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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 132 M | -USD 6.67 M | -5% | 3.75% | 0.05% | 42 | 69.05% | 0.2 |
|
| 5827 |
5827
Firethorn Wealth Partners
Augusta,
Georgia
| USD 132 M | -USD 1.56 M | -1% | 3.1% | 75.1% | 166 | 32.53% | 0.9 |
|
| 5828 |
5828
Heartland Bank & Trust
Bloomington,
Illinois
| USD 132 M | -USD 3.1 M | -2% | 3.94% | 118% | 138 | 14.49% | 0.7 |
|
| 5829 |
5829
325 Capital
New York
| USD 132 M | +USD 29.9 M | +29% | 8.57% | 226% | 10 | 20% | 0.2 |
|
| 5830 |
5830
MRA Advisory Group
Parsippany,
New Jersey
| USD 132 M | +USD 2.5 M | +2% | 0.59% | 86.8% | 132 | 24.24% | 0.9 |
|
| 5831 |
5831
Alphadyne Asset Management
New York
| USD 131 M | -USD 26.4 M | -17% | 8.56% | 159% | 9 | 77.78% | 0.2 |
|
| 5832 |
VFG
5832
V2 Financial group
Naperville,
Illinois
| USD 131 M | +USD 2.56 M | +2% | 6.32% | 75.6% | 73 | 17.81% | 1 |
|
| 5833 |
DFS
5833
Dixon Fnancial Services
Lafayette,
California
| USD 131 M | -USD 5.71 M | -4% | 2.42% | 76.6% | 26 | 11.54% | 0.3 |
|
| 5834 |
5834
WFA of San Diego
San Diego,
California
| USD 131 M | -USD 40.7 M | -24% | 3.07% | – | 172 | 48.26% | 1.3 |
|
| 5835 |
5835
OUP Management Company
Bala Cynwyd,
Pennsylvania
| USD 131 M | -USD 90.5 M | -41% | 22.5% | – | 16 | 0% | 0.3 |
|
| 5836 |
5836
Gainplan
Bloomfield Hills,
Michigan
| USD 131 M | -USD 100 M | -43% | 4.4% | 103% | 75 | 50.67% | 1.2 |
|
| 5837 |
WAM
5837
Werlinich Asset Management
Stamford,
Connecticut
| USD 131 M | -USD 6.07 M | -4% | 1.07% | 232% | 58 | 5.17% | 0.9 |
|
| 5838 |
SCA
5838
Strategic Capital Advisers
Denver,
Colorado
| USD 131 M | -USD 8.41 M | -6% | 0.97% | 51.4% | 63 | 12.7% | 2.5 |
|
| 5839 |
5839
Ballew Advisors
Jackson,
Mississippi
| USD 131 M | -USD 12.7 M | -9% | 0.06% | 68% | 131 | 25.19% | 2.3 |
|
| 5840 |
5840
Salvus Wealth Management
Red Bank,
New Jersey
| USD 131 M | -USD 5.94 M | -4% | 6.25% | 108% | 105 | 10.48% | 1.1 |
|
| 5841 |
5841
MAS Advisors
Miami,
Florida
| USD 131 M | -USD 5.92 M | -4% | 5.51% | 47.9% | 108 | 23.15% | 0.2 |
|
| 5842 |
EIM
5842
Ervin Investment Management
Seattle,
Washington
| USD 131 M | +USD 5.65 M | +5% | 3.63% | 92.9% | 34 | 8.82% | 0.2 |
|
| 5843 |
OF
5843
Outfitter Financial
Brunswick,
Maine
| USD 131 M | -USD 5.59 M | -4% | 1.98% | 97.6% | 261 | 65.9% | 1.2 |
|
| 5844 |
5844
Fortress Wealth Management
Culver City,
California
| USD 131 M | -USD 2.28 M | -2% | 4.08% | 52.1% | 63 | 20.63% | 0.2 |
|
| 5845 |
5845
Affinia Financial Group
Burlington,
Massachusetts
| USD 131 M | -USD 23.2 M | -15% | 3.96% | 37.5% | 33 | 12.12% | 1.5 |
|
| 5846 |
5846
Diamant Asset Management
Ridgefield,
Connecticut
| USD 131 M | -USD 6.24 M | -5% | 0.82% | 83.6% | 71 | 5.63% | 3.4 |
|
| 5847 |
5847
Allie Family Office
Miami,
Florida
| USD 130 M | +USD 3.55 M | +3% | 4.04% | 68.5% | 70 | 30% | 0.2 |
|
| 5848 |
5848
Treasure Coast Financial Planning
Vero Beach,
Florida
| USD 130 M | +USD 1.14 M | +0.9% | 3.43% | 35.5% | 34 | 8.82% | 0.2 |
|
| 5849 |
5849
Tsai Capital
New York
| USD 130 M | -USD 13.6 M | -9% | 8.49% | 29.8% | 16 | 12.5% | 1 |
|
| 5850 |
5850
Cadence Wealth Management
Westborough,
Massachusetts
| USD 130 M | +USD 39.1 M | +43% | 5.22% | 77.7% | 40 | 22.5% | 0.7 |
|