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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Wela Strategies
Atlanta,
Georgia
| USD 186 M | +USD 12.3 M | +7% | 3.91% | 51.3% | 47 | 21.28% | 1.9 |
|
| 4602 |
4602
Landmark Financial Advisors
Bowling Green,
Kentucky
| USD 186 M | +USD 8.4 M | +5% | 6.05% | 11.8% | 71 | 8.45% | 4.1 |
|
| 4603 |
4603
Okabena Investment Services
Minneapolis,
Minnesota
| USD 186 M | +USD 14.3 M | +8% | 6.96% | 83.9% | 82 | 25.61% | 0.8 |
|
| 4604 |
4604
Deane Retirement Strategies
New Orleans,
Louisiana
| USD 186 M | +USD 21.6 M | +13% | 13.1% | 73.4% | 87 | 50.57% | 1.7 |
|
| 4605 |
4605
Millrace Asset Group
Berwyn,
Pennsylvania
| USD 186 M | +USD 42 M | +29% | 23.1% | 113% | 98 | 33.67% | 0.7 |
|
| 4606 |
4606
FSB Premier Wealth Management
Waterloo,
Iowa
| USD 186 M | -USD 1.19 M | -0.6% | 4.69% | 61% | 105 | 9.52% | 0.2 |
|
| 4607 |
4607
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| USD 186 M | +USD 25.5 M | +16% | 8.78% | 21.9% | 36 | 94.44% | 2.1 |
|
| 4608 |
4608
Oak Asset Management
Westlake Village,
California
| USD 186 M | -USD 19.8 M | -10% | 5.81% | 91.8% | 93 | 48.39% | 3 |
|
| 4609 |
4609
Rainey & Randall Wealth Advisors
Celebration,
Florida
| USD 185 M | +USD 17 M | +10% | 4.99% | 52.3% | 55 | 18.18% | 1.1 |
|
| 4610 |
4610
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| USD 185 M | +USD 10.7 M | +6% | 5.56% | 13% | 52 | 19.23% | 3.1 |
|
| 4611 |
4611
Stonepine Capital Management
Bend,
Oregon
| USD 185 M | +USD 54.5 M | +42% | 11.1% | 321% | 35 | 57.14% | 0.7 |
|
| 4612 |
4612
MACRO Consulting Group
Parsippany,
New Jersey
| USD 185 M | +USD 12.6 M | +7% | 5.4% | – | 108 | 11.11% | 1.3 |
|
| 4613 |
4613
NIA Impact Advisors
Berkeley,
California
| USD 185 M | -USD 7.02 M | -4% | 0.21% | – | 55 | 5.45% | 0.2 |
|
| 4614 |
GDS
4614
Gimbel Daniel Scott
| USD 185 M | +USD 20.4 M | +12% | 2.2% | 57.1% | 3 | 0% | 0.3 |
|
| 4615 |
4615
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| USD 185 M | +USD 5.88 M | +3% | 2.21% | 72.4% | 305 | 22.3% | 0.2 |
|
| 4616 |
LBC
4616
Lawrence B. Cohen
| USD 184 M | +USD 4.36 M | +2% | 4.3% | 41.8% | 75 | 1.33% | 4.7 |
|
| 4617 |
4617
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| USD 184 M | +USD 50 k | +0% | 6.94% | 106% | 1,250 | 82.08% | 0.2 |
|
| 4618 |
KRC
4618
Kehrs Ridge Capital
Holmdel,
New Jersey
| USD 184 M | -USD 90.9 M | -33% | 9.45% | – | 51 | 86.27% | 0.2 |
|
| 4619 |
4619
Peoples Bank (Ohio)
Marietta,
Ohio
| USD 184 M | +USD 14.6 M | +9% | 9.03% | 78.9% | 115 | 13.91% | 3.1 |
|
| 4620 |
4620
MBE Wealth Management
Tomah,
Wisconsin
| USD 184 M | +USD 36.4 M | +25% | 4.19% | 66.5% | 64 | 17.19% | 0.9 |
|
| 4621 |
4621
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 184 M | +USD 9.05 M | +5% | 10.7% | 164% | 39 | 20.51% | 2.4 |
|
| 4622 |
4622
Stonehearth Capital Management
Danvers,
Massachusetts
| USD 184 M | +USD 6.77 M | +4% | 4.92% | 87.5% | 68 | 19.12% | 2.1 |
|
| 4623 |
4623
Lloyd Advisory Services
Suwanee,
Georgia
| USD 184 M | +USD 1.07 M | +0.6% | 2.5% | 51.1% | 425 | 22.12% | 0.8 |
|
| 4624 |
4624
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| USD 184 M | -USD 108 M | -37% | 5.68% | 58.1% | 540 | 90.74% | 0.3 |
|
| 4625 |
4625
Ararat Capital Management
Westport,
Connecticut
| USD 184 M | +USD 11.1 M | +6% | 19.8% | 99.2% | 21 | 19.05% | 0.2 |
|