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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
Delta Financial Advisors
New Orleans,
Louisiana
| USD 206 M | +USD 17.9 M | +10% | 12.7% | 107% | 114 | 5.26% | 3.1 |
|
| 4402 |
FP
4402
Fiduciary Planning
Englewood,
Florida
| USD 206 M | +USD 11.4 M | +6% | 5.05% | 71.4% | 46 | 26.09% | 1.5 |
|
| 4403 |
4403
Advisor Resource Council
Dallas,
Texas
| USD 206 M | +USD 58.2 M | +39% | 5.27% | 84.8% | 184 | 27.72% | 1 |
|
| 4404 |
4404
D. Scott Neal
Lexington,
Kentucky
| USD 206 M | -USD 31.9 M | -13% | 3.1% | 105% | 62 | 11.29% | 2.6 |
|
| 4405 |
4405
Patient Capital Management
Baltimore,
Maryland
| USD 206 M | +USD 5.56 M | +3% | 4.05% | 131% | 45 | 11.11% | 0.8 |
|
| 4406 |
4406
Bishop & Co Investment Management
Erie,
Pennsylvania
| USD 206 M | +USD 16 M | +8% | 7.97% | 53.7% | 24 | 4.17% | 4.8 |
|
| 4407 |
4407
WT Wealth Management
Scottsdale,
Arizona
| USD 206 M | +USD 7.05 M | +4% | 3.1% | 72% | 110 | 33.64% | 1.7 |
|
| 4408 |
4408
Industry Ventures
San Francisco,
California
| USD 206 M | +USD 129 M | +166% | 70.5% | 77.4% | 12 | 50% | 0.6 |
|
| 4409 |
4409
BCGM Wealth Management
Lafayette,
Indiana
| USD 206 M | +USD 5.41 M | +3% | 7.79% | 54.9% | 113 | 7.96% | 1.6 |
|
| 4410 |
4410
Eclectic Associates
Fullerton,
California
| USD 205 M | +USD 53 M | +35% | 7.34% | 53.8% | 81 | 22.22% | 1.4 |
|
| 4411 |
4411
Detalus Advisors
St. Louis,
Missouri
| USD 205 M | +USD 38.1 M | +23% | 8.17% | 75.7% | 144 | 15.28% | 1.9 |
|
| 4412 |
4412
Paulson Wealth Management
Wheaton,
Illinois
| USD 205 M | +USD 19.2 M | +10% | 6.78% | 62.6% | 95 | 29.47% | 2.6 |
|
| 4413 |
4413
First United Bank & Trust
Oakland,
Maryland
| USD 205 M | +USD 6.06 M | +3% | 8.38% | 78% | 146 | 4.79% | 5.2 |
|
| 4414 |
4414
Symmetry Peak Management
Radnor,
Pennsylvania
| USD 205 M | +USD 120 M | +143% | 9.14% | 320% | 164 | 89.02% | 0.1 |
|
| 4415 |
4415
MSD Capital
New York
| USD 205 M | +USD 21.8 M | +12% | 16.3% | 11.5% | 5 | 20% | 4.9 |
|
| 4416 |
4416
Anfield Capital Management
Irvine,
California
| USD 205 M | -USD 5.12 M | -2% | 6.85% | 65.3% | 100 | 26% | 1.2 |
|
| 4417 |
4417
Jacobs Asset Management
New York
| USD 205 M | +USD 8.6 M | +4% | 5.57% | 114% | 47 | 36.17% | 1.6 |
|
| 4418 |
SWMG
4418
Signature Wealth Management Group
Atlanta,
Georgia
| USD 204 M | +USD 7.68 M | +4% | 8.82% | – | 95 | 11.58% | 2.5 |
|
| 4419 |
DI
4419
Disciplined Investments
Tulsa,
Oklahoma
| USD 204 M | -USD 13.2 M | -6% | 6.97% | 51.4% | 1,721 | 8.48% | 1.1 |
|
| 4420 |
4420
Snow Lake Capital
Central,
Hong Kong
| USD 204 M | -USD 3.28 M | -2% | 11.5% | – | 16 | 56.25% | 0.2 |
|
| 4421 |
4421
Abound Wealth Management
Franklin,
Tennessee
| USD 204 M | +USD 19 M | +10% | 7.96% | 65.7% | 800 | 16.25% | 0.3 |
|
| 4422 |
4422
Lumbard & Kellner
Hollis,
New Hampshire
| USD 204 M | +USD 10.1 M | +5% | 8.73% | 137% | 93 | 15.05% | 3.6 |
|
| 4423 |
4423
Terril Brothers
St. Louis,
Missouri
| USD 204 M | -USD 126 M | -38% | 6.89% | 112% | 56 | 17.86% | 3.9 |
|
| 4424 |
4424
First Washington Corp
Seattle,
Washington
| USD 204 M | +USD 5.78 M | +3% | 3.9% | 142% | 69 | 26.09% | 3.9 |
|
| 4425 |
4425
Sanchez Wealth Management Group
Jacksonville,
Florida
| USD 204 M | +USD 20.8 M | +11% | 7.15% | 61.1% | 34 | 8.82% | 2.8 |
|