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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6226 |
6226
Avid Wealth Partners
San Antonio,
Texas
| USD 175 M | +USD 27.4 M | +19% | 14.8% | 93.7% | 62 | 37.1% | 0.8 |
|
| 6227 |
6227
Lake Hills Wealth Management
Austin,
Texas
| USD 175 M | +USD 29.9 M | +21% | 10.6% | 83.7% | 69 | 60.87% | 0.8 |
|
| 6228 |
6228
Banque de Luxembourg
Luxembourg
| USD 175 M | -USD 252 k | -0.1% | 5.57% | – | 87 | 0% | 0.5 |
|
| 6229 |
6229
Chokshi & Queen Wealth Advisors
San Diego,
California
| USD 175 M | +USD 10.6 M | +6% | 13.8% | – | 58 | 15.52% | 0.4 |
|
| 6230 |
KA
6230
Kearns & Associates
Palos Verdes Estates,
California
| USD 174 M | +USD 20.3 M | +13% | 10.3% | 78.7% | 45 | 8.89% | 2.4 |
|
| 6231 |
6231
Brookmont Capital Management
Dallas,
Texas
| USD 174 M | -USD 2.8 M | -2% | 3.3% | 32.2% | 54 | 1.85% | 7.5 |
|
| 6232 |
KTC
6232
Kentucky Trust Company
Danville,
Kentucky
| USD 174 M | +USD 6.2 M | +4% | 5.71% | – | 310 | 7.74% | 0.5 |
|
| 6233 |
6233
Pinnacle Wealth Management Group
Plymouth,
Michigan
| USD 174 M | +USD 31 M | +22% | 7.21% | 64.3% | 125 | 19.2% | 2.1 |
|
| 6234 |
6234
Vaughan & Co Securities
Ridgewood,
New Jersey
| USD 174 M | +USD 12.9 M | +8% | 8.3% | 70.7% | 57 | 3.51% | 3.7 |
|
| 6235 |
6235
W Advisors LLC
Germantown,
Tennessee
| USD 174 M | +USD 14.6 M | +9% | 9.33% | 88.7% | 134 | 17.16% | 2.4 |
|
| 6236 |
6236
Tableaux
Stockbridge,
Massachusetts
| USD 174 M | +USD 35.6 M | +26% | 9.09% | – | 123 | 29.27% | 0.3 |
|
| 6237 |
GAA
6237
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| USD 174 M | +USD 20.8 M | +14% | 12.7% | 106% | 107 | 7.48% | 1.3 |
|
| 6238 |
6238
First Bancorp
Damariscotta,
Maine
| USD 174 M | +USD 20.2 M | +13% | 8.61% | 80.3% | 132 | 10.61% | 3.1 |
|
| 6239 |
6239
Smith Thornton Advisors
Huntsville,
Alabama
| USD 174 M | +USD 13.3 M | +8% | 7.25% | – | 140 | 12.14% | 0.9 |
|
| 6240 |
6240
DHK Financial Advisors
Portsmouth,
New Hampshire
| USD 174 M | -USD 8.43 M | -5% | 5.33% | 46.1% | 92 | 7.61% | 1.3 |
|
| 6241 |
6241
Investments & Financial Planning LLC
Lexington,
Kentucky
| USD 174 M | +USD 19.6 M | +13% | 11% | 68% | 37 | 8.11% | 2.8 |
|
| 6242 |
6242
Sylvest Advisors
Dallas,
Texas
| USD 174 M | +USD 13.6 M | +9% | 8.44% | – | 79 | 17.72% | 0.4 |
|
| 6243 |
6243
Fortune 45 LLC
Gonzales,
Louisiana
| USD 174 M | +USD 20.9 M | +14% | 11.9% | 85.2% | 30 | 3.33% | 2.3 |
|
| 6244 |
6244
Arthedge Capital Management
Jericho,
New York
| USD 173 M | +USD 18.5 M | +12% | 26.6% | 80.7% | 13 | 15.38% | 3.4 |
|
| 6245 |
6245
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 173 M | +USD 27.2 M | +19% | 21.9% | 164% | 29 | 10.34% | 5.2 |
|
| 6246 |
NED
6246
Nancy E. Dempze
| USD 173 M | +USD 6.83 M | +4% | 7.23% | 94.5% | 96 | 7.29% | 3.8 |
|
| 6247 |
6247
Parkwoods Wealth Partners
Syracuse,
New York
| USD 173 M | +USD 25.3 M | +17% | 7.52% | – | 76 | 28.95% | 0.4 |
|
| 6248 |
6248
Walker Asset Management
Verona,
Missouri
| USD 173 M | +USD 8.79 M | +5% | 6.42% | 87.6% | 148 | 10.14% | 2.3 |
|
| 6249 |
6249
BlackDiamond Wealth Management
New York
| USD 173 M | +USD 25.3 M | +17% | 10.2% | 80.9% | 174 | 17.82% | 1.7 |
|
| 6250 |
6250
17 Capital Partners
Pheonix,
Arizona
| USD 173 M | +USD 17.5 M | +11% | 14.3% | – | 157 | 22.29% | 2 |
|