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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Pinnacle Bancorp
Beatrice,
Nebraska
| USD 341 M | +USD 2.62 M | +0.8% | 2.91% | 72.9% | 933 | 8.9% | 4.9 |
|
| 4627 |
4627
True Wealth Design
Akron,
Ohio
| USD 341 M | +USD 13.9 M | +4% | 2.8% | 57% | 2,879 | 16.99% | 1.3 |
|
| 4628 |
4628
Missouri Trust & Investment Company
Springfield,
Missouri
| USD 341 M | +USD 2.39 M | +0.7% | 0.32% | 81.6% | 420 | 6.19% | 3.2 |
|
| 4629 |
4629
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| USD 341 M | -USD 1.97 M | -0.6% | 4.93% | 167% | 199 | 16.08% | 2 |
|
| 4630 |
4630
Focused Alpha LLC
Denver,
Colorado
| USD 340 M | – | – | 4.36% | – | 243 | – | 0 |
|
| 4631 |
4631
Bridge City Capital
Lake Oswego,
Oregon
| USD 340 M | -USD 34.2 M | -9% | 5.51% | 120% | 115 | 12.17% | 4.3 |
|
| 4632 |
4632
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 340 M | +USD 41.7 M | +14% | 1.17% | 34.2% | 48 | 16.67% | 5.7 |
|
| 4633 |
CAGAS
4633
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| USD 340 M | +USD 18.8 M | +6% | 2.66% | 54.8% | 186 | 11.29% | 2.9 |
|
| 4634 |
IP
4634
Indigo Partners
Phoenix,
Arizona
| USD 340 M | +USD 45.6 M | +15% | 16.1% | 2.56% | 2 | 0% | 4.5 |
|
| 4635 |
4635
Parkwoods Wealth Partners
Syracuse,
New York
| USD 340 M | +USD 46.8 M | +16% | 3.32% | – | 109 | 12.84% | 0.6 |
|
| 4636 |
4636
Veracity Capital
Atlanta,
Georgia
| USD 340 M | +USD 26.2 M | +8% | 4.75% | 149% | 256 | 12.5% | 2.8 |
|
| 4637 |
4637
Stolper & Co
Tulsa,
Oklahoma
| USD 339 M | +USD 9.46 M | +3% | 2.99% | 77.1% | 89 | 0% | 4.2 |
|
| 4638 |
4638
Lexington Partners
New York
| USD 339 M | +USD 9.04 M | +3% | 1.19% | 24.5% | 6 | 50% | 1 |
|
| 4639 |
4639
Knuff & Co
Foster City,
California
| USD 339 M | -USD 5.9 M | -2% | 1.99% | 108% | 137 | 16.06% | 4.2 |
|
| 4640 |
ITIM
4640
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 339 M | +USD 10.4 M | +3% | 4.22% | 114% | 491 | 8.76% | 3.4 |
|
| 4641 |
4641
Newton One Investments
Newark,
Delaware
| USD 339 M | +USD 1.33 M | +0.4% | 1.2% | 42% | 121 | 1.65% | 2.3 |
|
| 4642 |
4642
Graybill Wealth Management
Elmhurst,
Illinois
| USD 339 M | +USD 13.6 M | +4% | 3.79% | – | 84 | 5.95% | 4.9 |
|
| 4643 |
4643
Elmind Capital
New York
| USD 339 M | – | – | 51.2% | – | 34 | – | 0 |
|
| 4644 |
4644
Sweeney & Michel
Chico,
California
| USD 339 M | +USD 41.3 M | +14% | 4.01% | – | 146 | 9.59% | 2 |
|
| 4645 |
4645
Omnia Family Wealth
Aventura,
Florida
| USD 339 M | +USD 30.7 M | +10% | 3.81% | 80.6% | 111 | 17.12% | 3.9 |
|
| 4646 |
LLWM
4646
Life Line Wealth Management
Beverly Hills,
California
| USD 339 M | +USD 10.6 M | +3% | 3.9% | – | 38 | 2.63% | 1.3 |
|
| 4647 |
4647
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| USD 338 M | -USD 7.07 M | -2% | 7.1% | 245% | 375 | 48.8% | 0.7 |
|
| 4648 |
4648
Manske Wealth Management
Houston,
Texas
| USD 338 M | +USD 12.4 M | +4% | 3.09% | – | 217 | 7.83% | 0.8 |
|
| 4649 |
KA
4649
Kooman & Associates
Altoona,
Pennsylvania
| USD 338 M | +USD 13.8 M | +4% | 2.66% | 66% | 55 | 9.09% | 2.1 |
|
| 4650 |
4650
Verger Capital Management
Winston-Salem,
North Carolina
| USD 338 M | +USD 29.6 M | +10% | 2.28% | 58.3% | 14 | 0% | 7.6 |
|