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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
WD Rutherford
Portland,
Oregon
| USD 188 M | -USD 23 M | -11% | 4.26% | 189% | 80 | 20% | 2.9 |
|
| 5727 |
5727
Econ Financial Services
Harrisburg,
Pennsylvania
| USD 188 M | +USD 13.5 M | +8% | 2.14% | 16.9% | 101 | 42.57% | 0.7 |
|
| 5728 |
5728
Adalta Capital Management
New York
| USD 188 M | -USD 3.73 M | -2% | 1.15% | 89.2% | 107 | 13.08% | 3.9 |
|
| 5729 |
5729
Trust Company of Kansas
Wichita,
Kansas
| USD 188 M | -USD 20.5 M | -10% | 4.33% | 100% | 60 | 15% | 3 |
|
| 5730 |
FA
5730
FAI Advisors
Farmington Hills,
Michigan
| USD 188 M | -USD 35.2 M | -16% | 1.46% | – | 179 | 16.2% | 0.2 |
|
| 5731 |
5731
Sunpointe
St. Louis,
Missouri
| USD 188 M | -USD 11.3 M | -6% | 2.32% | 122% | 202 | 11.88% | 0.9 |
|
| 5732 |
LI
5732
Latigo Investments
Fort Lauderdale,
Florida
| USD 188 M | -USD 9.01 M | -5% | 0.15% | 62.6% | 18 | 5.56% | 2.9 |
|
| 5733 |
5733
Proactive Wealth Strategies
Marietta,
Georgia
| USD 188 M | -USD 4.4 M | -2% | 3.75% | – | 133 | 6.02% | 0.5 |
|
| 5734 |
5734
DCM Advisors
New York
| USD 187 M | -USD 25.7 M | -12% | 1.24% | 99.3% | 39 | 10.26% | 3.4 |
|
| 5735 |
5735
New Perspectives Inc
Ridgeland,
Mississippi
| USD 187 M | +USD 826 k | +0.4% | 2.53% | – | 41 | 21.95% | 2 |
|
| 5736 |
5736
MRA Advisory Group
Parsippany,
New Jersey
| USD 187 M | -USD 1.35 M | -0.7% | 2.19% | 86.8% | 153 | 34.64% | 1.9 |
|
| 5737 |
5737
Wildcat Capital Management
New York
| USD 187 M | -USD 65.3 M | -26% | 29.3% | 77.7% | 10 | 40% | 2.9 |
|
| 5738 |
5738
Greykasell Wealth Strategies
Danville,
California
| USD 187 M | +USD 7.3 M | +4% | 1.69% | – | 344 | 65.41% | 0.1 |
|
| 5739 |
5739
Masso Torrence Wealth Management
Marlton,
New Jersey
| USD 187 M | -USD 3.04 M | -2% | 6.11% | 130% | 113 | 24.78% | 1.8 |
|
| 5740 |
5740
Avaii Wealth Management
Appleton,
Wisconsin
| USD 187 M | -USD 15.9 M | -8% | 3.16% | 100% | 140 | 20% | 1.7 |
|
| 5741 |
5741
Capricorn Fund Managers
London,
United Kingdom
| USD 187 M | -USD 37.6 M | -17% | 3.42% | 173% | 72 | 41.67% | 1 |
|
| 5742 |
5742
Tower Wealth Partners
Lewisburg,
Pennsylvania
| USD 187 M | -USD 4.08 M | -2% | 2.2% | 59.1% | 82 | 13.41% | 2.2 |
|
| 5743 |
5743
Clarus Wealth Advisors
Peoria,
Arizona
| USD 187 M | -USD 13.8 M | -7% | 3.95% | 89.7% | 138 | 50% | 2.5 |
|
| 5744 |
5744
Motive Wealth Advisors
Birmingham,
Michigan
| USD 187 M | +USD 754 k | +0.4% | 1.04% | 73.4% | 79 | 15.19% | 2.3 |
|
| 5745 |
5745
Blue Door Asset Management
Stamford,
Connecticut
| USD 187 M | -USD 83.2 M | -31% | 8.75% | 127% | 24 | 50% | 1.1 |
|
| 5746 |
5746
Emprise Bank
Wichita,
Kansas
| USD 187 M | +USD 9.8 M | +6% | 0.74% | – | 107 | 14.02% | 0.9 |
|
| 5747 |
5747
Nvest Financial
Portsmouth,
New Hampshire
| USD 187 M | -USD 10.2 M | -5% | 0.29% | 99.6% | 113 | 17.7% | 1.7 |
|
| 5748 |
5748
Stash Investments
New York
| USD 187 M | +USD 9.6 M | +5% | 0.06% | 40.7% | 5 | 0% | 1.3 |
|
| 5749 |
5749
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 187 M | +USD 5.39 M | +3% | 0.92% | 83.4% | 24 | 50% | 0.9 |
|
| 5750 |
5750
New Vernon Capital Holdings II
Morristown,
New Jersey
| USD 187 M | +USD 41.3 M | +28% | 0.08% | 114% | 87 | 48.28% | 1.3 |
|