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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 |
4901
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| USD 247 M | +USD 12.3 M | +5% | 0.74% | 70.3% | 136 | 8.09% | 4.6 |
|
| 4902 |
4902
Power Wealth Management
Alpharetta,
Georgia
| USD 247 M | +USD 7.66 M | +3% | 0.59% | 41.8% | 93 | 11.83% | 1.1 |
|
| 4903 |
4903
Planned Solutions
Folsom,
California
| USD 247 M | -USD 894 k | -0.4% | 2.45% | 68.3% | 121 | 14.88% | 2.5 |
|
| 4904 |
4904
Samalin Investment Counsel
Chappaqua,
New York
| USD 247 M | +USD 13.7 M | +6% | 0.34% | 68.3% | 332 | 15.96% | 2.6 |
|
| 4905 |
4905
Providence First Trust
Scottsdale,
Arizona
| USD 247 M | -USD 19.2 M | -7% | 0.58% | 68.4% | 205 | 51.22% | 3.1 |
|
| 4906 |
4906
Formula Growth
Montreal,
Quebec, Canada
| USD 247 M | -USD 48.8 M | -17% | 10.2% | 118% | 143 | 37.06% | 3.1 |
|
| 4907 |
4907
Costello Asset Management
Feasterville,
Pennsylvania
| USD 246 M | +USD 95.3 M | +63% | 3.14% | 81.5% | 688 | 73.55% | 0.9 |
|
| 4908 |
4908
Carnegie Lake Advisors
Princeton,
New Jersey
| USD 246 M | -USD 1.42 M | -0.6% | 0.5% | – | 168 | 6.55% | 0.5 |
|
| 4909 |
4909
Fi3 Financial Advisors
Indianapolis,
Indiana
| USD 246 M | -USD 20.7 M | -8% | 2.55% | 83.1% | 145 | 20.69% | 1.6 |
|
| 4910 |
4910
Carmel Capital Management
Carmel,
California
| USD 246 M | -USD 18.4 M | -7% | 4.51% | 247% | 26 | 3.85% | 3.1 |
|
| 4911 |
4911
Heathbridge Capital Management
Toronto,
Ontario, Canada
| USD 246 M | -USD 5.06 M | -2% | 3.95% | 73.6% | 29 | 0% | 5.1 |
|
| 4912 |
BOC
4912
Barbara Oil Co
Chicago,
Illinois
| USD 246 M | +USD 4.99 M | +2% | 3.3% | 76.9% | 76 | 1.32% | 8.4 |
|
| 4913 |
4913
Dupree Financial Group
Lexington,
Kentucky
| USD 246 M | +USD 27.3 M | +12% | 3.9% | 75.8% | 76 | 22.37% | 0.9 |
|
| 4914 |
IPA
4914
Investment Planning Advisors
Cumming,
Georgia
| USD 246 M | +USD 17.1 M | +7% | 2.98% | – | 73 | 17.81% | 0.6 |
|
| 4915 |
4915
Wealth Advisors of Tampa Bay
Tampa,
Florida
| USD 246 M | +USD 12.5 M | +5% | 1.18% | 86.2% | 152 | 44.74% | 2.3 |
|
| 4916 |
4916
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 246 M | -USD 1.78 M | -0.7% | 0.43% | 7.8% | 127 | 35.43% | 1.2 |
|
| 4917 |
4917
Commonwealth Retirement Investments
Richmond,
Virginia
| USD 246 M | +USD 3.12 M | +1% | 1.26% | 96.7% | 106 | 16.98% | 1.5 |
|
| 4918 |
4918
Mathes Company
New York
| USD 246 M | -USD 28.2 M | -10% | 4.28% | 121% | 128 | 7.03% | 6.6 |
|
| 4919 |
4919
Beacon Wealthcare LLC
Raleigh,
North Carolina
| USD 246 M | -USD 665 k | -0.3% | 1.78% | 47% | 26 | 19.23% | 2.4 |
|
| 4920 |
4920
Verity Asset Management
Durham,
North Carolina
| USD 246 M | +USD 68.3 M | +38% | 2.21% | 87% | 221 | 30.77% | 2.9 |
|
| 4921 |
4921
Prairiewood Capital
Fargo,
North Dakota
| USD 246 M | +USD 11.7 M | +5% | 0.9% | 42.6% | 79 | 5.06% | 2.6 |
|
| 4922 |
4922
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 246 M | -USD 115 k | -0% | 2.83% | 71.6% | 94 | 4.26% | 8 |
|
| 4923 |
4923
Encompass Wealth Advisors
Portland,
Oregon
| USD 246 M | -USD 1.97 M | -0.8% | 1.98% | 68.7% | 102 | 4.9% | 3.4 |
|
| 4924 |
SAM
4924
Stenahm Asset Management
Guernsey
| USD 246 M | – | – | 4.5% | – | 28 | – | 1.3 |
|
| 4925 |
4925
ICW Investment Advisors
Scottsdale,
Arizona
| USD 245 M | +USD 5.87 M | +2% | 2.67% | 58.6% | 140 | 0.71% | 4.4 |
|