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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Brio Consultants
San Francisco,
California
| USD 412 M | +USD 20.7 M | +5% | 0.4% | 42.7% | 77 | 5.19% | 2 |
|
| 3152 |
3152
Lake Street Private Wealth
Chicago,
Illinois
| USD 412 M | +USD 18.9 M | +5% | 0.51% | 105% | 240 | 15% | 1.4 |
|
| 3153 |
3153
Sargent Investment Group
Bethesda,
Maryland
| USD 412 M | -USD 9.7 M | -2% | 1.25% | 113% | 220 | 14.09% | 1.8 |
|
| 3154 |
3154
Certified Advisory Corp
Altamonte Springs,
Florida
| USD 412 M | +USD 13.8 M | +3% | 0.65% | 62.9% | 252 | 19.44% | 2.8 |
|
| 3155 |
3155
Center for Financial Planning
Southfied,
Michigan
| USD 411 M | +USD 4.98 M | +1% | 0.58% | 64.4% | 545 | 11.56% | 1.3 |
|
| 3156 |
3156
Haverford Financial Services
Radnor,
Pennsylvania
| USD 411 M | +USD 1.82 M | +0.4% | 0.58% | 57.9% | 72 | 13.89% | 3.5 |
|
| 3157 |
TFS
3157
Thoroughbred Financial Services
Brentwood,
Tennessee
| USD 411 M | +USD 11.7 M | +3% | 0.19% | 179% | 332 | 14.76% | 1.5 |
|
| 3158 |
3158
D'Orazio & Associates
Falls Church,
Virginia
| USD 411 M | +USD 22.9 M | +6% | 5.2% | 66.7% | 795 | 53.21% | 1.8 |
|
| 3159 |
3159
Hudson Way Capital Management
Dallas,
Texas
| USD 411 M | +USD 14.8 M | +4% | 4.61% | 51.3% | 19 | 21.05% | 1.7 |
|
| 3160 |
3160
Cambridge Advisors
Omaha,
Nebraska
| USD 410 M | -USD 3.05 M | -0.7% | 1.09% | 58.6% | 179 | 4.47% | 4.1 |
|
| 3161 |
3161
Berkshire Bank
Pittsfield,
Massachusetts
| USD 410 M | -USD 4.03 M | -1% | 0.01% | 76.2% | 128 | 5.47% | 0.9 |
|
| 3162 |
3162
Klaas Financial Asset Advisors
Loves Park,
Illinois
| USD 410 M | +USD 12.1 M | +3% | 0.8% | 39.5% | 91 | 10.99% | 0.7 |
|
| 3163 |
3163
Private Advisory Group
Redmond,
Washington
| USD 410 M | +USD 12.7 M | +3% | 1.44% | 187% | 151 | 37.09% | 1.3 |
|
| 3164 |
BSPF
3164
British Steel Pension Fund
London,
United Kingdom
| USD 410 M | -USD 19.3 M | -5% | 2.93% | 29.7% | 23 | 0% | 6.2 |
|
| 3165 |
3165
Wilsey Asset Management
San Diego,
California
| USD 410 M | +USD 34.2 M | +9% | 3.3% | 66.9% | 31 | 19.35% | 2.1 |
|
| 3166 |
3166
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 409 M | +USD 2.6 M | +0.6% | 2.51% | 71.3% | 79 | 5.06% | 6.4 |
|
| 3167 |
3167
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| USD 409 M | -USD 45.9 M | -10% | 4.52% | 36.7% | 5 | 0% | 3 |
|
| 3168 |
3168
PAX Financial Group
San Antonio,
Texas
| USD 409 M | +USD 13.3 M | +3% | 0.4% | 56% | 188 | 15.43% | 1 |
|
| 3169 |
3169
One Day In July LLC
Burlington,
Vermont
| USD 408 M | +USD 22.6 M | +6% | 1.21% | 48.2% | 74 | 10.81% | 1.5 |
|
| 3170 |
3170
Strategic Point Investment Advisors
Providence,
Rhode Island
| USD 408 M | -USD 3.14 M | -0.8% | 0.51% | 58.2% | 30 | 10% | 3.1 |
|
| 3171 |
3171
Legacy Financial Advisors
Covington,
Kentucky
| USD 408 M | +USD 12.9 M | +3% | 0.13% | 97.8% | 187 | 9.63% | 1.2 |
|
| 3172 |
3172
Matthew Goff Investment Advisor
Houston,
Texas
| USD 408 M | +USD 13.8 M | +3% | 0.09% | 89.6% | 93 | 6.45% | 2.6 |
|
| 3173 |
3173
Octagon Capital Advisors
New York
| USD 406 M | -USD 76.7 M | -16% | 3.85% | 2,969% | 37 | 27.03% | 0.5 |
|
| 3174 |
3174
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| USD 406 M | -USD 20 M | -5% | 1.05% | 26.4% | 4 | 75% | 2 |
|
| 3175 |
3175
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 406 M | -USD 30.7 M | -7% | 1.25% | 18.3% | 161 | 15.53% | 3.7 |
|