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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
6726
Cladis Investment Advisory
Billings,
Montana
| USD 141 M | -USD 3.29 M | -2% | 2.7% | 145% | 142 | 12.68% | 2.2 |
|
| 6727 |
6727
Brown Financial Advisory
Fairhope,
Alabama
| USD 141 M | -USD 561 k | -0.4% | 0.63% | 73.2% | 40 | 20% | 2.6 |
|
| 6728 |
6728
Avid Wealth Partners
San Antonio,
Texas
| USD 141 M | -USD 555 k | -0.4% | 0.06% | 93.7% | 49 | 20.41% | 0.7 |
|
| 6729 |
6729
Ehrlich Financial Group
Laguna Niguel,
California
| USD 141 M | +USD 463 k | +0.3% | 0.83% | 56.2% | 123 | 26.02% | 0.7 |
|
| 6730 |
6730
MGO Private Wealth
Irvine,
California
| USD 141 M | +USD 67 k | +0% | 0.54% | 58.3% | 67 | 23.88% | 1.6 |
|
| 6731 |
6731
McAlister Sweet & Associates
Houston,
Texas
| USD 141 M | +USD 19.5 M | +16% | 1.35% | 83.6% | 32 | 43.75% | 1.9 |
|
| 6732 |
6732
Erickson Financial Group
Allentown,
Pennsylvania
| USD 140 M | +USD 914 k | +0.7% | 0.87% | 69.3% | 26 | 0% | 2.3 |
|
| 6733 |
6733
Meriwether Wealth & Planning
Minden,
Louisiana
| USD 140 M | – | – | 0.48% | – | 117 | – | 0 |
|
| 6734 |
6734
Lee-Kelleher Wealth Management
Fulton,
Maryland
| USD 140 M | – | – | 0.96% | – | 40 | – | 0 |
|
| 6735 |
AI
6735
Arrien Investments
Boise,
Idaho
| USD 140 M | +USD 1.77 M | +1% | 3.72% | 46% | 40 | 17.5% | 1.5 |
|
| 6736 |
6736
Turn8 Private Wealth
Pointe Claire,
| USD 140 M | – | – | 2.11% | – | 45 | – | 0 |
|
| 6737 |
6737
LAM Group
Lake Oswego,
Oregon
| USD 140 M | -USD 1.05 M | -0.7% | 3.43% | 61.8% | 134 | 2.24% | 1.7 |
|
| 6738 |
HBL
6738
Higo Bank, Ltd.
Kumamoto,
| USD 140 M | +USD 28.9 k | +0% | 4.57% | 155% | 24 | 8.33% | 2.3 |
|
| 6739 |
6739
Guardian Investment Management
Tiburon,
California
| USD 140 M | +USD 24 M | +21% | 2.37% | 103% | 60 | 13.33% | 6.3 |
|
| 6740 |
6740
Norwood Investment Partners
Mill Valley,
California
| USD 140 M | -USD 8.12 M | -5% | 5.06% | 24.4% | 13 | 15.38% | 1.7 |
|
| 6741 |
6741
RiverGlades Family Offices
Naples,
Florida
| USD 140 M | +USD 392 k | +0.3% | 0.71% | – | 86 | 10.47% | 4 |
|
| 6742 |
6742
Tacita Capital
Toronto,
Ontario, Canada
| USD 140 M | -USD 13.2 M | -9% | 1.25% | 77.5% | 213 | 9.39% | 2.8 |
|
| 6743 |
6743
First Community Trust
Dubuque,
Iowa
| USD 140 M | +USD 17.6 M | +14% | 1.13% | 128% | 329 | 8.21% | 2.3 |
|
| 6744 |
6744
Farrell Financial
Orchard Park,
New York
| USD 140 M | -USD 1.71 M | -1% | 0.1% | 57.8% | 69 | 5.8% | 0.9 |
|
| 6745 |
6745
Keyvantage Wealth
Bethlehem,
Pennsylvania
| USD 140 M | – | – | 0.17% | – | 95 | – | 0 |
|
| 6746 |
6746
Shorepath Capital Management
Park City,
Utah
| USD 140 M | +USD 3.31 M | +2% | 2.91% | – | 24 | 8.33% | 0.9 |
|
| 6747 |
CIG
6747
Cascade Investment Group
Colorado Springs,
Colorado
| USD 140 M | +USD 3.39 M | +2% | 2.98% | 93.2% | 137 | 6.57% | 1.6 |
|
| 6748 |
6748
Broadview Financial Management
Wauwatosa,
Wisconsin
| USD 140 M | -USD 7.93 M | -5% | 2.39% | 57.4% | 42 | 2.38% | 5.3 |
|
| 6749 |
HB
6749
Hauser Brothers
Freiburg Im Breisgau,
Germany
| USD 140 M | +USD 9.6 M | +7% | 17.7% | 169% | 10 | 0% | 0.9 |
|
| 6750 |
6750
Fort Henry Capital
Wheeling,
West Virginia
| USD 140 M | -USD 7.15 M | -5% | 2.4% | 39.3% | 16 | 12.5% | 3.7 |
|