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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
CNB Bank
Clearfield,
Pennsylvania
| USD 164 M | +USD 4.35 M | +3% | 4.95% | 106% | 499 | 11.82% | 3.3 |
|
| 5077 |
5077
Hutner Capital Management
Manchester,
Vermont
| USD 164 M | +USD 2.86 M | +2% | 1.09% | 52.2% | 44 | 0% | 5.3 |
|
| 5078 |
5078
Paragon Wealth Strategies
Jacksonville,
Florida
| USD 164 M | +USD 80.8 M | +97% | 8.28% | 59.8% | 254 | 88.58% | 1.3 |
|
| 5079 |
5079
Delta Accumulation LLC
Sausalito,
California
| USD 164 M | +USD 67.9 M | +70% | 10.2% | 135% | 153 | 44.44% | 0.3 |
|
| 5080 |
5080
Pinnacle Family Advisors
Springfield,
Missouri
| USD 164 M | +USD 24.3 M | +17% | 11.8% | 95% | 110 | 30% | 1.6 |
|
| 5081 |
5081
Rockingstone Advisors
Great Barrington,
Massachusetts
| USD 164 M | +USD 30.3 M | +23% | 7.83% | 114% | 109 | 10.09% | 0.2 |
|
| 5082 |
5082
Cypress Financial Planning
Haddon Heights,
New Jersey
| USD 164 M | +USD 14.5 M | +10% | 4.79% | 41.2% | 59 | 16.95% | 0.6 |
|
| 5083 |
CIA
5083
Cape Investment Advisory
Mcdonough,
Georgia
| USD 164 M | – | – | 6.24% | 72.5% | 962 | – | 0 |
|
| 5084 |
5084
Bridgefront Capital
Austin,
Texas
| USD 164 M | +USD 20.5 M | +14% | 4.91% | 52.1% | 633 | 81.04% | 0.1 |
|
| 5085 |
5085
Tenzing Global Management
San Francisco,
California
| USD 164 M | +USD 213 k | +0.1% | 17.2% | 273% | 18 | 50% | 1.8 |
|
| 5086 |
5086
Trinity Financial Advisors
Columbus,
Ohio
| USD 164 M | +USD 11.5 M | +8% | 4.56% | 74.5% | 72 | 16.67% | 0.8 |
|
| 5087 |
5087
Kennedy Investment Group
West Depford,
New Jersey
| USD 164 M | +USD 6.48 M | +4% | 5.52% | 95.4% | 122 | 7.38% | 0.2 |
|
| 5088 |
5088
Rye Brook Capital
Greenwich,
Connecticut
| USD 164 M | +USD 9.27 M | +6% | 10.9% | 77.2% | 28 | 21.43% | 1.2 |
|
| 5089 |
5089
Ridgewood Investments
Springfield,
New Jersey
| USD 163 M | +USD 22.7 M | +16% | 4.2% | – | 833 | 76.35% | 0.7 |
|
| 5090 |
DA
5090
DCF Advisers
Greenwich,
Connecticut
| USD 163 M | +USD 15.4 M | +10% | 6.81% | 379% | 80 | 37.5% | 1.6 |
|
| 5091 |
5091
Strategic Financial Partners
Bend,
Oregon
| USD 163 M | -USD 579 k | -0.4% | 5.2% | 59.6% | 75 | 13.33% | 2.4 |
|
| 5092 |
5092
Leeward Financial Partners
Bellevue,
Washington
| USD 163 M | +USD 18.5 M | +13% | 8.18% | 97.9% | 74 | 13.51% | 0.9 |
|
| 5093 |
5093
Triton Wealth Management
Sun City,
Arizona
| USD 163 M | -USD 1.38 M | -0.8% | 12.1% | – | 88 | 15.91% | 2.2 |
|
| 5094 |
5094
Susquehanna International Securities
Dublin,
Ireland
| USD 163 M | +USD 21.6 M | +15% | 4.5% | 2.8% | 37 | 40.54% | 0.5 |
|
| 5095 |
5095
WFA Asset Management
Whitefish Bay,
Wisconsin
| USD 163 M | +USD 10.7 M | +7% | 2.98% | 60% | 250 | 13.2% | 1 |
|
| 5096 |
RM
5096
Rudius Management
New York
| USD 163 M | +USD 12.1 M | +8% | 5.21% | 8.92% | 5 | 20% | 1.7 |
|
| 5097 |
5097
QVIDTVM Management
The Woodlands,
Texas
| USD 163 M | -USD 3.12 M | -2% | 4.13% | 27.1% | 13 | 15.38% | 0.8 |
|
| 5098 |
5098
22NW LP
Seattle,
Washington
| USD 163 M | -USD 22.5 M | -12% | 18.1% | 138% | 20 | 20% | 2.3 |
|
| 5099 |
5099
Wealth Management Resources
Smithfield,
Rhode Island
| USD 163 M | +USD 8.36 M | +5% | 2.75% | 37.7% | 46 | 10.87% | 1.1 |
|
| 5100 |
5100
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 162 M | +USD 13.3 M | +9% | 4.69% | 50.2% | 29 | 34.48% | 1.4 |
|