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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
Meredith Wealth Planning
Maryville,
Illinois
| USD 210 M | +USD 18.7 M | +10% | 6.08% | 66.5% | 49 | 16.33% | 1.3 |
|
| 5327 |
5327
KFA Private Wealth Group
Tysons,
Virginia
| USD 210 M | +USD 16.3 M | +8% | 4.55% | 62.8% | 83 | 10.84% | 2.7 |
|
| 5328 |
5328
NKCFO LLC
Geneva,
Illinois
| USD 209 M | +USD 26.1 M | +14% | 8.73% | 237% | 114 | 59.65% | 1 |
|
| 5329 |
5329
Stevens Capital Partners
Omaha,
Nebraska
| USD 209 M | +USD 15.6 M | +8% | 5.78% | 76.3% | 62 | 4.84% | 1.4 |
|
| 5330 |
5330
Mendota Financial Group
Madison,
Wisconsin
| USD 209 M | +USD 22.8 M | +12% | 7.65% | 50.1% | 1,219 | 71.37% | 0.3 |
|
| 5331 |
5331
Astor Investment Management
Chicago,
Illinois
| USD 209 M | -USD 8.22 M | -4% | 3.88% | 23.3% | 35 | 25.71% | 1.2 |
|
| 5332 |
5332
Five Oceans Advisors
Santa Monica,
California
| USD 209 M | +USD 18.1 M | +10% | 5.25% | 85.3% | 206 | 19.42% | 1.8 |
|
| 5333 |
5333
Rise Advisors
Rochester,
New York
| USD 209 M | +USD 20 M | +11% | 6.62% | 62.8% | 1,261 | 3.97% | 1.3 |
|
| 5334 |
5334
Summa Corp
Tomball,
Texas
| USD 209 M | +USD 2.32 M | +1% | 0.07% | 348% | 67 | 14.93% | 0.6 |
|
| 5335 |
SCM
5335
Sage Capital Management
Stockton,
New Jersey
| USD 208 M | +USD 18.1 M | +10% | 7.46% | 94.3% | 171 | 14.62% | 0.6 |
|
| 5336 |
NCM
5336
NCM Capital Management
Ramsey,
New Jersey
| USD 208 M | +USD 17.7 M | +9% | 6.66% | 105% | 172 | 11.05% | 2.2 |
|
| 5337 |
5337
MBA Advisors
Hermitage,
Pennsylvania
| USD 208 M | +USD 12.8 M | +7% | 6.47% | 66.1% | 134 | 8.21% | 2.4 |
|
| 5338 |
5338
Marshall & Sullivan
Seattle,
Washington
| USD 208 M | +USD 8.05 M | +4% | 6.73% | 82% | 41 | 2.44% | 7.6 |
|
| 5339 |
5339
Wilshire Advisors
Santa Monica,
California
| USD 208 M | +USD 8.75 M | +4% | 6% | 118% | 11 | 0% | 3.2 |
|
| 5340 |
5340
Tabor Asset Management
New York
| USD 208 M | +USD 14.3 M | +7% | 14.6% | 214% | 54 | 46.3% | 0.7 |
|
| 5341 |
5341
Holistic Financial Partners
Indianapolis,
Indiana
| USD 208 M | +USD 8.49 M | +4% | 4.51% | 95.7% | 133 | 18.05% | 3.2 |
|
| 5342 |
5342
Baron Wealth Management
Troy,
Michigan
| USD 208 M | +USD 14.8 M | +8% | 6.47% | 88.6% | 218 | 22.48% | 1.1 |
|
| 5343 |
5343
Fluent Financial
Dallas,
Texas
| USD 208 M | +USD 9.5 M | +5% | 8.71% | 46.9% | 77 | 27.27% | 1.8 |
|
| 5344 |
5344
Income Research & Management
Boston,
Massachusetts
| USD 208 M | +USD 34.3 M | +20% | 0.08% | 1.19% | 23 | 26.09% | 1.3 |
|
| 5345 |
5345
CV Advisors
Aventura,
Florida
| USD 208 M | +USD 16.9 M | +9% | 3.4% | 112% | 22 | 18.18% | 1.9 |
|
| 5346 |
5346
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| USD 208 M | +USD 4.96 M | +2% | 3.24% | 114% | 14 | 0% | 2.9 |
|
| 5347 |
5347
Genesee Capital Advisors
Auburn,
New York
| USD 208 M | +USD 3.79 M | +2% | 6.9% | 107% | 133 | 11.28% | 1.5 |
|
| 5348 |
5348
Brightlight Capital Management
Westport,
Connecticut
| USD 208 M | +USD 20.7 M | +11% | 12.3% | 202% | 14 | 21.43% | 1.8 |
|
| 5349 |
5349
FNY Investment Advisers
New York
| USD 208 M | +USD 58.8 M | +39% | 9.43% | 386% | 886 | 68.06% | 0.4 |
|
| 5350 |
5350
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 208 M | -USD 7.96 M | -4% | 1.46% | 282% | 45 | 33.33% | 1.6 |
|