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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
SA
4901
Skyline Advisors
Bellingham,
Washington
| USD 258 M | +USD 14.8 M | +6% | 0.99% | 52% | 107 | 26.17% | 0.8 |
|
| 4902 |
4902
My Legacy Advisors
Bend,
Oregon
| USD 258 M | +USD 4.37 M | +2% | 0.03% | 49.1% | 203 | 6.9% | 2 |
|
| 4903 |
AP
4903
Arlington Partners
Birmingham,
Alabama
| USD 258 M | +USD 1.93 M | +0.8% | 1.22% | 46.4% | 59 | 3.39% | 2.7 |
|
| 4904 |
4904
Libra Wealth
Los Gatos,
California
| USD 257 M | +USD 6.89 M | +3% | 0.49% | 58.2% | 57 | 7.02% | 2.3 |
|
| 4905 |
RFG
4905
RFP Financial Group
Atlanta,
Georgia
| USD 257 M | -USD 49.8 M | -16% | 1.07% | 63.4% | 124 | 20.16% | 1.4 |
|
| 4906 |
4906
Bear Mountain Capital
Seattle,
Washington
| USD 257 M | +USD 3.63 M | +1% | 2.58% | 43% | 191 | 17.28% | 0.9 |
|
| 4907 |
4907
United Community Bank
Greenville,
South Carolina
| USD 257 M | +USD 758 k | +0.3% | 0.31% | 72.7% | 421 | 18.05% | 1.7 |
|
| 4908 |
4908
Lunt Capital Management
Holladay,
Utah
| USD 257 M | +USD 43 M | +20% | 0.48% | 36.9% | 97 | 21.65% | 1.2 |
|
| 4909 |
4909
DHJJ Financial Advisors
Naperville,
Illinois
| USD 257 M | +USD 4.04 M | +2% | 0.82% | 62.5% | 910 | 4.4% | 1.4 |
|
| 4910 |
LA
4910
LFL Advisers
Evanston,
Illinois
| USD 257 M | -USD 22.2 M | -8% | 2.47% | 83% | 10 | 10% | 6.9 |
|
| 4911 |
EFM
4911
Eley Financial Management
South Burlington,
Vermont
| USD 257 M | +USD 8.2 M | +3% | 0.98% | 74.9% | 69 | 4.35% | 1.7 |
|
| 4912 |
4912
Compass Capital Corp
Braintree,
Massachusetts
| USD 257 M | – | – | 3.06% | – | 201 | – | 0 |
|
| 4913 |
4913
Windward Private Wealth Management
Overland Park,
Kansas
| USD 257 M | -USD 4.32 M | -2% | 2.54% | 38.5% | 48 | 6.25% | 3.4 |
|
| 4914 |
4914
Stelac Advisory Services
New York
| USD 256 M | +USD 9.7 M | +4% | 0.59% | 97.5% | 114 | 12.28% | 4.3 |
|
| 4915 |
4915
Watershed Private Wealth
Oak Brook,
Illinois
| USD 256 M | +USD 5.68 M | +2% | 1.3% | 80.3% | 120 | 12.5% | 1.4 |
|
| 4916 |
4916
Moseley Investment Management
Bradenton,
Florida
| USD 256 M | +USD 5.57 M | +2% | 5.95% | 96.6% | 159 | 10.06% | 3.7 |
|
| 4917 |
SC
4917
Schiavi & Co
Wilmington,
Delaware
| USD 256 M | -USD 19.4 M | -7% | 5.54% | 41.4% | 40 | 20% | 1.7 |
|
| 4918 |
4918
First Bankers Trust
Louisville,
Kentucky
| USD 256 M | -USD 4.03 M | -2% | 1.05% | 78.9% | 134 | 4.48% | 6.8 |
|
| 4919 |
4919
Game Creek Capital
Boston,
Massachusetts
| USD 256 M | +USD 35.4 M | +16% | 2.18% | 176% | 87 | 22.99% | 2.8 |
|
| 4920 |
4920
Core Wealth Management
Jupiter,
Florida
| USD 256 M | +USD 9.39 M | +4% | 3.1% | 44.5% | 30 | 10% | 1.4 |
|
| 4921 |
4921
Rooted Wealth Advisors
Bourbonnais,
Illinois
| USD 256 M | +USD 31.6 M | +14% | 0.16% | 57.3% | 100 | 12% | 1.3 |
|
| 4922 |
CIA
4922
Cape Investment Advisory
Mcdonough,
Georgia
| USD 256 M | +USD 9.04 M | +4% | 1.25% | 72.5% | 1,173 | 21.31% | 1.2 |
|
| 4923 |
4923
Team Hewins
Redwood City,
California
| USD 256 M | -USD 5.73 M | -2% | 2.42% | 60.5% | 41 | 14.63% | 1 |
|
| 4924 |
4924
Socorro Asset Management
Dallas,
Texas
| USD 256 M | -USD 7.71 M | -3% | 3.87% | 43.8% | 34 | 11.76% | 2.6 |
|
| 4925 |
RFMS
4925
RWQ Financial Management Services
Naples,
Florida
| USD 256 M | -USD 33 M | -11% | 15.3% | 446% | 28 | 28.57% | 1.6 |
|