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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Goodman Financial
Houston,
Texas
| USD 438 M | +USD 65.2 M | +17% | 5.95% | 51.2% | 56 | 19.64% | 2.7 |
|
| 3327 |
3327
Untitled Investments
New York
| USD 438 M | +USD 147 M | +50% | 17.2% | 79.6% | 21 | 38.1% | 1.2 |
|
| 3328 |
3328
Sand Grove Capital Management
London,
United Kingdom
| USD 437 M | +USD 61 M | +16% | 11.7% | 410% | 30 | 66.67% | 0.3 |
|
| 3329 |
3329
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| USD 437 M | +USD 21.7 M | +5% | 5.7% | 39.1% | 50 | 2% | 5 |
|
| 3330 |
3330
United Capital Management of KS
Salina,
Kansas
| USD 437 M | +USD 106 M | +32% | 31.5% | 295% | 85 | 16.47% | 2.8 |
|
| 3331 |
3331
Brickley Wealth Management
San Mateo,
California
| USD 436 M | +USD 21.7 M | +5% | 5.58% | 75.9% | 45 | 4.44% | 3.5 |
|
| 3332 |
ARG
3332
Advisory Resource Group
Tulsa,
Oklahoma
| USD 436 M | +USD 34.7 M | +9% | 8.97% | 72% | 165 | 13.33% | 2.2 |
|
| 3333 |
3333
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| USD 436 M | +USD 48.6 M | +13% | 6.61% | 60.5% | 176 | 14.77% | 0.8 |
|
| 3334 |
3334
Renaissance Investment Group
Lenox,
Massachusetts
| USD 436 M | +USD 33.7 M | +8% | 10.1% | 110% | 87 | 8.05% | 6.3 |
|
| 3335 |
3335
Great Diamond Partners
Portland,
Maine
| USD 435 M | +USD 29.7 M | +7% | 9.88% | 86.1% | 243 | 14.81% | 2.6 |
|
| 3336 |
3336
LTS One Management
New York
| USD 435 M | +USD 7.48 M | +2% | 9.06% | 67.9% | 22 | 54.55% | 0.5 |
|
| 3337 |
3337
ML&R Wealth Management
Austin,
Texas
| USD 435 M | -USD 6.49 M | -1% | 8.2% | – | 76 | 11.84% | 1.6 |
|
| 3338 |
3338
Ironwood Financial
Tucson,
Arizona
| USD 435 M | +USD 22.2 M | +5% | 5% | 54.1% | 153 | 5.88% | 4.8 |
|
| 3339 |
3339
Pasadena Private Wealth
Pasadena,
California
| USD 435 M | +USD 25 M | +6% | 5.54% | 60.8% | 165 | 15.15% | 1.7 |
|
| 3340 |
3340
Coastal Bridge Advisors
Westport,
Connecticut
| USD 434 M | +USD 44.2 M | +11% | 8.84% | 88.1% | 185 | 9.19% | 4 |
|
| 3341 |
3341
Abundance Wealth Counselors
State College,
Pennsylvania
| USD 434 M | +USD 49.7 M | +13% | 13.5% | 107% | 145 | 9.66% | 1.3 |
|
| 3342 |
3342
Essex LLC
Deer Park,
Illinois
| USD 434 M | +USD 32.3 M | +8% | 6.86% | 91.4% | 160 | 10.63% | 2 |
|
| 3343 |
3343
Tucker Asset Management
Littleton,
Colorado
| USD 434 M | +USD 33.6 M | +8% | 7.08% | 71.6% | 1,954 | 38.33% | 1 |
|
| 3344 |
3344
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 434 M | +USD 49.2 M | +13% | 6.16% | 61.5% | 143 | 20.28% | 3.1 |
|
| 3345 |
3345
Kathryn A. Hall
| USD 434 M | +USD 79.3 M | +22% | 13.9% | 95.2% | 54 | 9.26% | 3.5 |
|
| 3346 |
3346
LWMG LLC
Lake Elmo,
Minnesota
| USD 433 M | +USD 25.9 M | +6% | 6.23% | – | 93 | 13.98% | 1.1 |
|
| 3347 |
3347
Correct Capital Wealth Management
Clayton,
Missouri
| USD 433 M | +USD 37.9 M | +10% | 9.33% | 83.6% | 150 | 20% | 0.2 |
|
| 3348 |
3348
Sweet Financial Partners
Fairmont,
Minnesota
| USD 433 M | +USD 12.7 M | +3% | 7.8% | 22.4% | 202 | 12.87% | 1.6 |
|
| 3349 |
3349
Opes Wealth Management
Menlo Park,
California
| USD 433 M | +USD 16.4 M | +4% | 2.63% | 54.1% | 137 | 11.68% | 2.6 |
|
| 3350 |
LA
3350
Lynch & Associates
Newburgh,
Indiana
| USD 433 M | +USD 21.5 M | +5% | 8.97% | 73.5% | 125 | 5.6% | 7 |
|