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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
Northern Capital Management (Washington)
Spokane,
Washington
| USD 189 M | +USD 4.95 M | +3% | 2.42% | 90.9% | 52 | 11.54% | 2.8 |
|
| 6402 |
6402
Gouws Capital LLC
Charlotte,
North Carolina
| USD 189 M | +USD 7.32 M | +4% | 9.37% | 114% | 56 | 3.57% | 2.8 |
|
| 6403 |
6403
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 189 M | +USD 6.03 M | +3% | 6.85% | 164% | 33 | 6.06% | 4.8 |
|
| 6404 |
6404
Envision Financial
Brookfield,
Wisconsin
| USD 189 M | +USD 14.7 M | +8% | 1.62% | – | 43 | 2.33% | 0.9 |
|
| 6405 |
6405
Strive Financial Group
Carmel,
Indiana
| USD 189 M | – | – | 3.02% | – | 729 | – | 0 |
|
| 6406 |
6406
DAG Ventures
Palo Alto,
California
| USD 189 M | – | – | 4.27% | – | 3 | – | 1.3 |
|
| 6407 |
PS
6407
Pennant Select
Summit,
New Jersey
| USD 189 M | +USD 30 M | +19% | 17.5% | – | 13 | 7.69% | 1.5 |
|
| 6408 |
6408
Bradley & Co Private Wealth Management
Miami,
Florida
| USD 189 M | +USD 8.32 M | +5% | 5.73% | – | 227 | 14.98% | 3 |
|
| 6409 |
6409
MB Generational Wealth
Spokane,
Washington
| USD 189 M | +USD 31.5 M | +20% | 3.08% | 68.9% | 71 | 12.68% | 1.4 |
|
| 6410 |
6410
Hofer & Associates
Thousand Oaks,
California
| USD 189 M | +USD 14.1 M | +8% | 1.76% | 61.7% | 66 | 9.09% | 2.5 |
|
| 6411 |
6411
Oasis Advisors
Forest City,
Iowa
| USD 189 M | – | – | 0.88% | – | 75 | – | 0 |
|
| 6412 |
6412
Harbour Investment Management
Edmonds,
Washington
| USD 189 M | -USD 41.4 M | -18% | 1.73% | 58.8% | 109 | 11.93% | 6.6 |
|
| 6413 |
KTC
6413
Kentucky Trust Company
Danville,
Kentucky
| USD 189 M | +USD 3.8 M | +2% | 2.8% | – | 310 | 7.1% | 0.9 |
|
| 6414 |
6414
Rachor Investment Advisory Services
Linden,
Michigan
| USD 188 M | – | – | 1.56% | – | 429 | – | 0 |
|
| 6415 |
6415
Accel Leaders 3 Associates
Palo Alto,
California
| USD 188 M | – | – | 25.4% | – | 1 | – | 0 |
|
| 6416 |
6416
Granville Capital
Greensboro,
North Carolina
| USD 188 M | – | – | 1.81% | – | 84 | – | 0 |
|
| 6417 |
6417
Treasure Coast Financial Planning
Vero Beach,
Florida
| USD 188 M | +USD 8.99 M | +5% | 1.65% | 35.5% | 47 | 8.51% | 2.4 |
|
| 6418 |
6418
Stegner Investment Associates
Louisville,
Kentucky
| USD 188 M | +USD 5.81 M | +3% | 1.6% | 84.8% | 34 | 14.71% | 3.4 |
|
| 6419 |
6419
Spectrum Strategic Capital Management
Corvallis,
Oregon
| USD 188 M | -USD 7 M | -4% | 1.79% | 85.6% | 82 | 52.44% | 0.7 |
|
| 6420 |
6420
Lantern Wealth Advisors
Melville,
New York
| USD 188 M | -USD 719 k | -0.4% | 2.72% | – | 175 | 16.57% | 1.3 |
|
| 6421 |
6421
Buttonwood Financial Group
Kansas City,
Missouri
| USD 188 M | -USD 43.5 M | -19% | 2.11% | 77.9% | 34 | 11.76% | 1.7 |
|
| 6422 |
6422
Yardley Wealth Management
Yardley,
Pennsylvania
| USD 188 M | +USD 9.13 M | +5% | 2.89% | – | 37 | 5.41% | 1.2 |
|
| 6423 |
6423
Andrews Advisory Associates
Honolulu,
Hawaii
| USD 188 M | – | – | 1.06% | – | 81 | – | 0 |
|
| 6424 |
6424
First Bancorp
Damariscotta,
Maine
| USD 188 M | +USD 151 k | +0.1% | 2.7% | 80.3% | 134 | 8.21% | 3.6 |
|
| 6425 |
6425
LSP Investment Advisors
New York
| USD 188 M | +USD 21.7 M | +13% | 5.2% | 79.5% | 22 | 4.55% | 3.5 |
|