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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
Avid Wealth Partners
San Antonio,
Texas
| USD 147 M | +USD 6.65 M | +5% | 0.99% | 93.7% | 56 | 32.14% | 0.8 |
|
| 6477 |
6477
Millstone Evans Group
Boulder,
Colorado
| USD 147 M | +USD 697 k | +0.5% | 2.54% | – | 813 | 11.93% | 0.2 |
|
| 6478 |
6478
Blackston Financial Advisory Group
The Villages,
Florida
| USD 147 M | -USD 53.4 M | -27% | 3.24% | 79.8% | 139 | 36.69% | 1.2 |
|
| 6479 |
6479
Hofer & Associates
Thousand Oaks,
California
| USD 147 M | -USD 1.63 M | -1% | 1.87% | 61.7% | 61 | 8.2% | 2.6 |
|
| 6480 |
6480
Certus Wealth Management
Redwood City,
California
| USD 147 M | -USD 2.1 M | -1% | 2.28% | – | 57 | 7.02% | 1.4 |
|
| 6481 |
DIS
6481
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 147 M | -USD 6.08 M | -4% | 2.96% | 93.8% | 54 | 11.11% | 4.7 |
|
| 6482 |
6482
West Bancorporation
West Des Moines,
Iowa
| USD 147 M | -USD 4.99 M | -3% | 3.01% | 72.5% | 99 | 10.1% | 3.3 |
|
| 6483 |
6483
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| USD 147 M | +USD 2.44 M | +2% | 2.05% | – | 668 | 50.45% | 0.1 |
|
| 6484 |
6484
Albert D. Mason Inc
Boston,
Massachusetts
| USD 147 M | -USD 2.55 M | -2% | 0.51% | 83.4% | 152 | 9.87% | 6.1 |
|
| 6485 |
6485
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 147 M | -USD 5.87 M | -4% | 0.12% | 51.3% | 209 | 16.27% | 2.3 |
|
| 6486 |
6486
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 147 M | -USD 10 M | -6% | 0.51% | 85.5% | 33 | 9.09% | 5.1 |
|
| 6487 |
6487
Successful Portfolios
Clearwater,
Florida
| USD 147 M | -USD 2.43 M | -2% | 0.99% | 110% | 163 | 4.29% | 5 |
|
| 6488 |
6488
Channing Global Advisors
Miami,
Florida
| USD 147 M | -USD 3.14 M | -2% | 1.58% | 128% | 54 | 20.37% | 1.9 |
|
| 6489 |
6489
Wolff Wiese Magana
Carslbad,
California
| USD 147 M | -USD 4.12 M | -3% | 0.79% | 149% | 1,043 | 12.85% | 2.3 |
|
| 6490 |
6490
Seamount Financial Group
Colorado Springs,
Colorado
| USD 147 M | +USD 2.11 M | +1% | 1.64% | 79.7% | 102 | 6.86% | 1.1 |
|
| 6491 |
6491
Forefront Wealth Partners
Austin,
Texas
| USD 147 M | +USD 12.7 M | +9% | 3.05% | – | 134 | 36.57% | 0.2 |
|
| 6492 |
6492
FFG Retirement Advisors
Centennial,
Colorado
| USD 147 M | -USD 6.17 M | -4% | 0.3% | 43.4% | 49 | 22.45% | 1.5 |
|
| 6493 |
AMAL
6493
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 147 M | +USD 9.5 M | +7% | 7.82% | 125% | 16 | 6.25% | 4.6 |
|
| 6494 |
6494
Ables Iannone Moore & Associates
Savannah,
Georgia
| USD 147 M | -USD 15.3 M | -9% | 7% | 116% | 58 | 6.9% | 1.1 |
|
| 6495 |
6495
Destiny Capital
Golden,
Colorado
| USD 147 M | -USD 18.1 M | -11% | 3.73% | 60.5% | 49 | 8.16% | 2 |
|
| 6496 |
6496
Kiker Wealth Management
Jasper,
Georgia
| USD 147 M | +USD 23.2 M | +19% | 1.15% | – | 735 | 77.96% | 0.1 |
|
| 6497 |
RHDIC
6497
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 147 M | -USD 3.24 M | -2% | 0.94% | 55.9% | 42 | 0% | 9.1 |
|
| 6498 |
6498
Palouse Capital Management
Spokane,
Washington
| USD 147 M | -USD 3.85 M | -3% | 0.78% | 67.8% | 147 | 12.93% | 2.3 |
|
| 6499 |
6499
Masterton Capital Management
New York
| USD 147 M | -USD 30 M | -17% | 4.71% | 1.94% | 22 | 4.55% | 0.9 |
|
| 6500 |
6500
Fee-Only Financial Planning
Okatie,
South Carolina
| USD 146 M | -USD 8.33 M | -5% | 3.48% | 72.6% | 41 | 2.44% | 2 |
|