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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
JPLA
5551
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 157 M | -USD 11.5 M | -7% | 6.08% | 84% | 609 | 77.83% | 2.1 |
|
| 5552 |
PBF
5552
Petix & Botte Financial
La Mesa,
California
| USD 157 M | -USD 138 M | -47% | 6.07% | 51.2% | 119 | 36.13% | 1.6 |
|
| 5553 |
5553
BMS Financial Advisors
Rapid City,
South Dakota
| USD 157 M | – | – | 8.2% | – | 92 | – | 0 |
|
| 5554 |
5554
Accretive Wealth Partners
Parsippany,
New Jersey
| USD 157 M | +USD 15.3 M | +11% | 8.42% | 64.4% | 116 | 17.24% | 0.8 |
|
| 5555 |
SMP
5555
Santa Monica Partners
Palm Beach Gardens,
Florida
| USD 157 M | +USD 2.6 M | +2% | 7.47% | 102% | 23 | 8.7% | 3.1 |
|
| 5556 |
5556
Eagle Bay Advisors
New York
| USD 157 M | -USD 21.5 M | -12% | 6.22% | 85% | 1,410 | 32.98% | 0.4 |
|
| 5557 |
5557
Ulland Investment Advisors
Minneapolis,
Minnesota
| USD 157 M | – | – | 8.79% | 161% | 221 | – | 0 |
|
| 5558 |
5558
Loudon Investment Management
West Lebanon,
New Hampshire
| USD 157 M | +USD 16.1 M | +11% | 13.3% | 72.5% | 88 | 3.41% | 4.3 |
|
| 5559 |
5559
Rainwater Charitable Foundation
Fort Worth,
Texas
| USD 157 M | -USD 342 k | -0.2% | 9.14% | 44% | 2 | 0% | 1.9 |
|
| 5560 |
5560
Smart Money Group
Eastland,
Texas
| USD 157 M | +USD 19.1 M | +14% | 4.29% | 58.9% | 69 | 10.14% | 1.8 |
|
| 5561 |
ASI
5561
Advisory Services & Investments
Bend,
Oregon
| USD 156 M | +USD 3.97 M | +3% | 4.39% | 19.9% | 36 | 5.56% | 0.5 |
|
| 5562 |
5562
Eclectic Associates
Fullerton,
California
| USD 156 M | +USD 19.3 M | +14% | 6.29% | 53.8% | 77 | 14.29% | 0.8 |
|
| 5563 |
5563
KEB Asset Management
Springfield,
Illinois
| USD 156 M | – | – | 6.73% | 70.3% | 51 | – | 0 |
|
| 5564 |
5564
Investment Advisory Group
Hanover,
Massachusetts
| USD 156 M | – | – | 7.59% | 61.6% | 122 | – | 0 |
|
| 5565 |
5565
Kozak & Associates
Highlands Ranch,
Colorado
| USD 156 M | -USD 12.9 M | -8% | 10.1% | 111% | 397 | 18.39% | 0.3 |
|
| 5566 |
5566
RiverTree Advisors
Winter Park,
Florida
| USD 156 M | +USD 9.7 M | +7% | 6.18% | 25.4% | 49 | 40.82% | 0.5 |
|
| 5567 |
LR
5567
Library Research
Hong Kong
| USD 156 M | -USD 45.1 M | -22% | 18.2% | 22.4% | 7 | 14.29% | 0.7 |
|
| 5568 |
5568
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| USD 156 M | +USD 17.3 M | +12% | 11.5% | 82.3% | 172 | 11.63% | 0.9 |
|
| 5569 |
5569
Founders Capital Management (Texas)
Houston,
Texas
| USD 156 M | +USD 10.1 M | +7% | 10.3% | 131% | 331 | 9.67% | 3.1 |
|
| 5570 |
5570
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| USD 156 M | – | – | 9.2% | 78% | 523 | – | 0 |
|
| 5571 |
MI
5571
Moneywise Inc
Forest,
Virginia
| USD 156 M | +USD 2.35 M | +2% | 5.7% | 60.8% | 53 | 9.43% | 2.8 |
|
| 5572 |
5572
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 155 M | – | – | 13.9% | 91.4% | 229 | – | 0 |
|
| 5573 |
5573
Seldon Capital
San Francisco,
California
| USD 155 M | – | – | 5.86% | 604% | 290 | – | 0 |
|
| 5574 |
CAM
5574
Crown Advisors Management
Larkspur,
California
| USD 155 M | +USD 13.1 M | +9% | 27.8% | 251% | 45 | 17.78% | 1.8 |
|
| 5575 |
SV
5575
Stilwell Value
New York
| USD 155 M | -USD 1.36 M | -0.9% | 2.3% | 87.9% | 40 | 12.5% | 3.2 |
|