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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
Triton Wealth Management
Sun City,
Arizona
| USD 176 M | +USD 4.83 M | +3% | 4.92% | – | 90 | 7.78% | 2.7 |
|
| 5827 |
5827
Prairie Sky Financial Group
Lake Bluff,
Illinois
| USD 176 M | +USD 14.9 M | +9% | 6.76% | – | 86 | 13.95% | 1 |
|
| 5828 |
5828
MN Wealth Advisors
Overland Park,
Kansas
| USD 176 M | +USD 3.39 M | +2% | 4.71% | 68.3% | 111 | 16.22% | 0.6 |
|
| 5829 |
5829
EntryPoint Capital
New York
| USD 176 M | -USD 39.5 M | -18% | 8.02% | – | 1,468 | 67.1% | 0.4 |
|
| 5830 |
5830
School Employees Retirement Board of Ohio
Columbus,
Ohio
| USD 176 M | +USD 57.2 M | +48% | 6.8% | – | 6 | 66.67% | 0.1 |
|
| 5831 |
5831
Brogan Financial
Knoxville,
Tennessee
| USD 176 M | +USD 17 M | +11% | 6.64% | 46.4% | 53 | 15.09% | 1.2 |
|
| 5832 |
YC
5832
Yunqi Capital
Hong Kong
| USD 175 M | +USD 17.4 M | +11% | 27.2% | 65.3% | 9 | 44.44% | 1.3 |
|
| 5833 |
NI
5833
NCP Inc
La Quinta,
California
| USD 175 M | +USD 17.4 M | +11% | 7.34% | – | 143 | 9.09% | 0.5 |
|
| 5834 |
AIM
5834
Athena Investment Management
Orinda,
California
| USD 175 M | +USD 10.5 M | +6% | 6.5% | 88.5% | 152 | 3.29% | 2.2 |
|
| 5835 |
5835
CNA Financial
Chicago,
Illinois
| USD 175 M | -USD 3.48 M | -2% | 4.77% | 48.6% | 14 | 21.43% | 1.9 |
|
| 5836 |
5836
Nvest Financial
Portsmouth,
New Hampshire
| USD 175 M | +USD 12.6 M | +8% | 7.13% | 92.8% | 96 | 12.5% | 1.4 |
|
| 5837 |
5837
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 175 M | +USD 16.2 M | +10% | 6.99% | 74.4% | 143 | 7.69% | 2.5 |
|
| 5838 |
5838
272 Capital
Dallas,
Texas
| USD 175 M | -USD 24.6 M | -12% | 4.43% | 222% | 83 | 48.19% | 0.7 |
|
| 5839 |
5839
GEM Asset Management
Plymouth,
Michigan
| USD 175 M | +USD 14.3 M | +9% | 6.45% | 62.9% | 95 | 10.53% | 1.4 |
|
| 5840 |
5840
Northland Capital Management
Virginia,
Minnesota
| USD 175 M | +USD 31.9 M | +22% | 4.82% | 37.5% | 31 | 3.23% | 1.7 |
|
| 5841 |
KC
5841
Kades & Cheifetz
Berwyn,
Pennsylvania
| USD 175 M | +USD 15.5 M | +10% | 6.48% | – | 97 | 8.25% | 1.4 |
|
| 5842 |
5842
Financial Futures
Brielle,
New Jersey
| USD 175 M | +USD 13.3 M | +8% | 4.93% | 48.5% | 56 | 10.71% | 1.7 |
|
| 5843 |
5843
Hiley Hunt Wealth Management
Omaha,
Nebraska
| USD 175 M | +USD 12.7 M | +8% | 5.85% | 48.4% | 40 | 10% | 0.7 |
|
| 5844 |
5844
Grandview Asset Management
Harrisburg,
Pennsylvania
| USD 175 M | +USD 3.68 M | +2% | 4.1% | 200% | 64 | 6.25% | 3 |
|
| 5845 |
5845
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| USD 174 M | +USD 11 M | +7% | 6.83% | 51.7% | 432 | 20.83% | 1.8 |
|
| 5846 |
5846
Stone House Capital Management
Bay Harbor Islands,
Florida
| USD 174 M | -USD 66.4 M | -28% | 3.73% | 151% | 5 | 60% | 1.1 |
|
| 5847 |
5847
New Republic Capital
Charlotte,
North Carolina
| USD 174 M | -USD 24.9 M | -13% | 6.54% | 91.4% | 272 | 23.16% | 1.2 |
|
| 5848 |
5848
Accent Capital Management
Centerville,
Ohio
| USD 174 M | +USD 11.3 M | +7% | 3.24% | – | 227 | 28.19% | 0.5 |
|
| 5849 |
5849
Bull Oak Capital
San Diego,
California
| USD 174 M | +USD 18.8 M | +12% | 5.38% | 62.1% | 132 | 71.97% | 0.2 |
|
| 5850 |
5850
Acute Investment Advisory
Mesa,
Arizona
| USD 174 M | -USD 1.34 M | -0.8% | 1.15% | 15% | 20 | 55% | 0.8 |
|