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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Lawson Kroeker Investment Management
Omaha,
Nebraska
| USD 271 M | +USD 7.86 M | +3% | 6.7% | 69.7% | 62 | 1.61% | 5.4 |
|
| 3227 |
3227
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 270 M | +USD 20.6 M | +8% | 8.63% | 75.5% | 187 | 6.95% | 2.9 |
|
| 3228 |
3228
Affinity Wealth Management
Wilmington,
Delaware
| USD 270 M | +USD 21.3 M | +9% | 7.84% | 116% | 111 | 22.52% | 1.5 |
|
| 3229 |
3229
Kavar Capital Partners Group
Leawood,
Kansas
| USD 270 M | +USD 13.9 M | +5% | 7.18% | 86.8% | 141 | 12.06% | 3.2 |
|
| 3230 |
3230
Matthew Goff Investment Advisor
Houston,
Texas
| USD 270 M | +USD 27.9 M | +12% | 6.15% | 89.6% | 60 | 8.33% | 2.1 |
|
| 3231 |
3231
IMA Advisory Services
Denver,
Colorado
| USD 269 M | +USD 4.68 M | +2% | 8.87% | 74.5% | 292 | 6.16% | 2.1 |
|
| 3232 |
3232
McNamara Financial Services
Marshfield,
Massachusetts
| USD 269 M | +USD 22.9 M | +9% | 5.93% | 42.6% | 42 | 7.14% | 2.9 |
|
| 3233 |
SGH
3233
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 269 M | +USD 71.2 M | +36% | 19.6% | 83.8% | 57 | 35.09% | 1.4 |
|
| 3234 |
EGA
3234
E&G Advisors
Houston,
Texas
| USD 269 M | +USD 19.7 M | +8% | 6.66% | 97.7% | 189 | 6.35% | 2.8 |
|
| 3235 |
SXL
3235
Summit X LLC
Chesterfield,
Missouri
| USD 269 M | +USD 19.7 M | +8% | 7.63% | 62.9% | 244 | 9.02% | 1.7 |
|
| 3236 |
3236
Vantage Wealth
Pasadena,
California
| USD 269 M | +USD 24 M | +10% | 9.41% | 56.1% | 36 | 16.67% | 3.3 |
|
| 3237 |
PRC
3237
Pearl River Capital
Niles,
Michigan
| USD 269 M | +USD 234 M | +669% | 6.22% | 20.3% | 745 | 75.7% | 0.1 |
|
| 3238 |
3238
First National Corp
Rockland,
Massachusetts
| USD 269 M | +USD 20.6 M | +8% | 7.12% | 56.3% | 150 | 9.33% | 0.9 |
|
| 3239 |
3239
Hardy Reed
Tupelo,
Mississippi
| USD 268 M | +USD 18.1 M | +7% | 6.41% | 77.5% | 74 | 14.86% | 0.8 |
|
| 3240 |
3240
Patten Group
Chattanooga,
Tennessee
| USD 268 M | +USD 22.2 M | +9% | 7.05% | 99% | 218 | 11.93% | 3.6 |
|
| 3241 |
3241
Bridgeworth
Birmingham,
Alabama
| USD 268 M | +USD 5.66 M | +2% | 6.51% | 19.3% | 141 | 12.77% | 1.6 |
|
| 3242 |
3242
Think Investments
San Francisco,
California
| USD 268 M | +USD 4.51 M | +2% | 16.3% | 285% | 16 | 31.25% | 1.6 |
|
| 3243 |
DC
3243
Derby & Company
Newton,
Massachusetts
| USD 268 M | +USD 58.8 M | +28% | 6.19% | 33.7% | 59 | 49.15% | 0.7 |
|
| 3244 |
PTB
3244
Pioneer Trust Bank
Salem,
Oregon
| USD 268 M | +USD 23.9 M | +10% | 9.9% | 75.7% | 75 | 9.33% | 5.2 |
|
| 3245 |
3245
Asset Allocation & Management Company
Chicago,
Illinois
| USD 268 M | – | – | 5.55% | 58.5% | 69 | – | 0 |
|
| 3246 |
PWMAG
3246
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| USD 267 M | +USD 28.7 M | +12% | 7.5% | 90.7% | 199 | 15.58% | 2.6 |
|
| 3247 |
3247
RK Capital Management (Colorado)
Denver,
Colorado
| USD 267 M | -USD 6.32 M | -2% | 10% | 89% | 61 | 19.67% | 1.5 |
|
| 3248 |
3248
Marcum Wealth
Cleveland,
Ohio
| USD 267 M | – | – | 6.55% | 20% | 108 | – | 0 |
|
| 3249 |
3249
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| USD 267 M | +USD 33.6 M | +14% | 6.78% | 116% | 204 | 49.02% | 0.5 |
|
| 3250 |
3250
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| USD 267 M | +USD 44.2 M | +20% | 9.76% | 97.3% | 1,536 | 13.93% | 1.4 |
|