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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Missouri Trust & Investment Company
Springfield,
Missouri
| USD 173 M | – | – | 9.77% | 81.6% | 400 | – | 0 |
|
| 5302 |
SC
5302
Steph & Co
Marinette,
Wisconsin
| USD 173 M | +USD 16.6 M | +11% | 7.23% | 61.6% | 304 | 12.5% | 1.4 |
|
| 5303 |
5303
Blackston Financial Advisory Group
The Villages,
Florida
| USD 173 M | – | – | 10.5% | 79.8% | 92 | – | 0 |
|
| 5304 |
KM
5304
Kylin Management
New York
| USD 173 M | +USD 46.8 M | +37% | 14.6% | 126% | 8 | 25% | 1.2 |
|
| 5305 |
5305
Holistic Financial Partners
Indianapolis,
Indiana
| USD 172 M | +USD 10.3 M | +6% | 5.44% | 95.7% | 125 | 20.8% | 1.8 |
|
| 5306 |
5306
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| USD 172 M | +USD 10.3 M | +6% | 12.9% | 62.6% | 339 | 71.98% | 1.6 |
|
| 5307 |
5307
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 172 M | +USD 17.6 M | +11% | 10.8% | 92.7% | 89 | 4.49% | 3.9 |
|
| 5308 |
5308
Fortis Advisors
Wayne,
Pennsylvania
| USD 172 M | +USD 8.61 M | +5% | 5.65% | 74.4% | 287 | 13.94% | 1.9 |
|
| 5309 |
5309
Pavion Blue Capital
Newport Beach,
California
| USD 172 M | +USD 11.3 M | +7% | 10% | 87.8% | 93 | 5.38% | 1.6 |
|
| 5310 |
5310
ION Acquisition Corp
Herzliya,
Israel
| USD 172 M | – | – | 12% | – | 5 | – | 0 |
|
| 5311 |
5311
WFA of San Diego
San Diego,
California
| USD 172 M | +USD 29.1 M | +20% | 9.62% | – | 177 | 22.6% | 0.7 |
|
| 5312 |
LFWA
5312
LBJ Family Wealth Advisors
Austin,
Texas
| USD 172 M | +USD 4.36 M | +3% | 5.49% | 64.9% | 23 | 0% | 5.4 |
|
| 5313 |
5313
Brookside Equity Partners
Stamford,
Connecticut
| USD 172 M | -USD 88.4 M | -34% | 29.1% | 87.4% | 7 | 42.86% | 0.8 |
|
| 5314 |
5314
Sittner & Nelson
Eugene,
Oregon
| USD 172 M | +USD 16.9 M | +11% | 11.5% | 88.1% | 454 | 10.13% | 0.9 |
|
| 5315 |
5315
AllSquare Wealth Management
Albany,
New York
| USD 172 M | +USD 4.39 M | +3% | 3.71% | 62.4% | 516 | 6.59% | 3.7 |
|
| 5316 |
5316
Nationwide Asset Management
Columbus,
Ohio
| USD 172 M | -USD 139 M | -45% | 0.4% | 8.56% | 10 | 20% | 1.9 |
|
| 5317 |
5317
FSA Wealth Management
Needham,
Massachusetts
| USD 172 M | +USD 10.9 M | +7% | 7.15% | – | 47 | 8.51% | 1.7 |
|
| 5318 |
5318
Bison Wealth
Atlanta,
Georgia
| USD 172 M | -USD 47.2 M | -22% | 9.23% | 37.4% | 497 | 32.8% | 2.9 |
|
| 5319 |
5319
Capital Wealth Alliance
Scottsdale,
Arizona
| USD 172 M | +USD 7.09 M | +4% | 5.81% | 124% | 156 | 16.03% | 1.2 |
|
| 5320 |
5320
Kensington Investment Counsel
Long Beach,
California
| USD 172 M | – | – | 11.7% | 81.9% | 88 | – | 0.9 |
|
| 5321 |
5321
Safeguard Investment Advisory Group
Corona,
California
| USD 171 M | +USD 16.8 M | +11% | 8.14% | 84.3% | 94 | 7.45% | 0.9 |
|
| 5322 |
5322
Lindenwold Advisors
Reading,
Pennsylvania
| USD 171 M | – | – | 11% | 75% | 128 | – | 0 |
|
| 5323 |
5323
Millrace Asset Group
Berwyn,
Pennsylvania
| USD 171 M | +USD 11.2 M | +7% | 13.4% | 113% | 93 | 33.33% | 1.1 |
|
| 5324 |
5324
Hutner Capital Management
Manchester,
Vermont
| USD 171 M | +USD 18.5 M | +12% | 11.9% | 52.2% | 46 | 2.17% | 4 |
|
| 5325 |
5325
GoodHaven Capital Management
Millburn,
New Jersey
| USD 171 M | +USD 17.4 M | +11% | 13.9% | 69.9% | 29 | 10.34% | 3.4 |
|