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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
Lokken Investment Group
Lewes,
Delaware
| USD 153 M | -USD 863 k | -0.6% | 2.98% | 65.3% | 142 | 13.38% | 1.8 |
|
| 5327 |
5327
PCG Wealth Advisors
Overland Park,
Kansas
| USD 152 M | -USD 8.58 M | -5% | 1.87% | 87% | 118 | 19.49% | 1.2 |
|
| 5328 |
5328
Kabouter Management
Chicago,
Illinois
| USD 152 M | -USD 32 M | -17% | 6.57% | 12.9% | 15 | 6.67% | 1.1 |
|
| 5329 |
5329
Ridgewood Investments
Springfield,
New Jersey
| USD 152 M | -USD 23.6 M | -13% | 2.94% | – | 840 | 78.93% | 3 |
|
| 5330 |
APSI
5330
Asset Planning Services Inc
Covington,
Louisiana
| USD 152 M | -USD 10.2 M | -6% | 3.06% | 138% | 37 | 5.41% | 4.4 |
|
| 5331 |
5331
Blue Barn Wealth
Orem,
Utah
| USD 152 M | -USD 1.62 M | -1% | 4.05% | 46.4% | 121 | 7.44% | 1.7 |
|
| 5332 |
5332
Lagoda Investment Management
New York
| USD 152 M | +USD 10.4 M | +7% | 11.5% | 250% | 43 | 6.98% | 5 |
|
| 5333 |
MA
5333
Menlo Advisors
Menlo Park,
California
| USD 152 M | -USD 6.5 M | -4% | 0.52% | 108% | 33 | 15.15% | 5.7 |
|
| 5334 |
5334
Shira Ridge Wealth Management
Larkspur,
California
| USD 152 M | -USD 7.37 M | -5% | 3.75% | 72.8% | 70 | 11.43% | 0.7 |
|
| 5335 |
5335
Lynch Asset Management
Yardley,
Pennsylvania
| USD 152 M | -USD 3.31 M | -2% | 0.78% | 214% | 47 | 2.13% | 1.6 |
|
| 5336 |
5336
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 152 M | -USD 9.8 M | -6% | 2.65% | 62.5% | 19 | 47.37% | 3.2 |
|
| 5337 |
5337
Round Hill Asset Management
Pasadena,
California
| USD 152 M | -USD 9.7 M | -6% | 0.9% | 43.2% | 60 | 0% | 5 |
|
| 5338 |
5338
NetEase Inc
Hangzhou,
China
| USD 152 M | +USD 47.7 M | +46% | 49.8% | 464% | 2 | 0% | 1.3 |
|
| 5339 |
5339
Pacific Wealth Management
San Diego,
California
| USD 152 M | -USD 1.74 M | -1% | 2.75% | 72.8% | 29 | 20.69% | 1.4 |
|
| 5340 |
CCP
5340
Cunning Capital Partners
Morrisville,
North Carolina
| USD 152 M | -USD 6 M | -4% | 1.11% | 268% | 88 | 100% | 0.1 |
|
| 5341 |
5341
Unison Asset Management
North Miami Beach,
Florida
| USD 152 M | +USD 2.08 M | +1% | 0.46% | 81.4% | 34 | 0% | 2.1 |
|
| 5342 |
5342
Alhambra Investment Management
Palmetto Bay,
Florida
| USD 152 M | +USD 353 k | +0.2% | 2.07% | 67.7% | 158 | 16.46% | 2.5 |
|
| 5343 |
5343
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 152 M | -USD 5.41 M | -3% | 2.79% | 63.8% | 98 | 10.2% | 3.1 |
|
| 5344 |
5344
University of Chicago
Chicago,
Illinois
| USD 152 M | -USD 67.6 M | -31% | 4.24% | 62.3% | 6 | 0% | 3.1 |
|
| 5345 |
5345
TTP Investments
San Jose,
California
| USD 152 M | +USD 145 k | +0.1% | 6.27% | 232% | 43 | 39.53% | 1.4 |
|
| 5346 |
5346
Scholtz & Company
Stamford,
Connecticut
| USD 152 M | -USD 8.14 M | -5% | 2.44% | 111% | 50 | 40% | 2.1 |
|
| 5347 |
TCM
5347
TAM Capital Management
Stamford,
Connecticut
| USD 152 M | +USD 27.1 M | +22% | 5.37% | 4.15% | 13 | 69.23% | 0.8 |
|
| 5348 |
STC
5348
Sarah T. Connolly
| USD 152 M | -USD 14 M | -8% | 3.46% | 35% | 96 | 13.54% | 2.5 |
|
| 5349 |
5349
5th Street Advisors
Southport,
Connecticut
| USD 152 M | +USD 12.5 M | +9% | 3.77% | 52.2% | 31 | 38.71% | 1.1 |
|
| 5350 |
5350
Family Capital Management
Grand Rapids,
Michigan
| USD 152 M | -USD 8.88 M | -6% | 3.7% | 78.7% | 87 | 16.09% | 0.6 |
|