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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
LI
5576
Latigo Investments
Fort Lauderdale,
Florida
| USD 131 M | +USD 12.3 M | +10% | 10.2% | 62.6% | 16 | 0% | 0.9 |
|
| 5577 |
5577
Planning Directions
Glen Mills,
Pennsylvania
| USD 131 M | +USD 7.22 M | +6% | 8.02% | 46.3% | 76 | 17.11% | 2.2 |
|
| 5578 |
EWG
5578
Executive Wealth Group
Kirkland,
Washington
| USD 131 M | +USD 14.5 M | +12% | 15.1% | 14.9% | 44 | 4.55% | 4.2 |
|
| 5579 |
5579
Barnett & Company
Chattanooga,
Tennessee
| USD 131 M | +USD 17.7 M | +16% | 12.7% | 65.9% | 86 | 12.79% | 4 |
|
| 5580 |
CAM
5580
CPA Asset Management
West Palm Beach,
Florida
| USD 131 M | – | – | 8.46% | 53.3% | 64 | – | 0 |
|
| 5581 |
5581
Caliber Wealth Management (Utah)
Orem,
Utah
| USD 131 M | +USD 4.17 M | +3% | 7.6% | 36.5% | 99 | 48.48% | 0.9 |
|
| 5582 |
5582
Motive Wealth Advisors
Birmingham,
Michigan
| USD 131 M | +USD 7.39 M | +6% | 8.82% | 73.4% | 65 | 18.46% | 1 |
|
| 5583 |
5583
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 131 M | +USD 18.5 M | +17% | 12.8% | 61% | 101 | 12.87% | 4.8 |
|
| 5584 |
5584
Nucleo Capital
Sao Paulo, Sp,
Brazil
| USD 131 M | – | – | 3.24% | 116% | 2 | – | 1.3 |
|
| 5585 |
5585
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| USD 131 M | +USD 7.73 M | +6% | 9.01% | 215% | 89 | 32.58% | 1.3 |
|
| 5586 |
FP
5586
Factorial Partners
Mt. Kisco,
New York
| USD 131 M | +USD 15.5 M | +13% | 13.5% | 88.7% | 95 | 14.74% | 2.4 |
|
| 5587 |
5587
WFA of San Diego
San Diego,
California
| USD 131 M | +USD 19.7 M | +18% | 6.91% | – | 475 | 81.47% | 0.4 |
|
| 5588 |
5588
Orleans Capital Management
Mandeville,
Louisiana
| USD 131 M | +USD 11.1 M | +9% | 11.3% | 94.6% | 79 | 3.8% | 2.3 |
|
| 5589 |
5589
Ballew Advisors
Jackson,
Mississippi
| USD 131 M | +USD 19.1 M | +17% | 7.85% | 68% | 107 | 18.69% | 3 |
|
| 5590 |
5590
Stewart Asset Management
New York
| USD 130 M | -USD 7.33 M | -5% | 6.7% | 42.5% | 29 | 10.34% | 2.2 |
|
| 5591 |
5591
Acorn Wealth Advisors
Grand Blanc,
Michigan
| USD 130 M | +USD 8.42 M | +7% | 8.83% | 58.8% | 169 | 15.38% | 2.9 |
|
| 5592 |
5592
Baron Wealth Management
Troy,
Michigan
| USD 130 M | – | – | 4.47% | 88.6% | 133 | – | 0 |
|
| 5593 |
5593
New Perspectives Inc
Ridgeland,
Mississippi
| USD 130 M | +USD 14.3 M | +12% | 6.85% | – | 24 | 25% | 1.2 |
|
| 5594 |
5594
Sterling Financial Group
Pasadena,
California
| USD 130 M | – | – | 5.83% | 49.6% | 52 | – | 0 |
|
| 5595 |
5595
Mork Capital Management
Healdsburg,
California
| USD 130 M | +USD 28.5 M | +28% | 13.3% | 61.9% | 137 | 31.39% | 2.3 |
|
| 5596 |
5596
Essential Planning
Portsmouth,
New Hampshire
| USD 130 M | +USD 113 M | +652% | 4.46% | 40.9% | 43 | 53.49% | 0.1 |
|
| 5597 |
5597
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 130 M | +USD 5.18 M | +4% | 7.39% | 62.6% | 149 | 6.71% | 4.1 |
|
| 5598 |
5598
University of Chicago
Chicago,
Illinois
| USD 130 M | – | – | 2.49% | 62.3% | 5 | – | 2.9 |
|
| 5599 |
5599
ETF Store
Overland Park,
Kansas
| USD 130 M | +USD 15.4 M | +13% | 6.66% | 61% | 94 | 13.83% | 0.8 |
|
| 5600 |
5600
Granite FO LLC
Bedford,
New Hampshire
| USD 130 M | – | – | 11.7% | 112% | 142 | – | 0 |
|