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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
OGF
5351
Orin Green Financial
San Diego,
California
| USD 212 M | -USD 15.5 M | -7% | 1.46% | 59.1% | 76 | 100% | 0 |
|
| 5352 |
5352
GS Investments
Minneapolis,
Minnesota
| USD 212 M | -USD 9.11 M | -4% | 2.38% | 108% | 134 | 11.94% | 4.2 |
|
| 5353 |
ISFAN
5353
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| USD 212 M | -USD 49.2 M | -19% | 2.75% | – | 206 | 22.82% | 0.2 |
|
| 5354 |
DMKJ
5354
David M. Knott Jr
| USD 212 M | -USD 64.6 M | -23% | 12.6% | 219% | 103 | 32.04% | 2 |
|
| 5355 |
5355
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| USD 212 M | -USD 39.9 M | -16% | 8.79% | 215% | 205 | 21.95% | 1.5 |
|
| 5356 |
5356
ORIX Corp
Tokyo,
Japan
| USD 212 M | +USD 10.2 M | +5% | 4.5% | 11.7% | 1 | 0% | 7.3 |
|
| 5357 |
5357
Beacon Investment Advisors
Gaithersburg,
Maryland
| USD 212 M | -USD 1.12 M | -0.5% | 1.33% | 98.9% | 160 | 6.25% | 1.8 |
|
| 5358 |
5358
Ted Buchan & Co
San Diego,
California
| USD 211 M | -USD 354 k | -0.2% | 1.07% | 65.2% | 88 | 7.95% | 1.6 |
|
| 5359 |
BNMT
5359
Bawa N Mallick Trust
Forest Hills,
New York
| USD 211 M | -USD 16.5 M | -7% | 6.9% | – | 68 | 4.41% | 0.3 |
|
| 5360 |
5360
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| USD 211 M | +USD 331 k | +0.2% | 0.65% | 64.8% | 85 | 15.29% | 3.8 |
|
| 5361 |
5361
Mendel Money Management
Northbrook,
Illinois
| USD 211 M | -USD 12.9 M | -6% | 2.78% | 88.8% | 143 | 9.09% | 4.1 |
|
| 5362 |
5362
TRB Advisors
New York
| USD 211 M | -USD 390 M | -65% | 8.02% | 76.1% | 8 | 25% | 4.9 |
|
| 5363 |
5363
Woodward Financial Advisors
Chapel Hill,
North Carolina
| USD 211 M | +USD 8.86 M | +4% | 0.33% | 55% | 58 | 8.62% | 2.5 |
|
| 5364 |
5364
Ranch Capital Advisors
Sarasota,
Florida
| USD 211 M | -USD 828 k | -0.4% | 0.12% | 99.2% | 146 | 8.22% | 3.6 |
|
| 5365 |
5365
Christensen King & Associates Investment Services
Richland,
Washington
| USD 211 M | -USD 2.51 M | -1% | 1.87% | 57.9% | 97 | 5.15% | 1.1 |
|
| 5366 |
5366
FACT Capital
New York
| USD 211 M | -USD 18.6 M | -8% | 3.08% | 227% | 22 | 22.73% | 1.1 |
|
| 5367 |
BIA
5367
Bigelow Investment Advisors
Portland,
Maine
| USD 210 M | -USD 2.65 M | -1% | 1.23% | 75.7% | 152 | 7.89% | 4.7 |
|
| 5368 |
MA
5368
Menlo Advisors
Menlo Park,
California
| USD 210 M | +USD 14.3 M | +7% | 3.17% | 108% | 30 | 13.33% | 6.4 |
|
| 5369 |
5369
Caldwell Sutter Capital
Sausalito,
California
| USD 210 M | -USD 4.68 M | -2% | 0.44% | 85.9% | 926 | 7.02% | 1.8 |
|
| 5370 |
5370
Centennial Bank
Conway,
Arkansas
| USD 210 M | -USD 2.28 M | -1% | 0.73% | 77.2% | 335 | 8.66% | 1.8 |
|
| 5371 |
5371
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| USD 210 M | +USD 3.78 M | +2% | 0.38% | – | 92 | 7.61% | 0.2 |
|
| 5372 |
5372
Flagship Private Wealth
Woburn,
Massachusetts
| USD 210 M | +USD 2.37 M | +1% | 2.62% | 70.2% | 111 | 18.92% | 2.7 |
|
| 5373 |
5373
Powers Advisory Group
Highland,
Illinois
| USD 210 M | +USD 10.2 M | +5% | 0.11% | 49.8% | 107 | 3.74% | 2.5 |
|
| 5374 |
5374
Deane Retirement Strategies
New Orleans,
Louisiana
| USD 210 M | +USD 11 M | +6% | 3.79% | 73.4% | 78 | 17.95% | 3.1 |
|
| 5375 |
5375
Pavion Blue Capital
Newport Beach,
California
| USD 210 M | -USD 3.21 M | -2% | 0.97% | 87.8% | 105 | 8.57% | 3.9 |
|