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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
Tillman Hartley LLC
Denver,
Colorado
| USD 251 M | +USD 15.4 M | +7% | 3.1% | 48.7% | 76 | 2.63% | 0.5 |
|
| 4177 |
4177
Centric Wealth Management
Chicago,
Illinois
| USD 251 M | +USD 20.3 M | +9% | 5.52% | 44.4% | 125 | 23.2% | 2.1 |
|
| 4178 |
4178
Navalign LLC
Encino,
California
| USD 251 M | +USD 11.5 M | +5% | 5.61% | 58.7% | 117 | 8.55% | 2 |
|
| 4179 |
AWA
4179
Aquire Wealth Advisors
South Jordan,
Utah
| USD 251 M | +USD 22.1 M | +10% | 4.17% | 60.2% | 40 | 5% | 1.3 |
|
| 4180 |
4180
Carr Financial Group
Worcester,
Massachusetts
| USD 251 M | +USD 23.6 M | +10% | 4.47% | 71.6% | 184 | 13.04% | 0.4 |
|
| 4181 |
4181
PL Capital Advisors
Naples,
Florida
| USD 250 M | -USD 33.7 M | -12% | 7.6% | 86.4% | 40 | 15% | 4.1 |
|
| 4182 |
4182
West Michigan Advisors
Holland,
Michigan
| USD 250 M | +USD 74.1 M | +42% | 4.6% | 97.4% | 263 | 47.15% | 0.6 |
|
| 4183 |
4183
WealthBridge Capital Management
Westerville,
Ohio
| USD 250 M | -USD 859 k | -0.3% | 7.39% | 89.4% | 202 | 15.84% | 2.8 |
|
| 4184 |
4184
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| USD 250 M | +USD 11.8 M | +5% | 10.1% | 245% | 378 | 41.01% | 0.8 |
|
| 4185 |
4185
Fairfield Financial Advisors
Wellesley,
Massachusetts
| USD 250 M | +USD 19.2 M | +8% | 6.76% | – | 334 | 10.48% | 1.1 |
|
| 4186 |
4186
Auxano Advisors
Bellevue,
Washington
| USD 250 M | -USD 55.9 k | -0% | 8.09% | 103% | 106 | 0.94% | 1.8 |
|
| 4187 |
WA
4187
WP Advisors
San Francisco,
California
| USD 250 M | +USD 7.49 M | +3% | 10.3% | 113% | 105 | 11.43% | 3.3 |
|
| 4188 |
CA
4188
Crumly & Associates
Springfield,
Illinois
| USD 250 M | +USD 19.5 M | +8% | 3.62% | 58.1% | 124 | 18.55% | 1.6 |
|
| 4189 |
4189
BBJS Financial Advisors
Seattle,
Washington
| USD 250 M | +USD 4.28 M | +2% | 1.57% | – | 133 | 12.03% | 0.5 |
|
| 4190 |
4190
RPg Family Wealth Advisory
Burlington,
Massachusetts
| USD 250 M | +USD 67.6 M | +37% | 7.39% | 117% | 123 | 34.15% | 2 |
|
| 4191 |
SCP
4191
Syntal Capital Partners
Midland,
Texas
| USD 250 M | -USD 24 M | -9% | 1.14% | 102% | 127 | 20.47% | 2.1 |
|
| 4192 |
4192
Gradient Capital Advisors
San Diego,
California
| USD 249 M | +USD 14.2 M | +6% | 6.29% | 78.5% | 142 | 4.93% | 3.4 |
|
| 4193 |
4193
Core Wealth Advisors (Florida)
Lakeland,
Florida
| USD 249 M | -USD 1.54 M | -0.6% | 5.02% | 59.7% | 281 | 24.2% | 1.9 |
|
| 4194 |
4194
Wiser Wealth Management
Marietta,
Georgia
| USD 249 M | +USD 15 M | +6% | 3.95% | 53% | 35 | 5.71% | 1.7 |
|
| 4195 |
4195
Jackson Square Capital
San Francisco,
California
| USD 249 M | +USD 25.6 M | +11% | 13.1% | 423% | 131 | 32.82% | 1.9 |
|
| 4196 |
4196
Family Legacy Inc
Greenville,
South Carolina
| USD 248 M | +USD 14.7 M | +6% | 6.62% | 89% | 115 | 4.35% | 4.3 |
|
| 4197 |
4197
Northern Right Capital Management
Darien,
Connecticut
| USD 248 M | +USD 50.6 M | +26% | 13.9% | 187% | 28 | 32.14% | 1.6 |
|
| 4198 |
4198
Kozak & Associates
Highlands Ranch,
Colorado
| USD 248 M | +USD 25.2 M | +11% | 12.1% | 111% | 367 | 10.35% | 1.6 |
|
| 4199 |
4199
Keeler Thomas Management
Orem,
Utah
| USD 248 M | +USD 34.8 M | +16% | 3.79% | 52.1% | 72 | 25% | 1.8 |
|
| 4200 |
4200
Red Wave Investments
Dillsburg,
Pennsylvania
| USD 247 M | +USD 6.52 M | +3% | 5.27% | 58% | 94 | 5.32% | 2.1 |
|