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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Barrett & Company
Providence,
Rhode Island
| USD 292 M | +USD 25 M | +9% | 7.59% | 83.6% | 659 | 6.53% | 2.4 |
|
| 4927 |
4927
Shaker Financial Services
Arlington,
Virginia
| USD 292 M | +USD 15.8 M | +6% | 3.4% | 12.9% | 173 | 28.9% | 2.3 |
|
| 4928 |
4928
Lokken Investment Group
Lewes,
Delaware
| USD 291 M | +USD 31.6 M | +12% | 7.4% | 65.3% | 152 | 11.84% | 2.4 |
|
| 4929 |
4929
Robertson Opportunity Capital
Dallas,
Texas
| USD 291 M | +USD 21.6 M | +8% | 8.12% | 93.4% | 28 | 0% | 6.7 |
|
| 4930 |
SCI
4930
Silver Coast Investments
San Diego,
United States
| USD 291 M | +USD 15.9 M | +6% | 5.9% | – | 116 | 10.34% | 1.2 |
|
| 4931 |
4931
Tred Avon Family Wealth
Easton,
Maryland
| USD 291 M | – | – | 6.57% | – | 237 | – | 0 |
|
| 4932 |
4932
Alteri Wealth
Westlake Village,
California
| USD 291 M | +USD 33.2 M | +13% | 10.4% | – | 290 | 9.31% | 0.6 |
|
| 4933 |
4933
Planned Solutions
Folsom,
California
| USD 291 M | +USD 28 M | +11% | 6.65% | 68.3% | 138 | 10.87% | 2.4 |
|
| 4934 |
4934
Hartree Partners
New York
| USD 291 M | -USD 64.6 M | -18% | 14.2% | 138% | 110 | 67.27% | 0.4 |
|
| 4935 |
4935
Samalin Investment Counsel
Chappaqua,
New York
| USD 291 M | +USD 29.6 M | +11% | 7.74% | 68.3% | 337 | 15.13% | 2.8 |
|
| 4936 |
4936
Essential Planning
Portsmouth,
New Hampshire
| USD 290 M | +USD 21.9 M | +8% | 4.56% | 40.9% | 85 | 3.53% | 2.1 |
|
| 4937 |
4937
Buttonwood Financial Advisors
Baltimore,
Maryland
| USD 290 M | +USD 41.3 M | +17% | 4.97% | 73.4% | 103 | 3.88% | 2.7 |
|
| 4938 |
4938
Veridan Wealth
West Linn,
Oregon
| USD 290 M | – | – | 19.8% | – | 79 | – | 1.1 |
|
| 4939 |
4939
Harmony Asset Management
Scottsdale,
Arizona
| USD 290 M | +USD 23.2 M | +9% | 9.45% | 138% | 180 | 11.11% | 1.3 |
|
| 4940 |
SA
4940
Skyline Advisors
Bellingham,
Washington
| USD 290 M | +USD 19.5 M | +7% | 4.67% | 52% | 102 | 11.76% | 1.3 |
|
| 4941 |
4941
Burkett Financial Services
Rock Hill,
South Carolina
| USD 290 M | +USD 12.4 M | +4% | 5.21% | 63.6% | 247 | 17.81% | 1.4 |
|
| 4942 |
4942
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| USD 290 M | +USD 20.9 M | +8% | 5.87% | 59.6% | 143 | 11.89% | 2.8 |
|
| 4943 |
4943
Windward Private Wealth Management
Overland Park,
Kansas
| USD 290 M | +USD 12.5 M | +5% | 4.66% | 35.5% | 44 | 4.55% | 4 |
|
| 4944 |
4944
RBA Wealth Management
Newport Beach,
California
| USD 290 M | +USD 21.4 M | +8% | 9.74% | 91% | 97 | 8.25% | 2.9 |
|
| 4945 |
4945
Yeomans Consulting Group
Marietta,
Georgia
| USD 290 M | +USD 47.7 M | +20% | 8.83% | – | 128 | 44.53% | 0.9 |
|
| 4946 |
4946
Revisor Wealth Management
Akron,
Ohio
| USD 290 M | +USD 12.4 M | +4% | 7.91% | 72% | 291 | 15.46% | 1.1 |
|
| 4947 |
4947
Washington State Investment Board
Olympia,
Washington
| USD 290 M | +USD 33.2 M | +13% | 31.9% | 567% | 2 | 0% | 4.1 |
|
| 4948 |
4948
GFG Capital
Miami,
Florida
| USD 290 M | -USD 45.2 M | -14% | 13.5% | 152% | 390 | 83.85% | 3.6 |
|
| 4949 |
AP
4949
Arlington Partners
Birmingham,
Alabama
| USD 289 M | +USD 18.3 M | +7% | 3.48% | 46.4% | 66 | 13.64% | 3 |
|
| 4950 |
4950
Stelac Advisory Services
New York
| USD 289 M | +USD 26.2 M | +10% | 8.62% | 84.9% | 119 | 20.17% | 4.2 |
|