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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7626 |
7626
Virtue Asset Management
Barrington,
Illinois
| USD 126 M | +USD 217 k | +0.2% | 1.55% | – | 109 | 14.68% | 0.4 |
|
| 7627 |
7627
Cauble & Harre Wealth Management
Saint Louis,
Missouri
| USD 126 M | +USD 6.25 M | +5% | 2.5% | – | 81 | 22.22% | 0.2 |
|
| 7628 |
7628
Lauer Wealth
Valparaiso,
Indiana
| USD 126 M | -USD 9.14 M | -7% | 4.55% | 89.4% | 74 | 24.32% | 1 |
|
| 7629 |
7629
Redstone Wealth Management
Oklahoma City,
Oklahoma
| USD 125 M | -USD 1.07 M | -0.8% | 1.46% | – | 43 | 9.3% | 0.2 |
|
| 7630 |
7630
Golden Bell Financial Planning
Alpharetta,
Georgia
| USD 125 M | +USD 5.32 M | +4% | 1.95% | – | 37 | 2.7% | 1.1 |
|
| 7631 |
7631
VanWeelden Wealth Management
West Chester Township,
Ohio
| USD 125 M | -USD 1.91 M | -1% | 0.72% | – | 36 | 55.56% | 0.8 |
|
| 7632 |
7632
Mueller Wealth
Mishicot,
Wisconsin
| USD 125 M | +USD 4.57 M | +4% | 2.1% | – | 17 | 11.76% | 0.2 |
|
| 7633 |
AF
7633
ASL Financial
Los Gatos,
California
| USD 125 M | -USD 2.12 M | -2% | 1.38% | – | 96 | 7.29% | 0.2 |
|
| 7634 |
7634
Challenger Wealth Management
Aliso Viejo,
California
| USD 125 M | -USD 5.94 M | -5% | 0.33% | – | 63 | 7.94% | 1.2 |
|
| 7635 |
7635
Carbahal Olsen Financial Services Group
Davis,
California
| USD 125 M | -USD 5.16 M | -4% | 2.93% | – | 44 | 20.45% | 1.1 |
|
| 7636 |
7636
Finward Bancorp
Munster,
Indiana
| USD 125 M | -USD 3.69 M | -3% | 1.64% | – | 107 | 5.61% | 1.1 |
|
| 7637 |
7637
PCG Asset Management
Gladstone,
New Jersey
| USD 125 M | -USD 317 k | -0.3% | 1.62% | – | 80 | 5% | 1.2 |
|
| 7638 |
7638
Freestate Advisors
Overland Park,
Kansas
| USD 125 M | +USD 2.01 M | +2% | 0.27% | – | 44 | 11.36% | 1.5 |
|
| 7639 |
7639
Whitebark Investors
Incline Village,
Nevada
| USD 125 M | -USD 40.9 M | -25% | 27.1% | – | 9 | 0% | 1 |
|
| 7640 |
7640
P.A.W. Capital
Greenwich,
Connecticut
| USD 125 M | +USD 79 M | +172% | 3.82% | 54.6% | 66 | 71.21% | 1.3 |
|
| 7641 |
7641
Sentinel Wealth Management
Reston,
Virginia
| USD 125 M | +USD 4.42 M | +4% | 1.33% | – | 39 | 2.56% | 0.7 |
|
| 7642 |
7642
Broussard Financial Group
Kaplan,
Louisiana
| USD 125 M | +USD 1.65 M | +1% | 1.37% | – | 36 | 25% | 0.2 |
|
| 7643 |
7643
Campbell Deegan Wealth Management
Richmond,
Virginia
| USD 125 M | +USD 1.06 M | +0.9% | 2.34% | – | 56 | 23.21% | 0.9 |
|
| 7644 |
ACM
7644
Appalachian Capital Management
St Clairsville,
Ohio
| USD 125 M | +USD 100 k | +0.1% | 1.7% | – | 47 | 14.89% | 0.2 |
|
| 7645 |
7645
Sandro Wealth Management
Fairfield,
New Jersey
| USD 125 M | +USD 4.09 M | +3% | 0.39% | – | 102 | 11.76% | 0.2 |
|
| 7646 |
7646
Robert Wood Johnson Foundation
Princeton,
New Jersey
| USD 125 M | +USD 937 k | +0.8% | 1.77% | 3.79% | 2 | 0% | 3.3 |
|
| 7647 |
7647
Prosperity Bancshares
Houston,
Texas
| USD 125 M | +USD 13.9 M | +13% | 0.56% | – | 429 | 11.19% | 0.2 |
|
| 7648 |
7648
Blue Water Life Science Advisors
Larkspur,
California
| USD 125 M | -USD 34.6 M | -22% | 0.23% | 503% | 11 | 27.27% | 1.8 |
|
| 7649 |
7649
Allium Financial Advisors
Lake Oswego,
Oregon
| USD 125 M | -USD 1.44 M | -1% | 2.49% | – | 81 | 4.94% | 0.9 |
|
| 7650 |
7650
Kite Lake Capital Management (UK)
London,
United Kingdom
| USD 125 M | +USD 65 M | +109% | 11.6% | 337% | 10 | 70% | 0.4 |
|