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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
LFWA
5701
LBJ Family Wealth Advisors
Austin,
Texas
| USD 133 M | -USD 10.7 M | -7% | 4.43% | 64.9% | 24 | 8.33% | 7 |
|
| 5702 |
5702
Sowa Financial Group
Lincoln,
Rhode Island
| USD 133 M | -USD 12.7 M | -9% | 4.83% | 100% | 34 | 0% | 3.2 |
|
| 5703 |
5703
SMART Wealth
Omaha,
Nebraska
| USD 133 M | +USD 640 k | +0.5% | 0.96% | 83.6% | 88 | 26.14% | 0.6 |
|
| 5704 |
5704
Midwest Heritage Bank
West Des Moines,
Iowa
| USD 133 M | +USD 1.3 M | +1% | 2.72% | 52.2% | 57 | 14.04% | 1.4 |
|
| 5705 |
5705
Spartan Fund Management
Toronto, Ontario,
Canada
| USD 133 M | -USD 72.1 M | -35% | 2.09% | 25% | 392 | 40.56% | 0.6 |
|
| 5706 |
5706
Crown Wealth Group
Charlotte,
North Carolina
| USD 133 M | +USD 6.26 M | +5% | 2.6% | 98.2% | 78 | 25.64% | 1 |
|
| 5707 |
5707
AJ Advisors
Nashville,
Tennessee
| USD 133 M | -USD 10.8 M | -7% | 3.57% | 64.6% | 39 | 20.51% | 0.6 |
|
| 5708 |
5708
Fortis Advisors
Wayne,
Pennsylvania
| USD 133 M | -USD 6.86 M | -5% | 2.26% | 72.8% | 98 | 19.39% | 3.2 |
|
| 5709 |
5709
Coombe, Bender & Co
Ellenville,
New York
| USD 133 M | -USD 4.3 M | -3% | 2.57% | – | 76 | 11.84% | 1.2 |
|
| 5710 |
5710
Deere & Company
Moline,
Illinois
| USD 133 M | -USD 61.7 M | -32% | 4.12% | – | 3 | 0% | 6.1 |
|
| 5711 |
5711
Financial Guidance Group
Palm Harbor,
Florida
| USD 133 M | -USD 3.15 M | -2% | 2.77% | 58.7% | 55 | 10.91% | 1.3 |
|
| 5712 |
5712
Financial Designs
Claremont,
California
| USD 133 M | -USD 4.1 M | -3% | 2.84% | 49% | 27 | 48.15% | 0.4 |
|
| 5713 |
BSWA
5713
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| USD 133 M | +USD 6.77 M | +5% | 3.31% | – | 98 | 2.04% | 1.4 |
|
| 5714 |
AWM
5714
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 133 M | -USD 5.64 M | -4% | 2.75% | 73.1% | 163 | 3.68% | 2.9 |
|
| 5715 |
5715
Capital Wealth Alliance
Scottsdale,
Arizona
| USD 133 M | -USD 368 k | -0.3% | 1.71% | 124% | 112 | 17.86% | 2.2 |
|
| 5716 |
5716
Covestor
London,
United Kingdom
| USD 133 M | +USD 1.28 M | +1% | 1.03% | 134% | 2,921 | 8.39% | 1.4 |
|
| 5717 |
5717
ADE LLC
Baltimore,
Maryland
| USD 132 M | -USD 10.8 M | -8% | 3.37% | 59.8% | 85 | 10.59% | 2.1 |
|
| 5718 |
5718
EPIQ Partners
Minneapolis,
Minnesota
| USD 132 M | -USD 14.8 M | -10% | 4.16% | 49.6% | 76 | 13.16% | 2.9 |
|
| 5719 |
5719
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| USD 132 M | -USD 12.8 M | -9% | 3.04% | 61.1% | 120 | 8.33% | 6.3 |
|
| 5720 |
5720
Brooks Moore & Associates
Chattanooga,
Tennessee
| USD 132 M | -USD 9.7 M | -7% | 3.04% | 63.7% | 85 | 9.41% | 3.9 |
|
| 5721 |
IF
5721
Integrity Financial
Cheyenne,
Wyoming
| USD 132 M | -USD 5.04 M | -4% | 3.23% | 66.3% | 232 | 12.07% | 1.4 |
|
| 5722 |
5722
Wayfinding Financial
Lynnwood,
Washington
| USD 132 M | -USD 11.7 M | -8% | 4.11% | 68.3% | 119 | 10.92% | 1 |
|
| 5723 |
RCM
5723
Ratan Capital Management
Miami Beach,
Florida
| USD 132 M | +USD 59.8 M | +83% | 5.77% | 616% | 40 | 45% | 1.8 |
|
| 5724 |
5724
Avaii Wealth Management
Appleton,
Wisconsin
| USD 132 M | +USD 1.87 M | +1% | 3.1% | 100% | 156 | 19.23% | 1 |
|
| 5725 |
5725
Dopkins Wealth Management
Williamsville,
New York
| USD 132 M | +USD 19.8 M | +18% | 2.13% | 64.4% | 55 | 27.27% | 1 |
|