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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8101 |
8101
Wolfstich Capital
Medfield,
Massachusetts
| USD 109 M | +USD 59.5 M | +121% | 2.1% | – | 21 | 57.14% | 0.5 |
|
| 8102 |
8102
Auctus Advisors
Charlotte,
North Carolina
| USD 108 M | – | – | 3.67% | – | 26 | – | 0 |
|
| 8103 |
8103
Cedrus Wealth Group LLC
Andover,
Minnesota
| USD 108 M | – | – | 17.6% | – | 48 | – | 0 |
|
| 8104 |
8104
AWH Capital
Dallas,
Texas
| USD 108 M | +USD 12.5 M | +13% | 10.9% | 183% | 22 | 9.09% | 2.8 |
|
| 8105 |
8105
OakTrust Wealth Advisors
Wilton,
Connecticut
| USD 108 M | – | – | 0.94% | – | 68 | – | 0 |
|
| 8106 |
LP
8106
LB Partners
Charlottesville,
Virginia
| USD 108 M | -USD 47.4 M | -30% | 0.13% | 136% | 29 | 13.79% | 1.3 |
|
| 8107 |
8107
Searchlight Capital Partners
New York
| USD 108 M | -USD 10.1 M | -9% | 7.75% | 38.5% | 3 | 0% | 7.8 |
|
| 8108 |
8108
Summerhill Capital Management
Toronto,
Ontario, Canada
| USD 108 M | +USD 12 M | +12% | 8.02% | – | 17 | 11.76% | 1.4 |
|
| 8109 |
JMNC
8109
J. Mark Nickell & Co
Brentwood,
Tennessee
| USD 108 M | – | – | 2.06% | – | 30 | – | 0 |
|
| 8110 |
8110
Winter & Associates
St. Paul,
Minnesota
| USD 108 M | – | – | 2.06% | – | 82 | – | 0 |
|
| 8111 |
TWS
8111
Thomas W. Smith
| USD 108 M | – | – | 0.89% | – | 6 | – | 9.2 |
|
| 8112 |
8112
Rubicon Advisors
Redding,
California
| USD 108 M | – | – | 3.56% | – | 83 | – | 0 |
|
| 8113 |
8113
Clarion Wealth Managment Partners
Fairfax,
Virginia
| USD 108 M | +USD 6.73 M | +7% | 2.99% | – | 86 | 10.47% | 0.5 |
|
| 8114 |
8114
Aldebaran Financial
| USD 108 M | +USD 8.09 M | +8% | 3.44% | 115% | 79 | 5.06% | 5.9 |
|
| 8115 |
8115
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 108 M | +USD 3.85 M | +4% | 1.59% | 80.2% | 40 | 2.5% | 4.1 |
|
| 8116 |
8116
Merited Wealth
North Bay Village,
Florida
| USD 108 M | – | – | 1.58% | – | 297 | – | 0 |
|
| 8117 |
ACA
8117
Alpha Capital Advisors
Bangor,
Maine
| USD 108 M | – | – | 1.55% | – | 33 | – | 0 |
|
| 8118 |
8118
DWR Wealth Management
San Jose,
California
| USD 108 M | – | – | 2.04% | – | 50 | – | 0 |
|
| 8119 |
8119
Aureum Wealth Management
North Palm Beach,
Florida
| USD 108 M | – | – | 1.99% | – | 49 | – | 0 |
|
| 8120 |
8120
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| USD 108 M | -USD 726 k | -0.7% | 1.09% | 206% | 214 | 19.63% | 3.6 |
|
| 8121 |
8121
Maimon Wealth Management
Ra'anana,
Israel
| USD 108 M | – | – | 1.6% | – | 71 | – | 0 |
|
| 8122 |
PCMN
8122
Paradigm Capital Management (Nevada)
Reno,
Nevada
| USD 108 M | +USD 6.72 M | +7% | 3% | – | 64 | 7.81% | 2.6 |
|
| 8123 |
8123
Urban Wealth Management
El Segundo,
California
| USD 108 M | – | – | 4.84% | – | 94 | – | 1.5 |
|
| 8124 |
8124
LuminArx Capital Management
New York
| USD 108 M | – | – | 2.26% | – | 91 | – | 0 |
|
| 8125 |
8125
Prospect Financial Group
Arlington,
Virginia
| USD 108 M | +USD 5.14 M | +5% | 2.44% | – | 63 | 4.76% | 0.9 |
|