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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
7026
Kennon-Green & Company
New Albany,
Ohio
| USD 123 M | +USD 6.82 M | +6% | 6.7% | 58.4% | 42 | 2.38% | 2.1 |
|
| 7027 |
7027
Crew Capital Management
Cincinnati,
Ohio
| USD 123 M | +USD 1.77 M | +1% | 0.98% | 111% | 157 | 12.74% | 1.7 |
|
| 7028 |
7028
AdviceOne Advisory Services
Glastonbury,
Connecticut
| USD 122 M | +USD 9.8 M | +9% | 7.57% | – | 33 | 12.12% | 0.2 |
|
| 7029 |
7029
Bannerman Wealth Management Group
Lewisville,
Texas
| USD 122 M | +USD 1.49 M | +1% | 1.53% | – | 35 | 8.57% | 0.2 |
|
| 7030 |
7030
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| USD 122 M | +USD 1.95 M | +2% | 0.18% | – | 63 | 3.17% | 0.3 |
|
| 7031 |
GC
7031
Gratia Capital
Los Angeles,
California
| USD 122 M | +USD 20.1 M | +20% | 9.34% | 42.4% | 33 | 42.42% | 0.7 |
|
| 7032 |
7032
Refined Wealth Management
Salt Lake City,
Utah
| USD 122 M | -USD 9.13 M | -7% | 3.94% | 99.4% | 30 | 20% | 2.6 |
|
| 7033 |
7033
LPF Advisors
Sarasota,
Florida
| USD 122 M | +USD 2.63 M | +2% | 1.47% | – | 37 | 16.22% | 1 |
|
| 7034 |
7034
Illumine Investment Management
Poulsbo,
Washington
| USD 122 M | +USD 592 k | +0.5% | 1.31% | – | 93 | 5.38% | 0.2 |
|
| 7035 |
7035
Petra Financial Advisors
Colorado Srpings,
Colorado
| USD 122 M | -USD 25 M | -17% | 2.52% | 129% | 152 | 26.97% | 1.4 |
|
| 7036 |
MWS
7036
MFA Wealth Services
Thousand Oaks,
California
| USD 122 M | -USD 3.04 M | -2% | 0.8% | – | 110 | 5.45% | 0.2 |
|
| 7037 |
7037
Code Waechter
Tampa,
Florida
| USD 122 M | +USD 7.02 M | +6% | 1.88% | – | 139 | 36.69% | 0.3 |
|
| 7038 |
7038
Tsai Capital
New York
| USD 122 M | -USD 15.8 M | -12% | 10.4% | 29.2% | 29 | 24.14% | 2.3 |
|
| 7039 |
7039
Gentry Private Wealth
Wichita,
Kansas
| USD 122 M | +USD 97.5 M | +406% | 2.52% | – | 89 | 66.29% | 0.2 |
|
| 7040 |
7040
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| USD 121 M | +USD 5.08 M | +4% | 0.15% | – | 118 | 17.8% | 0.2 |
|
| 7041 |
BAWM
7041
Bennett Associates Wealth Management
Butler,
Pennsylvania
| USD 121 M | +USD 811 k | +0.7% | 1.29% | 51% | 49 | 18.37% | 0.8 |
|
| 7042 |
7042
Financial Harvest
Winter Park,
Florida
| USD 121 M | +USD 2.78 M | +2% | 2.67% | – | 103 | 98.06% | 0 |
|
| 7043 |
7043
Oppenheimer & Close
New York
| USD 121 M | -USD 383 k | -0.3% | 5.41% | 148% | 54 | 11.11% | 5.1 |
|
| 7044 |
7044
Audent Global Asset Management
West Hollywood,
California
| USD 121 M | -USD 32.5 M | -21% | 6.64% | 112% | 51 | 3.92% | 2.3 |
|
| 7045 |
LI
7045
Latash Investments
Anchorage,
Alaska
| USD 121 M | -USD 6.94 M | -5% | 0.37% | 110% | 17 | 5.88% | 4.3 |
|
| 7046 |
7046
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| USD 121 M | +USD 879 k | +0.7% | 0.23% | – | 15 | 20% | 0.2 |
|
| 7047 |
7047
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
| USD 121 M | -USD 3.07 M | -2% | 3.04% | – | 139 | 11.51% | 0.2 |
|
| 7048 |
7048
Northern Financial Advisors
Bloomfield Hills,
Michigan
| USD 121 M | -USD 4.06 M | -3% | 1.03% | 120% | 109 | 5.5% | 2 |
|
| 7049 |
7049
Note Advisors
Buffalo,
New York
| USD 121 M | +USD 8.2 M | +7% | 0.53% | – | 79 | 11.39% | 0.2 |
|
| 7050 |
7050
Nautilus Advisors
La Jolla,
California
| USD 121 M | -USD 4.56 M | -4% | 2.81% | – | 160 | 10.63% | 0.2 |
|