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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7576 |
C
7576
Croban
Fremont,
Ohio
| USD 102 M | – | – | 2.12% | – | 72 | – | 1 |
|
| 7577 |
7577
M28 Capital Management
Stamford,
Connecticut
| USD 102 M | +USD 10.9 M | +12% | 32.3% | 200% | 11 | 0% | 2.5 |
|
| 7578 |
7578
Wingate Wealth Advisors
Lexington,
Massachusetts
| USD 102 M | – | – | 1.77% | – | 477 | – | 0 |
|
| 7579 |
ECP
7579
Elwood Capital Partners
New York
| USD 102 M | – | – | 17.9% | – | 26 | – | 0 |
|
| 7580 |
7580
Shepherd Wealth Management
Cincinnati,
Ohio
| USD 102 M | – | – | 12.8% | – | 48 | – | 0 |
|
| 7581 |
7581
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| USD 102 M | -USD 4.31 M | -4% | 2.07% | 62.7% | 108 | 15.74% | 1.9 |
|
| 7582 |
7582
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| USD 102 M | +USD 40.5 M | +66% | 5.38% | 2.88% | 5 | 0% | 2.9 |
|
| 7583 |
7583
AMH Equity
Great Neck,
New York
| USD 102 M | +USD 22.7 M | +29% | 39.4% | 267% | 67 | 47.76% | 0.5 |
|
| 7584 |
7584
Cornerstone Financial Group
Omaha,
Nebraska
| USD 101 M | – | – | 2.1% | – | 67 | – | 0 |
|
| 7585 |
7585
Persium Advisors
Atlanta,
Georgia
| USD 101 M | – | – | 2.11% | – | 58 | – | 0 |
|
| 7586 |
PIA
7586
Prakash Investment Advisors
Andover,
Massachusetts
| USD 101 M | – | – | 17.7% | – | 57 | – | 0 |
|
| 7587 |
7587
Luts & Greenleigh Group
Bethesda,
Maryland
| USD 101 M | -USD 2.92 M | -3% | 0.57% | – | 86 | 10.47% | 1.5 |
|
| 7588 |
7588
Frisco Financial Planning
Frisco,
Texas
| USD 101 M | – | – | 2.53% | – | 18 | – | 0 |
|
| 7589 |
7589
Authentikos Wealth Advisory
Morgan Hill,
California
| USD 101 M | -USD 2.67 M | -3% | 1% | 43.5% | 164 | 57.32% | 0.6 |
|
| 7590 |
7590
Kraematon Investment Advisors
Braintree,
Massachusetts
| USD 101 M | -USD 735 k | -0.7% | 1.28% | 89.8% | 90 | 8.89% | 2.1 |
|
| 7591 |
7591
Fulcrum Equity Management
Plano,
Texas
| USD 101 M | -USD 17.3 M | -15% | 3.53% | 116% | 161 | 46.58% | 1.3 |
|
| 7592 |
HI
7592
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| USD 101 M | -USD 104 M | -51% | 39.7% | 74.8% | 1 | 0% | 3 |
|
| 7593 |
7593
Invera Wealth Advisors
Bend,
Oregon
| USD 101 M | +USD 399 k | +0.4% | 0.57% | 102% | 48 | 4.17% | 0.9 |
|
| 7594 |
7594
Rahlfs Capital
Lake Kiowa,
Texas
| USD 101 M | – | – | 1.58% | – | 78 | – | 0 |
|
| 7595 |
7595
Peapod Lane Capital
Bedford Hills,
New York
| USD 101 M | – | – | 16.2% | – | 57 | – | 0 |
|
| 7596 |
7596
Entruity Wealth
Bakersfield,
California
| USD 101 M | – | – | 1.93% | – | 42 | – | 0 |
|
| 7597 |
7597
Winnow Wealth
Waco,
Texas
| USD 101 M | – | – | 0.89% | – | 626 | – | 0 |
|
| 7598 |
7598
Ativo Capital Management
Chicago,
Illinois
| USD 101 M | -USD 13.6 M | -12% | 3.59% | 63.2% | 56 | 19.64% | 2.2 |
|
| 7599 |
7599
Sherwood Financial Partners
Westlake Village,
California
| USD 101 M | – | – | 2.49% | – | 7 | – | 0 |
|
| 7600 |
7600
New Covenant Trust Company
Jeffersonville,
Indiana
| USD 101 M | -USD 2.48 M | -2% | 1.42% | – | 93 | 11.83% | 0.7 |
|