Partners Management
Dallas,
Texas
| USD 347 M | -USD 92.7 M | -21% | 14.4% | 492% | 54 | 48.15% | 1.1 |
|
| 4580 |
4580
Blueshift Asset Management
Red Bank,
New Jersey
| USD 347 M | +USD 22.1 M | +7% | 1.12% | 41.1% | 684 | 72.51% | 0.3 |
|
| 4581 |
4581
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 346 M | +USD 10.6 M | +3% | 5.78% | 116% | 427 | 3.51% | 4.4 |
|
| 4582 |
4582
Neumann Capital Management
Foster City,
California
| USD 346 M | +USD 4.23 M | +1% | 2.18% | 89.9% | 105 | 5.71% | 7.7 |
|
| 4583 |
4583
PineBridge Investments Asia
Hong Kong,
| USD 346 M | – | – | 0.38% | – | 7 | – | 0 |
|
| 4584 |
4584
NKCFO LLC
Geneva,
Illinois
| USD 346 M | +USD 13.7 M | +4% | 7.45% | 237% | 125 | 48.8% | 0.9 |
|
| 4585 |
4585
Prevatt Capital
Nassau,
Bahamas
| USD 346 M | +USD 51.6 M | +18% | 2.77% | – | 12 | 33.33% | 1.5 |
|
| 4586 |
4586
JRM Investment Counsel
Omaha,
Nebraska
| USD 346 M | +USD 11.7 M | +3% | 2.3% | 65.1% | 21 | 0% | 5.8 |
|
| 4587 |
MCG
4587
McCollum Christoferson Group
Amherst,
New York
| USD 346 M | -USD 3.3 M | -0.9% | 0.38% | 59.4% | 75 | 2.67% | 4.4 |
|
| 4588 |
4588
Kaydan Wealth Management
Fenton,
Michigan
| USD 346 M | -USD 4.53 M | -1% | 2.83% | 58% | 114 | 2.63% | 2.9 |
|
| 4589 |
4589
Oxler Private Wealth
Rye Brook,
New York
| USD 345 M | +USD 1.63 M | +0.5% | 1.78% | 119% | 92 | 4.35% | 3.6 |
|
| 4590 |
4590
Beirne Wealth Consulting Services
Shelton,
Connecticut
| USD 345 M | -USD 71.5 M | -17% | 2.69% | 81.9% | 229 | 54.59% | 3.7 |
|
| 4591 |
4591
LOM Asset Management
Hamilton,
| USD 345 M | +USD 17.3 M | +5% | 4.7% | – | 282 | 14.18% | 0.4 |
|
| 4592 |
4592
Cornell Pochily Investment Advisors
Ithaca,
New York
| USD 345 M | +USD 10 M | +3% | 3.11% | 97% | 189 | 10.05% | 4.9 |
|
| 4593 |
4593
Pathway Financial Advisers
Auburn,
Indiana
| USD 345 M | +USD 2.15 M | +0.6% | 2.9% | 88.2% | 377 | 57.03% | 2.5 |
|
| 4594 |
FP
4594
FFG Partners
Fort Lauderdale,
Florida
| USD 345 M | -USD 24 M | -7% | 1.5% | 277% | 40 | 12.5% | 1 |
|
| 4595 |
4595
Keystone Financial Planning
Cleveland,
Ohio
| USD 345 M | +USD 676 k | +0.2% | 1.23% | 46% | 48 | 12.5% | 7.1 |
|
| 4596 |
SGH
4596
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 345 M | +USD 902 k | +0.3% | 11.5% | 83.8% | 65 | 56.92% | 1.8 |
|
| 4597 |
4597
Pinnacle Financial Group
Western Springs,
Illinois
| USD 345 M | +USD 13.8 M | +4% | 2.48% | 59.1% | 115 | 8.7% | 2.2 |
|
| 4598 |
4598
Websterrogers Financial Advisors
Florence,
South Carolina
| USD 344 M | +USD 11 M | +3% | 1.8% | 46% | 96 | 7.29% | 2.6 |
|
| 4599 |
4599
Freedom Investment Management
Hartford,
Connecticut
| USD 344 M | -USD 34.3 M | -9% | 2.54% | 71.9% | 149 | 27.52% | 3.6 |
|
| 4600 |
4600
Flagship Wealth Advisors
Wakefield,
Massachusetts
| USD 344 M | +USD 40.5 M | +13% | 2.49% | – | 447 | 15.44% | 0.9 |
|