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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
Bellevue Asset Management
Bellevue,
Washington
| USD 163 M | -USD 6.64 M | -4% | 5.84% | 56.7% | 588 | 13.1% | 1.9 |
|
| 5302 |
5302
Hurlow Wealth Management Group
Bloomington,
Indiana
| USD 163 M | +USD 35.6 M | +28% | 4.96% | 60.7% | 100 | 15% | 2.6 |
|
| 5303 |
5303
DGS Capital Management
Jersey City,
New Jersey
| USD 163 M | +USD 2.44 M | +2% | 7.64% | 177% | 219 | 24.66% | 0.2 |
|
| 5304 |
5304
Brooks Moore & Associates
Chattanooga,
Tennessee
| USD 163 M | -USD 7.58 M | -4% | 0.25% | 63.7% | 102 | 9.8% | 2.5 |
|
| 5305 |
5305
Lindenwold Advisors
Reading,
Pennsylvania
| USD 163 M | -USD 8.48 M | -5% | 5.71% | 75% | 139 | 18.71% | 0.2 |
|
| 5306 |
5306
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| USD 163 M | -USD 3.71 M | -2% | 4.89% | 83.9% | 142 | 11.97% | 0.2 |
|
| 5307 |
5307
Spreng Capital Management
Bucyrus,
Ohio
| USD 163 M | -USD 10.8 M | -6% | 2.13% | 84.4% | 111 | 11.71% | 1.8 |
|
| 5308 |
5308
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| USD 163 M | -USD 12.9 M | -7% | 3.84% | 61.1% | 119 | 4.2% | 5.3 |
|
| 5309 |
5309
Peterson Wealth Services
South Ogden,
Utah
| USD 163 M | +USD 11.9 M | +8% | 0.71% | 160% | 95 | 16.84% | 0.2 |
|
| 5310 |
5310
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| USD 163 M | – | – | 10.1% | 2.88% | 8 | – | 2.9 |
|
| 5311 |
5311
Birch Capital Management
Dallas,
Texas
| USD 163 M | -USD 4.21 M | -3% | 1.92% | 62% | 85 | 1.18% | 2 |
|
| 5312 |
5312
Concorde Financial
Dallas,
Texas
| USD 163 M | +USD 3.55 M | +2% | 4.78% | 81.3% | 145 | 66.21% | 0.2 |
|
| 5313 |
CC
5313
Codex Capital
New York
| USD 163 M | -USD 29.7 M | -15% | 7.63% | 84.4% | 42 | 16.67% | 1.2 |
|
| 5314 |
SL
5314
SIB LLC
New York,
New York
| USD 163 M | -USD 30.3 M | -16% | 14.4% | 29.2% | 19 | 0% | 6.7 |
|
| 5315 |
5315
PBMares Wealth Management
Williamsburg,
Virginia
| USD 162 M | -USD 74.2 M | -31% | 0.78% | 67.7% | 164 | 14.02% | 1.6 |
|
| 5316 |
5316
AWM Capital
Phoenix,
Arizona
| USD 162 M | +USD 30.8 M | +23% | 4.77% | 51.1% | 64 | 18.75% | 0.4 |
|
| 5317 |
5317
Whelan Financial
Fresno,
California
| USD 162 M | +USD 1.25 M | +0.8% | 5.72% | 64.6% | 25 | 36% | 0.3 |
|
| 5318 |
5318
BCK Partners
Corning,
New York
| USD 162 M | -USD 4.74 M | -3% | 5.12% | 46% | 27 | 7.41% | 1.1 |
|
| 5319 |
5319
IronBridge Private Wealth
Austin,
Texas
| USD 162 M | -USD 30 M | -16% | 0.52% | 143% | 324 | 93.21% | 0.6 |
|
| 5320 |
5320
Beaton Management Company
Haverhill,
Massachusetts
| USD 162 M | -USD 5.62 M | -3% | 1.01% | 110% | 149 | 9.4% | 3.3 |
|
| 5321 |
5321
Strengthening Families & Communities LLC
Boston,
Massachusetts
| USD 162 M | -USD 269 M | -62% | 2.14% | 116% | 369 | 21.14% | 0.2 |
|
| 5322 |
5322
Profit Investment Management
North Bethesda,
Maryland
| USD 162 M | +USD 2.94 M | +2% | 7.82% | 101% | 84 | 7.14% | 5.5 |
|
| 5323 |
FIM
5323
FWL Investment Management
Dallas,
Texas
| USD 162 M | -USD 1.77 M | -1% | 4.38% | 165% | 58 | 34.48% | 0.9 |
|
| 5324 |
5324
Leeward Financial Partners
Bellevue,
Washington
| USD 162 M | +USD 1.91 M | +1% | 6.77% | 97.9% | 76 | 17.11% | 0.2 |
|
| 5325 |
5325
Geneva Partners
Lake Geneva,
Wisconsin
| USD 162 M | -USD 49.2 M | -23% | 6.76% | 417% | 122 | 61.48% | 1.6 |
|