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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7276 |
7276
Disciplined Investors
Waco,
Texas
| USD 111 M | +USD 7.02 M | +7% | 0.49% | – | 122 | 12.3% | 0.2 |
|
| 7277 |
7277
Integras Partners
Alpharetta,
Georgia
| USD 111 M | -USD 6.35 M | -5% | 1.15% | – | 65 | 12.31% | 0.2 |
|
| 7278 |
7278
Fairscale Capital
Nashua,
New Hampshire
| USD 111 M | -USD 5.43 M | -5% | 4.91% | – | 360 | 3.61% | 0.7 |
|
| 7279 |
7279
Milestone Asset Management Group
Avon,
Connecticut
| USD 111 M | -USD 1.26 M | -1% | 3.4% | – | 97 | 6.19% | 0.2 |
|
| 7280 |
7280
Wolfstich Capital
Medfield,
Massachusetts
| USD 111 M | -USD 2.15 M | -2% | 0.4% | – | 24 | 8.33% | 0.2 |
|
| 7281 |
CTA
7281
Camelot Technology Advisors
San Francisco,
California
| USD 111 M | +USD 159 k | +0.1% | 0.21% | 71% | 57 | 7.02% | 1.2 |
|
| 7282 |
7282
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 111 M | -USD 13.3 M | -11% | 5.68% | 91.4% | 215 | 10.23% | 2.3 |
|
| 7283 |
7283
Michels Family Financial
Fort Worth,
Texas
| USD 111 M | +USD 1.35 M | +1% | 0.65% | – | 127 | 8.66% | 0.2 |
|
| 7284 |
FFG
7284
Floyd Financial Group
Springfield,
Missouri
| USD 111 M | -USD 11.1 M | -9% | 4.34% | – | 63 | 17.46% | 0.2 |
|
| 7285 |
AAM
7285
Ackerman Asset Management
Rockville,
Maryland
| USD 111 M | – | – | 4.76% | – | 24 | – | 0 |
|
| 7286 |
7286
Strategent Financial
Harrisonburg,
Virginia
| USD 110 M | +USD 9.8 M | +10% | 1.78% | – | 33 | 3.03% | 0.2 |
|
| 7287 |
7287
Life Planning Partners
Jacksonville,
Florida
| USD 110 M | +USD 2.32 M | +2% | 0.21% | 50.3% | 62 | 6.45% | 2.7 |
|
| 7288 |
7288
PlanWiser Financial
Colorado Springs,
Colorado
| USD 110 M | – | – | 0.29% | – | 47 | – | 0 |
|
| 7289 |
7289
Instrumental Wealth
Tampa,
Florida
| USD 110 M | +USD 4.69 M | +4% | 3.94% | 38.2% | 56 | 8.93% | 1.3 |
|
| 7290 |
7290
General Equity Holdings
Brooklyn,
New York
| USD 110 M | -USD 16.8 M | -13% | 3.61% | 775% | 7 | 28.57% | 1.6 |
|
| 7291 |
7291
Collar Capital Management
Appleton,
Wisconsin
| USD 110 M | -USD 9.8 M | -8% | 4.37% | – | 80 | 21.25% | 0.2 |
|
| 7292 |
7292
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 110 M | -USD 12.4 M | -10% | 5.14% | 107% | 48 | 25% | 1.7 |
|
| 7293 |
7293
Grizzlyrock Capital
Chicago,
Illinois
| USD 110 M | +USD 14.5 M | +15% | 3.89% | – | 21 | 19.05% | 0.8 |
|
| 7294 |
7294
Avant Financial Advisors
Austin,
Texas
| USD 110 M | +USD 1.41 M | +1% | 0.71% | – | 65 | 3.08% | 0.2 |
|
| 7295 |
7295
Fairway Financial
Casselberry,
Florida
| USD 110 M | +USD 687 k | +0.6% | 1.54% | – | 21 | 4.76% | 0.3 |
|
| 7296 |
7296
Delta Wealth Advisors
Indianapolis,
Indiana
| USD 110 M | +USD 4.08 M | +4% | 0.96% | – | 42 | 9.52% | 0.8 |
|
| 7297 |
7297
Centricity Wealth Management
Westerville,
Ohio
| USD 110 M | +USD 3.05 M | +3% | 0.81% | – | 461 | 4.12% | 0.2 |
|
| 7298 |
7298
InTrack Investment Management
South Burlington,
Vermont
| USD 110 M | -USD 33.2 M | -23% | 3.43% | 99.2% | 112 | 24.11% | 2.6 |
|
| 7299 |
7299
Opulen Financial Group
Arlington,
Virginia
| USD 110 M | +USD 77.6 k | +0.1% | 2.15% | – | 93 | 9.68% | 0.2 |
|
| 7300 |
7300
Chiron Capital Management
Tallahassee,
Florida
| USD 110 M | +USD 4.1 M | +4% | 0.12% | – | 131 | 26.72% | 2.1 |
|