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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Marble Wealth
Montgomery,
Alabama
| USD 720 M | – | – | 3.24% | – | 272 | – | 0 |
|
| 2952 |
2952
Walkner Condon Financial Advisors
Madison,
Wisconsin
| USD 720 M | +USD 88.9 M | +14% | 2.47% | 62.6% | 320 | 10.31% | 2.7 |
|
| 2953 |
2953
Capital Investment Counsel (Colorado)
Denver,
Colorado
| USD 720 M | +USD 40.7 M | +6% | 1.76% | 68.7% | 151 | 17.22% | 1.4 |
|
| 2954 |
OTL
2954
Oak Thistle LLC
New York
| USD 720 M | +USD 63.9 M | +10% | 0.32% | 58.3% | 674 | 62.31% | 0.3 |
|
| 2955 |
2955
Cannon Financial Strategists
Athens,
Georgia
| USD 719 M | +USD 20.5 M | +3% | 2.58% | 56.7% | 105 | 5.71% | 3.7 |
|
| 2956 |
2956
Physician Wealth Advisors
Midvale,
Utah
| USD 719 M | +USD 16.1 M | +2% | 2.47% | 79.9% | 2,181 | 19.99% | 1 |
|
| 2957 |
2957
Palo Alto Investors
Palo Alto,
California
| USD 718 M | +USD 178 M | +33% | 33% | 157% | 51 | 17.65% | 3.4 |
|
| 2958 |
2958
Nottingham Advisors
Amherst,
New York
| USD 718 M | -USD 2.56 M | -0.4% | 1.73% | 47.6% | 115 | 9.57% | 4.8 |
|
| 2959 |
2959
Proffitt & Goodson
Knoxville,
Tennessee
| USD 718 M | +USD 20.4 M | +3% | 1.84% | 48.5% | 463 | 39.31% | 4.7 |
|
| 2960 |
2960
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| USD 717 M | +USD 539 M | +304% | 0.33% | 70.9% | 229 | 48.03% | 1.2 |
|
| 2961 |
2961
Breakwater Capital Group
Paramus,
New Jersey
| USD 717 M | +USD 39.3 M | +6% | 2.21% | 67.4% | 370 | 9.73% | 2 |
|
| 2962 |
2962
White Lighthouse Investment Management
Bedford,
Massachusetts
| USD 716 M | +USD 60.4 M | +9% | 1.95% | 62.1% | 151 | 8.61% | 4.9 |
|
| 2963 |
2963
Southernsun Asset Management
Memphis,
Tennessee
| USD 716 M | -USD 55.4 M | -7% | 2.67% | 54.7% | 35 | 20% | 4.8 |
|
| 2964 |
2964
Unique Wealth
Clearwater,
Florida
| USD 716 M | +USD 34.4 M | +5% | 1.52% | 68.5% | 194 | 12.37% | 1.4 |
|
| 2965 |
2965
Fractal Investments
Glastonbury,
Connecticut
| USD 716 M | +USD 23.5 M | +3% | 2.43% | 74.2% | 86 | 17.44% | 2.2 |
|
| 2966 |
2966
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 716 M | +USD 30.2 M | +4% | 3.76% | 78.2% | 277 | 9.39% | 5 |
|
| 2967 |
2967
Pinnbrook Capital Management
New York
| USD 715 M | -USD 189 M | -21% | 17.3% | 913% | 193 | 73.58% | 0.2 |
|
| 2968 |
2968
Ellenbecker Investment Group
Waukesha,
Wisconsin
| USD 715 M | +USD 37 M | +5% | 1.51% | 56.3% | 139 | 12.95% | 3.9 |
|
| 2969 |
2969
Dimension Capital Management
Coral Gables,
Florida
| USD 715 M | +USD 19.4 M | +3% | 2.92% | 65.5% | 126 | 19.05% | 3.9 |
|
| 2970 |
AG
2970
Artal Group
Luxembourg
| USD 715 M | -USD 43.6 M | -6% | 5.47% | 181% | 2 | 0% | 7.5 |
|
| 2971 |
2971
United Capital Management of KS
Salina,
Kansas
| USD 714 M | -USD 21.2 M | -3% | 1.58% | 295% | 135 | 34.07% | 2.7 |
|
| 2972 |
2972
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 714 M | +USD 3.8 M | +0.5% | 4.64% | 98.7% | 143 | 11.89% | 8.8 |
|
| 2973 |
2973
South Street Advisors
New York
| USD 712 M | -USD 50.8 M | -7% | 3.6% | 169% | 84 | 15.48% | 3.9 |
|
| 2974 |
2974
Arvest Investments
Lowell,
Arkansas
| USD 712 M | +USD 14.7 M | +2% | 1.96% | 50% | 198 | 12.63% | 1.4 |
|
| 2975 |
2975
Auxier Asset Management
Aurora,
Oregon
| USD 711 M | -USD 2.31 M | -0.3% | 2.07% | 71.7% | 186 | 10.75% | 8.3 |
|