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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
7251
SageOak Financial
Tulsa,
Oklahoma
| USD 142 M | +USD 4.16 M | +3% | 0.35% | – | 36 | 11.11% | 1.1 |
|
| 7252 |
7252
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 142 M | -USD 168 k | -0.1% | 0.34% | 96.8% | 421 | 5.23% | 3.6 |
|
| 7253 |
7253
Laraway Financial Advisors
Saint Cloud,
Minnesota
| USD 142 M | -USD 11.2 M | -7% | 0.66% | 101% | 133 | 4.51% | 3.4 |
|
| 7254 |
7254
Avant Financial Advisors
Austin,
Texas
| USD 142 M | +USD 3.11 M | +2% | 0.69% | – | 67 | 2.99% | 1.2 |
|
| 7255 |
7255
White & Co Financial Planning
Sunnyside,
Washington
| USD 142 M | +USD 8.47 M | +6% | 0.87% | – | 20 | 5% | 1.2 |
|
| 7256 |
7256
Avant Capital
Lafayette,
Louisiana
| USD 142 M | -USD 3.44 M | -2% | 0.3% | – | 81 | 8.64% | 3.1 |
|
| 7257 |
7257
Teton Advisors
Rye,
New York
| USD 142 M | -USD 1.93 M | -1% | 10.4% | 139% | 159 | 8.18% | 9.4 |
|
| 7258 |
7258
Innovative Wealth Building
California,
Maryland
| USD 142 M | +USD 4.98 M | +4% | 2.92% | – | 71 | 15.49% | 0.9 |
|
| 7259 |
7259
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| USD 142 M | +USD 1.52 M | +1% | 1.1% | – | 70 | 10% | 1.1 |
|
| 7260 |
7260
Opulen Financial Group
Arlington,
Virginia
| USD 142 M | +USD 4.82 M | +4% | 0.42% | – | 117 | 10.26% | 1 |
|
| 7261 |
7261
HFG Advisors
Cincinatti,
Ohio
| USD 142 M | +USD 4.09 M | +3% | 0.37% | 69.7% | 125 | 18.4% | 2.3 |
|
| 7262 |
SR
7262
Summer Road
West Palm Beach,
Florida
| USD 142 M | +USD 4.32 M | +3% | 12.9% | 214% | 25 | 20% | 1.4 |
|
| 7263 |
7263
Trium Capital
London,
United Kingdom
| USD 142 M | +USD 13.1 M | +10% | 14.4% | 215% | 88 | 71.59% | 0.6 |
|
| 7264 |
7264
EJF Capital
Arlington,
Virginia
| USD 142 M | -USD 34.2 M | -19% | 0.01% | 127% | 81 | 20.99% | 2.2 |
|
| 7265 |
7265
Seek First
Campbell,
California
| USD 142 M | -USD 3.2 M | -2% | 0.8% | – | 62 | 11.29% | 0.9 |
|
| 7266 |
KFP
7266
Kerr Financial Planning
Fresno,
California
| USD 142 M | +USD 67.9 M | +92% | 10.5% | – | 545 | 11.01% | 0.4 |
|
| 7267 |
7267
Opinicus Capital
Tampa,
Florida
| USD 142 M | -USD 1.61 M | -1% | 1.19% | 129% | 107 | 13.08% | 1.8 |
|
| 7268 |
7268
Cottonwood Capital Advisors
Salt Lake City,
Utah
| USD 142 M | +USD 1.52 M | +1% | 1.06% | 79% | 91 | 7.69% | 3.6 |
|
| 7269 |
7269
Acuta Capital Partners
Redwood City,
California
| USD 142 M | -USD 5.53 M | -4% | 42.3% | 7,269% | 36 | 41.67% | 1 |
|
| 7270 |
7270
Mount Vernon Associates
Baltimore,
Maryland
| USD 142 M | -USD 7.14 M | -5% | 4.64% | 136% | 61 | 3.28% | 7.4 |
|
| 7271 |
7271
Yorktown Energy Partners XI
New York
| USD 142 M | -USD 1.34 M | -0.9% | 15.9% | 105% | 4 | 0% | 4.3 |
|
| 7272 |
7272
Networth Advisors
Canonsburg,
Pennsylvania
| USD 141 M | +USD 5.98 M | +4% | 0.41% | – | 448 | 29.02% | 0.2 |
|
| 7273 |
IA
7273
IF Advisors
San Antonio,
Texas
| USD 141 M | +USD 18.4 M | +15% | 0.47% | – | 54 | 25.93% | 0.2 |
|
| 7274 |
MAM
7274
Maytree Asset Management
Hong Kong
| USD 141 M | +USD 6.58 M | +5% | 44.3% | 441% | 27 | 62.96% | 0.4 |
|
| 7275 |
HFAS
7275
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 141 M | -USD 95.4 k | -0.1% | 1.3% | 71.8% | 129 | 9.3% | 3.9 |
|