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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Lee Financial
Dallas,
Texas
| USD 559 M | +USD 26.4 M | +5% | 1.06% | 75% | 1,011 | 29.77% | 2.3 |
|
| 2702 |
2702
Intrua Financial
Houston,
Texas
| USD 559 M | -USD 13.4 M | -2% | 0.84% | 77.4% | 413 | 17.68% | 1.1 |
|
| 2703 |
2703
Kanen Wealth Management
Coconut Creek,
Florida
| USD 558 M | +USD 269 M | +93% | 4.91% | 328% | 26 | 23.08% | 0.7 |
|
| 2704 |
2704
Dean Investment Associates
Beavercreek,
Ohio
| USD 558 M | -USD 9.9 M | -2% | 0.59% | 63.5% | 238 | 7.56% | 3.4 |
|
| 2705 |
2705
Rodgers Brothers
Harmony,
Pennsylvania
| USD 557 M | -USD 4.85 M | -0.9% | 1.2% | 108% | 215 | 12.09% | 5.1 |
|
| 2706 |
2706
Lake Street Private Wealth
Chicago,
Illinois
| USD 557 M | -USD 13.1 M | -2% | 2.68% | 105% | 361 | 20.22% | 1.3 |
|
| 2707 |
2707
Dock Street Asset Management
Palm Beach,
Florida
| USD 557 M | -USD 50.1 M | -8% | 5.34% | 175% | 82 | 20.73% | 2.9 |
|
| 2708 |
2708
First Ascent Asset Management
Denver,
Colorado
| USD 556 M | +USD 31.4 M | +6% | 5.59% | 4.15% | 41 | 19.51% | 1.3 |
|
| 2709 |
2709
Bluescape Energy Partners
Dallas,
Texas
| USD 556 M | -USD 72.4 M | -12% | 2.1% | 57.9% | 3 | 0% | 2 |
|
| 2710 |
2710
FORA Capital
Miami,
Florida
| USD 555 M | +USD 297 M | +115% | 0.78% | 162% | 671 | 82.71% | 0.1 |
|
| 2711 |
2711
Tortoise Index Solutions
Overland Park,
Kansas
| USD 554 M | +USD 100 M | +22% | 18.4% | 52.2% | 111 | 2.7% | 3.4 |
|
| 2712 |
2712
Avitas Wealth Management
Los Angeles,
California
| USD 554 M | -USD 42.1 M | -7% | 4.18% | 56.2% | 222 | 35.59% | 1.7 |
|
| 2713 |
IAIM
2713
International Assets Investment Management
Orlando,
Florida
| USD 554 M | -USD 18.9 M | -3% | 3.09% | 101% | 601 | 32.45% | 1.2 |
|
| 2714 |
2714
SKBA Capital Management
San Francisco,
California
| USD 554 M | +USD 23 M | +4% | 6.48% | 55.7% | 85 | 8.24% | 3.4 |
|
| 2715 |
2715
SOL Capital Management
Rockville,
Maryland
| USD 554 M | +USD 487 k | +0.1% | 4.82% | 56.6% | 272 | 8.82% | 5.6 |
|
| 2716 |
2716
Heck Capital Advisors
Rhinelander,
Wisconsin
| USD 553 M | +USD 2.48 M | +0.5% | 3.8% | 67% | 136 | 19.12% | 2.7 |
|
| 2717 |
2717
Means Investment Company
Bangor,
Maine
| USD 552 M | -USD 13.9 M | -2% | 4.54% | 106% | 228 | 22.81% | 2.2 |
|
| 2718 |
HCP
2718
Holt Capital Partners
Fort Worth,
Texas
| USD 552 M | -USD 16.5 M | -3% | 2.32% | 69.5% | 164 | 3.66% | 5.1 |
|
| 2719 |
2719
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 552 M | -USD 286 M | -34% | 17.7% | 76.3% | 36 | 27.78% | 2.4 |
|
| 2720 |
2720
TrinityPoint Wealth
Milford,
Connecticut
| USD 552 M | -USD 11.1 M | -2% | 3.63% | 28.4% | 330 | 14.55% | 1.8 |
|
| 2721 |
2721
Camden National Bank
Camden,
Maine
| USD 552 M | -USD 17.4 M | -3% | 3.12% | 58.2% | 157 | 11.46% | 3.3 |
|
| 2722 |
2722
Proffitt & Goodson
Knoxville,
Tennessee
| USD 551 M | -USD 18.1 M | -3% | 5.07% | 48.5% | 288 | 15.97% | 2.8 |
|
| 2723 |
2723
Vest Financial
Mclean,
Virginia
| USD 551 M | +USD 90.6 M | +20% | 1.52% | 68.4% | 66 | 4.55% | 1.2 |
|
| 2724 |
T
2724
TCWP
Beachwood,
Ohio
| USD 550 M | +USD 46 M | +9% | 3.02% | – | 1,978 | 86.75% | 0 |
|
| 2725 |
2725
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 550 M | -USD 45.7 M | -8% | 23% | 339% | 176 | 67.05% | 0.6 |
|