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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 |
6326
Redwood Financial Network
Solon,
Ohio
| USD 98.3 M | +USD 10.2 M | +12% | 7.87% | 82.2% | 154 | 12.99% | 0.8 |
|
| 6327 |
6327
Cadence Wealth Management
Westborough,
Massachusetts
| USD 98.2 M | -USD 18.4 M | -16% | 4.74% | 77.7% | 37 | 45.95% | 1.1 |
|
| 6328 |
6328
Global Assets Advisory
Orlando,
Florida
| USD 98.1 M | +USD 3.23 M | +3% | 9.05% | 95.9% | 161 | 44.1% | 0.5 |
|
| 6329 |
6329
AWH Capital
Dallas,
Texas
| USD 98 M | +USD 17.6 M | +22% | 12.6% | 183% | 28 | 14.29% | 2.3 |
|
| 6330 |
6330
Aldebaran Capital
Carmel,
Indiana
| USD 97.9 M | +USD 1.21 M | +1% | 0.23% | 85.9% | 36 | 11.11% | 0.2 |
|
| 6331 |
6331
Sightline Wealth Advisors
Groton,
Connecticut
| USD 97.9 M | +USD 5.17 M | +6% | 4.89% | 48.5% | 63 | 17.46% | 1.5 |
|
| 6332 |
6332
Lancaster Investment Management
London,
United Kingdom
| USD 97.9 M | +USD 26.8 M | +38% | 24.4% | 0.78% | 4 | 0% | 1.2 |
|
| 6333 |
UAML
6333
US Asset Management LLC
Pittsburgh,
Pennsylvania
| USD 97.9 M | +USD 5.23 M | +6% | 9.86% | 144% | 245 | 4.9% | 1.2 |
|
| 6334 |
6334
BlackDiamond Wealth Management
New York
| USD 97.7 M | +USD 9.46 M | +11% | 5.13% | 80.9% | 130 | 28.46% | 0.8 |
|
| 6335 |
6335
University of Notre Dame du Lac
South Bend,
Indiana
| USD 97.6 M | -USD 14.9 M | -13% | 0.04% | – | 1 | 0% | 0.5 |
|
| 6336 |
6336
Delap Wealth Advisory
Lake Oswego,
Oregon
| USD 97.5 M | +USD 1.89 M | +2% | 5.78% | 73% | 74 | 32.43% | 0.2 |
|
| 6337 |
6337
Benchmark Investment Advisors
Chicago,
Illinois
| USD 97.4 M | +USD 2.71 M | +3% | 16.5% | – | 97 | 12.37% | 1 |
|
| 6338 |
6338
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| USD 97.2 M | +USD 10.3 M | +12% | 4.1% | 64.9% | 132 | 55.3% | 1.6 |
|
| 6339 |
6339
Clay Northam Wealth Management
Huntington Beach,
California
| USD 97.2 M | +USD 10.4 M | +12% | 14.8% | 125% | 85 | 14.12% | 1 |
|
| 6340 |
6340
Costello Asset Management
Feasterville,
Pennsylvania
| USD 97.2 M | -USD 13.8 M | -12% | 2.49% | 81.5% | 223 | 8.07% | 2.4 |
|
| 6341 |
6341
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| USD 97.1 M | -USD 1.33 M | -1% | 5.64% | 74.9% | 41 | 17.07% | 0.2 |
|
| 6342 |
LFGH
6342
Lee Financial Group Hawaii
Honolulu,
Hawaii
| USD 97.1 M | -USD 4.58 M | -5% | 2.33% | 12.9% | 41 | 48.78% | 1.7 |
|
| 6343 |
6343
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| USD 97.1 M | +USD 26.6 M | +38% | 17.6% | 133% | 131 | 38.93% | 0.6 |
|
| 6344 |
6344
Walker Financial Services
Bowling Green,
Kentucky
| USD 97 M | USD 0 | 0% | 2.19% | 20.8% | 24 | 0% | 0.8 |
|
| 6345 |
6345
Massachusetts Wealth Management
North Andover,
Massachusetts
| USD 97 M | -USD 6.54 M | -6% | 1.08% | 110% | 81 | 2.47% | 0.2 |
|
| 6346 |
6346
McDonough Capital Management
Orlando,
Florida
| USD 96.9 M | +USD 10.6 M | +12% | 14.3% | 119% | 41 | 0% | 1.1 |
|
| 6347 |
LJCM
6347
Lee Johnson Capital Management
Fort Worth,
Texas
| USD 96.8 M | +USD 43.2 M | +80% | 11.5% | 136% | 26 | 42.31% | 1 |
|
| 6348 |
6348
Acuitas Investments
Seattle,
Washington
| USD 96.8 M | -USD 2.33 M | -2% | 16.3% | 120% | 48 | 31.25% | 1 |
|
| 6349 |
6349
Martin Capital Advisors
San Antonio,
Texas
| USD 96.8 M | +USD 7.33 M | +8% | 14.6% | 140% | 62 | 3.23% | 1.1 |
|
| 6350 |
6350
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| USD 96.7 M | +USD 4.3 M | +5% | 4.74% | 36.4% | 12 | 66.67% | 0.5 |
|