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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| USD 338 M | +USD 64.1 M | +23% | 14.4% | 245% | 373 | 41.29% | 1 |
|
| 4052 |
4052
Madison Wealth Partners
Madison,
Wisconsin
| USD 338 M | +USD 46.1 M | +16% | 5.84% | 74.2% | 152 | 19.08% | 1.8 |
|
| 4053 |
4053
TruNorth Capital Management
Kalamazoo,
Michigan
| USD 338 M | +USD 29.3 M | +10% | 5.65% | – | 430 | 22.79% | 0.3 |
|
| 4054 |
WA
4054
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 337 M | +USD 35.8 M | +12% | 9.65% | 123% | 275 | 10.91% | 5.9 |
|
| 4055 |
4055
Boltwood Capital Management
Walnut Creek,
California
| USD 337 M | +USD 17.4 M | +5% | 6.04% | 63% | 176 | 6.82% | 5.8 |
|
| 4056 |
SM
4056
Sciencast Management
Princeton,
New Jersey
| USD 337 M | +USD 49.9 M | +17% | 8.51% | 76.6% | 374 | 78.88% | 0.2 |
|
| 4057 |
4057
Hollow Brook Wealth Management
Katonah,
New York
| USD 337 M | +USD 42.7 M | +15% | 8.28% | 97.8% | 92 | 18.48% | 3.6 |
|
| 4058 |
4058
Gray Foundation
Cohoes,
New York
| USD 337 M | +USD 10.1 M | +3% | 3.31% | 114% | 12 | 0% | 0.7 |
|
| 4059 |
4059
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| USD 337 M | +USD 22.7 M | +7% | 8.32% | 81% | 96 | 2.08% | 6 |
|
| 4060 |
4060
Tillman Hartley LLC
Denver,
Colorado
| USD 337 M | +USD 44.6 M | +15% | 5.82% | 48.7% | 80 | 6.25% | 1.6 |
|
| 4061 |
4061
Net Worth Advisory Group
Sandy,
Utah
| USD 337 M | – | – | 5.92% | – | 386 | – | 0 |
|
| 4062 |
4062
Prentice Wealth Management
Rochester,
New York
| USD 337 M | +USD 30.3 M | +10% | 6.11% | 47.8% | 108 | 2.78% | 2.2 |
|
| 4063 |
4063
Whitcomb & Hess
Ashland,
Ohio
| USD 336 M | +USD 15.2 M | +5% | 6.46% | 54% | 58 | 12.07% | 1.9 |
|
| 4064 |
4064
TFB Advisors
Overland Park,
Kansas
| USD 336 M | +USD 29.1 M | +9% | 6.62% | 85% | 326 | 15.64% | 0.7 |
|
| 4065 |
4065
Redwood Investments
Boston,
Massachusetts
| USD 336 M | +USD 42.6 M | +15% | 8.8% | 74.1% | 127 | 19.69% | 2.7 |
|
| 4066 |
4066
BOCHK Asset Management
Hong Kong
| USD 336 M | +USD 30 M | +10% | 8.41% | 503% | 71 | 49.3% | 0.4 |
|
| 4067 |
HCM
4067
Horrell Capital Management
Little Rock,
Arkansas
| USD 336 M | -USD 9.18 M | -3% | 4.68% | 55.6% | 231 | 10.82% | 6.2 |
|
| 4068 |
4068
Weaver Capital Management
Suwanee,
Georgia
| USD 336 M | +USD 24.4 M | +8% | 5.91% | 79.4% | 184 | 7.07% | 0.6 |
|
| 4069 |
4069
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 336 M | +USD 25.2 M | +8% | 7.67% | 80% | 83 | 4.82% | 4.6 |
|
| 4070 |
KDA
4070
Kraft Davis & Associates
St. Louis,
Missouri
| USD 335 M | +USD 5.67 M | +2% | 6.01% | 81.8% | 154 | 17.53% | 1.1 |
|
| 4071 |
4071
Aspire Capital Advisors
Seattle,
Washington
| USD 335 M | +USD 29.5 M | +10% | 5.68% | 68.6% | 80 | 12.5% | 1.6 |
|
| 4072 |
AMG
4072
Ace Management Global
Sao Paulo,
Brazil
| USD 335 M | -USD 5.41 M | -2% | 1.32% | – | 10 | 30% | 0.3 |
|
| 4073 |
4073
Keating Investment Counselors
Delray Beach,
Florida
| USD 335 M | +USD 23.5 M | +8% | 6.89% | 50% | 71 | 7.04% | 6 |
|
| 4074 |
4074
Quantedge Capital
Singapore
| USD 335 M | +USD 58.1 M | +21% | 9.35% | 118% | 235 | 51.49% | 0.8 |
|
| 4075 |
4075
Sentinus LLC
Oak Brook,
Illinois
| USD 335 M | +USD 27 M | +9% | 5.44% | – | 197 | 12.69% | 1.2 |
|