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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| USD 163 M | – | – | 13.9% | – | 349 | – | 0 |
|
| 4727 |
4727
Jupiter Wealth Management
Glendale,
Colorado
| USD 163 M | +USD 21.5 M | +15% | 14.7% | 99.2% | 82 | 26.83% | 1 |
|
| 4728 |
4728
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 163 M | +USD 10.2 M | +7% | 12.1% | 94.5% | 111 | 30.63% | 1.1 |
|
| 4729 |
4729
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| USD 163 M | +USD 14.2 M | +10% | 16.6% | 30.7% | 41 | 43.9% | 0.5 |
|
| 4730 |
SWM
4730
Strategic Wealth Management
Kirkland,
Washington
| USD 163 M | +USD 28.9 M | +22% | 12.2% | 52.8% | 73 | 13.7% | 0.6 |
|
| 4731 |
4731
Titus Wealth Management
Larskpur,
California
| USD 163 M | +USD 22.8 M | +16% | 11.3% | 26.6% | 142 | 19.01% | 1.6 |
|
| 4732 |
4732
CVA Family Office
Denver,
Colorado
| USD 163 M | +USD 24.4 M | +18% | 13% | 71.6% | 383 | 13.05% | 0.7 |
|
| 4733 |
4733
FountainCap Research & Investment
Hong Kong,
China
| USD 163 M | -USD 28.2 M | -15% | 10.7% | 5.35% | 7 | 14.29% | 1 |
|
| 4734 |
4734
Lipe & Dalton
Syracuse,
New York
| USD 163 M | +USD 18.8 M | +13% | 16.2% | 101% | 103 | 9.71% | 3.4 |
|
| 4735 |
4735
Anabranch Capital Management
Stamford,
Connecticut
| USD 163 M | – | – | 29.7% | 139% | 6 | – | 0 |
|
| 4736 |
4736
Financial Management Network
Mission Viejo,
California
| USD 162 M | – | – | 13.3% | 62.5% | 109 | – | 0 |
|
| 4737 |
IAMH
4737
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| USD 162 M | – | – | 47.2% | 64.5% | 11 | – | 0 |
|
| 4738 |
4738
GPM Growth Investors
Bloomfield Hills,
Michigan
| USD 162 M | +USD 14.9 M | +10% | 12.4% | – | 39 | 12.82% | 0.8 |
|
| 4739 |
4739
Pinnacle Bancorp
Beatrice,
Nebraska
| USD 162 M | +USD 20.5 M | +14% | 12% | 72.9% | 680 | 4.85% | 2.7 |
|
| 4740 |
4740
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| USD 162 M | +USD 20.1 M | +14% | 11.9% | 136% | 122 | 23.77% | 1.6 |
|
| 4741 |
4741
Bickling Financial Services
Lexington,
Massachusetts
| USD 162 M | – | – | 17.3% | – | 94 | – | 0 |
|
| 4742 |
PM
4742
Parametrica Management
Wanchai,
Hong Kong
| USD 162 M | +USD 109 M | +206% | 26.3% | 543% | 210 | 84.29% | 0.1 |
|
| 4743 |
4743
St. Johns Investment Management
Jacksonville,
Florida
| USD 162 M | +USD 13.8 M | +9% | 14.8% | 91.9% | 183 | 13.11% | 4.4 |
|
| 4744 |
4744
MTM Investment Management
Spartanburg,
South Carolina
| USD 162 M | – | – | 12.9% | 87.7% | 229 | – | 0 |
|
| 4745 |
4745
NFP Retirement Inc
Aliso Viejo,
California
| USD 162 M | +USD 10.1 M | +7% | 10.3% | 51.3% | 123 | 16.26% | 0.7 |
|
| 4746 |
NERM
4746
New England Research & Management
Chicago,
Illinois
| USD 162 M | +USD 23.6 M | +17% | 10.7% | 65% | 171 | 34.5% | 2.5 |
|
| 4747 |
4747
Wolf Group Capital Advisors
Fairfax,
Virginia
| USD 162 M | +USD 17.8 M | +12% | 11.4% | 28.2% | 94 | 10.64% | 2.2 |
|
| 4748 |
4748
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 162 M | +USD 23.5 M | +17% | 16.7% | 91% | 79 | 13.92% | 2.4 |
|
| 4749 |
4749
IFG Advisors
St. Louis,
Missouri
| USD 161 M | +USD 20 M | +14% | 14.8% | 78.7% | 89 | 11.24% | 0.9 |
|
| 4750 |
4750
Wealth Advisors of Iowa
West Des Moines,
Iowa
| USD 161 M | +USD 15.8 M | +11% | 9.87% | 60.9% | 43 | 32.56% | 0.5 |
|