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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
IFS
6326
Intelligent Financial Strategies
Excelsior,
Minnesota
| USD 103 M | -USD 8.59 M | -8% | 2.8% | 63.5% | 117 | 10.26% | 0.2 |
|
| 6327 |
6327
Rather & Kittrell
Knoxville,
Tennessee
| USD 103 M | -USD 11.1 M | -10% | 3.61% | 41.1% | 337 | 81.9% | 0.3 |
|
| 6328 |
6328
Paragon Private Wealth Management
Lexington,
Kentucky
| USD 102 M | -USD 10.3 M | -9% | 2.72% | 104% | 118 | 15.25% | 0.2 |
|
| 6329 |
KL
6329
KCK Ltd
Hamilton,
Bermuda
| USD 102 M | -USD 39.1 M | -28% | 26.7% | – | 4 | 0% | 0.3 |
|
| 6330 |
6330
Derbend Asset Management
Peachtree City,
Georgia
| USD 102 M | USD 0 | 0% | 5.02% | 23.9% | 85 | 1.18% | 0.7 |
|
| 6331 |
MIM
6331
Meixler Investment Management
Show Low,
Arizona
| USD 102 M | +USD 5.23 M | +5% | 12.1% | 60.8% | 94 | 22.34% | 0.2 |
|
| 6332 |
6332
BG Investment Services
Hagatna,
Guam
| USD 102 M | -USD 8.68 M | -8% | 5.37% | – | 11 | 27.27% | 0.2 |
|
| 6333 |
6333
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| USD 102 M | -USD 5.03 M | -5% | 3.94% | 86.3% | 108 | 6.48% | 0.2 |
|
| 6334 |
RCWM
6334
Royal Capital Wealth Management
Carmel,
Indiana
| USD 102 M | -USD 865 k | -0.8% | 1.7% | 83.8% | 109 | 11.01% | 0.2 |
|
| 6335 |
AM
6335
Account Management
Boxford,
Massachusetts
| USD 102 M | -USD 13.6 M | -12% | 3.12% | 88.3% | 27 | 14.81% | 4.3 |
|
| 6336 |
6336
In-Depth Partners
Miami,
Florida
| USD 102 M | -USD 62.6 M | -38% | 16.2% | 157% | 14 | 7.14% | 0.2 |
|
| 6337 |
6337
Barden Capital Management
Austin,
Texas
| USD 102 M | -USD 2.93 M | -3% | 5.84% | 80.1% | 63 | 7.94% | 0.2 |
|
| 6338 |
6338
Integrity Advisory
Overland Park,
Kansas
| USD 102 M | – | – | 4.72% | – | 80 | – | 0 |
|
| 6339 |
6339
Kolinsky Wealth Management
Ramsey,
New Jersey
| USD 102 M | -USD 6.23 M | -6% | 5.38% | 44.6% | 166 | 24.7% | 0.2 |
|
| 6340 |
6340
Menard Financial Group
Houston,
Texas
| USD 101 M | -USD 20.5 M | -17% | 4.07% | 141% | 159 | 28.3% | 1.2 |
|
| 6341 |
6341
Delos Wealth Advisors
Dallas,
Texas
| USD 101 M | -USD 3.59 M | -3% | 0.96% | 58% | 466 | 45.71% | 0.6 |
|
| 6342 |
RI
6342
Rinkey Investments
San Diego,
California
| USD 101 M | -USD 7.64 M | -7% | 2.55% | 42.1% | 293 | 86.35% | 0.2 |
|
| 6343 |
6343
Forefront Wealth Management
Malvern,
Pennsylvania
| USD 101 M | -USD 3.66 M | -3% | 1.47% | – | 64 | 37.5% | 0.2 |
|
| 6344 |
GC
6344
Gratia Capital
Los Angeles,
California
| USD 101 M | +USD 16.1 M | +19% | 2.26% | 42.4% | 43 | 37.21% | 0.5 |
|
| 6345 |
6345
Addition Three General Partner
New York
| USD 101 M | -USD 24.8 M | -20% | 36.9% | – | 1 | 0% | 0.3 |
|
| 6346 |
6346
Trustco Bank (New York)
Albany,
New York
| USD 101 M | -USD 13.5 M | -12% | 0.52% | 131% | 71 | 5.63% | 5.3 |
|
| 6347 |
6347
Horizon Family Wealth
Chicago,
Illinois
| USD 101 M | +USD 2.74 M | +3% | 5.63% | 68.6% | 64 | 31.25% | 0.2 |
|
| 6348 |
GWMI
6348
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| USD 101 M | -USD 3.2 M | -3% | 4% | 98.1% | 243 | 7.41% | 0.2 |
|
| 6349 |
6349
OmniStar Financial Group
Wilmington,
North Carolina
| USD 101 M | +USD 2.89 M | +3% | 0.43% | 75.6% | 124 | 16.94% | 1 |
|
| 6350 |
6350
Northland Capital Management
Virginia,
Minnesota
| USD 101 M | -USD 16.7 M | -14% | 4.09% | 37.5% | 23 | 39.13% | 0.2 |
|