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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Matisse Capital
Portland,
Oregon
| USD 222 M | +USD 10.6 M | +5% | 8.39% | 73.3% | 183 | 18.58% | 2.3 |
|
| 5702 |
LAI
5702
Legal Advantage Investments
Los Altos Hills,
California
| USD 222 M | +USD 8.29 M | +4% | 9.04% | 116% | 99 | 15.15% | 2.9 |
|
| 5703 |
YP
5703
YANKCOM Partnership
Yankton,
South Dakota
| USD 222 M | +USD 17.7 M | +9% | 7.65% | – | 336 | 21.73% | 0.7 |
|
| 5704 |
5704
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 222 M | +USD 17.6 M | +9% | 7.66% | 63.8% | 85 | 5.88% | 4.4 |
|
| 5705 |
RA
5705
Ransom Advisory
Providence,
Rhode Island
| USD 222 M | +USD 9.9 M | +5% | 11.4% | – | 329 | 10.64% | 1.4 |
|
| 5706 |
5706
Ampersand Capital Group
Burlingame,
California
| USD 222 M | +USD 21 M | +10% | 6.16% | – | 7 | 0% | 0.8 |
|
| 5707 |
5707
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 222 M | +USD 11.3 M | +5% | 6.04% | 50.2% | 15 | 0% | 3.5 |
|
| 5708 |
5708
Cordant Inc
Portland,
Oregon
| USD 222 M | +USD 14.3 M | +7% | 4.94% | 47% | 72 | 13.89% | 4.2 |
|
| 5709 |
5709
Prodigy Asset Management
Omaha,
Nebraska
| USD 222 M | +USD 68.9 M | +45% | 3.65% | – | 25 | 8% | 0.7 |
|
| 5710 |
5710
Sightline Wealth Advisors
Groton,
Connecticut
| USD 221 M | +USD 14.4 M | +7% | 5.38% | 48.5% | 96 | 9.38% | 2.4 |
|
| 5711 |
5711
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 221 M | +USD 19.1 M | +9% | 7.92% | 104% | 269 | 7.43% | 8.3 |
|
| 5712 |
5712
Advantage Trust Company
Salina,
Kansas
| USD 221 M | +USD 18.4 M | +9% | 7.54% | 77.6% | 209 | 9.57% | 1.2 |
|
| 5713 |
FA
5713
FAI Advisors
Farmington Hills,
Michigan
| USD 221 M | +USD 18 M | +9% | 6.84% | – | 170 | 7.65% | 0.7 |
|
| 5714 |
5714
Optimist Retirement Group
Bellevue,
Washington
| USD 221 M | +USD 12.7 M | +6% | 7.46% | 92.2% | 131 | 20.61% | 1.2 |
|
| 5715 |
5715
Kaizen Financial Strategies
Campbell,
California
| USD 221 M | +USD 24.4 M | +12% | 11.7% | 126% | 169 | 21.89% | 2.1 |
|
| 5716 |
5716
Legacy Wealth Management (Idaho)
Boise,
Idaho
| USD 221 M | +USD 29.1 M | +15% | 3.91% | – | 843 | 18.51% | 0.8 |
|
| 5717 |
5717
Ridgecrest Wealth Partners
Mill Valley,
California
| USD 221 M | +USD 31.7 M | +17% | 12.9% | 103% | 119 | 7.56% | 3.1 |
|
| 5718 |
5718
Global Trust Asset Management
West Palm Beach,
Florida
| USD 221 M | +USD 34.1 M | +18% | 14% | 178% | 529 | 14.56% | 4 |
|
| 5719 |
MI
5719
Moneywise Inc
Forest,
Virginia
| USD 221 M | +USD 7.77 M | +4% | 6.9% | 60.8% | 79 | 15.19% | 3 |
|
| 5720 |
BCFD
5720
Boit C.F. David
| USD 221 M | +USD 13.1 M | +6% | 7.6% | 84.2% | 123 | 5.69% | 3.3 |
|
| 5721 |
5721
Silver Oak Advisory Group
Portland,
Oregon
| USD 221 M | +USD 14.6 M | +7% | 4.06% | 28.9% | 80 | 12.5% | 2.6 |
|
| 5722 |
5722
Beach Point Capital Management
Santa Monica,
California
| USD 221 M | -USD 18.5 M | -8% | 2.63% | 84.1% | 20 | 15% | 1.4 |
|
| 5723 |
5723
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 221 M | +USD 25.6 M | +13% | 1.7% | 51.8% | 31 | 35.48% | 2.5 |
|
| 5724 |
5724
Shelton Wealth Management
Fort Worth,
Texas
| USD 221 M | +USD 13.4 M | +6% | 8.19% | 89.4% | 188 | 41.49% | 1.5 |
|
| 5725 |
5725
State Insurance Fund
New York
| USD 221 M | +USD 14.4 M | +7% | 6.96% | 77.9% | 1 | 0% | 1.8 |
|