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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
CA
3901
Crumly & Associates
Springfield,
Illinois
| USD 362 M | -USD 5.03 M | -1% | 2.37% | 58.1% | 169 | 9.47% | 2.2 |
|
| 3902 |
3902
Legacy Wealth Asset Management
Woodbury,
Minnesota
| USD 362 M | -USD 5.5 M | -1% | 1.03% | 116% | 368 | 13.32% | 2.9 |
|
| 3903 |
3903
Waypoint Wealth Partners
Mill Valley,
California
| USD 362 M | -USD 4.94 M | -1% | 1.24% | 52.1% | 73 | 10.96% | 2.5 |
|
| 3904 |
3904
Landaas & Company
Milwaukee,
Wisconsin
| USD 362 M | +USD 537 k | +0.1% | 2.88% | 68.3% | 99 | 15.15% | 3.5 |
|
| 3905 |
LCM
3905
Lionstone Capital Management
New York
| USD 362 M | -USD 29.1 M | -7% | 6.87% | 74.1% | 11 | 0% | 5.2 |
|
| 3906 |
3906
AXS Investments
Port Chester,
New York
| USD 362 M | +USD 2.44 M | +0.7% | 0.83% | 107% | 243 | 27.98% | 2 |
|
| 3907 |
3907
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 361 M | -USD 86.1 M | -19% | 0.9% | 304% | 313 | 44.41% | 3.1 |
|
| 3908 |
3908
Arjuna Capital
Durham,
North Carolina
| USD 361 M | -USD 14.5 M | -4% | 2.98% | 118% | 124 | 29.03% | 2.3 |
|
| 3909 |
3909
Wolff Financial Management
Kalamazoo,
Michigan
| USD 361 M | +USD 647 k | +0.2% | 0.32% | 56.7% | 99 | 7.07% | 2.1 |
|
| 3910 |
DI
3910
DDFG Inc
Thousand Oaks,
California
| USD 361 M | +USD 14.3 M | +4% | 0.18% | 56.3% | 79 | 5.06% | 1.9 |
|
| 3911 |
3911
Clarity Wealth Advisors
San Jose,
California
| USD 361 M | -USD 6.25 M | -2% | 3.11% | 94.1% | 96 | 3.13% | 3.2 |
|
| 3912 |
3912
Ashton Thomas Securities
Rochester,
New York
| USD 361 M | -USD 3.66 M | -1% | 0.9% | – | 280 | 13.57% | 0.6 |
|
| 3913 |
3913
FTV Management Company
San Francisco,
California
| USD 360 M | +USD 26.3 M | +8% | 8.25% | 15.1% | 1 | 0% | 3.3 |
|
| 3914 |
CWAG
3914
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 360 M | -USD 27.1 M | -7% | 1.72% | 76.1% | 110 | 28.18% | 4.3 |
|
| 3915 |
3915
Milestone Investment Advisors
Middleton,
Wisconsin
| USD 360 M | -USD 7.86 M | -2% | 2.42% | 56.9% | 137 | 13.14% | 1.9 |
|
| 3916 |
3916
Evergreen Advisors
Chattanooga,
Tennessee
| USD 360 M | -USD 5.58 M | -2% | 0.63% | – | 20 | 15% | 4 |
|
| 3917 |
3917
Precedent Wealth Partners
Houston,
Texas
| USD 360 M | +USD 53.7 M | +18% | 1.48% | 61.1% | 164 | 15.24% | 1 |
|
| 3918 |
3918
Fruth Investment Management
Houston,
Texas
| USD 360 M | -USD 2.88 M | -0.8% | 1.17% | 79.4% | 223 | 6.28% | 8.2 |
|
| 3919 |
3919
Cornerstone Wealth Advisors
Edina,
Minnesota
| USD 360 M | -USD 4.17 M | -1% | 1.41% | 46.1% | 51 | 11.76% | 3.2 |
|
| 3920 |
3920
Blue Zone Wealth Advisors
Los Angeles,
California
| USD 360 M | +USD 13.1 M | +4% | 1.16% | 91.1% | 109 | 10.09% | 2.7 |
|
| 3921 |
3921
Monarch Capital Management
Fort Wayne,
Indiana
| USD 360 M | -USD 5.35 M | -1% | 0.97% | 77% | 117 | 4.27% | 8.6 |
|
| 3922 |
3922
Outlook Wealth Advisors
Shenandoah,
Texas
| USD 359 M | +USD 11.2 M | +3% | 2.16% | 76% | 272 | 12.5% | 2 |
|
| 3923 |
3923
Sollinda Capital Management
Miami,
Florida
| USD 359 M | -USD 4.43 M | -1% | 0.65% | 37.4% | 76 | 22.37% | 0.9 |
|
| 3924 |
3924
Rockline Wealth Management
Plainview,
New York
| USD 359 M | -USD 14.9 M | -4% | 4.95% | 176% | 103 | 10.68% | 1.1 |
|
| 3925 |
3925
EPG Wealth Management
Atlanta,
Georgia
| USD 359 M | -USD 20.2 M | -5% | 2.18% | 108% | 446 | 11.66% | 0.5 |
|