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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
Prudent Man Advisors
Naperville,
Illinois
| USD 438 M | +USD 104 M | +31% | 22.1% | 92.5% | 149 | 15.44% | 3.7 |
|
| 4252 |
4252
Fairway Wealth
Independence,
Ohio
| USD 437 M | +USD 58.4 M | +15% | 12.8% | 51.5% | 258 | 33.72% | 1.2 |
|
| 4253 |
4253
Strategic Investment Solutions
Orland Park,
Illinois
| USD 437 M | +USD 23.3 M | +6% | 15.3% | – | 759 | 16.21% | 1.9 |
|
| 4254 |
4254
Westend Capital Management
Sausalito,
California
| USD 437 M | +USD 104 M | +31% | 21.9% | – | 309 | 40.13% | 1.6 |
|
| 4255 |
4255
IDG-Accel China Capital II Associates
Palo Alto,
California
| USD 437 M | -USD 231 M | -35% | 34.4% | – | 1 | 0% | 0.5 |
|
| 4256 |
4256
City State Bank
Norwalk,
Iowa
| USD 436 M | +USD 51.1 M | +13% | 19.8% | 79.1% | 821 | 5.97% | 3.3 |
|
| 4257 |
4257
Boltwood Capital Management
Walnut Creek,
California
| USD 436 M | +USD 44.3 M | +11% | 13.4% | 63% | 195 | 7.18% | 6.5 |
|
| 4258 |
AWA
4258
Aquire Wealth Advisors
South Jordan,
Utah
| USD 436 M | +USD 55.8 M | +15% | 11.9% | 60.2% | 55 | 12.73% | 2.9 |
|
| 4259 |
4259
Prosperity Planning
Kansas City,
Missouri
| USD 436 M | +USD 41.6 M | +11% | 7.89% | 43.5% | 120 | 8.33% | 3.2 |
|
| 4260 |
4260
Monarch Capital Management
Fort Wayne,
Indiana
| USD 436 M | +USD 27.6 M | +7% | 12.9% | 77% | 132 | 5.3% | 8.4 |
|
| 4261 |
4261
Bare Financial Services
Gap,
Pennsylvania
| USD 436 M | +USD 57.5 M | +15% | 11.3% | 53.6% | 1,946 | 19.42% | 0.8 |
|
| 4262 |
4262
Able Wealth Management
Toms River,
New Jersey
| USD 436 M | +USD 61.8 M | +17% | 13.2% | 58.1% | 206 | 44.66% | 1 |
|
| 4263 |
4263
Peak Financial Management
Wellesley,
Massachusetts
| USD 436 M | +USD 41.6 M | +11% | 10.3% | 58.2% | 120 | 21.67% | 4.2 |
|
| 4264 |
4264
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| USD 435 M | +USD 4 M | +0.9% | 10.2% | – | 2 | 0% | 1.3 |
|
| 4265 |
4265
Goodman Advisory Group
Needham,
Massachusetts
| USD 435 M | +USD 49.6 M | +13% | 20.4% | 101% | 185 | 63.78% | 1.6 |
|
| 4266 |
LCM
4266
Lionstone Capital Management
New York
| USD 435 M | +USD 22 M | +5% | 5.77% | 74.1% | 12 | 8.33% | 4.8 |
|
| 4267 |
4267
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 435 M | +USD 56 M | +15% | 14.6% | 80% | 98 | 16.33% | 5.1 |
|
| 4268 |
4268
One Charles Private Wealth Services
Hingham,
Massachusetts
| USD 434 M | +USD 34.8 M | +9% | 11.8% | 99.7% | 180 | 13.89% | 2.9 |
|
| 4269 |
4269
Cape Ann Asset Management
London,
United Kingdom
| USD 434 M | -USD 5.9 M | -1% | 2.09% | 199% | 12 | 8.33% | 2.5 |
|
| 4270 |
4270
Carr Financial Group
Worcester,
Massachusetts
| USD 434 M | +USD 55.3 M | +15% | 15.1% | 71.6% | 190 | 12.63% | 2.4 |
|
| 4271 |
4271
New Republic Capital
Charlotte,
North Carolina
| USD 434 M | +USD 137 M | +46% | 18.2% | 91.4% | 372 | 21.51% | 1.8 |
|
| 4272 |
NICM
4272
Neo Ivy Capital Management
New York
| USD 434 M | +USD 55 M | +14% | 22% | – | 520 | 73.08% | 0.3 |
|
| 4273 |
4273
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 434 M | -USD 28.5 M | -6% | 8.02% | 43.1% | 334 | 50.6% | 2 |
|
| 4274 |
DCM
4274
Divisar Capital Management
San Francisco,
California
| USD 434 M | +USD 41.6 M | +11% | 48.4% | 194% | 28 | 7.14% | 3.5 |
|
| 4275 |
4275
Seafarer Capital Partners
Larkspur,
California
| USD 434 M | -USD 1.86 M | -0.4% | 5.28% | 61.3% | 9 | 0% | 3.6 |
|