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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Adamsbrown Wealth Consultants
Wichita,
Kansas
| USD 345 M | +USD 26.4 M | +8% | 6.11% | 60.6% | 113 | 15.04% | 2.1 |
|
| 4252 |
4252
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| USD 345 M | +USD 29.7 M | +9% | 17.8% | 40.5% | 6 | 16.67% | 1.2 |
|
| 4253 |
4253
United Wealth Management
Charlottesville,
Virginia
| USD 344 M | +USD 25.1 M | +8% | 6.81% | – | 24 | 12.5% | 0.4 |
|
| 4254 |
4254
Cypress Capital
Franklin,
Tennessee
| USD 344 M | -USD 2.58 M | -0.7% | 4.22% | 43.6% | 89 | 11.24% | 2.5 |
|
| 4255 |
DL
4255
DOHJ LLC
Seattle,
Washington
| USD 344 M | -USD 93.6 M | -21% | 6.71% | 51.5% | 174 | 32.18% | 2.6 |
|
| 4256 |
4256
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 344 M | +USD 12.1 M | +4% | 8.89% | 92% | 162 | 14.2% | 4.9 |
|
| 4257 |
4257
Hollow Brook Wealth Management
Katonah,
New York
| USD 344 M | +USD 3.29 M | +1% | 8.81% | 97.8% | 94 | 14.89% | 4 |
|
| 4258 |
4258
Silverlake Wealth Management
Williston,
Vermont
| USD 344 M | +USD 79.4 M | +30% | 7.75% | 73.3% | 326 | 22.09% | 2 |
|
| 4259 |
4259
CWS Financial Advisors
Kalamazoo,
Michigan
| USD 344 M | +USD 27 M | +9% | 7.65% | 55.7% | 141 | 12.77% | 3.4 |
|
| 4260 |
4260
James T. Borello
East Dundee,
Illinois
| USD 343 M | +USD 31.5 M | +10% | 8.1% | 71.2% | 292 | 24.32% | 0.9 |
|
| 4261 |
4261
Northeast Financial Group
Tannersville,
Pennsylvania
| USD 343 M | +USD 57.6 M | +20% | 5.97% | 31.6% | 104 | 23.08% | 1.9 |
|
| 4262 |
4262
Windsor Capital Management
Phoenix,
Arizona
| USD 343 M | +USD 17.2 M | +5% | 6.51% | 49.1% | 122 | 4.92% | 6.5 |
|
| 4263 |
4263
LPWM LLC
Minneapolis,
Minnesota
| USD 343 M | +USD 32.4 M | +10% | 8.22% | 59.4% | 87 | 8.05% | 3.4 |
|
| 4264 |
4264
Mach-1 Financial Group
Rogers,
Arkansas
| USD 342 M | +USD 8.94 M | +3% | 11.2% | 85.3% | 317 | 56.78% | 0.5 |
|
| 4265 |
4265
Roberts, Glore & Co
Deerfield,
Illinois
| USD 342 M | +USD 14.4 M | +4% | 6.25% | 72.3% | 213 | 8.92% | 6.6 |
|
| 4266 |
4266
Siena Capital Partners
Chicago,
Illinois
| USD 342 M | +USD 5.39 M | +2% | 2.64% | 42.5% | 100 | 5% | 4.4 |
|
| 4267 |
4267
Birinyi Associates
Westport,
Connecticut
| USD 342 M | +USD 32.3 M | +10% | 11.4% | 134% | 58 | 8.62% | 7 |
|
| 4268 |
HH
4268
HWG Holdings
Houston,
Texas
| USD 342 M | +USD 118 M | +52% | 23.2% | – | 146 | 73.29% | 2.3 |
|
| 4269 |
4269
Prasad Wealth Partners
Independence,
Ohio
| USD 342 M | +USD 35.3 M | +12% | 9.78% | – | 130 | 16.92% | 0.4 |
|
| 4270 |
MKC
4270
M. Kraus & Co
Shelburne,
Vermont
| USD 341 M | +USD 11.8 M | +4% | 7.91% | 65.9% | 85 | 8.24% | 6.1 |
|
| 4271 |
4271
Integrated Quantitative Investments
Bellevue,
Washington
| USD 340 M | +USD 138 M | +68% | 14.9% | – | 456 | 59.65% | 0.2 |
|
| 4272 |
4272
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| USD 340 M | +USD 23.3 M | +7% | 7.19% | 76.5% | 112 | 7.14% | 6.3 |
|
| 4273 |
4273
ArchPoint Investors
Coral Gables,
Florida
| USD 340 M | +USD 36.2 M | +12% | 11.8% | 111% | 74 | 13.51% | 4 |
|
| 4274 |
4274
RIA Advisory Group
Des Moines,
Iowa
| USD 340 M | +USD 32.8 M | +11% | 10.7% | – | 158 | 29.75% | 1 |
|
| 4275 |
WA
4275
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 340 M | +USD 11.7 M | +4% | 9.55% | 123% | 268 | 7.09% | 6.2 |
|