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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
St. Johns Investment Management
Jacksonville,
Florida
| USD 238 M | -USD 2.1 M | -0.9% | 0.18% | 91.9% | 196 | 4.08% | 6.7 |
|
| 5627 |
5627
CNB Bank
Clearfield,
Pennsylvania
| USD 238 M | -USD 6.68 M | -3% | 0.77% | 106% | 533 | 6.94% | 4.6 |
|
| 5628 |
5628
Values Added Financial
Washington,
District of Columbia
| USD 238 M | +USD 789 k | +0.3% | 1.18% | 65.9% | 144 | 13.19% | 1.9 |
|
| 5629 |
5629
Howard Wealth Management
Madison,
Connecticut
| USD 238 M | +USD 8.57 M | +4% | 2.29% | 69.9% | 146 | 10.96% | 2.8 |
|
| 5630 |
5630
Millington Financial Advisors
Naperville,
Illinois
| USD 237 M | +USD 11.7 M | +5% | 0.94% | 77.5% | 124 | 8.06% | 1.7 |
|
| 5631 |
5631
Evolution Advisers
Richmond,
Virginia
| USD 237 M | +USD 6.32 M | +3% | 0.91% | 44.8% | 174 | 11.49% | 3.4 |
|
| 5632 |
5632
TradeWell Securities
Fort Wayne,
Indiana
| USD 237 M | -USD 19.7 M | -8% | 5.17% | – | 53 | 20.75% | 1 |
|
| 5633 |
5633
FreeGulliver LLC
New Orleans,
Louisiana
| USD 237 M | -USD 34.5 M | -13% | 3.15% | 94.4% | 136 | 37.5% | 1 |
|
| 5634 |
5634
One Plus One Wealth Management
Jupiter,
Florida
| USD 237 M | +USD 20.3 M | +9% | 5.52% | 71.9% | 107 | 22.43% | 2.6 |
|
| 5635 |
AG
5635
ASO Group
Road Town,
| USD 237 M | -USD 18.8 M | -7% | 4.47% | – | 57 | 5.26% | 0.2 |
|
| 5636 |
5636
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| USD 237 M | +USD 4.55 M | +2% | 1.28% | – | 64 | 14.06% | 1.2 |
|
| 5637 |
5637
Foresite Capital Management IV
Larkspur,
California
| USD 237 M | +USD 7.37 M | +3% | 0.68% | 151% | 8 | 12.5% | 1.7 |
|
| 5638 |
BCM
5638
Birmingham Capital Management
Birmingham,
Alabama
| USD 237 M | +USD 10.1 M | +4% | 9.41% | 100% | 91 | 3.3% | 9.9 |
|
| 5639 |
5639
Bayshore Capital Advisors
Tampa,
Florida
| USD 237 M | +USD 36.7 M | +18% | 14.9% | – | 44 | 29.55% | 0.2 |
|
| 5640 |
5640
Gables Capital Management
Miami,
Florida
| USD 237 M | +USD 205 k | +0.1% | 1.41% | 173% | 480 | 5% | 4.6 |
|
| 5641 |
5641
Guardian Financial Partners
Orange,
California
| USD 237 M | -USD 264 k | -0.1% | 0.01% | 53.9% | 72 | 9.72% | 1.9 |
|
| 5642 |
5642
Palogic Value Management
Dallas,
Texas
| USD 237 M | -USD 3 M | -1% | 6.07% | 31.3% | 200 | 33% | 1.9 |
|
| 5643 |
5643
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| USD 237 M | USD 0 | 0% | 1.27% | 14.4% | 55 | 0% | 1.6 |
|
| 5644 |
5644
Tekne Capital Management
New York
| USD 237 M | -USD 43.5 M | -16% | 13.3% | 589% | 5 | 60% | 1.5 |
|
| 5645 |
5645
Windle Wealth
Oklahoma City,
Oklahoma
| USD 237 M | +USD 13.4 M | +6% | 5.25% | 93% | 34 | 5.88% | 3 |
|
| 5646 |
NERM
5646
New England Research & Management
Chicago,
Illinois
| USD 237 M | +USD 8.01 M | +4% | 0.47% | 65% | 173 | 34.1% | 4.3 |
|
| 5647 |
5647
Boyd Wealth Management
Sacramento,
California
| USD 236 M | +USD 658 k | +0.3% | 1.85% | 56.8% | 51 | 11.76% | 3.1 |
|
| 5648 |
5648
Kaizen Financial Strategies
Campbell,
California
| USD 236 M | +USD 9.8 M | +4% | 2.06% | 126% | 191 | 22.51% | 2.1 |
|
| 5649 |
5649
StoneCrest Wealth Management
Chandler,
Arizona
| USD 236 M | -USD 11.4 M | -5% | 2.95% | 168% | 77 | 12.99% | 1.4 |
|
| 5650 |
5650
Johnson & White Wealth Management
York,
Pennsylvania
| USD 236 M | +USD 6.57 M | +3% | 1.97% | 85.1% | 113 | 7.96% | 1.8 |
|