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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
6476
Kraft Asset Management
Nashville,
Tennessee
| USD 119 M | +USD 12.4 M | +12% | 10.8% | 41% | 44 | 34.09% | 1.2 |
|
| 6477 |
6477
QVIDTVM Management
The Woodlands,
Texas
| USD 119 M | -USD 10 M | -8% | 0.69% | 19.5% | 11 | 18.18% | 1 |
|
| 6478 |
6478
Wilson & Boucher Capital Management
Moraga,
California
| USD 119 M | +USD 13.5 M | +13% | 10.4% | 69.8% | 106 | 4.72% | 1.8 |
|
| 6479 |
6479
Holistic Planning
Nacogdoches,
Texas
| USD 119 M | – | – | 9.38% | 61.9% | 117 | – | 0 |
|
| 6480 |
6480
Guardian Investment Management
Tiburon,
California
| USD 119 M | +USD 8.69 M | +8% | 10.9% | 103% | 58 | 12.07% | 5.7 |
|
| 6481 |
6481
Sound Financial Strategies Group
Madison,
Mississippi
| USD 119 M | -USD 2.29 M | -2% | 2.2% | 27.1% | 77 | 18.18% | 1 |
|
| 6482 |
WCM
6482
W Capital Management
New York
| USD 119 M | +USD 1.42 M | +1% | 12.5% | – | 4 | 0% | 1.9 |
|
| 6483 |
6483
Martin Capital Advisors
San Antonio,
Texas
| USD 118 M | +USD 15.7 M | +15% | 16.1% | 140% | 67 | 7.46% | 1.7 |
|
| 6484 |
6484
Brightwater Advisory
Tampa,
Florida
| USD 118 M | – | – | 9.25% | – | 52 | – | 0 |
|
| 6485 |
6485
Financial Alternatives
La Jolla,
California
| USD 118 M | +USD 10.4 M | +10% | 9.58% | 50.2% | 84 | 11.9% | 0.9 |
|
| 6486 |
6486
Wealth Forward LLC
Fargo,
North Dakota
| USD 118 M | – | – | 9.75% | 48.8% | 30 | – | 0 |
|
| 6487 |
6487
Cosner Financial Group
Windsor,
Colorado
| USD 118 M | +USD 4.87 M | +4% | 9.68% | 56.1% | 34 | 38.24% | 0.3 |
|
| 6488 |
GWMI
6488
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| USD 118 M | +USD 11.5 M | +11% | 10.3% | 98.1% | 265 | 17.36% | 1.5 |
|
| 6489 |
WWS
6489
Wellington Wealth Strategies
Indianapolis,
Indiana
| USD 118 M | – | – | 9.89% | – | 94 | – | 2.7 |
|
| 6490 |
6490
Campion Asset Management
Falls Church,
Virginia
| USD 118 M | +USD 9.9 M | +9% | 10.9% | 70.2% | 100 | 8% | 2.3 |
|
| 6491 |
6491
Sterling Manor Financial
Saratoga Springs,
New York
| USD 118 M | +USD 7.68 M | +7% | 9.61% | – | 27 | 37.04% | 1.1 |
|
| 6492 |
6492
Cambridge Capital Management
O'fallon,
Illinois
| USD 118 M | – | – | 11.5% | 55.9% | 32 | – | 0 |
|
| 6493 |
6493
C2C Wealth Management
Scottsdale,
Arizona
| USD 118 M | -USD 586 M | -83% | 9.57% | 77.2% | 237 | 58.23% | 1.8 |
|
| 6494 |
6494
Foundry Financial Group
Laconia,
New Hampshire
| USD 118 M | – | – | 8.28% | 57.4% | 51 | – | 0 |
|
| 6495 |
ICMP
6495
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 118 M | +USD 4.71 M | +4% | 6.94% | 39.7% | 82 | 9.76% | 1.9 |
|
| 6496 |
6496
Venrock Management VI
Palo Alto,
California
| USD 118 M | – | – | 35.7% | – | 1 | – | 3.5 |
|
| 6497 |
6497
Certus Wealth Management
Redwood City,
California
| USD 118 M | +USD 13.3 M | +13% | 9.21% | – | 59 | 16.95% | 0.4 |
|
| 6498 |
6498
Exane Asset Management
Paris,
France
| USD 118 M | -USD 6.58 M | -5% | 19.5% | 74.5% | 10 | 40% | 0.7 |
|
| 6499 |
6499
Bancreek Capital Management
Santa Monica,
California
| USD 118 M | +USD 6.48 M | +6% | 8.88% | 33.6% | 19 | 15.79% | 1.4 |
|
| 6500 |
6500
Northwest Financial Advisors
Herndon,
Virginia
| USD 118 M | – | – | 10.8% | 67% | 563 | – | 0 |
|