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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Significant Wealth Partners
Cary,
Illinois
| USD 195 M | +USD 1.97 M | +1% | 2.93% | 21.7% | 94 | 12.77% | 0.6 |
|
| 5602 |
5602
Continuum Wealth Advisors
Saratoga Springs,
New York
| USD 195 M | -USD 2.67 M | -1% | 0.88% | 69% | 65 | 23.08% | 1.5 |
|
| 5603 |
5603
Fairfield University
Fairfield,
Connecticut
| USD 195 M | +USD 8.01 M | +4% | 2.54% | 70.6% | 3 | 0% | 7.6 |
|
| 5604 |
TLP
5604
Tri Locum Partners
New York
| USD 195 M | -USD 288 M | -60% | 6.06% | 357% | 37 | 64.86% | 0.7 |
|
| 5605 |
5605
Riverwater Partners
Milwaukee,
Wisconsin
| USD 195 M | -USD 10.7 M | -5% | 2.21% | 112% | 233 | 22.32% | 1.7 |
|
| 5606 |
5606
Heartland Bank & Trust
Bloomington,
Illinois
| USD 195 M | +USD 10.7 M | +6% | 1.31% | 118% | 188 | 40.43% | 1.5 |
|
| 5607 |
5607
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| USD 195 M | -USD 14.3 M | -7% | 1.63% | 47.5% | 40 | 7.5% | 4.2 |
|
| 5608 |
WA
5608
Win Advisors
Palm Beach Gardens,
Florida
| USD 195 M | -USD 12 M | -6% | 0.01% | 266% | 89 | 78.65% | 0.3 |
|
| 5609 |
5609
CastleKeep Investment Advisors
Westport,
Connecticut
| USD 195 M | +USD 51.9 M | +36% | 1.28% | 53.2% | 89 | 11.24% | 0.9 |
|
| 5610 |
SV
5610
Stilwell Value
New York
| USD 195 M | -USD 3.92 M | -2% | 8.9% | 87.9% | 32 | 6.25% | 5.4 |
|
| 5611 |
5611
Raelipskie Partnership
Waterloo,
Ontario, Canada
| USD 195 M | -USD 6.75 M | -3% | 1.46% | – | 128 | 8.59% | 1 |
|
| 5612 |
DIM
5612
DC Investments Management
Mclean,
Virginia
| USD 195 M | +USD 41.2 M | +27% | 1.94% | 59.3% | 137 | 51.09% | 1 |
|
| 5613 |
5613
Wealthcare Capital Partners
West Chester,
Pennsylvania
| USD 194 M | +USD 2.52 M | +1% | 0.37% | – | 134 | 16.42% | 0.2 |
|
| 5614 |
NME
5614
Notis-McConarty Edward
| USD 194 M | -USD 12.2 M | -6% | 0.96% | 104% | 83 | 16.87% | 7.5 |
|
| 5615 |
5615
626 Financial
Portage,
Michigan
| USD 194 M | +USD 8.84 M | +5% | 3.55% | 81.1% | 114 | 11.4% | 3 |
|
| 5616 |
5616
Lynx Capital Group
Beachwood,
Ohio
| USD 194 M | +USD 20.6 M | +12% | 0.26% | 65.6% | 84 | 13.1% | 1.1 |
|
| 5617 |
5617
Windle Wealth
Oklahoma City,
Oklahoma
| USD 194 M | +USD 13.3 M | +7% | 5.34% | 93% | 33 | 9.09% | 2 |
|
| 5618 |
5618
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| USD 194 M | -USD 16.3 M | -8% | 2.57% | 83.9% | 109 | 12.84% | 2.5 |
|
| 5619 |
5619
Blackhawk Capital Partners
Thiensville,
Wisconsin
| USD 194 M | +USD 1.05 M | +0.5% | 1.97% | 92.9% | 153 | 36.6% | 1.4 |
|
| 5620 |
5620
Stephens Group
Little Rock,
Arkansas
| USD 194 M | -USD 6.1 M | -3% | 1.93% | 45% | 3 | 0% | 3 |
|
| 5621 |
5621
Alhambra Investment Management
Palmetto Bay,
Florida
| USD 194 M | -USD 916 k | -0.5% | 0.8% | 67.7% | 173 | 9.83% | 3.1 |
|
| 5622 |
5622
Geneva Partners
Lake Geneva,
Wisconsin
| USD 194 M | -USD 52.4 M | -21% | 2.62% | 417% | 78 | 32.05% | 2.4 |
|
| 5623 |
5623
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| USD 194 M | -USD 27.6 M | -12% | 11.3% | 114% | 14 | 7.14% | 3.3 |
|
| 5624 |
5624
Melia Wealth
Tulsa,
Oklahoma
| USD 194 M | +USD 2.31 M | +1% | 0.83% | 9.5% | 19 | 0% | 1.1 |
|
| 5625 |
5625
Red Tortoise LLC
Atlanta,
Georgia
| USD 194 M | +USD 717 k | +0.4% | 1.78% | 43.7% | 640 | 19.22% | 1.9 |
|