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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Weitzel Financial Services
Dubuque,
Iowa
| USD 210 M | -USD 2.46 M | -1% | 0.06% | 46.3% | 41 | 7.32% | 3.1 |
|
| 5377 |
LWMI
5377
Landmark Wealth Management (Illinois)
Normal,
Illinois
| USD 210 M | +USD 4.22 M | +2% | 0.11% | 42.4% | 49 | 8.16% | 0.7 |
|
| 5378 |
5378
Discipline Wealth Solutions
Greenville,
South Carolina
| USD 210 M | -USD 6.38 M | -3% | 0.99% | 45.9% | 79 | 11.39% | 0.6 |
|
| 5379 |
5379
Firethorn Wealth Partners
Augusta,
Georgia
| USD 210 M | +USD 8.2 M | +4% | 1.8% | 75.1% | 178 | 13.48% | 2.2 |
|
| 5380 |
5380
Honeycomb Asset Management
New York
| USD 209 M | -USD 58.6 M | -22% | 7.92% | 49% | 41 | 87.8% | 0.1 |
|
| 5381 |
DCF
5381
Daffy Charitable Fund
Los Altos,
California
| USD 209 M | +USD 29.2 M | +16% | 1.56% | – | 35 | 14.29% | 0.2 |
|
| 5382 |
5382
Saiph Capital
Wyckoff,
New Jersey
| USD 209 M | -USD 10.9 M | -5% | 4.41% | 52.4% | 53 | 15.09% | 2.1 |
|
| 5383 |
5383
Alexis Investment Partners
Montgomery,
Texas
| USD 209 M | +USD 4.68 M | +2% | 2.63% | – | 93 | 56.99% | 0.2 |
|
| 5384 |
BCH
5384
Berkshire Capital Holdings
San Jose,
California
| USD 209 M | -USD 67.6 M | -24% | 5.1% | 2,748% | 102 | 11.76% | 2.9 |
|
| 5385 |
5385
Guardian Financial Partners
Orange,
California
| USD 209 M | +USD 40.7 M | +24% | 1% | 53.9% | 57 | 15.79% | 1.4 |
|
| 5386 |
5386
Kinloch Capital
Glen Allen,
Virginia
| USD 209 M | +USD 9.46 M | +5% | 4.27% | 63.4% | 85 | 17.65% | 2.8 |
|
| 5387 |
5387
MBE Wealth Management
Tomah,
Wisconsin
| USD 209 M | +USD 31.5 M | +18% | 1.85% | 66.5% | 129 | 27.13% | 2.2 |
|
| 5388 |
DA
5388
DCF Advisers
Greenwich,
Connecticut
| USD 209 M | +USD 2.2 M | +1% | 0.57% | 379% | 111 | 44.14% | 1.9 |
|
| 5389 |
5389
Five Oceans Advisors
Santa Monica,
California
| USD 209 M | -USD 9.29 M | -4% | 0.29% | 85.3% | 192 | 16.67% | 2.3 |
|
| 5390 |
5390
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| USD 209 M | -USD 2.97 M | -1% | 1.44% | 72.4% | 94 | 13.83% | 2.1 |
|
| 5391 |
5391
Bull Street Advisors
Savannah,
Georgia
| USD 209 M | +USD 1.33 M | +0.6% | 2.3% | 48.5% | 91 | 4.4% | 5.1 |
|
| 5392 |
5392
Cora Capital Advisors
Marlton,
New Jersey
| USD 209 M | +USD 1.17 M | +0.6% | 3.41% | 80.3% | 112 | 10.71% | 1.7 |
|
| 5393 |
5393
Corundum Group
Colorado Springs,
Colorado
| USD 209 M | -USD 59.3 M | -22% | 1.46% | 89.5% | 104 | 9.62% | 5.1 |
|
| 5394 |
5394
Next Capital Management
New York
| USD 208 M | -USD 38.6 M | -16% | 2.6% | 61.3% | 151 | 28.48% | 3.1 |
|
| 5395 |
5395
Spectrum Wealth Advisory Group
Granite Bay,
California
| USD 208 M | -USD 3.73 M | -2% | 3.77% | 76.1% | 60 | 11.67% | 2.4 |
|
| 5396 |
5396
STF Management
Frisco,
Texas
| USD 208 M | -USD 14.6 M | -7% | 5.98% | 208% | 101 | 0% | 2 |
|
| 5397 |
5397
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 208 M | -USD 7.69 M | -4% | 0.64% | 104% | 262 | 3.05% | 8.2 |
|
| 5398 |
5398
Findell Capital Management
New York
| USD 208 M | -USD 36.5 M | -15% | 2.21% | – | 19 | 47.37% | 0.6 |
|
| 5399 |
BWIA
5399
Bryant Woods Investment Advisors
Getzville,
New York
| USD 208 M | +USD 1.51 M | +0.7% | 4.27% | 74.4% | 50 | 4% | 2.3 |
|
| 5400 |
5400
Parker Financial
Silverdale,
Washington
| USD 208 M | +USD 4.33 M | +2% | 0.23% | 49.7% | 37 | 5.41% | 1.9 |
|