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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Summit Wealth & Retirement Planning
San Ramon,
California
| USD 280 M | +USD 43.8 M | +19% | 8.06% | 67.6% | 68 | 27.94% | 2.4 |
|
| 4327 |
4327
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| USD 280 M | +USD 20 M | +8% | 12.6% | 245% | 385 | 47.53% | 0.9 |
|
| 4328 |
4328
BBJS Financial Advisors
Seattle,
Washington
| USD 280 M | -USD 7.46 M | -3% | 0.99% | – | 143 | 15.38% | 1 |
|
| 4329 |
4329
HighVista Strategies
Boston,
Massachusetts
| USD 280 M | +USD 4.87 M | +2% | 15.2% | 622% | 166 | 45.18% | 0.7 |
|
| 4330 |
4330
HGC Investment Management
Toronto,
Ontario, Canada
| USD 280 M | -USD 64.3 M | -19% | 2.14% | 33.2% | 118 | 36.44% | 0.8 |
|
| 4331 |
4331
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| USD 280 M | +USD 21.7 M | +8% | 8.05% | 67.5% | 112 | 19.64% | 2 |
|
| 4332 |
4332
Shoker Investment Counsel
Oxford,
Ohio
| USD 280 M | +USD 21.5 M | +8% | 9.2% | 88.9% | 101 | 9.9% | 5.3 |
|
| 4333 |
4333
WT Wealth Management
Scottsdale,
Arizona
| USD 280 M | +USD 27 M | +11% | 6.35% | 72% | 115 | 7.83% | 2 |
|
| 4334 |
4334
Hilltop Partners
Mishawaka,
Indiana
| USD 280 M | +USD 25.8 M | +10% | 6.85% | 64.9% | 105 | 13.33% | 0.9 |
|
| 4335 |
4335
Hendley & Co
Zanesville,
Ohio
| USD 280 M | +USD 22.8 M | +9% | 7.17% | 64.9% | 56 | 7.14% | 5.8 |
|
| 4336 |
4336
Coyle Financial Counsel
Glenview,
Illinois
| USD 280 M | +USD 19.4 M | +7% | 6.93% | 67.3% | 80 | 21.25% | 2.9 |
|
| 4337 |
WHAM
4337
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| USD 279 M | +USD 108 M | +63% | 12.1% | 98.1% | 41 | 41.46% | 1.2 |
|
| 4338 |
RG
4338
Retirement Group
San Diego,
California
| USD 279 M | +USD 31.5 M | +13% | 9.73% | 33.7% | 884 | 10.29% | 2.2 |
|
| 4339 |
4339
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| USD 279 M | +USD 53 M | +23% | 10.2% | 102% | 970 | 30.93% | 0.3 |
|
| 4340 |
4340
Park Place Capital
Homewood,
Alabama
| USD 279 M | +USD 28.1 M | +11% | 7.83% | 67.9% | 928 | 11.1% | 1.1 |
|
| 4341 |
4341
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 279 M | +USD 25.9 M | +10% | 12.3% | 116% | 449 | 7.8% | 2.7 |
|
| 4342 |
4342
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| USD 279 M | +USD 34.8 M | +14% | 10% | 167% | 209 | 19.14% | 0.9 |
|
| 4343 |
4343
ForthRight Wealth Management
Alpharetta,
Georgia
| USD 279 M | +USD 20.5 M | +8% | 6.69% | 50.4% | 66 | 10.61% | 2 |
|
| 4344 |
4344
BCGM Wealth Management
Lafayette,
Indiana
| USD 279 M | +USD 33 M | +13% | 6.56% | 54.9% | 147 | 10.2% | 1.8 |
|
| 4345 |
4345
Gateway Wealth Partners
Appleton,
Wisconsin
| USD 279 M | +USD 30.3 M | +12% | 7.38% | 58.9% | 257 | 21.4% | 0.8 |
|
| 4346 |
4346
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| USD 278 M | +USD 16.8 M | +6% | 5.31% | 52.9% | 185 | 16.76% | 2.3 |
|
| 4347 |
4347
Arcataur Capital Management
Milwaukee,
Wisconsin
| USD 278 M | +USD 15.5 M | +6% | 7.18% | 65.4% | 98 | 1.02% | 0.7 |
|
| 4348 |
4348
Family Legacy Inc
Greenville,
South Carolina
| USD 278 M | +USD 16.2 M | +6% | 9.51% | 89% | 119 | 1.68% | 4.7 |
|
| 4349 |
4349
Bard Associates
Chicago,
Illinois
| USD 278 M | +USD 14.8 M | +6% | 11% | 241% | 184 | 10.33% | 5.3 |
|
| 4350 |
4350
Westmount Partners
Los Angeles,
California
| USD 278 M | +USD 33.1 M | +14% | 10.8% | 101% | 219 | 10.5% | 1 |
|