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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Harbert Fund Advisors
Birmingham,
Alabama
| USD 239 M | -USD 158 M | -40% | 8.05% | 70.8% | 57 | 47.37% | 0.8 |
|
| 4402 |
CP
4402
CPV Partners
Stamford,
Connecticut
| USD 239 M | -USD 6.88 M | -3% | 1.6% | 105% | 7 | 28.57% | 1.3 |
|
| 4403 |
4403
Shilanski & Associates
Anchorage,
Alaska
| USD 238 M | +USD 3.56 M | +2% | 0.67% | 84.2% | 140 | 30% | 1.3 |
|
| 4404 |
4404
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 238 M | -USD 7.13 M | -3% | 3.77% | 80% | 87 | 11.49% | 3.2 |
|
| 4405 |
BDA
4405
Borer Denton & Associates
Blue Bell,
Pennsylvania
| USD 238 M | – | – | 2.38% | 44.2% | 53 | – | 0 |
|
| 4406 |
4406
Wills Financial Group
Richmond,
Virginia
| USD 238 M | -USD 14.7 M | -6% | 0.7% | 57.5% | 75 | 16% | 3.7 |
|
| 4407 |
4407
Brightlight Capital Management
Westport,
Connecticut
| USD 238 M | -USD 11.9 M | -5% | 9.69% | 202% | 13 | 23.08% | 1.2 |
|
| 4408 |
FPOC
4408
Financial Planners of Cleveland
Mayfield Heights,
Ohio
| USD 238 M | -USD 7.98 M | -3% | 4.59% | – | 96 | 52.08% | 0.2 |
|
| 4409 |
4409
S.R. Schill & Associates
Mercer Island,
Washington
| USD 238 M | -USD 13 M | -5% | 1.8% | 42.7% | 80 | 15% | 3 |
|
| 4410 |
4410
Sanchez Wealth Management Group
Jacksonville,
Florida
| USD 238 M | +USD 709 k | +0.3% | 4.97% | 61.1% | 35 | 8.57% | 2.3 |
|
| 4411 |
4411
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 238 M | +USD 16.8 M | +8% | 4.21% | 43.8% | 72 | 8.33% | 3.6 |
|
| 4412 |
4412
Jackson Grant Investment Advisers
Stamford,
Connecticut
| USD 238 M | +USD 41.5 M | +21% | 3.24% | 61.6% | 357 | 22.69% | 2.7 |
|
| 4413 |
4413
Cowen Prime Advisors
New York
| USD 238 M | -USD 56.4 M | -19% | 15.6% | 116% | 183 | 7.65% | 5 |
|
| 4414 |
OIA
4414
Optimum Investment Advisors
Chicago,
Illinois
| USD 237 M | -USD 19.4 M | -8% | 3.24% | 125% | 922 | 16.7% | 3.7 |
|
| 4415 |
SC
4415
Schulhoff & Co
Cincinnati,
Ohio
| USD 237 M | -USD 5.96 M | -2% | 0.88% | 51.8% | 126 | 4.76% | 5.9 |
|
| 4416 |
4416
Navalign LLC
Encino,
California
| USD 237 M | -USD 13.5 M | -5% | 3.19% | 58.7% | 129 | 13.95% | 0.9 |
|
| 4417 |
AC
4417
ASB Consultores
Aventura,
Florida
| USD 237 M | +USD 34.6 M | +17% | 2.09% | 91% | 252 | 23.81% | 0.2 |
|
| 4418 |
4418
SCP Investment
Orinda,
California
| USD 237 M | -USD 66.9 M | -22% | 21% | 32.8% | 39 | 43.59% | 0.7 |
|
| 4419 |
4419
RDA Financial Network
Akron,
Iowa
| USD 237 M | -USD 8.24 M | -3% | 4.1% | 93.4% | 240 | 13.33% | 2.1 |
|
| 4420 |
4420
Okabena Investment Services
Minneapolis,
Minnesota
| USD 237 M | -USD 26.4 M | -10% | 5.65% | 83.9% | 203 | 15.27% | 0.8 |
|
| 4421 |
4421
Visa Foundation
San Francisco,
California
| USD 237 M | -USD 32.2 M | -12% | 7.75% | 58.1% | 1 | 0% | 0.3 |
|
| 4422 |
IP
4422
Investment Partners
New Philadelphia,
Ohio
| USD 237 M | -USD 8.36 M | -3% | 3.53% | 83.2% | 174 | 7.47% | 3.5 |
|
| 4423 |
4423
Nikulski Financial
Bettendorf,
Iowa
| USD 236 M | -USD 2.14 M | -0.9% | 3.42% | 107% | 135 | 12.59% | 2.4 |
|
| 4424 |
4424
Grandview Asset Management
Harrisburg,
Pennsylvania
| USD 236 M | -USD 12.2 M | -5% | 4.02% | 200% | 144 | 8.33% | 0.7 |
|
| 4425 |
4425
Stableford Capital II
Scottsdale,
Arizona
| USD 236 M | -USD 1.03 M | -0.4% | 0.17% | 66.9% | 136 | 21.32% | 1.5 |
|