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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6926 |
6926
1620 Investment Advisors
Plymouth,
Massachusetts
| USD 147 M | +USD 6.26 M | +4% | 7.15% | 71.4% | 710 | 12.68% | 1.4 |
|
| 6927 |
PIP
6927
PB Investment Partners
Burlingame,
California
| USD 147 M | +USD 234 k | +0.2% | 2.48% | 81.1% | 8 | 0% | 2.8 |
|
| 6928 |
6928
Pacific Asset Management
Gig Harbor,
Washington
| USD 147 M | +USD 23 M | +18% | 7.6% | – | 65 | 13.85% | 0.6 |
|
| 6929 |
6929
Reyes Financial Architecture
San Diego,
California
| USD 147 M | +USD 31.3 M | +27% | 12.1% | – | 326 | 22.39% | 0.6 |
|
| 6930 |
6930
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| USD 147 M | +USD 8.68 M | +6% | 8.64% | – | 48 | 8.33% | 0.7 |
|
| 6931 |
6931
Sagace Wealth Management
St. Petersburg,
Florida
| USD 147 M | +USD 13.4 M | +10% | 4.53% | – | 73 | 26.03% | 0.9 |
|
| 6932 |
SC
6932
Settian Capital
New York
| USD 147 M | +USD 5.25 M | +4% | 4.48% | 69% | 23 | 0% | 2.5 |
|
| 6933 |
6933
Zeit Capital
Greenwood Village,
Colorado
| USD 147 M | +USD 7.23 M | +5% | 5.83% | 56.5% | 28 | 3.57% | 4 |
|
| 6934 |
6934
Chico Wealth RIA
Chico,
California
| USD 147 M | +USD 20.7 M | +16% | 7.3% | 74.7% | 39 | 30.77% | 2 |
|
| 6935 |
6935
Wernau Asset Management
Gloucester,
Massachusetts
| USD 147 M | +USD 3.23 M | +2% | 12.1% | – | 49 | 6.12% | 0.7 |
|
| 6936 |
6936
Accelerate Investment Advisors
Aliso Viejo,
California
| USD 147 M | +USD 12.6 M | +9% | 6.93% | – | 126 | 12.7% | 0.7 |
|
| 6937 |
6937
Accordant Advisory Group
Annapolis,
Maryland
| USD 147 M | +USD 12.7 M | +9% | 16.5% | – | 185 | 21.62% | 1 |
|
| 6938 |
6938
Parsonex Advisory Services
Englewood,
Colorado
| USD 147 M | +USD 27 M | +22% | 7.71% | – | 105 | 13.33% | 0.2 |
|
| 6939 |
6939
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 147 M | +USD 15.7 M | +12% | 13.3% | 83.3% | 98 | 16.33% | 4.8 |
|
| 6940 |
6940
Aegon USA Investment Management
Cedar Rapids,
Iowa
| USD 147 M | +USD 13.3 M | +10% | 4.01% | 44.9% | 45 | 4.44% | 1.8 |
|
| 6941 |
6941
Horizons Wealth Management
Asheville,
North Carolina
| USD 147 M | +USD 6.53 M | +5% | 4.42% | – | 182 | 8.24% | 2.8 |
|
| 6942 |
6942
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| USD 147 M | +USD 16.2 M | +12% | 8.34% | – | 79 | 11.39% | 0.6 |
|
| 6943 |
BF
6943
Baring Financial
Bellingham,
Washington
| USD 147 M | +USD 12.8 M | +10% | 7.47% | – | 67 | 1.49% | 0.7 |
|
| 6944 |
6944
MidAtlantic Capital Management
Richmond,
Virginia
| USD 147 M | +USD 5.58 M | +4% | 6.39% | 61.2% | 80 | 2.5% | 1.7 |
|
| 6945 |
6945
Chartist Inc
Seal Beach,
California
| USD 146 M | – | – | 4.66% | – | 21 | – | 6.5 |
|
| 6946 |
6946
Cravens & Co Advisors
Cookeville,
Tennessee
| USD 146 M | +USD 12.5 M | +9% | 4.53% | 70.4% | 59 | 8.47% | 2.1 |
|
| 6947 |
6947
Laraway Financial Advisors
Saint Cloud,
Minnesota
| USD 146 M | +USD 14.6 M | +11% | 9.28% | 101% | 127 | 3.94% | 3.1 |
|
| 6948 |
6948
WFA of San Diego
San Diego,
California
| USD 146 M | +USD 10.6 M | +8% | 8.8% | – | 436 | 6.65% | 2.2 |
|
| 6949 |
6949
Milestones Private Investment Advisors
Fairport,
New York
| USD 146 M | +USD 11.3 M | +8% | 6.77% | – | 122 | 2.46% | 0.2 |
|
| 6950 |
AV
6950
Alamea Verwaltungs
Edison,
New Jersey
| USD 146 M | +USD 13.5 M | +10% | 12.5% | – | 121 | 41.32% | 0.3 |
|