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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Wall Capital Group
Phoenix,
Arizona
| USD 233 M | +USD 8.27 M | +4% | 8.72% | – | 20 | 25% | 2.9 |
|
| 3527 |
3527
Meridian Wealth Advisors
Austin,
Texas
| USD 233 M | +USD 16.3 M | +8% | 8.33% | 79.9% | 177 | 15.25% | 1.2 |
|
| 3528 |
SGH
3528
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 232 M | -USD 69.4 M | -23% | 13.3% | 83.8% | 63 | 58.73% | 1.1 |
|
| 3529 |
LFG
3529
LifePlan Financial Group
Dayton,
Ohio
| USD 232 M | +USD 12.9 M | +6% | 5.57% | 20.2% | 612 | 6.37% | 2.7 |
|
| 3530 |
3530
Concentric Wealth Management
Lafayette,
California
| USD 232 M | +USD 19.2 M | +9% | 8.56% | 33.4% | 120 | 5% | 2.6 |
|
| 3531 |
WA
3531
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 232 M | +USD 4.96 M | +2% | 6.12% | 125% | 219 | 10.96% | 4.6 |
|
| 3532 |
3532
Smart Money Group
Eastland,
Texas
| USD 232 M | +USD 63 M | +37% | 5.67% | 58.9% | 96 | 22.92% | 1.1 |
|
| 3533 |
3533
JT Stratford LLC
Gainesville,
Georgia
| USD 232 M | +USD 37.7 M | +19% | 7.97% | 103% | 177 | 28.81% | 1.6 |
|
| 3534 |
3534
Glade Brook Capital Partners
Greenwich,
Connecticut
| USD 232 M | +USD 31.5 M | +16% | 16.3% | – | 2 | 0% | 1.4 |
|
| 3535 |
3535
VisionPoint Advisory Group
Dallas,
Texas
| USD 232 M | -USD 15.2 M | -6% | 5.59% | 79.3% | 132 | 24.24% | 0.8 |
|
| 3536 |
3536
Peak Financial Management
Wellesley,
Massachusetts
| USD 232 M | +USD 18.7 M | +9% | 6.49% | 58.2% | 61 | 13.11% | 2.6 |
|
| 3537 |
3537
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 231 M | +USD 22.2 M | +11% | 6.14% | 40.2% | 75 | 22.67% | 2.9 |
|
| 3538 |
3538
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 231 M | -USD 3.02 M | -1% | 7.56% | 75.1% | 681 | 34.8% | 1.4 |
|
| 3539 |
APSP
3539
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| USD 231 M | -USD 567 k | -0.2% | 6.6% | 62.1% | 84 | 9.52% | 4 |
|
| 3540 |
3540
Oakcliff Capital Partners
New York
| USD 231 M | +USD 42.8 M | +23% | 24.9% | 133% | 11 | 9.09% | 2.3 |
|
| 3541 |
3541
Rice Partnership
Honolulu,
Hawaii
| USD 230 M | +USD 35.5 M | +18% | 14.1% | 135% | 100 | 23% | 1.7 |
|
| 3542 |
3542
NKCFO LLC
Geneva,
Illinois
| USD 230 M | +USD 82.4 M | +56% | 3.75% | 237% | 129 | 62.02% | 0.4 |
|
| 3543 |
3543
Crossvault Capital Management
San Antonio,
Texas
| USD 230 M | +USD 14.6 M | +7% | 10.8% | 56.4% | 73 | 6.85% | 3.7 |
|
| 3544 |
3544
Holloway Wealth Management
Gainesville,
Florida
| USD 230 M | +USD 14.4 M | +7% | 5.29% | 50.7% | 244 | 0% | 1.7 |
|
| 3545 |
3545
BT Wealth Management
Atlanta,
Georgia
| USD 230 M | +USD 32.8 M | +17% | 9.08% | 34.8% | 64 | 21.88% | 1.1 |
|
| 3546 |
3546
Frisch Financial Group
Melville,
New York
| USD 230 M | +USD 18.1 M | +9% | 6.83% | 66.6% | 108 | 12.96% | 1.3 |
|
| 3547 |
3547
Day & Ennis
Macon,
Georgia
| USD 230 M | +USD 27.3 M | +13% | 5.94% | 15.2% | 103 | 12.62% | 2.5 |
|
| 3548 |
3548
Ninepoint Partners
Toronto,
Ontario, Canada
| USD 230 M | -USD 19.7 M | -8% | 9.5% | 82.6% | 76 | 43.42% | 0.8 |
|
| 3549 |
3549
Harrell Investment Partners
Austin,
Texas
| USD 229 M | +USD 33 M | +17% | 8.84% | 121% | 87 | 19.54% | 0.6 |
|
| 3550 |
3550
Wilsey Asset Management
San Diego,
California
| USD 229 M | -USD 12 M | -5% | 9.38% | 66.9% | 24 | 29.17% | 2.8 |
|