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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Wealth Alliance Advisory Group
Wichita,
Kansas
| USD 267 M | +USD 5.83 M | +2% | 5.53% | 72.7% | 179 | 10.61% | 3.1 |
|
| 3927 |
3927
Kiley Juergens Wealth Management
Olympia,
Washington
| USD 267 M | +USD 28.6 M | +12% | 11.8% | 106% | 75 | 6.67% | 2.8 |
|
| 3928 |
3928
O'Brien Greene & Co
Media,
Pennsylvania
| USD 267 M | +USD 3.27 M | +1% | 3.99% | 90.9% | 128 | 5.47% | 2.9 |
|
| 3929 |
3929
Seafarer Capital Partners
Larkspur,
California
| USD 267 M | +USD 40.1 M | +18% | 3.05% | 61.3% | 6 | 0% | 1.7 |
|
| 3930 |
3930
FCA Corp
Houston,
Texas
| USD 267 M | +USD 17.8 M | +7% | 3.83% | 57.4% | 172 | 9.3% | 4.2 |
|
| 3931 |
3931
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| USD 266 M | +USD 10.4 M | +4% | 4.66% | 76.5% | 103 | 5.83% | 5.1 |
|
| 3932 |
3932
Trinity Legacy Partners
Houston,
Texas
| USD 266 M | +USD 15.1 M | +6% | 4.43% | 63.3% | 93 | 19.35% | 1.9 |
|
| 3933 |
3933
SimplyRich
Carlsbad,
California
| USD 266 M | +USD 14.7 M | +6% | 6.54% | 105% | 177 | 5.65% | 2.9 |
|
| 3934 |
3934
Vertex Planning Partners
Downers Grove,
Illinois
| USD 266 M | +USD 9.3 M | +4% | 3.88% | 55.4% | 153 | 30.07% | 0.2 |
|
| 3935 |
3935
CVI Holdings
Wilmington,
Delaware
| USD 266 M | -USD 519 M | -66% | 6.43% | 25.8% | 657 | 43.07% | 1.1 |
|
| 3936 |
TC
3936
Teilinger Capital
Houston,
Texas
| USD 265 M | -USD 200 M | -43% | 0.39% | 30.2% | 51 | 54.9% | 0.3 |
|
| 3937 |
3937
CIC Wealth
Rockville,
Maryland
| USD 265 M | +USD 23 M | +9% | 8.81% | – | 169 | 7.1% | 0.2 |
|
| 3938 |
3938
NinePointTwo Capital
Los Angeles,
California
| USD 265 M | +USD 24.2 M | +10% | 3.52% | 1.62% | 321 | 62.31% | 0.5 |
|
| 3939 |
3939
Weybosset Research & Management
Province,
Rhode Island
| USD 265 M | +USD 6.21 M | +2% | 4.24% | 74.8% | 60 | 6.67% | 3.8 |
|
| 3940 |
3940
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 265 M | +USD 8.5 M | +3% | 3.32% | 13.4% | 3 | 0% | 8.3 |
|
| 3941 |
3941
Balboa Wealth Partners
Scottsdale,
Arizona
| USD 265 M | +USD 42.9 M | +19% | 22% | 214% | 330 | 24.24% | 0.4 |
|
| 3942 |
3942
Keating Investment Counselors
Delray Beach,
Florida
| USD 265 M | +USD 9.05 M | +4% | 0.55% | 50% | 86 | 15.12% | 4.9 |
|
| 3943 |
3943
Bourne Lent Asset Management
Pawling,
New York
| USD 265 M | +USD 31.2 M | +13% | 15.3% | 95.1% | 63 | 3.17% | 5.7 |
|
| 3944 |
3944
KCS Wealth Advisory
Los Angeles,
California
| USD 264 M | +USD 23.7 M | +10% | 9.81% | 45.3% | 157 | 16.56% | 3 |
|
| 3945 |
3945
General Pension Society PZU Joint Stock
Warsaw,
Poland
| USD 264 M | +USD 35.1 M | +15% | 10.8% | 116% | 19 | 0% | 6.5 |
|
| 3946 |
3946
ETF Portfolio Partners
Leawood,
Kansas
| USD 264 M | +USD 26.4 M | +11% | 5.38% | 50.2% | 52 | 9.62% | 3.8 |
|
| 3947 |
3947
Hillman Capital Management
Bethesda,
Maryland
| USD 264 M | +USD 9.8 M | +4% | 10.3% | 20.2% | 53 | 3.77% | 2.6 |
|
| 3948 |
3948
Whitcomb & Hess
Ashland,
Ohio
| USD 264 M | +USD 13.4 M | +5% | 4.26% | 54% | 42 | 14.29% | 1.2 |
|
| 3949 |
3949
Summit Financial Group
Moorefield,
West Virginia
| USD 264 M | +USD 11.4 M | +5% | 2.46% | 26.1% | 197 | 5.58% | 3.6 |
|
| 3950 |
WA
3950
Wealthstar Advisors
Plano,
Texas
| USD 264 M | +USD 43.8 M | +20% | 7.14% | – | 96 | 5.21% | 2.6 |
|