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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Parker Financial
Silverdale,
Washington
| USD 250 M | +USD 3.72 M | +2% | 0.92% | 49.7% | 38 | 13.16% | 2.7 |
|
| 5452 |
VM
5452
VPR Management
Houston,
Texas
| USD 250 M | +USD 25.7 M | +11% | 8.62% | 54.5% | 69 | 14.49% | 3.5 |
|
| 5453 |
5453
EVR Research
Richmond,
Virginia
| USD 250 M | +USD 64.7 M | +35% | 0.79% | 155% | 43 | 53.49% | 0.5 |
|
| 5454 |
5454
TMT General Partner
Hong Kong
| USD 250 M | +USD 3.88 M | +2% | 20.6% | – | 3 | 0% | 1.1 |
|
| 5455 |
BIA
5455
Bigelow Investment Advisors
Portland,
Maine
| USD 250 M | -USD 6.22 M | -2% | 0.54% | 75.7% | 157 | 7.64% | 5.1 |
|
| 5456 |
5456
Stonepine Capital Management
Bend,
Oregon
| USD 250 M | +USD 113 M | +82% | 0.36% | 321% | 100 | 51% | 0.5 |
|
| 5457 |
5457
Porter White Investment Advisors
Birmingham,
Alabama
| USD 250 M | +USD 5.87 M | +2% | 1.56% | 58% | 41 | 14.63% | 2.4 |
|
| 5458 |
5458
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| USD 249 M | +USD 17.9 M | +8% | 1.93% | 63.8% | 112 | 8.04% | 2.3 |
|
| 5459 |
5459
Emprise Bank
Wichita,
Kansas
| USD 249 M | +USD 8.52 M | +4% | 0.61% | – | 114 | 12.28% | 1.6 |
|
| 5460 |
5460
Step Capital Management
Singapore,
| USD 249 M | +USD 30.7 M | +14% | 8.89% | – | 33 | 39.39% | 0.2 |
|
| 5461 |
5461
Buska Wealth Management
Wausau,
Wisconsin
| USD 249 M | -USD 21.7 M | -8% | 0.54% | – | 82 | 18.29% | 1.4 |
|
| 5462 |
5462
Dopkins Wealth Management
Williamsville,
New York
| USD 249 M | +USD 4.11 M | +2% | 1.59% | 68.8% | 95 | 17.89% | 1.9 |
|
| 5463 |
5463
Rosalind Advisors
Toronto,
Ontario, Canada
| USD 249 M | -USD 35.6 M | -13% | 2.44% | – | 50 | 50% | 0.9 |
|
| 5464 |
5464
Financial Guidance Group
Palm Harbor,
Florida
| USD 249 M | +USD 4.36 M | +2% | 1% | 58.7% | 90 | 2.22% | 2.5 |
|
| 5465 |
5465
Tabor Asset Management
New York
| USD 249 M | +USD 931 k | +0.4% | 4.39% | 204% | 49 | 53.06% | 0.8 |
|
| 5466 |
5466
Tumwater Wealth Management
Boise,
Idaho
| USD 249 M | +USD 3.27 M | +1% | 2.1% | – | 37 | 13.51% | 1 |
|
| 5467 |
5467
Deane Retirement Strategies
New Orleans,
Louisiana
| USD 249 M | +USD 6.9 M | +3% | 11.8% | 73.4% | 85 | 49.41% | 2 |
|
| 5468 |
5468
Dupree Financial Group
Lexington,
Kentucky
| USD 248 M | -USD 26 M | -9% | 8.02% | 75.8% | 86 | 24.42% | 1.5 |
|
| 5469 |
5469
FSA Investment Group
Pensacola,
Florida
| USD 248 M | +USD 84.4 M | +51% | 1.05% | – | 51 | 37.25% | 0.6 |
|
| 5470 |
5470
Yarger Wealth Strategies
Westerville,
Ohio
| USD 248 M | +USD 15.8 M | +7% | 4.22% | 58.1% | 134 | 13.43% | 2.1 |
|
| 5471 |
5471
Mount Capital
London,
United Kingdom
| USD 248 M | +USD 641 k | +0.3% | 0.55% | 66.1% | 18 | 11.11% | 3.5 |
|
| 5472 |
5472
Greykasell Wealth Strategies
Danville,
California
| USD 248 M | -USD 5.23 M | -2% | 1.17% | – | 573 | 15.18% | 0.7 |
|
| 5473 |
5473
Segra Capital Management
Palm Beach,
Florida
| USD 248 M | +USD 107 M | +76% | 6.62% | 19% | 14 | 71.43% | 0.4 |
|
| 5474 |
AAG
5474
Avalon Advisory Group
Wexford,
Pennsylvania
| USD 248 M | +USD 2.79 M | +1% | 2.5% | 46% | 13 | 7.69% | 4.4 |
|
| 5475 |
5475
Towerpoint Wealth
Sacramento,
California
| USD 248 M | -USD 4.75 M | -2% | 1.27% | 67.7% | 98 | 11.22% | 4.2 |
|