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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Parisi Gray Wealth Management
Mendham,
New Jersey
| USD 161 M | -USD 42.3 M | -21% | 9.6% | 137% | 106 | 23.58% | 3.9 |
|
| 5127 |
5127
First Financial Corp
Terre Haute,
Indiana
| USD 161 M | -USD 2.18 M | -1% | 3.08% | 95.3% | 383 | 2.35% | 6 |
|
| 5128 |
5128
Aflac Inc
Columbus,
Georgia
| USD 161 M | -USD 17.6 M | -10% | 9.87% | 13.4% | 4 | 0% | 0.6 |
|
| 5129 |
5129
Tandem Wealth Advisors
Phoenix,
Arizona
| USD 161 M | +USD 3.27 M | +2% | 5.19% | 43.1% | 85 | 48.24% | 0.2 |
|
| 5130 |
5130
MBA Advisors
Hermitage,
Pennsylvania
| USD 161 M | +USD 7.76 M | +5% | 4.63% | 66.1% | 133 | 16.54% | 1.6 |
|
| 5131 |
5131
Zullo Investment Group
Scranton,
Pennsylvania
| USD 161 M | -USD 2.83 M | -2% | 14.2% | 143% | 767 | 82.01% | 1.2 |
|
| 5132 |
5132
TKG Advisors
Valparaiso,
Indiana
| USD 160 M | +USD 8.62 M | +6% | 5.91% | 116% | 109 | 40.37% | 0.6 |
|
| 5133 |
5133
Round Hill Asset Management
Pasadena,
California
| USD 160 M | -USD 1.41 M | -0.9% | 2.54% | 43.2% | 61 | 6.56% | 4.6 |
|
| 5134 |
5134
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| USD 160 M | +USD 5.91 M | +4% | 3.19% | 38.7% | 43 | 9.3% | 0.5 |
|
| 5135 |
5135
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| USD 160 M | +USD 12.1 M | +8% | 4.34% | 107% | 174 | 12.07% | 0.8 |
|
| 5136 |
5136
Peachtree Investment Partners
Indian River Shores,,
Florida
| USD 160 M | -USD 3.78 M | -2% | 7.6% | 111% | 97 | 6.19% | 2.7 |
|
| 5137 |
SVG
5137
Sun Valley Gold
Sun Valley,
Idaho
| USD 160 M | +USD 13.7 M | +9% | 18.4% | 160% | 13 | 38.46% | 2.8 |
|
| 5138 |
5138
Ironwood Investment Management
Boston,
Massachusetts
| USD 160 M | +USD 8.27 M | +5% | 9.53% | 164% | 167 | 4.19% | 5.9 |
|
| 5139 |
5139
Texas Capital Bancshares
Dallas,
Texas
| USD 160 M | +USD 17.2 M | +12% | 13.4% | 175% | 89 | 12.36% | 2.7 |
|
| 5140 |
5140
Mayport LLC
Newton,
Massachusetts
| USD 160 M | +USD 26 M | +19% | 6.82% | 57% | 66 | 15.15% | 0.9 |
|
| 5141 |
5141
Peninsula Asset Management
Bradenton,
Florida
| USD 160 M | -USD 3.29 M | -2% | 5.02% | 54.2% | 45 | 11.11% | 7.2 |
|
| 5142 |
5142
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| USD 160 M | +USD 7.35 M | +5% | 3.59% | 82.3% | 155 | 6.45% | 2 |
|
| 5143 |
5143
Lansing Street Advisors
Ambler,
Pennsylvania
| USD 160 M | +USD 13.7 M | +9% | 4.65% | – | 378 | 27.25% | 0.8 |
|
| 5144 |
5144
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 160 M | -USD 2.66 M | -2% | 0.31% | 68.7% | 26 | 0% | 7.5 |
|
| 5145 |
5145
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| USD 159 M | +USD 6.1 M | +4% | 2.93% | 47.5% | 32 | 3.13% | 3.2 |
|
| 5146 |
5146
United Fire Group
Cedar Rapids,
Iowa
| USD 159 M | -USD 9.7 M | -6% | 0.1% | 27.4% | 46 | 4.35% | 8.1 |
|
| 5147 |
5147
Corepath Wealth Partners
Scottsdale,
Arizona
| USD 159 M | +USD 9.23 M | +6% | 4.95% | 62.1% | 40 | 5% | 2 |
|
| 5148 |
5148
Successful Portfolios
Clearwater,
Florida
| USD 159 M | +USD 5.95 M | +4% | 7.12% | 110% | 202 | 12.87% | 3.6 |
|
| 5149 |
5149
Brookmont Capital Management
Dallas,
Texas
| USD 159 M | -USD 3.85 M | -2% | 1.02% | 32.2% | 51 | 11.76% | 6.1 |
|
| 5150 |
5150
Clarus Wealth Advisors
Peoria,
Arizona
| USD 159 M | +USD 6.42 M | +4% | 7.28% | 89.7% | 149 | 38.93% | 1.5 |
|