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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Triad Wealth Partners
Lawrence,
Kansas
| USD 277 M | +USD 88.9 M | +47% | 0.45% | – | 180 | 77.78% | 0.1 |
|
| 4677 |
4677
Westwood Wealth Management
Los Angeles,
California
| USD 277 M | +USD 21.7 M | +9% | 9.53% | 495% | 48 | 18.75% | 1.8 |
|
| 4678 |
BCH
4678
Berkshire Capital Holdings
San Jose,
California
| USD 277 M | +USD 41 M | +17% | 50.9% | 2,748% | 99 | 12.12% | 2.7 |
|
| 4679 |
4679
360 Financial
Wayzata,
Minnesota
| USD 277 M | +USD 5.94 M | +2% | 0.56% | 82.5% | 94 | 18.09% | 2.8 |
|
| 4680 |
4680
Equita Financial Network
Fort Washington,
Pennsylvania
| USD 277 M | +USD 2.96 M | +1% | 2.28% | 50.5% | 82 | 6.1% | 1 |
|
| 4681 |
CWM
4681
Cedar Wealth Management
Walnut Creek,
California
| USD 277 M | -USD 45.6 M | -14% | 0.14% | 68.1% | 269 | 30.48% | 4.2 |
|
| 4682 |
DMKJ
4682
David M. Knott Jr
| USD 277 M | -USD 8.05 M | -3% | 14.2% | 169% | 98 | 15.31% | 2 |
|
| 4683 |
SA
4683
SAM Advisors
Oakhurst,
California
| USD 277 M | +USD 4.1 M | +2% | 0.06% | 57.5% | 43 | 13.95% | 1.8 |
|
| 4684 |
KA
4684
Kooman & Associates
Altoona,
Pennsylvania
| USD 276 M | +USD 5.54 M | +2% | 1.23% | 66% | 51 | 15.69% | 1.4 |
|
| 4685 |
4685
Stiles Financial Services
Edina,
Minnesota
| USD 276 M | -USD 7.7 M | -3% | 0.25% | 144% | 195 | 9.74% | 2.2 |
|
| 4686 |
4686
Anchor Capital Management Group
Aliso Viejo,
California
| USD 276 M | – | – | 2.66% | – | 18 | – | 0 |
|
| 4687 |
4687
Oak Family Advisors
Chicago,
Illinois
| USD 276 M | -USD 49.5 M | -15% | 2.03% | 81.9% | 148 | 27.7% | 2.2 |
|
| 4688 |
4688
Holistic Planning
Nacogdoches,
Texas
| USD 276 M | +USD 39.5 M | +17% | 1.11% | 61.9% | 179 | 17.32% | 0.7 |
|
| 4689 |
4689
Yakira Capital Management
Westport,
Connecticut
| USD 276 M | -USD 2.8 M | -1% | 4.08% | 74.1% | 320 | 42.81% | 1.1 |
|
| 4690 |
4690
Jeppson Wealth Management
Manhattan Beach,
California
| USD 276 M | -USD 3.47 M | -1% | 1.21% | 107% | 209 | 6.7% | 3.1 |
|
| 4691 |
TCM
4691
TAM Capital Management
Stamford,
Connecticut
| USD 276 M | +USD 47.2 M | +21% | 9.35% | 4.15% | 13 | 53.85% | 0.8 |
|
| 4692 |
4692
Anfield Capital Management
Irvine,
California
| USD 276 M | +USD 9.07 M | +3% | 1.11% | 65.3% | 509 | 25.34% | 0.7 |
|
| 4693 |
4693
Congress Park Capital
Saratoga Springs,
New York
| USD 275 M | +USD 5.6 M | +2% | 2.34% | 99.9% | 119 | 14.29% | 4.1 |
|
| 4694 |
4694
First United Bank & Trust
Oakland,
Maryland
| USD 275 M | -USD 3.01 M | -1% | 0.79% | 78% | 394 | 7.87% | 3.1 |
|
| 4695 |
4695
Taylor Hoffman Capital Management
Richmond,
Virginia
| USD 275 M | +USD 14.4 M | +6% | 1.5% | – | 117 | 5.98% | 0.2 |
|
| 4696 |
4696
Prudent Man Advisors
Naperville,
Illinois
| USD 275 M | -USD 24.5 M | -8% | 0.84% | 92.5% | 189 | 13.76% | 2.9 |
|
| 4697 |
4697
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 275 M | -USD 7.06 M | -3% | 0.14% | 71.9% | 94 | 3.19% | 6.3 |
|
| 4698 |
4698
Evelyn Partners Investment Management (Europe)
Dublin,
| USD 275 M | – | – | 2.25% | – | 189 | – | 0 |
|
| 4699 |
4699
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| USD 275 M | +USD 656 k | +0.2% | 0.1% | 78% | 178 | 13.48% | 2.1 |
|
| 4700 |
FIM
4700
FWL Investment Management
Dallas,
Texas
| USD 275 M | +USD 13.7 M | +5% | 3.25% | 165% | 334 | 18.56% | 0.9 |
|