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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Steginsky Capital
Port Washington,
New York
| USD 593 M | +USD 48.8 M | +9% | 8.88% | 99.4% | 8 | 0% | 7.8 |
|
| 3302 |
3302
Brickley Wealth Management
San Mateo,
California
| USD 593 M | +USD 19.5 M | +3% | 2.93% | 75.9% | 56 | 7.14% | 4.1 |
|
| 3303 |
3303
Principal Street Partners
Memphis,
Tennessee
| USD 593 M | -USD 33.7 M | -5% | 3.58% | 91% | 282 | 17.38% | 3.1 |
|
| 3304 |
3304
D.L. Carlson Investment Group
Concord,
New Hampshire
| USD 593 M | -USD 3.04 M | -0.5% | 3.07% | 113% | 145 | 11.72% | 4.6 |
|
| 3305 |
3305
West Financial Advisors
Des Moines,
Iowa
| USD 593 M | -USD 12.3 M | -2% | 1.54% | 49.1% | 242 | 22.73% | 2.2 |
|
| 3306 |
3306
Scarborough Advisors
Annapolis,
Maryland
| USD 592 M | +USD 25.5 M | +5% | 2.23% | 63.3% | 490 | 9.8% | 0.7 |
|
| 3307 |
3307
Abundance Wealth Counselors
State College,
Pennsylvania
| USD 592 M | +USD 8.76 M | +2% | 0.41% | 107% | 183 | 18.58% | 1.9 |
|
| 3308 |
3308
SOA Wealth Advisors
New York
| USD 592 M | +USD 8.95 M | +2% | 2.33% | 94.4% | 918 | 8.06% | 3.8 |
|
| 3309 |
3309
Huntleigh Advisors
St. Louis,
Missouri
| USD 592 M | +USD 5.82 M | +1% | 5.17% | – | 303 | 19.14% | 0.8 |
|
| 3310 |
3310
Brasada Capital Management
Houston,
Texas
| USD 592 M | -USD 1.64 M | -0.3% | 1.4% | 76.5% | 159 | 22.01% | 2.7 |
|
| 3311 |
3311
North Point Portfolio Managers
Orange Village,
Ohio
| USD 591 M | -USD 14 M | -2% | 1.15% | 72.8% | 78 | 11.54% | 4.8 |
|
| 3312 |
3312
Longbow Finance
Lutry,
Switzerland
| USD 591 M | -USD 423 M | -42% | 5.16% | 162% | 77 | 29.87% | 1.2 |
|
| 3313 |
3313
Partners in Financial Planning
Salem,
Virginia
| USD 591 M | +USD 12.1 M | +2% | 1.06% | 42% | 119 | 6.72% | 3.4 |
|
| 3314 |
KFS
3314
Kurt F. Somerville
| USD 590 M | -USD 15.5 M | -3% | 5.25% | 92.9% | 116 | 15.52% | 7 |
|
| 3315 |
3315
Retirement Income Solutions
Ann Arbor,
Michigan
| USD 590 M | +USD 4.8 M | +0.8% | 2.36% | 67.6% | 174 | 7.47% | 3.7 |
|
| 3316 |
3316
Ironwood Financial
Tucson,
Arizona
| USD 590 M | +USD 25.2 M | +4% | 2.69% | 54.1% | 173 | 8.09% | 5.5 |
|
| 3317 |
3317
MIG Capital
Newport Beach,
California
| USD 589 M | -USD 99 M | -14% | 3.49% | 118% | 47 | 14.89% | 1.1 |
|
| 3318 |
3318
Canvas Wealth Advisors
Shawnee,
Kansas
| USD 589 M | +USD 39 M | +7% | 2.01% | 133% | 232 | 12.07% | 2 |
|
| 3319 |
FCM
3319
Fieldview Capital Management
Niles,
Michigan
| USD 589 M | -USD 22.8 M | -4% | 1.62% | – | 684 | 75% | 0.2 |
|
| 3320 |
3320
Almanack Investment Partners
Wayne,
Pennsylvania
| USD 589 M | -USD 58.1 M | -9% | 1.98% | 82.2% | 218 | 31.19% | 2.6 |
|
| 3321 |
3321
Clifford Capital Partners
Alpine,
Utah
| USD 588 M | +USD 9.9 M | +2% | 2.78% | 77.3% | 45 | 11.11% | 2.5 |
|
| 3322 |
3322
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 588 M | +USD 30.9 M | +6% | 3.89% | 65% | 122 | 13.11% | 2.3 |
|
| 3323 |
3323
Peak Asset Management
Louisville,
Colorado
| USD 587 M | +USD 14.6 M | +3% | 2.95% | 70.1% | 159 | 8.81% | 5.9 |
|
| 3324 |
3324
GenWealth Group
Maplewood,
New Jersey
| USD 586 M | +USD 49.4 M | +9% | 2.21% | 73.9% | 83 | 9.64% | 4.6 |
|
| 3325 |
3325
Maia Wealth
Denver,
Colorado
| USD 586 M | -USD 7.9 M | -1% | 2.28% | – | 376 | 19.15% | 1.2 |
|