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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
NKCFO LLC
Geneva,
Illinois
| USD 337 M | -USD 8.46 M | -2% | 10.2% | 237% | 131 | 49.62% | 0.8 |
|
| 4602 |
WIM
4602
WIM Investment Management
Hong Kong
| USD 337 M | -USD 49.6 M | -13% | 11.2% | – | 24 | 25% | 0.8 |
|
| 4603 |
4603
Sterling Financial Planning
Sparta,
New Jersey
| USD 337 M | +USD 5.45 M | +2% | 1.77% | 59.3% | 123 | 7.32% | 3.8 |
|
| 4604 |
4604
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| USD 337 M | -USD 85.8 k | -0% | 1.74% | 49.9% | 576 | 17.53% | 1.6 |
|
| 4605 |
4605
Freedom Investment Management
Hartford,
Connecticut
| USD 337 M | -USD 6.97 M | -2% | 1.25% | 71.9% | 122 | 17.21% | 3.7 |
|
| 4606 |
4606
Shoker Investment Counsel
Oxford,
Ohio
| USD 337 M | -USD 4.42 M | -1% | 5.43% | 88.9% | 114 | 7.02% | 6.3 |
|
| 4607 |
SC
4607
Schiavi & Co
Wilmington,
Delaware
| USD 337 M | +USD 25.6 M | +8% | 2.64% | 41.4% | 51 | 15.69% | 2.1 |
|
| 4608 |
IWN
4608
Independent Wealth Network
Urbandale,
Iowa
| USD 337 M | +USD 9.31 M | +3% | 1.66% | 78.2% | 350 | 31.71% | 2.3 |
|
| 4609 |
4609
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| USD 337 M | +USD 5.31 M | +2% | 1.49% | 78% | 202 | 9.41% | 2.7 |
|
| 4610 |
4610
Team Hewins
Redwood City,
California
| USD 337 M | +USD 26.2 M | +8% | 4.55% | 60.5% | 42 | 7.14% | 1.9 |
|
| 4611 |
4611
Standard General
New York
| USD 336 M | -USD 222 M | -40% | 37.8% | 259% | 3 | 33.33% | 6.5 |
|
| 4612 |
4612
WT Wealth Management
Scottsdale,
Arizona
| USD 336 M | -USD 11.4 M | -3% | 0.78% | 72% | 153 | 23.53% | 2.4 |
|
| 4613 |
4613
Leeward Financial Partners
Bellevue,
Washington
| USD 336 M | -USD 19.6 M | -5% | 4.26% | 97.9% | 100 | 7% | 2.7 |
|
| 4614 |
4614
Sanofi
Paris,
France
| USD 336 M | +USD 25.5 M | +8% | 2.95% | – | 9 | 11.11% | 0.9 |
|
| 4615 |
4615
Haverford Financial Services
Radnor,
Pennsylvania
| USD 336 M | -USD 21.2 M | -6% | 1.64% | 57.9% | 49 | 8.16% | 6.2 |
|
| 4616 |
KA
4616
Kooman & Associates
Altoona,
Pennsylvania
| USD 335 M | -USD 2.67 M | -0.8% | 0.58% | 66% | 54 | 11.11% | 2.4 |
|
| 4617 |
4617
Hudson Value Partners
Palm Beach,
Florida
| USD 335 M | -USD 740 k | -0.2% | 2.02% | 124% | 114 | 16.67% | 3 |
|
| 4618 |
4618
LifeWealth Investments
Winter Garden,
Florida
| USD 335 M | +USD 19.3 M | +6% | 1.62% | – | 169 | 25.44% | 0.9 |
|
| 4619 |
4619
Passive Capital Management
Baltimore,
Maryland
| USD 335 M | +USD 15.1 M | +5% | 0.17% | 41% | 109 | 18.35% | 2.1 |
|
| 4620 |
4620
VSM Wealth Advisory
Hunt Valley,
Maryland
| USD 335 M | +USD 1.87 M | +0.6% | 1.3% | – | 524 | 18.89% | 0.9 |
|
| 4621 |
4621
Red Wave Investments
Dillsburg,
Pennsylvania
| USD 335 M | -USD 1.41 M | -0.4% | 1.5% | 68.8% | 124 | 18.55% | 3.7 |
|
| 4622 |
4622
Private Client Services
Louisville,
Kentucky
| USD 334 M | +USD 14.5 M | +5% | 0.21% | 72% | 231 | 26.41% | 1.3 |
|
| 4623 |
4623
Parus Finance (UK)
London,
United Kingdom
| USD 334 M | -USD 46 M | -12% | 9.01% | 199% | 38 | 13.16% | 3.4 |
|
| 4624 |
4624
Tucker Asset Management
Littleton,
Colorado
| USD 334 M | -USD 8.96 M | -3% | 1.11% | 71.6% | 1,106 | 68.17% | 1.9 |
|
| 4625 |
4625
Hobbs Group Advisors
Columbia,
South Carolina
| USD 334 M | +USD 3.01 M | +0.9% | 1.03% | – | 176 | 15.91% | 1.5 |
|