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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Sweet Financial Partners
Fairmont,
Minnesota
| USD 462 M | +USD 24.1 M | +6% | 5.84% | 22.4% | 201 | 6.47% | 2 |
|
| 3352 |
GF
3352
Greenfield FTC
Reno,
Nevada
| USD 461 M | +USD 20.9 M | +5% | 5.59% | 75.4% | 4 | 25% | 3.8 |
|
| 3353 |
3353
Manchester Financial
Westlake Village,
California
| USD 461 M | +USD 54.8 M | +13% | 6.34% | 73% | 118 | 16.1% | 2.8 |
|
| 3354 |
3354
Herold Advisors
New York
| USD 461 M | +USD 28.2 M | +7% | 6.85% | 90.2% | 278 | 7.55% | 2 |
|
| 3355 |
RI
3355
RPTC Inc
Jackson,
Wyoming
| USD 460 M | -USD 26.9 M | -6% | 3.6% | 66.4% | 6 | 0% | 5.6 |
|
| 3356 |
3356
KFG Wealth Management
Granger,
Indiana
| USD 460 M | +USD 208 M | +82% | 5.41% | 55.9% | 188 | 20.21% | 1.1 |
|
| 3357 |
3357
United Capital Management of KS
Salina,
Kansas
| USD 460 M | +USD 6.3 M | +1% | 6.57% | 295% | 92 | 29.35% | 2.7 |
|
| 3358 |
3358
IMA Advisory Services
Denver,
Colorado
| USD 459 M | +USD 233 M | +103% | 5.41% | 74.5% | 264 | 72.73% | 1 |
|
| 3359 |
3359
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 459 M | +USD 95.9 M | +26% | 7.54% | 70.2% | 383 | 39.16% | 2.6 |
|
| 3360 |
AT
3360
Arlington Trust
Birmingham,
Alabama
| USD 459 M | +USD 33.7 M | +8% | 6.86% | 65% | 582 | 13.06% | 0.7 |
|
| 3361 |
3361
Sherborne Investors Management
New York
| USD 459 M | +USD 30.3 M | +7% | 7.07% | 54.2% | 1 | 0% | 1.8 |
|
| 3362 |
3362
Fulcrum Capital
Seattle,
Washington
| USD 459 M | +USD 19.9 M | +5% | 5.26% | 102% | 114 | 9.65% | 2.8 |
|
| 3363 |
IIA
3363
IPG Investment Advisors
San Diego,
California
| USD 459 M | +USD 1.32 M | +0.3% | 3.1% | 126% | 209 | 32.06% | 2.2 |
|
| 3364 |
3364
Brigade Capital Management
New York
| USD 459 M | +USD 21.2 M | +5% | 3.45% | 42.7% | 17 | 29.41% | 1.7 |
|
| 3365 |
3365
Watts Gwilliam & Co
Gilbert,
Arizona
| USD 459 M | – | – | 3.67% | – | 208 | – | 0.4 |
|
| 3366 |
3366
TBH Global Asset Management
Brentwood,
Tennessee
| USD 458 M | +USD 8.25 M | +2% | 6.8% | 83.3% | 240 | 10.83% | 2.4 |
|
| 3367 |
3367
Greenspring Advisors
Towson,
Maryland
| USD 458 M | +USD 42.7 M | +10% | 6.14% | – | 98 | 16.33% | 1.7 |
|
| 3368 |
3368
TS Financial Group (TSFG)
Lake Forest,
Illinois
| USD 458 M | +USD 30.3 M | +7% | 5.63% | 81% | 863 | 12.05% | 3.8 |
|
| 3369 |
3369
Holderness Investments Company
Greensboro,
North Carolina
| USD 458 M | +USD 34.1 M | +8% | 6.03% | 144% | 260 | 9.62% | 4.8 |
|
| 3370 |
3370
Ninety One
Cape Town,
South Africa
| USD 458 M | -USD 187 M | -29% | 5.66% | 232% | 82 | 21.95% | 3.4 |
|
| 3371 |
3371
SC&H Financial Advisors
Sparks,
Maryland
| USD 458 M | +USD 49.7 M | +12% | 6.46% | 66.2% | 153 | 5.88% | 2.1 |
|
| 3372 |
3372
Noked Israel
Ramat Hasharon,
Israel
| USD 458 M | +USD 95.3 M | +26% | 3.79% | 265% | 21 | 42.86% | 1.1 |
|
| 3373 |
3373
Cambridge Advisors
Omaha,
Nebraska
| USD 458 M | +USD 27.3 M | +6% | 6.19% | 58.6% | 173 | 5.2% | 6.1 |
|
| 3374 |
3374
Investors Research Corp
Atlanta,
Georgia
| USD 458 M | +USD 29.6 M | +7% | 7.09% | 62.1% | 1,075 | 11.44% | 4.1 |
|
| 3375 |
3375
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| USD 457 M | -USD 339 k | -0.1% | 4.38% | 68.6% | 558 | 11.47% | 0.5 |
|