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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Abundance Wealth Counselors
State College,
Pennsylvania
| USD 483 M | +USD 266 M | +122% | 11.9% | 107% | 139 | 49.64% | 1.2 |
|
| 3277 |
3277
WPWealth
Fort Worth,
Texas
| USD 482 M | +USD 68.2 M | +16% | 5.62% | 38.2% | 92 | 28.26% | 1 |
|
| 3278 |
3278
Alibaba Group
Causeway Bay,
Hong Kong
| USD 481 M | +USD 351 M | +270% | 58.2% | 2.06% | 5 | 20% | 5.4 |
|
| 3279 |
3279
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| USD 481 M | -USD 5.82 M | -1% | 6.34% | 61.6% | 186 | 22.04% | 1.3 |
|
| 3280 |
3280
Renaissance Investment Group
Lenox,
Massachusetts
| USD 480 M | +USD 20.7 M | +4% | 7.15% | 110% | 89 | 10.11% | 6.5 |
|
| 3281 |
3281
SFE Investment Counsel
Los Angeles,
California
| USD 480 M | +USD 29.2 M | +6% | 7.11% | 114% | 121 | 5.79% | 5.9 |
|
| 3282 |
3282
Callodine Capital Management
Boston,
Massachusetts
| USD 480 M | +USD 50.9 M | +12% | 8.77% | 53.8% | 52 | 34.62% | 1.4 |
|
| 3283 |
3283
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| USD 480 M | +USD 18.9 M | +4% | 5.75% | 71.4% | 280 | 6.07% | 3.8 |
|
| 3284 |
3284
Cornerstone Management
Duluth,
Georgia
| USD 479 M | +USD 24.4 M | +5% | 5.2% | 43.6% | 55 | 5.45% | 5 |
|
| 3285 |
3285
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| USD 479 M | +USD 41.1 M | +9% | 7.55% | 90.7% | 274 | 5.84% | 5.7 |
|
| 3286 |
3286
PBMares Wealth Management
Williamsburg,
Virginia
| USD 479 M | +USD 71.3 M | +18% | 6.44% | 67.7% | 203 | 10.34% | 2.8 |
|
| 3287 |
3287
Requisite Capital Management
Dallas,
Texas
| USD 478 M | +USD 36.7 M | +8% | 3.71% | 42.6% | 93 | 30.11% | 1.6 |
|
| 3288 |
3288
Financial Management Network
Mission Viejo,
California
| USD 478 M | +USD 61.5 M | +15% | 6.21% | 62.5% | 177 | 18.64% | 2.1 |
|
| 3289 |
3289
Trifecta Capital Advisors
Northbrook,
Illinois
| USD 478 M | +USD 26.1 M | +6% | 4.89% | 149% | 422 | 3.79% | 1.6 |
|
| 3290 |
3290
Centerbridge Partners
New York
| USD 478 M | -USD 27.3 M | -5% | 0.52% | 15.9% | 9 | 0% | 2.4 |
|
| 3291 |
3291
Icon Advisers
Greenwood Village,
Colorado
| USD 477 M | +USD 33.3 M | +7% | 7.01% | 114% | 196 | 27.04% | 2.6 |
|
| 3292 |
3292
Kathryn A. Hall
| USD 477 M | +USD 44.4 M | +10% | 5.28% | 95.2% | 50 | 6% | 4.2 |
|
| 3293 |
3293
Twele Capital Management
Minnetonka,
Minnesota
| USD 476 M | +USD 35.3 M | +8% | 6% | 37.1% | 40 | 2.5% | 8.2 |
|
| 3294 |
3294
Fountainhead AM
Warren,
New Jersey
| USD 476 M | +USD 55.4 M | +13% | 6.06% | 80.4% | 158 | 16.46% | 1.7 |
|
| 3295 |
3295
Wealth Alliance Advisory Group
Wichita,
Kansas
| USD 476 M | +USD 32.2 M | +7% | 5.99% | 72.7% | 213 | 19.25% | 3.5 |
|
| 3296 |
3296
Ironwood Financial
Tucson,
Arizona
| USD 476 M | +USD 29.9 M | +7% | 5.56% | 54.1% | 157 | 10.83% | 5 |
|
| 3297 |
3297
Studio Investment Management
Chicago,
Illinois
| USD 476 M | +USD 36.3 M | +8% | 6.89% | 51.3% | 330 | 19.39% | 1.7 |
|
| 3298 |
3298
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| USD 475 M | +USD 5.89 M | +1% | 7.82% | 80.3% | 118 | 31.36% | 1.6 |
|
| 3299 |
CNBTD
3299
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 475 M | +USD 26.2 M | +6% | 7.29% | 124% | 349 | 2.29% | 2.9 |
|
| 3300 |
3300
Talon Private Wealth
The Villages,
Florida
| USD 475 M | – | – | 4.28% | – | 297 | – | 0 |
|