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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Roth Financial Partners
Kingwood,
Texas
| USD 121 M | +USD 19.9 M | +20% | 7.46% | 61% | 24 | 20.83% | 0.2 |
|
| 5477 |
5477
Eclectic Associates
Fullerton,
California
| USD 121 M | +USD 15.3 M | +14% | 4.42% | 53.8% | 63 | 7.94% | 0.2 |
|
| 5478 |
5478
Courant Investment Management
Franklin,
Tennessee
| USD 121 M | +USD 14.2 M | +13% | 23.3% | 35.2% | 11 | 0% | 2.7 |
|
| 5479 |
CCA
5479
Covey Capital Advisors
Atlanta,
Georgia
| USD 120 M | +USD 6.03 M | +5% | 8.73% | 118% | 41 | 29.27% | 2.3 |
|
| 5480 |
5480
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 120 M | -USD 18.4 M | -13% | 0.08% | 0.05% | 21 | 19.05% | 0.4 |
|
| 5481 |
5481
WFA of San Diego
San Diego,
California
| USD 120 M | -USD 255 M | -68% | 3.52% | – | 132 | 59.85% | 0.4 |
|
| 5482 |
5482
Yorktown Management & Research Company
Forest,
Virginia
| USD 120 M | +USD 9.28 M | +8% | 13.1% | 211% | 284 | 35.92% | 1.1 |
|
| 5483 |
5483
Element Wealth
Ridgeland,
Mississippi
| USD 120 M | +USD 12.3 M | +11% | 8.03% | 64.5% | 172 | 9.3% | 0.9 |
|
| 5484 |
5484
Cairn Investment Group
Vancouver,
Washington
| USD 120 M | +USD 14.4 M | +14% | 13.1% | 67.4% | 73 | 8.22% | 1 |
|
| 5485 |
5485
Clarus Group
Houston,
Texas
| USD 120 M | +USD 4.31 M | +4% | 8.42% | 67.5% | 112 | 16.96% | 0.2 |
|
| 5486 |
5486
Security National Bank of So Dak
Sioux City,
Iowa
| USD 120 M | +USD 7.29 M | +6% | 6.09% | 67.7% | 96 | 10.42% | 4.2 |
|
| 5487 |
5487
Aufman Associates
Sewickley,
Pennsylvania
| USD 120 M | +USD 8.66 M | +8% | 7.6% | 141% | 48 | 18.75% | 0.9 |
|
| 5488 |
5488
Newport Capital Group
Red Bank,
New Jersey
| USD 120 M | +USD 3.99 M | +3% | 2.55% | – | 61 | 3.28% | 0.3 |
|
| 5489 |
5489
RHS Financial
San Francisco,
California
| USD 120 M | +USD 3.3 M | +3% | 2.91% | 65.6% | 79 | 11.39% | 1.5 |
|
| 5490 |
5490
Smart Money Group
Eastland,
Texas
| USD 120 M | +USD 1.02 M | +0.9% | 3.19% | 58.6% | 64 | 20.31% | 1.5 |
|
| 5491 |
5491
LifeSteps Financial
Claremont,
California
| USD 120 M | +USD 10.8 M | +10% | 5.7% | 98.4% | 85 | 2.35% | 1 |
|
| 5492 |
5492
Merrion Investment Management
Cranford,
New Jersey
| USD 120 M | +USD 1.49 M | +1% | 12.5% | 161% | 259 | 67.18% | 0.3 |
|
| 5493 |
5493
Flagship Private Wealth
Woburn,
Massachusetts
| USD 120 M | +USD 12.1 M | +11% | 4.98% | 70.2% | 328 | 14.33% | 0.2 |
|
| 5494 |
EL
5494
EQ LLC
Bellevue,
Washington
| USD 120 M | +USD 11.6 M | +11% | 7.52% | 80% | 52 | 23.08% | 0.2 |
|
| 5495 |
5495
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 120 M | +USD 668 k | +0.6% | 4.13% | 134% | 146 | 17.81% | 0.2 |
|
| 5496 |
5496
Heronetta Management
New York
| USD 120 M | -USD 461 k | -0.4% | 15.1% | 55.4% | 25 | 4% | 5.3 |
|
| 5497 |
5497
Beaumont Asset Management
Beaumont,
Texas
| USD 119 M | +USD 8.1 M | +7% | 4.8% | 73.1% | 70 | 17.14% | 0.8 |
|
| 5498 |
5498
Horan Securities
Cincinnati,
United States
| USD 119 M | -USD 2.11 M | -2% | 7.63% | 50.1% | 475 | 22.95% | 0.9 |
|
| 5499 |
ECP
5499
Elemental Capital Partners
San Francisco,
California
| USD 119 M | – | – | 23.9% | – | 10 | – | 0 |
|
| 5500 |
5500
Trustco Bank (New York)
Albany,
New York
| USD 119 M | +USD 4.92 M | +4% | 11% | 131% | 74 | 8.11% | 4.4 |
|