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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
BKM Wealth Management
Brookfield,
Wisconsin
| USD 274 M | +USD 350 k | +0.1% | 0.84% | 69.6% | 153 | 7.84% | 1.9 |
|
| 5177 |
5177
Mathes Company
New York
| USD 274 M | -USD 6.66 M | -2% | 1.08% | 121% | 132 | 9.09% | 6.8 |
|
| 5178 |
5178
Shrier Wealth Management
Los Angeles,
California
| USD 274 M | +USD 19.7 M | +8% | 4.15% | – | 134 | 8.21% | 0.2 |
|
| 5179 |
5179
Sittner & Nelson
Eugene,
Oregon
| USD 274 M | -USD 8.98 M | -3% | 0.02% | 88.1% | 573 | 8.03% | 3.3 |
|
| 5180 |
5180
Aventura Private Wealth
Aventura,
Florida
| USD 273 M | -USD 4.85 M | -2% | 3.74% | – | 948 | 14.45% | 1 |
|
| 5181 |
5181
One River Asset Management
Stamford,
Connecticut
| USD 273 M | -USD 785 M | -74% | 12.6% | 27% | 286 | 29.02% | 0.4 |
|
| 5182 |
5182
Fluent Financial
Dallas,
Texas
| USD 273 M | +USD 10.9 M | +4% | 0.07% | 46.9% | 64 | 43.75% | 2.1 |
|
| 5183 |
BE
5183
Bonness Enterprises
Washington,
District of Columbia
| USD 273 M | -USD 16.6 M | -6% | 2.75% | 98.6% | 39 | 2.56% | 11.4 |
|
| 5184 |
5184
Burns Matteson Capital Management
Corning,
New York
| USD 273 M | -USD 12.3 M | -4% | 9.47% | 137% | 242 | 39.26% | 1.5 |
|
| 5185 |
5185
Squadron Capital Management
Westmont,
Illinois
| USD 273 M | +USD 36.9 M | +16% | 39.2% | – | 52 | 65.38% | 0.1 |
|
| 5186 |
5186
Firethorn Wealth Partners
Augusta,
Georgia
| USD 273 M | +USD 5.37 M | +2% | 1.57% | 75.1% | 205 | 14.63% | 2.6 |
|
| 5187 |
LAM
5187
Lountzis Asset Management
Wyomissing,
Pennsylvania
| USD 273 M | -USD 8.98 M | -3% | 2.76% | 124% | 53 | 3.77% | 3.8 |
|
| 5188 |
5188
Richards, Merrill & Peterson
Spokane,
Washington
| USD 273 M | +USD 11.7 M | +4% | 0.52% | – | 295 | 11.53% | 0.9 |
|
| 5189 |
5189
Blackhawk Capital Partners
Thiensville,
Wisconsin
| USD 273 M | +USD 6.26 M | +2% | 0.28% | 92.9% | 164 | 23.17% | 1.7 |
|
| 5190 |
5190
Spinecap SAS
Paris,
France
| USD 272 M | +USD 39.9 M | +17% | 16% | – | 16 | 25% | 0.8 |
|
| 5191 |
5191
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 272 M | +USD 862 k | +0.3% | 1.5% | 56.7% | 75 | 13.33% | 2.8 |
|
| 5192 |
5192
Stonebridge Financial Planning Group
Orlando,
Florida
| USD 272 M | -USD 4.69 M | -2% | 1.99% | 72.4% | 178 | 9.55% | 3.5 |
|
| 5193 |
5193
Autumn Glory Partners
Dallas,
Texas
| USD 272 M | -USD 13.1 M | -5% | 3.11% | 76% | 224 | 16.07% | 2.1 |
|
| 5194 |
5194
Wealthedge Investment Advisors
New York
| USD 272 M | +USD 1.85 M | +0.7% | 5.3% | – | 162 | 31.48% | 0.8 |
|
| 5195 |
5195
Sims Investment Management
Cincinnati,
Ohio
| USD 272 M | -USD 10.8 M | -4% | 1.57% | – | 45 | 26.67% | 1.1 |
|
| 5196 |
5196
Bourne Lent Asset Management
Pawling,
New York
| USD 272 M | -USD 29.4 M | -10% | 6.85% | 95.1% | 65 | 6.15% | 7.7 |
|
| 5197 |
5197
Swan Capital
Pensacola,
Florida
| USD 272 M | +USD 14.9 M | +6% | 1.85% | 47.9% | 620 | 28.23% | 1.1 |
|
| 5198 |
5198
Seldon Capital
San Francisco,
California
| USD 272 M | -USD 16.8 M | -6% | 8.24% | 604% | 71 | 16.9% | 2.5 |
|
| 5199 |
FG
5199
Franchise GP
Grand Cayman,
| USD 272 M | +USD 183 M | +206% | 11.4% | – | 38 | 42.11% | 0.2 |
|
| 5200 |
5200
RJA Asset Management
Stamford,
Connecticut
| USD 272 M | -USD 10.7 M | -4% | 8.41% | 80.2% | 4 | 25% | 2.1 |
|