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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Kozak & Associates
Highlands Ranch,
Colorado
| USD 513 M | -USD 4.7 M | -0.9% | 4.82% | 111% | 462 | 10.82% | 2.9 |
|
| 3577 |
3577
GoalVest Advisory
New York
| USD 512 M | -USD 10.1 M | -2% | 1.84% | 94.8% | 557 | 28.01% | 2.1 |
|
| 3578 |
3578
Cedar Mountain Advisors
Lake Oswego,
Oregon
| USD 511 M | -USD 7.02 M | -1% | 1.81% | 57.7% | 1,217 | 43.14% | 1.4 |
|
| 3579 |
3579
Manhattan West Asset Management
Los Angeles,
California
| USD 511 M | +USD 22.6 M | +5% | 2.73% | 75.7% | 155 | 12.9% | 2.6 |
|
| 3580 |
3580
ABLE Financial Group
Scottsdale,
Arizona
| USD 511 M | +USD 18.8 M | +4% | 1.66% | 64.2% | 231 | 19.91% | 1.8 |
|
| 3581 |
CTAF
3581
Call To Action Foundation
Salt Lake City,
Utah
| USD 511 M | -USD 23.6 M | -4% | 4.72% | – | 1 | 0% | 2.3 |
|
| 3582 |
3582
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 511 M | -USD 13.9 M | -3% | 2.59% | 56.9% | 136 | 11.76% | 3.6 |
|
| 3583 |
3583
HughesLittle Investment Management
Vancouver,
| USD 511 M | -USD 92.9 M | -15% | 8.32% | 113% | 14 | 0% | 6 |
|
| 3584 |
3584
Nalanda India Equity Fund
Mauritius
| USD 510 M | -USD 131 M | -20% | 20.4% | 13.6% | 1 | 0% | 7.3 |
|
| 3585 |
3585
JSF Financial
Los Angeles,
California
| USD 510 M | +USD 27.6 M | +6% | 1.96% | 91% | 139 | 14.39% | 3.1 |
|
| 3586 |
3586
BetterWealth
San Jose,
California
| USD 510 M | +USD 71.2 M | +16% | 0.27% | 63.3% | 86 | 19.77% | 1.9 |
|
| 3587 |
3587
Paloma Partners
Greenwich,
Connecticut
| USD 510 M | -USD 39.6 M | -7% | 3.19% | 314% | 83 | 61.45% | 0.5 |
|
| 3588 |
3588
Prestige Wealth Management Group
Flemington,
New Jersey
| USD 509 M | -USD 14.8 M | -3% | 1.3% | 55.8% | 1,182 | 19.63% | 4.4 |
|
| 3589 |
3589
High Note Wealth
Deephaven,
Minnesota
| USD 509 M | -USD 1.88 M | -0.4% | 1.88% | 82.8% | 1,012 | 17.09% | 1.2 |
|
| 3590 |
HPC
3590
Hobart Private Capital
Charlotte,
North Carolina
| USD 509 M | -USD 3.71 M | -0.7% | 1.64% | 60% | 146 | 21.23% | 1.6 |
|
| 3591 |
3591
Magnolia Capital Advisors
Jackson,
Mississippi
| USD 509 M | +USD 33 M | +7% | 0.39% | 78.7% | 306 | 20.59% | 1.4 |
|
| 3592 |
3592
Oasis Advisors
Forest City,
Iowa
| USD 509 M | +USD 320 M | +170% | 0.99% | – | 240 | 81.25% | 0.1 |
|
| 3593 |
3593
Machina Capital
Paris,
France
| USD 508 M | -USD 15.5 M | -3% | 0.67% | 42.5% | 471 | 52.65% | 0.5 |
|
| 3594 |
3594
Wealth Dimensions Group
Cincinnati,
Ohio
| USD 508 M | +USD 4.35 M | +0.9% | 0.19% | 63.6% | 179 | 10.06% | 3.6 |
|
| 3595 |
3595
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| USD 508 M | +USD 35 M | +7% | 1.49% | 68.6% | 94 | 17.02% | 2.6 |
|
| 3596 |
3596
ORG Wealth Partners
Dallas,
Texas
| USD 508 M | +USD 82.5 M | +19% | 2.87% | – | 716 | 18.44% | 1 |
|
| 3597 |
3597
Bricktown Capital
Detroit,
Michigan
| USD 508 M | -USD 86.1 M | -15% | 2.61% | 46.2% | 32 | 21.88% | 1.8 |
|
| 3598 |
3598
Maltese Capital Management
New York
| USD 508 M | -USD 55.6 M | -10% | 0.82% | 114% | 116 | 18.1% | 3.1 |
|
| 3599 |
3599
WESCAP Management Group
Glendale,
California
| USD 508 M | +USD 14.2 M | +3% | 2.5% | 50.6% | 108 | 3.7% | 5.4 |
|
| 3600 |
3600
BCM Advisors
Lafayette,
Louisiana
| USD 507 M | -USD 15 M | -3% | 2.8% | 66.3% | 79 | 8.86% | 4.6 |
|