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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
KPP Advisory Services
Louisville,
Kentucky
| USD 675 M | +USD 69.2 M | +11% | 8.36% | 87.9% | 340 | 12.65% | 1.2 |
|
| 2977 |
2977
Kelman-Lazarov Inc
Memphis,
Tennessee
| USD 674 M | +USD 57.2 M | +9% | 5.98% | 51.6% | 137 | 14.6% | 4.4 |
|
| 2978 |
2978
ShawSpring Partners
Boston,
Massachusetts
| USD 673 M | -USD 120 M | -15% | 9.35% | 3.53% | 11 | 9.09% | 1.3 |
|
| 2979 |
2979
Faithward Advisors
Lancaster,
Pennsylvania
| USD 673 M | +USD 28.1 M | +4% | 10.9% | 119% | 311 | 17.04% | 2.1 |
|
| 2980 |
2980
Impact Partnership Wealth
Marietta,
Georgia
| USD 672 M | +USD 130 M | +24% | 6.06% | 50.9% | 378 | 41.01% | 0.8 |
|
| 2981 |
2981
James J. Burns & Company
Melville,
New York
| USD 671 M | +USD 57.7 M | +9% | 8.06% | 70.2% | 163 | 6.75% | 1.8 |
|
| 2982 |
2982
Permanens Capital
New York
| USD 671 M | -USD 62.8 M | -9% | 8.94% | 76.9% | 94 | 61.7% | 1.4 |
|
| 2983 |
2983
Foresight Group
London,
United Kingdom
| USD 670 M | -USD 35 M | -5% | 6.63% | – | 60 | 3.33% | 1.1 |
|
| 2984 |
2984
Newbridge Financial Services Group
Boca Raton,
Florida
| USD 669 M | +USD 53 M | +9% | 12.1% | 189% | 1,400 | 14.07% | 1.6 |
|
| 2985 |
2985
Peterson Wealth Advisors
Orem,
Utah
| USD 669 M | +USD 62.8 M | +10% | 5.5% | 50.9% | 101 | 5.94% | 3.5 |
|
| 2986 |
TAA
2986
TB Alternative Assets
Grand Cayman,
Cayman Islands
| USD 668 M | +USD 128 M | +24% | 23.8% | 312% | 58 | 46.55% | 0.9 |
|
| 2987 |
2987
Asio Capital
Lexington,
Kentucky
| USD 668 M | +USD 67.7 M | +11% | 7.65% | 98% | 116 | 12.07% | 2.7 |
|
| 2988 |
2988
WealthPLAN Partners
Omaha,
Nebraska
| USD 667 M | +USD 45.8 M | +7% | 8.35% | 71.6% | 273 | 15.75% | 4.4 |
|
| 2989 |
2989
Kera Capital Partners
San Jose,
California
| USD 667 M | +USD 159 M | +31% | 13.7% | – | 457 | 30.63% | 0.3 |
|
| 2990 |
2990
Klaas Financial Asset Advisors
Loves Park,
Illinois
| USD 666 M | +USD 34.6 M | +5% | 4.65% | 39.5% | 47 | 0% | 3.4 |
|
| 2991 |
2991
Calton & Associates
Tampa,
Florida
| USD 666 M | +USD 87.8 M | +15% | 7.54% | 73.9% | 463 | 25.05% | 1.1 |
|
| 2992 |
2992
Canal Capital Management
Richmond,
Virginia
| USD 666 M | +USD 31.8 M | +5% | 6.37% | 69.5% | 199 | 12.06% | 4 |
|
| 2993 |
2993
First Turn Management
Del Mar,
California
| USD 666 M | +USD 130 M | +24% | 64.4% | – | 42 | 47.62% | 0.8 |
|
| 2994 |
2994
Convergence Financial
Columbia,
Missouri
| USD 666 M | +USD 84.3 M | +14% | 6.52% | 70.6% | 200 | 16.5% | 1.2 |
|
| 2995 |
CFGSD
2995
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| USD 665 M | +USD 55.5 M | +9% | 6.58% | 72% | 104 | 5.77% | 2.2 |
|
| 2996 |
2996
Capital Advantage
Walnut Creek,
California
| USD 665 M | +USD 33.5 M | +5% | 4.95% | 49.2% | 142 | 4.93% | 2.4 |
|
| 2997 |
2997
Leelyn Smith
Geneva,
Illinois
| USD 664 M | +USD 54.4 M | +9% | 6.24% | 86% | 146 | 9.59% | 3.4 |
|
| 2998 |
2998
Thrive Wealth Management
Audubon,
Pennsylvania
| USD 663 M | +USD 43.6 M | +7% | 7.72% | 84.1% | 254 | 15.35% | 2.3 |
|
| 2999 |
2999
Delta Air Lines
Atlanta,
Georgia
| USD 663 M | +USD 265 M | +66% | 66.9% | 5.3% | 2 | 0% | 3.3 |
|
| 3000 |
3000
Triasima Portfolio Management
Montreal,
Quebec, Canada
| USD 663 M | +USD 115 M | +21% | 17.1% | 224% | 180 | 46.11% | 1 |
|