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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
I2I
5851
Insight 2811 Inc
Chicago,
Illinois
| USD 227 M | +USD 2.36 M | +1% | 1.13% | 31.3% | 104 | 13.46% | 4.7 |
|
| 5852 |
5852
Kaizen Financial Strategies
Campbell,
California
| USD 227 M | +USD 5.45 M | +2% | 3.54% | 126% | 168 | 11.9% | 2.1 |
|
| 5853 |
5853
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| USD 227 M | +USD 3.73 M | +2% | 1.74% | 47.5% | 48 | 4.17% | 3.9 |
|
| 5854 |
5854
Kilter Group
Rhinebeck,
New York
| USD 227 M | +USD 14.5 M | +7% | 2.11% | – | 1,499 | 26.42% | 0.4 |
|
| 5855 |
FA
5855
FAI Advisors
Farmington Hills,
Michigan
| USD 227 M | +USD 5.26 M | +2% | 2.72% | – | 175 | 9.71% | 0.9 |
|
| 5856 |
CIS
5856
Custom Index Systems
New York
| USD 226 M | -USD 110 M | -33% | 2.63% | – | 296 | 31.08% | 0.9 |
|
| 5857 |
5857
Midwest Financial Group
Overland Park,
Kansas
| USD 226 M | +USD 16.6 M | +8% | 5.83% | 103% | 129 | 10.85% | 1.9 |
|
| 5858 |
APSI
5858
Asset Planning Services Inc
Covington,
Louisiana
| USD 226 M | -USD 11 M | -5% | 2% | 138% | 36 | 5.56% | 5.7 |
|
| 5859 |
5859
Chris Bulman
Roseville,
California
| USD 226 M | +USD 26.4 M | +13% | 2.48% | – | 166 | 24.7% | 0.9 |
|
| 5860 |
DIM
5860
DC Investments Management
Mclean,
Virginia
| USD 226 M | -USD 15 M | -6% | 1.62% | 56.3% | 95 | 49.47% | 1.5 |
|
| 5861 |
5861
Bluesphere Advisors
East Norriton,
Pennsylvania
| USD 226 M | +USD 7.97 M | +4% | 3.24% | 105% | 101 | 8.91% | 2.5 |
|
| 5862 |
5862
Harold Davidson & Associates
Los Angeles,
California
| USD 226 M | +USD 5.94 M | +3% | 4.29% | – | 67 | 4.48% | 0.9 |
|
| 5863 |
5863
Plustick Management
Charlottesville,
Virginia
| USD 226 M | -USD 12.5 M | -5% | 14.5% | 1,667% | 25 | 36% | 1.2 |
|
| 5864 |
5864
Cobalt Capital Management
Short Hills,
New Jersey
| USD 226 M | +USD 8.35 M | +4% | 2.29% | 235% | 37 | 64.86% | 0.8 |
|
| 5865 |
5865
Garrison Point Advisors
Walnut Creek,
California
| USD 226 M | -USD 12.5 M | -5% | 1.76% | 95.4% | 177 | 9.6% | 4.7 |
|
| 5866 |
5866
Millington Financial Advisors
Naperville,
Illinois
| USD 226 M | +USD 19.5 M | +9% | 1.68% | 77.5% | 131 | 30.53% | 1.5 |
|
| 5867 |
5867
Nightview Capital
Austin,
Texas
| USD 226 M | +USD 9.18 M | +4% | 5.84% | 170% | 15 | 20% | 1.9 |
|
| 5868 |
DFS
5868
Dixon Fnancial Services
Lafayette,
California
| USD 226 M | +USD 5.97 M | +3% | 4.45% | 76.6% | 53 | 22.64% | 2.2 |
|
| 5869 |
5869
Wealth Advisors Northwest
Portland,
Oregon
| USD 225 M | +USD 18.7 M | +9% | 2.19% | – | 63 | 12.7% | 0.9 |
|
| 5870 |
5870
MOKAN Wealth Management
Overland Park,
Kansas
| USD 225 M | +USD 26.6 M | +13% | 1.91% | – | 114 | 22.81% | 0.7 |
|
| 5871 |
5871
CMG Global Holdings
Plano,
Texas
| USD 225 M | +USD 20.8 M | +10% | 2.35% | 80.8% | 98 | 6.12% | 3.5 |
|
| 5872 |
SHFP
5872
Second Half Financial Partners
Sebring,
Florida
| USD 225 M | -USD 1.75 M | -0.8% | 0.25% | 36.8% | 107 | 14.95% | 1.2 |
|
| 5873 |
5873
Blue Square Asset Management
New York
| USD 225 M | -USD 4.1 M | -2% | 2.75% | 117% | 86 | 26.74% | 2.3 |
|
| 5874 |
5874
Sequent Asset Management
Houston,
Texas
| USD 225 M | +USD 14.9 M | +7% | 1.46% | 51.3% | 100 | 7% | 2.9 |
|
| 5875 |
ECM
5875
EMC Capital Management
Houston,
Texas
| USD 225 M | +USD 13.7 M | +7% | 6.14% | – | 318 | 7.86% | 2.3 |
|