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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
I2I
4776
Insight 2811 Inc
Chicago,
Illinois
| USD 171 M | +USD 1.58 M | +0.9% | 1.52% | 31.3% | 80 | 15% | 3.4 |
|
| 4777 |
BIMC
4777
Benson Investment Management Company
Roanoke,
Virginia
| USD 171 M | +USD 7.76 M | +5% | 5.95% | 99.8% | 59 | 22.03% | 2.1 |
|
| 4778 |
4778
KFA Private Wealth Group
Tysons,
Virginia
| USD 171 M | +USD 13.9 M | +9% | 5.96% | 62.8% | 78 | 12.82% | 0.8 |
|
| 4779 |
4779
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| USD 171 M | +USD 6.24 M | +4% | 9.84% | 105% | 14 | 7.14% | 0.3 |
|
| 4780 |
4780
Denver PWM
Denver,
Colorado
| USD 171 M | -USD 29.6 M | -15% | 4.3% | 48.6% | 91 | 25.27% | 1.9 |
|
| 4781 |
4781
Investment Management Associates
Greenwood Village,
Colorado
| USD 171 M | +USD 37.3 M | +28% | 12.5% | 50.4% | 61 | 18.03% | 0.2 |
|
| 4782 |
4782
Titus Wealth Management
Larskpur,
California
| USD 171 M | +USD 8.39 M | +5% | 3.78% | 26.6% | 149 | 12.75% | 1.7 |
|
| 4783 |
CA
4783
Crumly & Associates
Springfield,
Illinois
| USD 171 M | +USD 28.7 M | +20% | 6.18% | 58.1% | 95 | 18.95% | 0.6 |
|
| 4784 |
4784
Stonebridge Financial Planning Group
Orlando,
Florida
| USD 171 M | +USD 13.3 M | +8% | 2.94% | 72.4% | 454 | 15.64% | 1 |
|
| 4785 |
4785
Howard Wealth Management
Madison,
Connecticut
| USD 171 M | +USD 10.7 M | +7% | 3.07% | 69.9% | 127 | 4.72% | 1 |
|
| 4786 |
MS
4786
Madden Securities
Dallas,
Texas
| USD 171 M | +USD 15.6 M | +10% | 4.49% | 108% | 145 | 20.69% | 0.8 |
|
| 4787 |
4787
Investors Financial Group
Plymouth,
Minnesota
| USD 171 M | +USD 19.6 M | +13% | 7.74% | – | 199 | 21.11% | 0.8 |
|
| 4788 |
4788
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 171 M | +USD 20 M | +13% | 4.33% | 62.5% | 27 | 14.81% | 1.2 |
|
| 4789 |
4789
West Branch Capital
Amherst,
Massachusetts
| USD 171 M | +USD 1.68 M | +1% | 3.91% | 156% | 95 | 13.68% | 1.9 |
|
| 4790 |
MCM
4790
McMillion Capital Management
Greensboro,
North Carolina
| USD 171 M | +USD 6.26 M | +4% | 6.57% | 59.3% | 311 | 73.63% | 4.2 |
|
| 4791 |
LWPC
4791
Legacy Wealth Partners (California)
Calabasas,
California
| USD 171 M | +USD 11.8 M | +7% | 6.77% | – | 100 | 25% | 0.8 |
|
| 4792 |
4792
Eos Management LP
New York
| USD 171 M | +USD 83.7 M | +96% | 1.39% | 149% | 33 | 36.36% | 3.4 |
|
| 4793 |
DCM
4793
DeGreen Capital Management
Scottsdale,
Arizona
| USD 171 M | -USD 85.5 M | -33% | 3.36% | 28.5% | 23 | 8.7% | 2.7 |
|
| 4794 |
CSWG
4794
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| USD 171 M | +USD 2.15 M | +1% | 4.32% | 76% | 62 | 14.52% | 1 |
|
| 4795 |
4795
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| USD 170 M | +USD 78.1 M | +85% | 4.04% | 94.2% | 47 | 72.34% | 1.9 |
|
| 4796 |
4796
Beirne Wealth Consulting Services
Shelton,
Connecticut
| USD 170 M | -USD 31.8 M | -16% | 5.11% | 81.9% | 176 | 46.02% | 1.2 |
|
| 4797 |
4797
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| USD 170 M | +USD 17.4 M | +11% | 2.91% | 90.8% | 70 | 7.14% | 0.6 |
|
| 4798 |
4798
Centerpoint Advisors
Needham,
Massachusetts
| USD 170 M | +USD 16.4 M | +11% | 9.05% | 82.6% | 288 | 13.89% | 2.1 |
|
| 4799 |
SL
4799
SIB LLC
New York,
New York
| USD 170 M | +USD 20.4 M | +14% | 16.4% | 29.2% | 22 | 13.64% | 5.8 |
|
| 4800 |
RWG
4800
Regal Wealth Group
Seal Beach,
California
| USD 170 M | +USD 6.18 M | +4% | 5.08% | 17% | 272 | 21.32% | 2.6 |
|