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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8176 |
8176
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 102 M | -USD 39.2 M | -28% | 0.05% | 0.05% | 20 | 0% | 0.4 |
|
| 8177 |
8177
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 102 M | -USD 69.9 M | -41% | 4.28% | 75.1% | 2 | 0% | 6 |
|
| 8178 |
8178
Brown University
Providence,
Rhode Island
| USD 102 M | -USD 40.7 M | -29% | 20.6% | 40.1% | 12 | 25% | 2.3 |
|
| 8179 |
8179
Marble Bar Asset Management LLP
London,
| USD 102 M | +USD 97.5 M | +2,261% | 0.16% | – | 34 | 76.47% | 0.1 |
|
| 8180 |
8180
Fundamenta Capital
Montevideo,
| USD 102 M | +USD 14.6 M | +17% | 14% | – | 10 | 70% | 0.1 |
|
| 8181 |
8181
Blom & Howell Financial Planning
Modesto,
California
| USD 102 M | +USD 1.21 M | +1% | 1.27% | – | 64 | 7.81% | 0.2 |
|
| 8182 |
IWA
8182
Independent Wealth Advisors
Cary,
North Carolina
| USD 102 M | +USD 6.01 M | +6% | 0.46% | – | 71 | 12.68% | 0.2 |
|
| 8183 |
8183
OFC Financial Planning
Short Hills,
New Jersey
| USD 102 M | -USD 3.57 M | -3% | 2.27% | – | 57 | 1.75% | 1.2 |
|
| 8184 |
8184
JMN Financial
New Albany,
Ohio
| USD 102 M | +USD 1.45 M | +1% | 3.24% | – | 242 | 42.15% | 0.2 |
|
| 8185 |
GIA
8185
Gem Investment Advisors
Teaneck,
New Jersey
| USD 102 M | -USD 3.82 M | -4% | 5.08% | – | 37 | 18.92% | 0.2 |
|
| 8186 |
8186
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| USD 102 M | -USD 383 k | -0.4% | 1.92% | – | 87 | 5.75% | 1 |
|
| 8187 |
8187
MKD Wealth Coaches
Troy,
Michigan
| USD 102 M | +USD 1.61 M | +2% | 1.92% | – | 29 | 10.34% | 3.8 |
|
| 8188 |
8188
Green Alpha Advisors
Niwot,
Colorado
| USD 102 M | -USD 7.59 M | -7% | 3.05% | 316% | 116 | 8.62% | 3.4 |
|
| 8189 |
8189
JBGlobal.com
New York
| USD 102 M | +USD 22.1 M | +28% | 1.06% | – | 30 | 46.67% | 0.7 |
|
| 8190 |
CG
8190
Curat Global
Springfield,
New Hampshire
| USD 102 M | +USD 11.5 M | +13% | 2.76% | – | 293 | 13.99% | 1 |
|
| 8191 |
8191
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| USD 101 M | -USD 27 M | -21% | 2.73% | – | 105 | 80% | 0.2 |
|
| 8192 |
8192
Shepherd Street Advisors
Larkspur,
California
| USD 101 M | -USD 2.78 M | -3% | 0.42% | – | 90 | 6.67% | 0.2 |
|
| 8193 |
8193
Burkett Asset Management
Victoria,
| USD 101 M | +USD 2.51 M | +3% | 1.54% | – | 67 | 22.39% | 0.2 |
|
| 8194 |
8194
Obion Capital Management
Miami,
Florida
| USD 101 M | -USD 2.57 M | -2% | 2.96% | – | 16 | 12.5% | 0.2 |
|
| 8195 |
8195
Brightlight Capital Management
Westport,
Connecticut
| USD 101 M | -USD 39.3 M | -28% | 7.08% | 202% | 10 | 30% | 1.8 |
|
| 8196 |
8196
Pacific Capital Partners
London,
| USD 101 M | +USD 7.19 M | +8% | 2.82% | 61.4% | 65 | 86.15% | 0.1 |
|
| 8197 |
ASCM
8197
Adkins Seale Capital Management
Shreveport,
Louisiana
| USD 101 M | +USD 112 k | +0.1% | 1.6% | – | 229 | 2.18% | 0.2 |
|
| 8198 |
8198
Vista Cima Wealth Management
Surprise,
Arizona
| USD 101 M | -USD 18.7 M | -16% | 2.7% | – | 57 | 26.32% | 1 |
|
| 8199 |
TWS
8199
Thomas W. Smith
| USD 101 M | -USD 6.97 M | -6% | 4.96% | – | 6 | 16.67% | 9.6 |
|
| 8200 |
8200
Box Hill Private Wealth
Scottsdale,
Arizona
| USD 101 M | +USD 2.37 M | +2% | 3.62% | – | 70 | 27.14% | 0.2 |
|