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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
Stegner Investment Associates
Louisville,
Kentucky
| USD 183 M | -USD 5.59 M | -3% | 4.28% | 84.8% | 32 | 18.75% | 3.6 |
|
| 6477 |
6477
MWA Asset Management
Lexington,
Massachusetts
| USD 183 M | +USD 3.13 M | +2% | 2.78% | 174% | 133 | 14.29% | 1.9 |
|
| 6478 |
6478
Sage Advisory Services
Austin,
Texas
| USD 183 M | -USD 1 M | -0.5% | 1.96% | 37.8% | 49 | 22.45% | 3.7 |
|
| 6479 |
6479
Meriwether Wealth & Planning
Minden,
Louisiana
| USD 183 M | +USD 5.25 M | +3% | 0.51% | – | 135 | 15.56% | 1 |
|
| 6480 |
6480
Trivant Custom Portfolio Group
San Diego,
California
| USD 182 M | +USD 8.76 M | +5% | 2.35% | 86.1% | 87 | 20.69% | 1.8 |
|
| 6481 |
6481
Wisconsin Capital Management
Madison,
Wisconsin
| USD 182 M | -USD 15.6 M | -8% | 1.12% | 153% | 55 | 16.36% | 4.6 |
|
| 6482 |
RS
6482
R Squared
Central,
Hong Kong
| USD 182 M | -USD 31.9 M | -15% | 2.25% | – | 696 | 57.76% | 0.4 |
|
| 6483 |
NED
6483
Nancy E. Dempze
| USD 182 M | -USD 9.9 M | -5% | 3.12% | 83.1% | 100 | 10% | 4.2 |
|
| 6484 |
6484
Cosner Financial Group
Windsor,
Colorado
| USD 182 M | -USD 13.9 M | -7% | 1.86% | 56.1% | 38 | 13.16% | 2.1 |
|
| 6485 |
6485
Capital Financial Group
Greenwood Village,
Colorado
| USD 182 M | +USD 2.76 M | +2% | 2.21% | – | 108 | 4.63% | 0.2 |
|
| 6486 |
6486
Oak Wealth Advisors
Northbrook,
Illinois
| USD 182 M | +USD 7.83 M | +4% | 0.26% | – | 60 | 6.67% | 1.1 |
|
| 6487 |
6487
Tilia Fiduciary Partners
Wilmington,
North Carolina
| USD 182 M | +USD 829 k | +0.5% | 1.01% | 101% | 121 | 9.92% | 3.1 |
|
| 6488 |
6488
Hager Investment Management Services
New London,
New Hampshire
| USD 182 M | -USD 1.4 M | -0.8% | 1.29% | – | 343 | 10.2% | 1 |
|
| 6489 |
6489
LAM Group
Lake Oswego,
Oregon
| USD 182 M | +USD 7.22 M | +4% | 0.96% | 61.8% | 135 | 45.19% | 1.6 |
|
| 6490 |
6490
Anderson Financial Strategies
Dayton,
Ohio
| USD 182 M | +USD 9.7 M | +6% | 0.13% | – | 39 | 23.08% | 0.9 |
|
| 6491 |
EMB
6491
Elefante Mark B
| USD 182 M | +USD 18.6 M | +11% | 2.28% | – | 60 | 10% | 4.7 |
|
| 6492 |
6492
Cladis Investment Advisory
Billings,
Montana
| USD 182 M | -USD 942 k | -0.5% | 2.31% | 131% | 166 | 11.45% | 2.7 |
|
| 6493 |
6493
HFG Wealth Management
The Woodlands,
Texas
| USD 182 M | +USD 329 k | +0.2% | 0.63% | 45.9% | 53 | 7.55% | 2 |
|
| 6494 |
6494
Lancaster Investment Management
London,
United Kingdom
| USD 182 M | -USD 13.2 M | -7% | 10.6% | 0.78% | 10 | 30% | 1.5 |
|
| 6495 |
6495
Delta Capital Management
Red Bank,
New Jersey
| USD 182 M | +USD 3.69 M | +2% | 5.12% | 129% | 106 | 8.49% | 5.9 |
|
| 6496 |
SBCM
6496
Silverberg Bernstein Capital Management
Armonk,
New York
| USD 182 M | +USD 8.37 M | +5% | 6.28% | 133% | 68 | 2.94% | 1.8 |
|
| 6497 |
6497
Successful Portfolios
Clearwater,
Florida
| USD 181 M | -USD 14.8 M | -8% | 0.98% | 110% | 200 | 10% | 4.9 |
|
| 6498 |
WPEP
6498
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 181 M | +USD 9.42 M | +5% | 6.11% | 48% | 14 | 7.14% | 4.8 |
|
| 6499 |
6499
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| USD 181 M | +USD 921 k | +0.5% | 2.37% | 80.6% | 248 | 33.47% | 1.6 |
|
| 6500 |
HWMC
6500
Heritage Wealth Management (California)
San Diego,
California
| USD 181 M | +USD 23.9 M | +15% | 1.46% | 78.5% | 99 | 14.14% | 1.7 |
|