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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Friday Financial
Dubuque,
Iowa
| USD 167 M | +USD 22 M | +15% | 2.32% | – | 72 | 11.11% | 0.2 |
|
| 6102 |
6102
Kathryn A. Hall
| USD 167 M | -USD 11 M | -6% | 4.57% | 95.2% | 20 | 10% | 4 |
|
| 6103 |
6103
True Vision MN
Woodbury,
Minnesota
| USD 167 M | -USD 1.5 M | -0.9% | 0.76% | – | 118 | 31.36% | 0.7 |
|
| 6104 |
6104
Gouws Capital LLC
Charlotte,
North Carolina
| USD 167 M | +USD 21.1 M | +14% | 0.11% | 114% | 53 | 24.53% | 2.4 |
|
| 6105 |
6105
Finer Wealth Management
Salem,
Massachusetts
| USD 167 M | -USD 7.54 M | -4% | 3.62% | 175% | 86 | 4.65% | 2.4 |
|
| 6106 |
6106
Lifeyrissjodur Verzlunarmanna
Reykjavik,
| USD 167 M | – | – | 3.86% | – | 1 | – | 0 |
|
| 6107 |
6107
First City Capital Management
Savannah,
Georgia
| USD 167 M | -USD 21.1 M | -11% | 1.74% | 86.4% | 157 | 8.92% | 6.5 |
|
| 6108 |
WM
6108
Wishbone Management
Chicago,
Illinois
| USD 167 M | -USD 43.8 M | -21% | 11.2% | 58.7% | 5 | 40% | 1 |
|
| 6109 |
6109
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 167 M | +USD 21.4 M | +15% | 1.35% | 173% | 50 | 40% | 0.9 |
|
| 6110 |
6110
Glass Wealth Management
San Antonio,
Texas
| USD 167 M | -USD 17.3 M | -9% | 3.47% | – | 60 | 5% | 0.9 |
|
| 6111 |
6111
Valued Wealth Advisors
Holladay,
Utah
| USD 167 M | +USD 7 M | +4% | 0.48% | 62% | 681 | 10.57% | 1.1 |
|
| 6112 |
6112
TLW Wealth Management
Indian Rocks Beach,
Florida
| USD 167 M | -USD 1.28 M | -0.8% | 0.99% | 98.3% | 17 | 5.88% | 4.7 |
|
| 6113 |
ICM
6113
Indaba Capital Management
San Francisco,
California
| USD 167 M | -USD 40.9 M | -20% | 6.34% | 66.7% | 13 | 38.46% | 0.8 |
|
| 6114 |
NED
6114
Nancy E. Dempze
| USD 167 M | -USD 6.61 M | -4% | 0.91% | 94.5% | 100 | 12% | 3.7 |
|
| 6115 |
6115
Tudor Financial
Dayton,
Ohio
| USD 167 M | -USD 4.44 M | -3% | 0.09% | – | 143 | 11.89% | 0.4 |
|
| 6116 |
6116
Resurgent Financial Advisors
Atlanta,
Georgia
| USD 167 M | -USD 3.42 M | -2% | 0.77% | 86.4% | 194 | 14.43% | 2.2 |
|
| 6117 |
6117
Riverstone Advisors
New Braunfels,
Texas
| USD 166 M | -USD 9.21 M | -5% | 4.26% | 116% | 58 | 10.34% | 2.8 |
|
| 6118 |
6118
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 166 M | +USD 1.67 M | +1% | 1.11% | 70.6% | 533 | 26.64% | 3.2 |
|
| 6119 |
6119
Gray Private Wealth
Canton,
Massachusetts
| USD 166 M | -USD 1.71 M | -1% | 2.97% | – | 43 | 9.3% | 0.9 |
|
| 6120 |
ECM
6120
EMC Capital Management
Houston,
Texas
| USD 166 M | -USD 12 M | -7% | 7.63% | – | 294 | 4.76% | 2.3 |
|
| 6121 |
6121
MOKAN Wealth Management
Overland Park,
Kansas
| USD 166 M | +USD 8.78 M | +6% | 0.42% | – | 79 | 15.19% | 0.2 |
|
| 6122 |
6122
Sanofi
Paris,
France
| USD 166 M | -USD 8.42 M | -5% | 2.18% | – | 9 | 0% | 0.3 |
|
| 6123 |
6123
Ivy Lane Capital Management
Winter Park,
Florida
| USD 166 M | -USD 19.3 M | -10% | 8.03% | 101% | 18 | 55.56% | 1.4 |
|
| 6124 |
GPC
6124
Guardian Point Capital
Charlottesville,
Virginia
| USD 166 M | -USD 25.3 M | -13% | 4.57% | 142% | 11 | 45.45% | 2.3 |
|
| 6125 |
ASBI
6125
American State Bank (Iowa)
Sioux Center,
Iowa
| USD 166 M | -USD 50.3 k | -0% | 0.67% | 149% | 127 | 4.72% | 3.8 |
|