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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| USD 142 M | +USD 15.2 M | +12% | 6.63% | 136% | 108 | 8.33% | 1.7 |
|
| 4427 |
4427
Affinia Financial Group
Burlington,
Massachusetts
| USD 142 M | +USD 21 M | +17% | 5.81% | 37.5% | 22 | 13.64% | 0.5 |
|
| 4428 |
4428
BNC Wealth Management
Beaverton,
Oregon
| USD 142 M | – | – | 14% | 204% | 531 | – | 0 |
|
| 4429 |
4429
Hillman Capital Management
Bethesda,
Maryland
| USD 142 M | +USD 4.81 M | +4% | 1.78% | 20.2% | 40 | 15% | 2.6 |
|
| 4430 |
4430
PYA Waltman Capital
Knoxville,
Tennessee
| USD 142 M | +USD 20.5 M | +17% | 11.1% | 62.4% | 48 | 33.33% | 0.5 |
|
| 4431 |
4431
Pinnacle Bancorp
Beatrice,
Nebraska
| USD 142 M | +USD 7.43 M | +6% | 8.27% | 72.9% | 721 | 16.92% | 2.5 |
|
| 4432 |
4432
Jupiter Wealth Management
Glendale,
Colorado
| USD 142 M | -USD 58 M | -29% | 11.4% | 99.2% | 93 | 45.16% | 0.9 |
|
| 4433 |
4433
360 Financial
Wayzata,
Minnesota
| USD 142 M | +USD 21.2 M | +18% | 9.66% | 86.1% | 74 | 17.57% | 0.6 |
|
| 4434 |
4434
IFG Advisors
St. Louis,
Missouri
| USD 141 M | +USD 14.8 M | +12% | 8.28% | 78.7% | 87 | 8.05% | 0.8 |
|
| 4435 |
LWPC
4435
Legacy Wealth Partners (California)
Calabasas,
California
| USD 141 M | +USD 9.06 M | +7% | 10.8% | – | 112 | 36.61% | 0.5 |
|
| 4436 |
CSWG
4436
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| USD 141 M | +USD 6.93 M | +5% | 5.96% | 76% | 52 | 3.85% | 0.7 |
|
| 4437 |
4437
JFG Wealth Management
Denver,
Colorado
| USD 141 M | +USD 36.9 M | +35% | 15.2% | 65.2% | 52 | 67.31% | 0.3 |
|
| 4438 |
4438
Selway Asset Management
| USD 141 M | +USD 15.3 M | +12% | 10.6% | 36.5% | 72 | 6.94% | 3.8 |
|
| 4439 |
4439
Swiss Re
Zurich,
Switzerland
| USD 141 M | +USD 10.5 M | +8% | 8.08% | – | 2 | 0% | 3.5 |
|
| 4440 |
4440
Harrington Investments
Napa,
California
| USD 141 M | +USD 13 M | +10% | 14.1% | 109% | 77 | 6.49% | 2.7 |
|
| 4441 |
4441
VELT Partners Investimentos
Sao Paolo,
Brazil
| USD 141 M | +USD 15.7 M | +12% | 21% | 19.4% | 5 | 20% | 0.7 |
|
| 4442 |
4442
Altman Advisors
Chicago,
Illinois
| USD 141 M | +USD 23.5 M | +20% | 14.9% | 143% | 85 | 25.88% | 1.1 |
|
| 4443 |
4443
Unified Trust Company
Lexington,
Kentucky
| USD 141 M | +USD 8.12 M | +6% | 8.37% | 69.7% | 59 | 13.56% | 1.4 |
|
| 4444 |
4444
Aprio Wealth Management
Atlanta,
Georgia
| USD 141 M | +USD 37.4 M | +36% | 5.57% | 66.1% | 76 | 18.42% | 0.5 |
|
| 4445 |
4445
Jefferies Financial Group
New York
| USD 141 M | +USD 26.2 M | +23% | 28.7% | 146% | 7 | 0% | 1.6 |
|
| 4446 |
4446
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| USD 141 M | +USD 25.1 M | +22% | 6.41% | 58.7% | 62 | 33.87% | 1 |
|
| 4447 |
4447
Maltin Wealth Management
Ridgewood,
New Jersey
| USD 141 M | +USD 8.12 M | +6% | 4.42% | 58.2% | 91 | 16.48% | 0.6 |
|
| 4448 |
4448
Brown University
Providence,
Rhode Island
| USD 141 M | +USD 4.78 M | +4% | 1.9% | 40.1% | 7 | 28.57% | 0.3 |
|
| 4449 |
4449
Moseley Investment Management
Bradenton,
Florida
| USD 140 M | +USD 20.1 M | +17% | 16.1% | 96.6% | 143 | 16.08% | 1 |
|
| 4450 |
4450
Oldfather Financial Services
Kearney,
Nebraska
| USD 140 M | +USD 11.6 M | +9% | 7.26% | 60.8% | 60 | 5% | 0.7 |
|