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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
O'Connor Financial Group
Quincy,
Illinois
| USD 133 M | – | – | 3.96% | 48.4% | 51 | – | 0 |
|
| 5652 |
5652
Jackson Wealth Management
Lake Mary,
Florida
| USD 133 M | -USD 139 M | -51% | 4.15% | 72.1% | 175 | 76.57% | 0.5 |
|
| 5653 |
5653
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| USD 133 M | +USD 8.23 M | +7% | 9.08% | – | 107 | 10.28% | 1.3 |
|
| 5654 |
RHDIC
5654
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 133 M | +USD 21.1 M | +19% | 7.16% | 55.9% | 53 | 3.77% | 7 |
|
| 5655 |
5655
Tacita Capital
Toronto,
Ontario, Canada
| USD 133 M | -USD 550 k | -0.4% | 3.72% | 72.3% | 200 | 8% | 1.9 |
|
| 5656 |
FP
5656
Factorial Partners
Mt. Kisco,
New York
| USD 133 M | +USD 2.06 M | +2% | 4.63% | 88.7% | 96 | 17.71% | 2.6 |
|
| 5657 |
5657
Decatur Capital Management
Decatur,
Georgia
| USD 133 M | -USD 6.11 M | -4% | 16.8% | 155% | 60 | 3.33% | 3 |
|
| 5658 |
5658
Pacific Financial Group
Bellevue,
Washington
| USD 133 M | -USD 609 k | -0.5% | 5.34% | 61.1% | 56 | 10.71% | 5.6 |
|
| 5659 |
5659
Addison Capital
Conshohocken,
Pennsylvania
| USD 133 M | -USD 26.4 M | -17% | 8.65% | 71.4% | 132 | 24.24% | 4.4 |
|
| 5660 |
5660
Nierenberg Investment Management Company
Camas,
Washington
| USD 133 M | -USD 113 k | -0.1% | 6.8% | 135% | 44 | 31.82% | 1.4 |
|
| 5661 |
5661
Seelaus Asset Management
Chatham,
New Jersey
| USD 133 M | -USD 785 k | -0.6% | 7.01% | 134% | 230 | 24.78% | 2.4 |
|
| 5662 |
5662
TLW Wealth Management
Indian Rocks Beach,
Florida
| USD 133 M | +USD 9.02 M | +7% | 9.24% | 98.3% | 20 | 0% | 2.8 |
|
| 5663 |
5663
Crestwood Capital Management
New York
| USD 133 M | +USD 16.1 M | +14% | 18.4% | 203% | 14 | 14.29% | 2.5 |
|
| 5664 |
5664
Kensington Investment Counsel
Long Beach,
California
| USD 132 M | +USD 5.21 M | +4% | 7.42% | 81.9% | 84 | 4.76% | 2 |
|
| 5665 |
5665
Rise Advisors
Rochester,
New York
| USD 132 M | +USD 8 M | +6% | 5.17% | 62.8% | 830 | 10.24% | 1.1 |
|
| 5666 |
5666
New Republic Capital
Charlotte,
North Carolina
| USD 132 M | +USD 5.68 M | +4% | 5.35% | 91.4% | 237 | 29.54% | 0.2 |
|
| 5667 |
5667
Alpine Peaks Capital
New York
| USD 132 M | +USD 8.89 M | +7% | 11.3% | 24.3% | 26 | 15.38% | 1.1 |
|
| 5668 |
HM
5668
Harvest Management
New York
| USD 132 M | +USD 35.7 M | +37% | 22.2% | 610% | 78 | 79.49% | 0.4 |
|
| 5669 |
5669
Heartland Bank & Trust
Bloomington,
Illinois
| USD 132 M | -USD 3.19 M | -2% | 11% | 105% | 151 | 32.45% | 0.8 |
|
| 5670 |
5670
JNE Partners
London,
United Kingdom
| USD 132 M | -USD 12.3 M | -9% | 11.5% | 100% | 10 | 40% | 1.4 |
|
| 5671 |
5671
Greenstone Partners & Co
Larkspur,
California
| USD 132 M | +USD 25.3 M | +24% | 19.3% | 527% | 11 | 9.09% | 1.6 |
|
| 5672 |
5672
FinDec Wealth Services
Stockton,
California
| USD 132 M | +USD 11.2 M | +9% | 5.18% | 52.7% | 44 | 9.09% | 0.2 |
|
| 5673 |
5673
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 132 M | -USD 2.7 M | -2% | 5.05% | 51.3% | 119 | 8.4% | 2.6 |
|
| 5674 |
5674
Econ Financial Services
Harrisburg,
Pennsylvania
| USD 132 M | +USD 33.4 M | +34% | 2.28% | 16.9% | 111 | 77.48% | 0.3 |
|
| 5675 |
5675
Unison Asset Management
North Miami Beach,
Florida
| USD 132 M | +USD 11.4 M | +9% | 9.19% | 81.4% | 34 | 5.88% | 1.7 |
|