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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Horizon Bancorp
Michigan City,
Indiana
| USD 157 M | -USD 21.9 M | -12% | 0.58% | 33.4% | 229 | 25.76% | 2.3 |
|
| 5177 |
5177
Benchmark Wealth Management
Old Lyme,
Connecticut
| USD 157 M | +USD 17.9 M | +13% | 4.11% | 42.7% | 54 | 9.26% | 2.4 |
|
| 5178 |
5178
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 157 M | -USD 908 k | -0.6% | 0.71% | 85.5% | 31 | 6.45% | 4.1 |
|
| 5179 |
5179
Tanglewood Legacy Advisors
Houston,
Texas
| USD 157 M | +USD 16.1 M | +11% | 4.85% | 61.1% | 280 | 12.14% | 0.2 |
|
| 5180 |
1C
5180
1623 Capital
Alexandria,
Virginia
| USD 157 M | +USD 18.1 M | +13% | 7.93% | 11.9% | 26 | 3.85% | 2.4 |
|
| 5181 |
5181
Ceera Investments
Bellaire,
Texas
| USD 157 M | -USD 1.46 M | -0.9% | 15.8% | 56.1% | 85 | 28.24% | 1.2 |
|
| 5182 |
5182
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| USD 157 M | +USD 16.4 M | +12% | 4.6% | 46.9% | 131 | 9.16% | 1.7 |
|
| 5183 |
5183
Gainplan
Bloomfield Hills,
Michigan
| USD 157 M | +USD 115 M | +274% | 8.23% | 103% | 47 | 34.04% | 1.2 |
|
| 5184 |
5184
Riverstone Advisors
New Braunfels,
Texas
| USD 157 M | +USD 12.5 M | +9% | 6.27% | 104% | 52 | 19.23% | 2.2 |
|
| 5185 |
5185
Trust Company of Kansas
Wichita,
Kansas
| USD 157 M | +USD 2.24 M | +1% | 8.94% | 100% | 54 | 20.37% | 2.3 |
|
| 5186 |
WA1
5186
Wimmer Associates 1
Pasadena,
California
| USD 157 M | +USD 5.08 M | +3% | 8.17% | 78.9% | 110 | 4.55% | 5.5 |
|
| 5187 |
5187
Keyframe Capital Partners
New York
| USD 157 M | +USD 16.7 M | +12% | 1.04% | 6.45% | 12 | 41.67% | 0.3 |
|
| 5188 |
5188
Peoples Bank (Ohio)
Marietta,
Ohio
| USD 157 M | +USD 1.26 M | +0.8% | 3.71% | 78.9% | 131 | 15.27% | 3.9 |
|
| 5189 |
5189
Baugh & Associates
Atlanta,
Georgia
| USD 156 M | +USD 2.12 M | +1% | 2.62% | 98.8% | 41 | 4.88% | 4.2 |
|
| 5190 |
5190
IronBridge Private Wealth
Austin,
Texas
| USD 156 M | +USD 35 M | +29% | 12% | 143% | 39 | 51.28% | 0.9 |
|
| 5191 |
5191
Aspen Investment Management
Grand Rapids,
Michigan
| USD 156 M | +USD 3.4 M | +2% | 2.56% | 92.6% | 140 | 19.29% | 6.1 |
|
| 5192 |
IWN
5192
Independent Wealth Network
Urbandale,
Iowa
| USD 156 M | +USD 10.1 M | +7% | 4.21% | 78.2% | 214 | 13.08% | 1.1 |
|
| 5193 |
5193
Vishria Bird Financial Group
Memphis,
Tennessee
| USD 156 M | +USD 12.8 M | +9% | 13.8% | 74.3% | 62 | 16.13% | 2.6 |
|
| 5194 |
5194
Accretive Wealth Partners
Parsippany,
New Jersey
| USD 156 M | +USD 10.8 M | +7% | 6.33% | 64.4% | 119 | 10.92% | 1.7 |
|
| 5195 |
5195
R.W. Roge & Company
Bohemia,
New York
| USD 156 M | +USD 5.72 M | +4% | 6.22% | 76.3% | 46 | 21.74% | 2 |
|
| 5196 |
QC
5196
Qalhat Capital
Tortola,
British Virgin Islands
| USD 156 M | -USD 64.4 M | -29% | 7.01% | 90.3% | 13 | 30.77% | 1.1 |
|
| 5197 |
5197
Lexington Partners
New York
| USD 156 M | -USD 23.9 M | -13% | 8.75% | 24.5% | 6 | 16.67% | 2.2 |
|
| 5198 |
5198
Blue Owl Capital Holdings
New York
| USD 156 M | -USD 78.9 M | -34% | 20.1% | 145% | 45 | 71.11% | 0.9 |
|
| 5199 |
5199
Interactive Financial Advisors
New Lenox,
Illinois
| USD 156 M | -USD 10.9 M | -7% | 4.1% | 47.6% | 167 | 52.1% | 6.2 |
|
| 5200 |
5200
MQS Management
New York
| USD 156 M | +USD 8.97 M | +6% | 0.53% | 4.55% | 641 | 82.84% | 0.1 |
|