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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
PH
4301
Pinnacle Holdings
Tulsa,
Oklahoma
| USD 216 M | +USD 26.4 M | +14% | 15.5% | 75.9% | 240 | 21.67% | 3.9 |
|
| 4302 |
4302
Modus Advisors
Excelsior,
Minnesota
| USD 216 M | +USD 22.5 M | +12% | 3.71% | 89.5% | 94 | 8.51% | 0.9 |
|
| 4303 |
4303
Manchester Financial
Westlake Village,
California
| USD 216 M | +USD 54.8 M | +34% | 6.2% | 73% | 797 | 25.22% | 0.9 |
|
| 4304 |
4304
Level Four Financial
Dallas,
Texas
| USD 216 M | -USD 15.8 M | -7% | 10.1% | – | 375 | 38.93% | 0.2 |
|
| 4305 |
CA
4305
Continental Advisors
Park City,
Utah
| USD 216 M | -USD 3.2 M | -1% | 16.6% | 73.6% | 75 | 13.33% | 3.6 |
|
| 4306 |
4306
Newport Asia
San Francisco,
California
| USD 216 M | +USD 8.07 M | +4% | 7.96% | – | 4 | 0% | 4.6 |
|
| 4307 |
AFT
4307
Alpha Family Trust
Los Angeles,
California
| USD 216 M | +USD 55.3 M | +35% | 0.04% | 215% | 24 | 50% | 0.2 |
|
| 4308 |
4308
Quaker Wealth Management
Moorestown,
New Jersey
| USD 216 M | +USD 25.1 M | +13% | 3.12% | – | 59 | 25.42% | 0.8 |
|
| 4309 |
4309
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 215 M | +USD 20.1 M | +10% | 9.69% | 87.3% | 68 | 4.41% | 6.1 |
|
| 4310 |
4310
Mirsky Financial Management
Rochester,
New York
| USD 215 M | +USD 21.1 M | +11% | 4.56% | 39.3% | 47 | 19.15% | 1.4 |
|
| 4311 |
4311
BHK Investment Advisors
Birmingham,
Alabama
| USD 215 M | +USD 1.05 M | +0.5% | 4.89% | 58.8% | 64 | 4.69% | 2.3 |
|
| 4312 |
4312
ACON Equity Management
Washington,
District of Columbia
| USD 215 M | +USD 102 M | +90% | 89.6% | 32.1% | 1 | 0% | 3.3 |
|
| 4313 |
4313
HM Capital Management
Clayton,
Missouri
| USD 215 M | +USD 17.2 M | +9% | 6.78% | 29.6% | 46 | 13.04% | 4.2 |
|
| 4314 |
4314
Steginsky Capital
Port Washington,
New York
| USD 215 M | +USD 14.7 M | +7% | 7.73% | 99.4% | 8 | 0% | 4.2 |
|
| 4315 |
4315
Old Mission Investment Co
Traverse City,
Michigan
| USD 215 M | +USD 24.4 M | +13% | 5.93% | 82% | 101 | 12.87% | 1 |
|
| 4316 |
4316
Mizuho Markets Americas
New York
| USD 215 M | -USD 321 M | -60% | 0.88% | 114% | 36 | 83.33% | 0.1 |
|
| 4317 |
SFG
4317
SageGuard Financial Group
Goodlettsville,
Tennessee
| USD 215 M | +USD 7.2 M | +3% | 4.53% | – | 137 | 14.6% | 0.2 |
|
| 4318 |
4318
Chicago Capital Management
Chicago,
Illinois
| USD 215 M | +USD 89.4 M | +71% | 41% | 270% | 43 | 81.4% | 0.1 |
|
| 4319 |
4319
Financial Life Advisors
San Antonio,
Texas
| USD 215 M | +USD 21.6 M | +11% | 1.33% | 47% | 53 | 7.55% | 1.6 |
|
| 4320 |
4320
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 215 M | -USD 7.9 M | -4% | 4.59% | 80% | 654 | 7.19% | 0.8 |
|
| 4321 |
4321
One01 Capital
Burlingame,
California
| USD 214 M | -USD 21.3 M | -9% | 3.21% | 123% | 25 | 80% | 0.1 |
|
| 4322 |
4322
Stadium Capital Management
New Canaan,
Connecticut
| USD 214 M | +USD 13.8 M | +7% | 17.9% | 10.9% | 11 | 27.27% | 1.2 |
|
| 4323 |
ARG
4323
Advisory Resource Group
Tulsa,
Oklahoma
| USD 214 M | +USD 12.4 M | +6% | 11.7% | 72% | 128 | 30.47% | 1.1 |
|
| 4324 |
4324
SimpliFi Inc
San Diego,
California
| USD 214 M | -USD 537 k | -0.3% | 1% | 27.9% | 23 | 4.35% | 1.7 |
|
| 4325 |
4325
Delta Financial Advisors
New Orleans,
Louisiana
| USD 214 M | +USD 14.3 M | +7% | 7.89% | 107% | 111 | 5.41% | 1.5 |
|