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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
Columbia Advisory Partners
Spokane,
Washington
| USD 157 M | +USD 9.9 M | +7% | 1.1% | 69.7% | 107 | 29.91% | 1.6 |
|
| 6952 |
6952
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 157 M | +USD 2.64 M | +2% | 6.47% | 83.3% | 108 | 15.74% | 4.7 |
|
| 6953 |
6953
First National Bank of Hutchinson
Hutchinson,
Kansas
| USD 157 M | -USD 14.1 M | -8% | 1.07% | 121% | 99 | 25.25% | 4.6 |
|
| 6954 |
DIS
6954
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 157 M | +USD 4 M | +3% | 9.11% | 93.8% | 56 | 12.5% | 5.2 |
|
| 6955 |
6955
Cultivar Capital
Denton,
Texas
| USD 156 M | +USD 266 k | +0.2% | 4.45% | 38.3% | 50 | 22% | 1.4 |
|
| 6956 |
6956
Lakewood Asset Management
Naperville,
Illinois
| USD 156 M | -USD 13.8 M | -8% | 3.19% | 69.3% | 112 | 10.71% | 2.6 |
|
| 6957 |
CMP
6957
Christine Messmer PC
Collegeville,
Pennsylvania
| USD 156 M | +USD 3.07 M | +2% | 0.13% | – | 84 | 10.71% | 0.2 |
|
| 6958 |
6958
Harber Asset Management
Asheville,
North Carolina
| USD 156 M | -USD 82.1 M | -34% | 10.4% | 82% | 49 | 51.02% | 0.9 |
|
| 6959 |
6959
Compass Planning Associates
Greenfield,
Massachusetts
| USD 156 M | +USD 12 M | +8% | 0.75% | – | 31 | 6.45% | 1.1 |
|
| 6960 |
6960
McGuire Capital Advisors
Bethany,
Oklahoma
| USD 156 M | -USD 1.01 M | -0.6% | 2.3% | – | 1,023 | 22.87% | 0.2 |
|
| 6961 |
6961
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| USD 156 M | -USD 3.89 M | -2% | 0.63% | 90.4% | 166 | 5.42% | 1.9 |
|
| 6962 |
BCM
6962
Bluefin Capital Management
New York
| USD 156 M | -USD 248 M | -61% | 2.94% | – | 249 | 72.29% | 0.2 |
|
| 6963 |
6963
Invera Wealth Advisors
Bend,
Oregon
| USD 156 M | -USD 2.45 M | -2% | 0.3% | 102% | 102 | 15.69% | 1.2 |
|
| 6964 |
6964
Cornerstone Financial Group
Omaha,
Nebraska
| USD 156 M | +USD 12.5 M | +9% | 1.1% | – | 73 | 1.37% | 1.1 |
|
| 6965 |
BCM
6965
BML Capital Management
Zionsville,
Indiana
| USD 156 M | +USD 40.1 M | +35% | 28.6% | 376% | 19 | 31.58% | 1.2 |
|
| 6966 |
6966
Accredited Investor Services
St. Cloud,
Minnesota
| USD 156 M | +USD 4.82 M | +3% | 0.42% | – | 83 | 16.87% | 0.9 |
|
| 6967 |
6967
BNB Wealth Management
Silver Spring,
Maryland
| USD 156 M | +USD 535 k | +0.3% | 1.22% | – | 95 | 12.63% | 0.2 |
|
| 6968 |
6968
Truxt Investmentos
Rio De Janeiro,
Brazil
| USD 156 M | – | – | 8.86% | – | 29 | – | 0.2 |
|
| 6969 |
6969
Winebrenner Capital Management
Louisville,
Kentucky
| USD 156 M | +USD 5.66 M | +4% | 1.45% | – | 146 | 10.27% | 1 |
|
| 6970 |
6970
Adirondack Capital Advisors
Syracuse,
New York
| USD 156 M | +USD 6.99 M | +5% | 0.85% | – | 45 | 8.89% | 0.2 |
|
| 6971 |
6971
Pioneer Family Office
North Miami Beach,
Florida
| USD 156 M | +USD 7.67 M | +5% | 2.85% | – | 143 | 31.47% | 0.2 |
|
| 6972 |
6972
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| USD 156 M | +USD 1.15 M | +0.7% | 1.64% | – | 127 | 33.86% | 0.7 |
|
| 6973 |
6973
Southern Capital Services
Daphne,
Alabama
| USD 156 M | -USD 3.08 M | -2% | 0.77% | – | 29 | 6.9% | 0.2 |
|
| 6974 |
6974
Good Steward Wealth Advisors
Clarksville,
Tennessee
| USD 156 M | +USD 4 M | +3% | 1.15% | – | 73 | 10.96% | 0.9 |
|
| 6975 |
6975
Westco Advisory Services
Lynbrook,
New York
| USD 156 M | -USD 7.24 M | -4% | 1.24% | – | 113 | 25.66% | 0.2 |
|