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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
LI
5726
Latash Investments
Anchorage,
Alaska
| USD 123 M | -USD 1.55 M | -1% | 3.17% | 110% | 23 | 8.7% | 2.5 |
|
| 5727 |
5727
Boyar Asset Management
New York
| USD 123 M | +USD 1.22 M | +1% | 12% | 75.5% | 86 | 12.79% | 6 |
|
| 5728 |
5728
MMA Asset Management
Conshohocken,
Pennsylvania
| USD 123 M | +USD 6.8 M | +6% | 7.97% | 61.2% | 110 | 22.73% | 1.3 |
|
| 5729 |
5729
Covestor
London,
United Kingdom
| USD 123 M | +USD 9.13 M | +8% | 10.4% | 134% | 2,894 | 10.95% | 0.8 |
|
| 5730 |
5730
Provence Wealth Management Group
Irvine,
California
| USD 123 M | +USD 45.9 M | +60% | 7.31% | – | 122 | 59.84% | 0.4 |
|
| 5731 |
5731
Dravo Bay
Rehoboth Beach,
Delaware
| USD 122 M | +USD 12.3 M | +11% | 7.44% | 45.2% | 45 | 13.33% | 0.8 |
|
| 5732 |
5732
Wealth Advisors of Iowa
West Des Moines,
Iowa
| USD 122 M | +USD 15.3 M | +14% | 9.24% | 60.9% | 68 | 23.53% | 1.3 |
|
| 5733 |
5733
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 122 M | +USD 3.96 M | +3% | 8.44% | 92.7% | 88 | 2.27% | 4.9 |
|
| 5734 |
5734
Element Wealth
Ridgeland,
Mississippi
| USD 122 M | +USD 13.9 M | +13% | 7.48% | 59.6% | 222 | 22.07% | 2 |
|
| 5735 |
5735
Garrison Point Advisors
Walnut Creek,
California
| USD 122 M | +USD 10.2 M | +9% | 10.5% | 81.5% | 142 | 4.23% | 3.3 |
|
| 5736 |
5736
Financial Avengers
Oakland,
California
| USD 122 M | -USD 126 k | -0.1% | 3.06% | 108% | 190 | 24.21% | 1.4 |
|
| 5737 |
5737
Fulcrum Equity Management
Plano,
Texas
| USD 122 M | +USD 3.92 M | +3% | 7.92% | 116% | 81 | 34.57% | 1.1 |
|
| 5738 |
5738
Ravenstone Capital Management
Toronto,
| USD 122 M | +USD 7.91 M | +7% | 8.16% | 63% | 38 | 7.89% | 1.3 |
|
| 5739 |
5739
Lakeside Advisors
Seattle,
Washington
| USD 122 M | +USD 10.2 M | +9% | 10.9% | 83.7% | 58 | 3.45% | 0.9 |
|
| 5740 |
5740
Howard Wealth Management
Madison,
Connecticut
| USD 122 M | -USD 19.3 M | -14% | 5.4% | 69.9% | 123 | 17.07% | 1.4 |
|
| 5741 |
5741
Retirement Guys Formula
Maumee,
Ohio
| USD 122 M | +USD 26.9 M | +28% | 8.83% | 75.7% | 143 | 33.57% | 0.7 |
|
| 5742 |
5742
RiverTree Advisors
Winter Park,
Florida
| USD 122 M | -USD 359 k | -0.3% | 5.81% | 25.4% | 47 | 65.96% | 0.4 |
|
| 5743 |
5743
Sebold Capital Management
Lisle,
Illinois
| USD 122 M | – | – | 8.35% | – | 69 | – | 0 |
|
| 5744 |
5744
Brooktree Capital Management
Gand Rapids,
Michigan
| USD 122 M | +USD 267 k | +0.2% | 2.96% | 82.9% | 33 | 0% | 2.4 |
|
| 5745 |
5745
Cassia Capital Partners
Winston Salem,
North Carolina
| USD 122 M | +USD 12.5 M | +11% | 5.85% | 59.9% | 83 | 54.22% | 0.5 |
|
| 5746 |
5746
MYeCFO
La Jolla,
California
| USD 122 M | – | – | 6.55% | 58.5% | 43 | – | 0 |
|
| 5747 |
LAI
5747
Legal Advantage Investments
Los Altos Hills,
California
| USD 122 M | +USD 14.9 M | +14% | 12.6% | 116% | 90 | 13.33% | 1.3 |
|
| 5748 |
5748
Shore Point Advisors
Brielle,
New Jersey
| USD 122 M | +USD 19.1 M | +19% | 10% | 54.6% | 49 | 32.65% | 0.6 |
|
| 5749 |
5749
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| USD 122 M | – | – | 9.85% | 68.7% | 163 | – | 0 |
|
| 5750 |
5750
Destiny Capital
Golden,
Colorado
| USD 122 M | – | – | 4.14% | 60.5% | 44 | – | 0 |
|