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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
First Financial Corp
Terre Haute,
Indiana
| USD 165 M | +USD 1.4 M | +0.9% | 3.37% | 95.3% | 365 | 9.32% | 5.9 |
|
| 5277 |
5277
Samalin Investment Counsel
Chappaqua,
New York
| USD 165 M | -USD 1.6 M | -1% | 1.83% | 68.3% | 273 | 16.12% | 1.5 |
|
| 5278 |
5278
Midwest Wealth Management
Indianapolis,
Indiana
| USD 165 M | +USD 4.88 M | +3% | 0.54% | – | 104 | 12.5% | 1.1 |
|
| 5279 |
5279
Goepper Burkhardt
Greenville,
South Carolina
| USD 165 M | -USD 3.54 M | -2% | 4.35% | 50.4% | 73 | 15.07% | 1.1 |
|
| 5280 |
5280
Provident Wealth Management
Brentwood,
Tennessee
| USD 165 M | +USD 12.4 M | +8% | 3.46% | 61.1% | 107 | 28.04% | 1.2 |
|
| 5281 |
5281
Fifth Lane Capital
Austin,
Texas
| USD 165 M | -USD 5.79 M | -3% | 0.43% | 80.4% | 459 | 65.36% | 0.1 |
|
| 5282 |
5282
Seneca Financial Advisors
Rochester,
New York
| USD 165 M | -USD 4.35 M | -3% | 4.89% | 50.9% | 51 | 19.61% | 1 |
|
| 5283 |
5283
Investment Advisory Group
Hanover,
Massachusetts
| USD 165 M | +USD 8.39 M | +5% | 3.88% | 61.6% | 133 | 10.53% | 0.2 |
|
| 5284 |
AIA
5284
Arcadia Investment Advisors
Eagle,
Idaho
| USD 165 M | -USD 31 M | -16% | 4.82% | 56.4% | 115 | 1.74% | 2.3 |
|
| 5285 |
JPLA
5285
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 164 M | +USD 7.08 M | +5% | 4.99% | 84% | 483 | 72.46% | 0.6 |
|
| 5286 |
5286
Jacob Asset Management of New York
Hermosa Beach,
California
| USD 164 M | -USD 59.6 M | -27% | 14% | 22.7% | 79 | 11.39% | 1.7 |
|
| 5287 |
5287
Cascade Investment Advisors
Oregon City,
Oregon
| USD 164 M | -USD 6.5 M | -4% | 0.89% | 79.1% | 277 | 13.72% | 3.4 |
|
| 5288 |
5288
SFI Advisors
Montclair,
New Jersey
| USD 164 M | +USD 50.9 M | +45% | 10.1% | 95.9% | 72 | 20.83% | 0.2 |
|
| 5289 |
5289
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| USD 164 M | -USD 14.3 M | -8% | 5.95% | 199% | 67 | 4.48% | 1.1 |
|
| 5290 |
5290
Hickory Lane Capital Management
New York
| USD 164 M | -USD 24.2 M | -13% | 3.73% | – | 42 | 30.95% | 0.7 |
|
| 5291 |
5291
Orser Capital Management
Southlake,
Texas
| USD 164 M | -USD 34.4 M | -17% | 5.29% | 128% | 105 | 31.43% | 2 |
|
| 5292 |
5292
Aristides Capital
Louisville,
Kentucky
| USD 164 M | -USD 54.6 M | -25% | 3.27% | 126% | 337 | 62.91% | 0.7 |
|
| 5293 |
RCA
5293
Rex Capital Advisors
Providence,
Rhode Island
| USD 164 M | -USD 26.3 M | -14% | 7.06% | 7.31% | 25 | 8% | 3 |
|
| 5294 |
5294
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| USD 164 M | -USD 4.35 M | -3% | 0.53% | 36.4% | 128 | 14.06% | 3.1 |
|
| 5295 |
5295
Summit Rock Advisors
New York
| USD 163 M | -USD 3.94 M | -2% | 24% | – | 10 | 40% | 0.5 |
|
| 5296 |
5296
Norwood Investment Partners
Mill Valley,
California
| USD 163 M | -USD 20 M | -11% | 10.3% | 25.2% | 12 | 41.67% | 0.2 |
|
| 5297 |
5297
Corrado Advisors
Ramsey,
New Jersey
| USD 163 M | -USD 3.64 M | -2% | 4.62% | 73.1% | 118 | 21.19% | 2.3 |
|
| 5298 |
5298
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| USD 163 M | +USD 5.54 M | +4% | 4.54% | – | 123 | 6.5% | 1 |
|
| 5299 |
5299
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 163 M | -USD 9.17 M | -5% | 3.54% | 92.7% | 90 | 2.22% | 4.1 |
|
| 5300 |
QGA
5300
Q Global Advisors
Fort Worth,
Texas
| USD 163 M | -USD 273 M | -63% | 7.46% | 79% | 448 | 49.11% | 0.3 |
|