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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Trust Company of Kansas
Wichita,
Kansas
| USD 183 M | +USD 2.64 M | +1% | 11% | 100% | 52 | 5.77% | 2.9 |
|
| 5477 |
DI
5477
Disciplined Investments
Tulsa,
Oklahoma
| USD 183 M | +USD 12.6 M | +7% | 6.34% | 51.4% | 123 | 17.07% | 3.1 |
|
| 5478 |
5478
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| USD 183 M | +USD 6.9 M | +4% | 6.05% | 62.3% | 66 | 25.76% | 1.6 |
|
| 5479 |
5479
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| USD 183 M | -USD 11.9 M | -6% | 8.91% | 70.3% | 131 | 6.11% | 4 |
|
| 5480 |
5480
Westhampton Capital
Winston-Salem,
North Carolina
| USD 183 M | +USD 15.2 M | +9% | 11.7% | 105% | 120 | 4.17% | 3.4 |
|
| 5481 |
5481
CEDRUS
Littleton,
Colorado
| USD 183 M | +USD 21.6 M | +13% | 6.96% | 19.8% | 160 | 12.5% | 1.6 |
|
| 5482 |
5482
Summa Corp
Tomball,
Texas
| USD 183 M | +USD 40.1 M | +28% | 41.5% | 348% | 62 | 8.06% | 0.2 |
|
| 5483 |
5483
Sagil Capital
London,
United Kingdom
| USD 183 M | +USD 8.85 M | +5% | 2.03% | 100% | 31 | 54.84% | 0.4 |
|
| 5484 |
BCFD
5484
Boit C.F. David
| USD 183 M | +USD 5.97 M | +3% | 10.9% | 84.2% | 135 | 15.56% | 2.1 |
|
| 5485 |
5485
Sitrin Capital Management
Century City,
California
| USD 183 M | +USD 11.4 M | +7% | 12.4% | 139% | 43 | 4.65% | 3.4 |
|
| 5486 |
5486
Signet Investment Advisory Group
Providence,
Rhode Island
| USD 183 M | +USD 16.8 M | +10% | 7.31% | 68.2% | 67 | 2.99% | 4.3 |
|
| 5487 |
5487
Alhambra Investment Management
Palmetto Bay,
Florida
| USD 183 M | +USD 14.4 M | +9% | 4.89% | 67.7% | 176 | 17.61% | 2.5 |
|
| 5488 |
5488
Rings Capital Management
Chicago,
Illinois
| USD 183 M | +USD 18 M | +11% | 12.1% | 40.9% | 7 | 0% | 1.8 |
|
| 5489 |
5489
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 183 M | +USD 12.3 M | +7% | 8.1% | 68.7% | 27 | 11.11% | 7.9 |
|
| 5490 |
5490
Genesee Capital Advisors
Auburn,
New York
| USD 183 M | +USD 20.6 M | +13% | 8.85% | 107% | 126 | 12.7% | 1.2 |
|
| 5491 |
5491
Retirement Planning Company of New England
Warwick,
Rhode Island
| USD 182 M | -USD 39.5 M | -18% | 11.1% | 125% | 243 | 13.58% | 1.8 |
|
| 5492 |
5492
ACT Advisors
Asheville,
North Carolina
| USD 182 M | +USD 7 M | +4% | 6.84% | 75.4% | 55 | 36.36% | 1.1 |
|
| 5493 |
5493
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 182 M | +USD 8.07 M | +5% | 5.79% | 50.2% | 22 | 9.09% | 2.2 |
|
| 5494 |
5494
Ergawealth Advisors
Oak Brook,
Illinois
| USD 182 M | +USD 19.8 M | +12% | 7.37% | 50% | 62 | 20.97% | 0.8 |
|
| 5495 |
5495
Arkfeld Wealth Strategies
Omaha,
Nebraska
| USD 182 M | +USD 29.9 M | +20% | 10.9% | 90.8% | 90 | 14.44% | 2.4 |
|
| 5496 |
5496
Investmark Advisory Group
Shelton,
Connecticut
| USD 182 M | +USD 11.8 M | +7% | 7.73% | 73.8% | 122 | 9.02% | 1.6 |
|
| 5497 |
5497
MKT Advisors
Escondido,
California
| USD 182 M | +USD 30.8 M | +20% | 6.63% | 55.5% | 160 | 13.13% | 1.7 |
|
| 5498 |
5498
Norris Financial Group
Greenville,
South Carolina
| USD 182 M | +USD 17.7 M | +11% | 8.71% | 142% | 82 | 28.05% | 1.3 |
|
| 5499 |
5499
Peirce Capital Management
The Woodlands,
Texas
| USD 182 M | +USD 16.5 M | +10% | 4.62% | 56.6% | 40 | 5% | 0.2 |
|
| 5500 |
5500
Bay Rivers Group
Williamsburg,
Virginia
| USD 182 M | +USD 22.8 M | +14% | 19.3% | 166% | 83 | 18.07% | 2.5 |
|