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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
Natural Investments
Windsor,
California
| USD 403 M | +USD 16.7 M | +4% | 7.24% | – | 296 | 33.45% | 0.6 |
|
| 4052 |
4052
Safeguard Investment Advisory Group
Corona,
California
| USD 403 M | +USD 2.46 M | +0.6% | 8.47% | 84.3% | 160 | 16.25% | 2.4 |
|
| 4053 |
4053
MBM Wealth Consultants
Chesterfield,
Missouri
| USD 403 M | +USD 29.2 M | +8% | 5.51% | 57.1% | 111 | 6.31% | 3.9 |
|
| 4054 |
4054
Milestone Investment Advisors
Middleton,
Wisconsin
| USD 403 M | +USD 19.2 M | +5% | 5.41% | 56.9% | 127 | 3.94% | 2.3 |
|
| 4055 |
4055
Arjuna Capital
Durham,
North Carolina
| USD 402 M | +USD 22.9 M | +6% | 7.49% | 118% | 129 | 27.13% | 2.5 |
|
| 4056 |
4056
Uncommon Cents Investing
Janesville,
Wisconsin
| USD 402 M | +USD 28.5 M | +8% | 10.5% | 91.4% | 211 | 4.27% | 4.7 |
|
| 4057 |
4057
Elevated Capital Advisors
Sandy,
Utah
| USD 402 M | +USD 45.2 M | +13% | 6.07% | 50.2% | 263 | 6.08% | 2.3 |
|
| 4058 |
4058
Goodman Advisory Group
Needham,
Massachusetts
| USD 402 M | +USD 108 M | +37% | 8.56% | 101% | 211 | 42.65% | 0.7 |
|
| 4059 |
4059
Sentry LLC
Memphis,
Tennessee
| USD 402 M | -USD 100 M | -20% | 5.39% | 52.6% | 132 | 6.06% | 2.2 |
|
| 4060 |
4060
Northeast Financial Group
Tannersville,
Pennsylvania
| USD 402 M | +USD 58.6 M | +17% | 5.98% | 31.6% | 100 | 23% | 2.1 |
|
| 4061 |
4061
Outlook Wealth Advisors
Shenandoah,
Texas
| USD 401 M | +USD 12.5 M | +3% | 6.74% | 76% | 329 | 30.09% | 2.1 |
|
| 4062 |
TPWM
4062
Twelve Points Wealth Management
Concord,
Massachusetts
| USD 401 M | +USD 29.8 M | +8% | 7.53% | 56.8% | 201 | 10.95% | 2.7 |
|
| 4063 |
4063
Operose Advisors
Milwaukee,
Wisconsin
| USD 401 M | +USD 46.5 M | +13% | 7.32% | 75.4% | 472 | 19.07% | 2.2 |
|
| 4064 |
4064
Eldred Rock Partners
San Antonio,
Texas
| USD 401 M | +USD 71.9 M | +22% | 9.12% | 109% | 30 | 3.33% | 1.5 |
|
| 4065 |
4065
Hill Island Financial
Grand Rapids,
Michigan
| USD 401 M | +USD 42 M | +12% | 7.72% | 78.3% | 80 | 10% | 1.9 |
|
| 4066 |
4066
Montanaro Asset Management
London,
United Kingdom
| USD 400 M | +USD 12.5 M | +3% | 1.98% | 59.3% | 42 | 9.52% | 3 |
|
| 4067 |
4067
Kelleher Financial Advisors
New York
| USD 400 M | +USD 112 M | +39% | 6.4% | 80.3% | 667 | 81.11% | 0.9 |
|
| 4068 |
4068
Frontier Asset Management
Sheridan,
Wyoming
| USD 400 M | +USD 33 M | +9% | 7.33% | 57.1% | 77 | 7.79% | 2 |
|
| 4069 |
4069
Globe Life
Mckinney,
Texas
| USD 400 M | +USD 35.2 M | +10% | 7.06% | 67.5% | 2 | 0% | 5.4 |
|
| 4070 |
4070
MSA Advisors
Santa Monica,
California
| USD 400 M | +USD 1.5 M | +0.4% | 3.15% | – | 30 | 6.67% | 1.3 |
|
| 4071 |
CA
4071
Clune & Associates
Chicago,
Illinois
| USD 400 M | +USD 34.8 M | +10% | 6.38% | – | 162 | 5.56% | 0.7 |
|
| 4072 |
4072
Monument Capital Management
Alexandria,
Virginia
| USD 400 M | +USD 16.1 M | +4% | 9.48% | 170% | 259 | 28.19% | 2.1 |
|
| 4073 |
4073
Oak Family Advisors
Chicago,
Illinois
| USD 400 M | +USD 82.7 M | +26% | 8.79% | 81.9% | 119 | 21.85% | 2.2 |
|
| 4074 |
4074
Kimmeridge Energy Management
New York
| USD 400 M | -USD 674 M | -63% | 14.1% | 9.48% | 4 | 50% | 1.3 |
|
| 4075 |
4075
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| USD 400 M | +USD 50.9 M | +15% | 9.54% | 81% | 143 | 21.68% | 3.2 |
|