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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
PFA
4876
Professional Financial Advisors
North Platte,
Nebraska
| USD 107 M | +USD 31 M | +41% | 9.61% | 59.2% | 361 | 84.21% | 0.1 |
|
| 4877 |
4877
Saudi Central Bank
Riyadh,
Saudi Arabia
| USD 107 M | – | – | 11.7% | 140% | 1 | – | 0 |
|
| 4878 |
SCIM
4878
Spring Creek Investment Management
Philadelphia,
Pennsylvania
| USD 107 M | +USD 6.8 M | +7% | 6.16% | 45.9% | 10 | 30% | 1 |
|
| 4879 |
JPLA
4879
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 107 M | -USD 4.01 M | -4% | 12.9% | 84% | 504 | 81.15% | 1.4 |
|
| 4880 |
4880
Fortis Advisors
Wayne,
Pennsylvania
| USD 107 M | +USD 6.22 M | +6% | 7.5% | 72.8% | 193 | 21.76% | 2.1 |
|
| 4881 |
4881
Old Well Partners
Charlotte,
North Carolina
| USD 107 M | -USD 19.1 M | -15% | 14.6% | 97.8% | 42 | 45.24% | 0.4 |
|
| 4882 |
RICHC
4882
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
| USD 107 M | +USD 15.5 M | +17% | 11.3% | – | 87 | 17.24% | 0.6 |
|
| 4883 |
4883
Yorktown Management & Research Company
Forest,
Virginia
| USD 107 M | -USD 4.62 M | -4% | 11.3% | 211% | 274 | 22.63% | 1.2 |
|
| 4884 |
SC
4884
Steph & Co
Marinette,
Wisconsin
| USD 107 M | +USD 6.64 M | +7% | 6.86% | 61.6% | 252 | 17.06% | 0.6 |
|
| 4885 |
4885
Core Wealth Advisors (Florida)
Lakeland,
Florida
| USD 107 M | -USD 6.7 M | -6% | 6.81% | 59.7% | 176 | 31.82% | 0.5 |
|
| 4886 |
4886
Beam Wealth Advisors
Covington,
Louisiana
| USD 107 M | +USD 7.46 M | +8% | 7.41% | 69.2% | 149 | 17.45% | 0.6 |
|
| 4887 |
4887
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 107 M | +USD 13.7 M | +15% | 11.1% | 61% | 94 | 10.64% | 4 |
|
| 4888 |
CWM
4888
CCG Wealth Management
San Diego,
California
| USD 107 M | -USD 523 k | -0.5% | 3.27% | 82.6% | 63 | 9.52% | 1.2 |
|
| 4889 |
4889
Royal Harbor Partners
Houston,
Texas
| USD 107 M | +USD 5.53 M | +5% | 8.53% | 54.6% | 94 | 30.85% | 0.5 |
|
| 4890 |
RCM
4890
RVB Capital Management
Great Neck,
New York
| USD 107 M | +USD 81.9 M | +330% | 3.07% | 10.4% | 46 | 69.57% | 0.2 |
|
| 4891 |
SCA
4891
Strategic Capital Advisers
Denver,
Colorado
| USD 107 M | +USD 7.05 M | +7% | 8.96% | 51.4% | 52 | 9.62% | 1.9 |
|
| 4892 |
4892
Members Capital Advisors Inc
Madison,
Wisconsin
| USD 106 M | – | – | 5.76% | – | 52 | – | 0.6 |
|
| 4893 |
4893
Baron Financial Group
Fair Lawn,
New Jersey
| USD 106 M | – | – | 7.55% | 55.5% | 294 | – | 0 |
|
| 4894 |
4894
Bay Rivers Group
Williamsburg,
Virginia
| USD 106 M | +USD 9.6 M | +10% | 10.5% | 166% | 72 | 22.22% | 0.5 |
|
| 4895 |
4895
Caxton Corporation
Princeton,
New Jersey
| USD 106 M | +USD 11.3 M | +12% | 38.1% | 512% | 19 | 31.58% | 1.4 |
|
| 4896 |
4896
JVL Associates
Wyoming,
Michigan
| USD 106 M | +USD 10.7 M | +11% | 9.98% | 81% | 39 | 2.56% | 2 |
|
| 4897 |
4897
Rovin Capital
Mesa,
Arizona
| USD 106 M | +USD 7.34 M | +7% | 9.2% | 63.8% | 38 | 10.53% | 0.6 |
|
| 4898 |
4898
Spreng Capital Management
Bucyrus,
Ohio
| USD 106 M | +USD 7.59 M | +8% | 7% | 72.5% | 93 | 12.9% | 0.6 |
|
| 4899 |
JI
4899
Jeereddi Investments
Los Angeles,
California
| USD 106 M | +USD 11.1 M | +12% | 7.4% | 37.7% | 52 | 17.31% | 0.6 |
|
| 4900 |
4900
Arkfeld Wealth Strategies
Omaha,
Nebraska
| USD 106 M | +USD 16.2 M | +18% | 1.54% | 90.8% | 67 | 17.91% | 0.6 |
|