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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Divergent Planning
Bethesda,
Maryland
| USD 156 M | +USD 19.6 M | +14% | 5.5% | 43.3% | 22 | 22.73% | 0.9 |
|
| 5427 |
5427
Kozak & Associates
Highlands Ranch,
Colorado
| USD 156 M | USD 0 | 0% | 5.9% | 111% | 388 | 0.52% | 0.6 |
|
| 5428 |
5428
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
| USD 156 M | -USD 14.1 M | -8% | 1.89% | – | 68 | 10.29% | 0.2 |
|
| 5429 |
5429
626 Financial
Portage,
Michigan
| USD 156 M | -USD 7.21 M | -4% | 2.91% | 81.1% | 113 | 8.85% | 1 |
|
| 5430 |
LFWA
5430
LBJ Family Wealth Advisors
Austin,
Texas
| USD 156 M | -USD 15.9 M | -9% | 5.52% | 64.9% | 23 | 0% | 5.6 |
|
| 5431 |
5431
Foundation Capital
Palo Alto,
California
| USD 156 M | -USD 104 M | -40% | 49% | – | 5 | 20% | 1.6 |
|
| 5432 |
5432
Royal Harbor Partners
Houston,
Texas
| USD 156 M | -USD 1.54 M | -1% | 0.79% | 54.6% | 83 | 10.84% | 1.4 |
|
| 5433 |
CCM
5433
Conway Capital Management
Burbank,
California
| USD 156 M | -USD 14.2 M | -8% | 5.94% | 139% | 72 | 31.94% | 0.9 |
|
| 5434 |
5434
Founders Capital Management (Texas)
Houston,
Texas
| USD 156 M | USD 0 | 0% | 2.75% | 131% | 317 | 0% | 3.4 |
|
| 5435 |
5435
Medina Value Partners
Los Angeles,
California
| USD 156 M | +USD 15.5 M | +11% | 0.32% | 80% | 24 | 41.67% | 0.2 |
|
| 5436 |
5436
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| USD 156 M | +USD 26.4 M | +20% | 15.2% | 44.1% | 58 | 37.93% | 0.2 |
|
| 5437 |
5437
Members Capital Advisors Inc
Madison,
Wisconsin
| USD 156 M | -USD 39.1 M | -20% | 1.39% | – | 70 | 5.71% | 1.5 |
|
| 5438 |
5438
Boyar Asset Management
New York
| USD 156 M | -USD 10.3 M | -6% | 7.28% | 87% | 86 | 1.16% | 5 |
|
| 5439 |
5439
Vetamer Capital Management
Menlo Park,
California
| USD 156 M | -USD 52.5 M | -25% | 12.3% | – | 49 | 38.78% | 0.2 |
|
| 5440 |
5440
Highview Capital Management
Buffalo Grove,
Illinois
| USD 156 M | +USD 1.38 M | +0.9% | 3.41% | 123% | 125 | 32% | 0.2 |
|
| 5441 |
5441
Palumbo Wealth Management
Great Neck,
New York
| USD 156 M | -USD 4.12 M | -3% | 0.17% | 115% | 97 | 19.59% | 1.1 |
|
| 5442 |
5442
Providence Wealth Advisors
Frankfort,
Illinois
| USD 156 M | -USD 3.6 M | -2% | 2.27% | 121% | 102 | 6.86% | 2.8 |
|
| 5443 |
5443
Activest Wealth Management
Aventure,
Florida
| USD 155 M | -USD 6.29 M | -4% | 5.32% | 117% | 390 | 21.03% | 0.7 |
|
| 5444 |
5444
Albert D. Mason Inc
Boston,
Massachusetts
| USD 155 M | -USD 12.3 M | -7% | 0.67% | 83.4% | 165 | 15.76% | 4.5 |
|
| 5445 |
5445
Northstar Advisory Group
Northfield,
New Jersey
| USD 155 M | -USD 13.4 M | -8% | 2.82% | 141% | 117 | 30.77% | 0.3 |
|
| 5446 |
5446
ACT Advisors
Asheville,
North Carolina
| USD 155 M | +USD 19.2 M | +14% | 5.06% | 75.4% | 37 | 40.54% | 0.9 |
|
| 5447 |
5447
Westhampton Capital
Winston-Salem,
North Carolina
| USD 155 M | -USD 8.17 M | -5% | 3.18% | 105% | 120 | 9.17% | 2.3 |
|
| 5448 |
BCM
5448
Beaumont Capital Management
Boston,
Massachusetts
| USD 155 M | -USD 17.9 M | -10% | 3.14% | 49.6% | 52 | 40.38% | 0.5 |
|
| 5449 |
5449
Members Advisory Group
Williamsville,
New York
| USD 155 M | +USD 3.67 M | +2% | 3.5% | 74.9% | 27 | 44.44% | 0.2 |
|
| 5450 |
5450
Cordasco Financial Network
Naples,
Florida
| USD 155 M | -USD 5.02 M | -3% | 2.57% | 31.1% | 612 | 16.01% | 3.4 |
|