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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
MCM
4551
McMillion Capital Management
Greensboro,
North Carolina
| USD 133 M | -USD 18.9 M | -12% | 11% | 59.3% | 72 | 5.56% | 4.4 |
|
| 4552 |
4552
Strategic Wealth Investment Group
Louisville,
Kentucky
| USD 133 M | +USD 30.9 M | +30% | 8.52% | – | 89 | 12.36% | 0.4 |
|
| 4553 |
4553
Centric Wealth Management
Chicago,
Illinois
| USD 133 M | -USD 58.1 M | -30% | 22% | 44.4% | 169 | 47.34% | 0.9 |
|
| 4554 |
4554
Centerpoint Advisors
Needham,
Massachusetts
| USD 133 M | +USD 9.24 M | +7% | 7.42% | 82.6% | 290 | 20.69% | 2.1 |
|
| 4555 |
4555
EPIQ Partners
Minneapolis,
Minnesota
| USD 133 M | +USD 23.2 M | +21% | 6.87% | 49.6% | 77 | 19.48% | 0.6 |
|
| 4556 |
4556
SCF Partners
Houston,
Texas
| USD 133 M | -USD 28.7 M | -18% | 15.9% | 2.1% | 4 | 0% | 3.7 |
|
| 4557 |
4557
OmniStar Financial Group
Wilmington,
North Carolina
| USD 133 M | +USD 11.6 M | +10% | 7.2% | 75.6% | 126 | 20.63% | 1.6 |
|
| 4558 |
4558
USA Financial Formulas
Ada,
Michigan
| USD 133 M | -USD 2.04 M | -2% | 13.2% | 104% | 375 | 40.27% | 0.5 |
|
| 4559 |
4559
Sturgeon Ventures
London,
United Kingdom
| USD 132 M | +USD 9.8 M | +8% | 14.1% | 85.9% | 41 | 12.2% | 1.1 |
|
| 4560 |
4560
Rainwater Charitable Foundation
Fort Worth,
Texas
| USD 132 M | -USD 14.4 M | -10% | 8.32% | 44% | 4 | 25% | 1 |
|
| 4561 |
4561
Monte Financial Group
Guilford,
Connecticut
| USD 132 M | +USD 5.85 M | +5% | 8.67% | 66.7% | 58 | 1.72% | 2.1 |
|
| 4562 |
4562
Caprin Asset Management
Henrico,
Virginia
| USD 132 M | +USD 2.57 M | +2% | 0.33% | 7.87% | 20 | 5% | 3.6 |
|
| 4563 |
LFWA
4563
LBJ Family Wealth Advisors
Austin,
Texas
| USD 132 M | +USD 7.56 M | +6% | 6.55% | 64.9% | 19 | 0% | 5.2 |
|
| 4564 |
4564
Pecaut & Co
Sioux City,
Iowa
| USD 132 M | +USD 4.26 M | +3% | 13.8% | 62.8% | 66 | 16.67% | 3.4 |
|
| 4565 |
AA
4565
Alta Advisers
London,
United Kingdom
| USD 132 M | +USD 4.08 M | +3% | 3.67% | 129% | 4 | 0% | 3 |
|
| 4566 |
4566
Landaas & Company
Milwaukee,
Wisconsin
| USD 132 M | +USD 6.01 M | +5% | 7.66% | 68.3% | 57 | 7.02% | 2.4 |
|
| 4567 |
4567
Resource Planning Group
Atlanta,
Georgia
| USD 132 M | -USD 1.92 M | -1% | 4.32% | 1.9% | 61 | 11.48% | 1.4 |
|
| 4568 |
4568
One Advisory Partners
Overland Park,
Kansas
| USD 132 M | +USD 7.79 M | +6% | 5.52% | 58.3% | 28 | 17.86% | 0.2 |
|
| 4569 |
4569
Eastover Investment Advisors
Charlotte,
North Carolina
| USD 132 M | +USD 10.6 M | +9% | 8.14% | 105% | 49 | 8.16% | 0.5 |
|
| 4570 |
4570
Manchester Financial
Westlake Village,
California
| USD 132 M | +USD 8.46 M | +7% | 12.7% | 73% | 632 | 18.2% | 0.7 |
|
| 4571 |
4571
Verity Asset Management
Durham,
North Carolina
| USD 131 M | +USD 22.9 M | +21% | 5.51% | 87% | 153 | 24.84% | 1.5 |
|
| 4572 |
4572
Fullen Financial Group
Columbus,
Ohio
| USD 131 M | +USD 10.7 M | +9% | 4.44% | 28.4% | 55 | 7.27% | 0.2 |
|
| 4573 |
PP
4573
Professional Planning
Thousand Oaks,
California
| USD 131 M | -USD 56.3 M | -30% | 12.9% | 99.9% | 116 | 70.69% | 1.8 |
|
| 4574 |
4574
Demars Financial Group
Spokane Valley,
Washington
| USD 131 M | +USD 10.7 M | +9% | 8.65% | 69.1% | 64 | 7.81% | 0.5 |
|
| 4575 |
4575
Equitec Proprietary Markets
Chicago,
Illinois
| USD 131 M | – | – | 19.3% | 352% | 93 | – | 0.4 |
|