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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
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| USD 140 M | +USD 29.5 M | +27% | 8.03% | – | 273 | 15.38% | 1.5 |
|
| 6252 |
6252
Cosner Financial Group
Windsor,
Colorado
| USD 140 M | +USD 21.2 M | +18% | 6.85% | 56.1% | 34 | 5.88% | 0.5 |
|
| 6253 |
CWMGP
6253
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| USD 139 M | +USD 33.6 M | +32% | 6.21% | 85.4% | 73 | 26.03% | 1.3 |
|
| 6254 |
6254
McClarren Financial Advisors
State College,
Pennsylvania
| USD 139 M | +USD 7.98 M | +6% | 7.65% | 63% | 428 | 19.86% | 1.4 |
|
| 6255 |
6255
Defined Wealth Management
Beaverton,
Oregon
| USD 139 M | +USD 8.61 M | +7% | 7.14% | 78.1% | 106 | 10.38% | 2.4 |
|
| 6256 |
MSK
6256
Melissa S. Kampmann
| USD 139 M | +USD 22.3 M | +19% | 9.95% | 82.1% | 40 | 2.5% | 0.5 |
|
| 6257 |
6257
Echo45 Advisors
Walnut Creek,
California
| USD 139 M | +USD 8.98 M | +7% | 5.33% | 53.6% | 49 | 4.08% | 1.7 |
|
| 6258 |
6258
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| USD 139 M | +USD 12.7 M | +10% | 7.74% | 88.8% | 5 | 0% | 2.3 |
|
| 6259 |
6259
Councilmark Asset Management
Knoxville,
Tennessee
| USD 139 M | – | – | 8.28% | – | 85 | – | 0 |
|
| 6260 |
6260
CastleKeep Investment Advisors
Westport,
Connecticut
| USD 139 M | -USD 2 M | -1% | 7.9% | 53.2% | 103 | 6.8% | 0.2 |
|
| 6261 |
6261
Unconventional Investor
Portsmouth,
New Hampshire
| USD 139 M | +USD 12.5 M | +10% | 9.39% | 62.7% | 34 | 8.82% | 1.8 |
|
| 6262 |
6262
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 139 M | +USD 10.2 M | +8% | 6.91% | 54.2% | 34 | 2.94% | 2.5 |
|
| 6263 |
6263
W.H. Cornerstone Investments
Kingston,
Massachusetts
| USD 139 M | +USD 12.6 M | +10% | 6.25% | 58.2% | 138 | 13.04% | 1.1 |
|
| 6264 |
AC
6264
AIFG Consultants
Halfmoon,
New York
| USD 139 M | +USD 7.3 M | +6% | 5.66% | 49.8% | 46 | 17.39% | 0.8 |
|
| 6265 |
EP
6265
Elkhorn Partners
Omaha,
Nebraska
| USD 139 M | -USD 5.85 M | -4% | 3.76% | 33.1% | 52 | 19.23% | 4.7 |
|
| 6266 |
6266
Sustainable Insight Capital Management
New York
| USD 139 M | +USD 15.8 M | +13% | 14% | 168% | 80 | 45% | 1.6 |
|
| 6267 |
6267
Trust Investment Advisors
Indianapolis,
Indiana
| USD 139 M | +USD 10.3 M | +8% | 13.8% | 178% | 108 | 23.15% | 4.2 |
|
| 6268 |
6268
Olistico Wealth
Tulsa,
Oklahoma
| USD 139 M | +USD 10.5 M | +8% | 10.7% | 108% | 108 | 8.33% | 1.1 |
|
| 6269 |
6269
Melfa Wealth Management
Westborough,
Massachusetts
| USD 139 M | +USD 32.3 M | +30% | 5.52% | 49.9% | 195 | 27.69% | 0.8 |
|
| 6270 |
APS
6270
American Planning Services
Sun City Center,
Florida
| USD 138 M | +USD 8.15 M | +6% | 8.05% | 23.8% | 50 | 14% | 1 |
|
| 6271 |
6271
Peterson Wealth Management
Sparks,
Nevada
| USD 138 M | +USD 27.4 M | +25% | 10.2% | 88.9% | 59 | 20.34% | 1.8 |
|
| 6272 |
6272
Clio Asset Management
Charlottesville,
Virginia
| USD 138 M | +USD 15.3 M | +12% | 13.2% | 60.6% | 13 | 15.38% | 0.6 |
|
| 6273 |
KIA
6273
KLR Investment Advisors
Providence,
Rhode Island
| USD 138 M | -USD 57.3 k | -0% | 9.93% | – | 205 | 21.46% | 0.9 |
|
| 6274 |
6274
Green Alpha Advisors
Niwot,
Colorado
| USD 138 M | -USD 649 k | -0.5% | 4.81% | 316% | 152 | 7.24% | 2.3 |
|
| 6275 |
6275
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| USD 138 M | +USD 13.6 M | +11% | 8.59% | 117% | 197 | 8.12% | 1.4 |
|