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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
Mount Vernon Associates
Baltimore,
Maryland
| USD 115 M | +USD 6.39 M | +6% | 8.7% | 136% | 58 | 5.17% | 5.5 |
|
| 6252 |
6252
Archvest Wealth Advisors
Concord,
California
| USD 115 M | – | – | 3.6% | 53.1% | 44 | – | 0 |
|
| 6253 |
6253
BC Gestao de Recursos
Sao Paulo,
Brazil
| USD 115 M | +USD 13.6 M | +13% | 22.9% | – | 3 | 0% | 0.9 |
|
| 6254 |
6254
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| USD 115 M | – | – | 5.84% | 64.9% | 30 | – | 0 |
|
| 6255 |
RCM
6255
RVB Capital Management
Great Neck,
New York
| USD 115 M | -USD 24.5 M | -18% | 13.1% | 10.4% | 44 | 40.91% | 0.8 |
|
| 6256 |
6256
Resonate Capital
San Francisco,
California
| USD 115 M | – | – | 0.98% | – | 23 | – | 0 |
|
| 6257 |
6257
Starfox Financial Services
The Woodlands,
Texas
| USD 115 M | – | – | 4.4% | – | 19 | – | 0 |
|
| 6258 |
6258
First Bancorp
Damariscotta,
Maine
| USD 115 M | +USD 9.29 M | +9% | 8.25% | 80.3% | 108 | 5.56% | 0.7 |
|
| 6259 |
6259
Tevis Investment Management
Plano,
Texas
| USD 115 M | – | – | 8.8% | 69.1% | 543 | – | 0 |
|
| 6260 |
6260
Clayton Partners
Berkeley,
California
| USD 115 M | +USD 10.2 M | +10% | 6.32% | 109% | 42 | 23.81% | 0.5 |
|
| 6261 |
6261
Straight Path Wealth Management
Jenison,
Michigan
| USD 115 M | – | – | 15.3% | 70.4% | 77 | – | 0 |
|
| 6262 |
6262
My Personal CFO LLC
Vancouver,
Washington
| USD 115 M | – | – | 6.36% | 83.4% | 61 | – | 0 |
|
| 6263 |
6263
Adirondack Retirement Specialists
Queensbury,
New York
| USD 115 M | +USD 6.7 M | +6% | 3.39% | 13.1% | 19 | 26.32% | 0.8 |
|
| 6264 |
6264
Birchcreek Wealth Management
Miami Township,
Ohio
| USD 115 M | +USD 7.43 M | +7% | 6.23% | 86.1% | 129 | 17.05% | 0.8 |
|
| 6265 |
LCM
6265
Lynx1 Capital Management
San Juan,
Puerto Rico
| USD 115 M | – | – | 30.1% | 883% | 10 | – | 0 |
|
| 6266 |
6266
Bivin & Associates
Ponca City,
Oklahoma
| USD 115 M | – | – | 3.37% | – | 412 | – | 0 |
|
| 6267 |
6267
McAlister Sweet & Associates
Houston,
Texas
| USD 115 M | – | – | 9.04% | 83.6% | 38 | – | 0 |
|
| 6268 |
6268
Alan B. Lancz & Associates
Toledo,
Ohio
| USD 114 M | – | – | 11.3% | – | 147 | – | 0 |
|
| 6269 |
6269
Trustco Bank (New York)
Albany,
New York
| USD 114 M | +USD 7.12 M | +7% | 9.93% | 131% | 71 | 1.41% | 5.2 |
|
| 6270 |
6270
Richwood Investment Advisors
Cincinnati,
Ohio
| USD 114 M | – | – | 9.14% | 71.9% | 268 | – | 0 |
|
| 6271 |
6271
CVS Health
Woonsocket,
Rhode Island
| USD 114 M | – | – | 28.1% | 50% | 4 | – | 0 |
|
| 6272 |
6272
SWM Advisors
St. Petersburg,
Florida
| USD 114 M | – | – | 5.53% | – | 31 | – | 0 |
|
| 6273 |
6273
Gunma Bank
Gunma,
Japan
| USD 114 M | -USD 66.1 M | -37% | 8.1% | 24.5% | 57 | 50.88% | 1 |
|
| 6274 |
6274
Asset Management Resources
Hyannis,
Massachusetts
| USD 114 M | – | – | 7.57% | – | 56 | – | 0 |
|
| 6275 |
6275
Walker Asset Management
Verona,
Missouri
| USD 114 M | – | – | 5.88% | 87.6% | 80 | – | 0 |
|