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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| USD 176 M | +USD 20.3 M | +13% | 10.2% | 46.9% | 143 | 11.19% | 2.1 |
|
| 5377 |
5377
Asset Management Resources
Hyannis,
Massachusetts
| USD 176 M | +USD 14.7 M | +9% | 7.65% | – | 64 | 18.75% | 1.4 |
|
| 5378 |
5378
Autumn Glory Partners
Dallas,
Texas
| USD 176 M | +USD 11.8 M | +7% | 8.37% | 76% | 175 | 18.29% | 1 |
|
| 5379 |
5379
ACT Advisors
Asheville,
North Carolina
| USD 175 M | +USD 13.9 M | +9% | 10.5% | 75.4% | 51 | 41.18% | 1.1 |
|
| 5380 |
5380
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| USD 175 M | +USD 46.2 M | +36% | 8.68% | 58.3% | 42 | 14.29% | 2.1 |
|
| 5381 |
5381
Pacific Wealth Management
San Diego,
California
| USD 175 M | +USD 23.2 M | +15% | 8.93% | 72.8% | 28 | 25% | 1.5 |
|
| 5382 |
JKSF
5382
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| USD 175 M | +USD 13.7 M | +8% | 20.7% | 30.8% | 4 | 25% | 1.8 |
|
| 5383 |
5383
JW Asset Management
Miami Beach,
Florida
| USD 175 M | -USD 55.7 M | -24% | 14.4% | 251% | 19 | 31.58% | 0.8 |
|
| 5384 |
5384
Morris Financial Concepts
Mount Pleasant,
South Carolina
| USD 175 M | +USD 24.6 M | +16% | 9.69% | 56.5% | 165 | 10.3% | 1.5 |
|
| 5385 |
5385
American Financial & Tax Strategies
New York
| USD 175 M | – | – | 8.71% | 46.9% | 90 | – | 0 |
|
| 5386 |
5386
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| USD 175 M | +USD 28 M | +19% | 16.2% | 961% | 59 | 37.29% | 0.6 |
|
| 5387 |
5387
MB, Levis & Associates
Center Valley,
Pennsylvania
| USD 175 M | +USD 20.5 M | +13% | 8.26% | 43.1% | 286 | 4.2% | 0.9 |
|
| 5388 |
5388
Lazari Capital Management
Woodland Hills,
California
| USD 175 M | +USD 7.05 M | +4% | 15.6% | 145% | 132 | 12.12% | 0.5 |
|
| 5389 |
5389
Profit Investment Management
North Bethesda,
Maryland
| USD 175 M | +USD 33.2 M | +24% | 15.7% | 101% | 78 | 7.69% | 6.5 |
|
| 5390 |
5390
Taika Capital
Sunny Isles Beach,
Florida
| USD 175 M | -USD 36.2 M | -17% | 10.8% | 68.3% | 69 | 65.22% | 0.4 |
|
| 5391 |
TC
5391
Teilinger Capital
Houston,
Texas
| USD 175 M | -USD 184 M | -51% | 6.44% | 30.2% | 44 | 68.18% | 0.7 |
|
| 5392 |
5392
Game Plan Financial Advisors
Westlake,
Ohio
| USD 175 M | – | – | 11% | – | 459 | – | 0.5 |
|
| 5393 |
5393
Slagle Financial
Edwardsville,
Illinois
| USD 175 M | +USD 11.4 M | +7% | 9.29% | 77.9% | 120 | 7.5% | 0.5 |
|
| 5394 |
5394
Lynch Asset Management
Yardley,
Pennsylvania
| USD 174 M | +USD 22.4 M | +15% | 13.9% | 214% | 48 | 8.33% | 1.8 |
|
| 5395 |
SCMS
5395
Serenity Capital Management (Singapore)
Singapore
| USD 174 M | -USD 35.9 M | -17% | 8.07% | 21% | 4 | 0% | 0.8 |
|
| 5396 |
5396
Foresight Global Investors
Purchase,
New York
| USD 174 M | -USD 5.28 M | -3% | 9.48% | 69.9% | 43 | 13.95% | 0.6 |
|
| 5397 |
5397
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 174 M | +USD 12.3 M | +8% | 8.86% | 50.2% | 26 | 34.62% | 1.7 |
|
| 5398 |
5398
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 174 M | +USD 10.9 M | +7% | 10.1% | 98.6% | 131 | 8.4% | 4.6 |
|
| 5399 |
OIM
5399
Opus Investment Management
Worcester,
Massachusetts
| USD 174 M | +USD 11.9 M | +7% | 8.17% | 52.8% | 41 | 2.44% | 7.3 |
|
| 5400 |
5400
BHK Investment Advisors
Birmingham,
Alabama
| USD 174 M | -USD 43.2 M | -20% | 10.9% | 54.6% | 56 | 8.93% | 4.3 |
|