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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Apeiron RIA
Dallas,
Texas
| USD 493 M | +USD 48.3 M | +11% | 2.73% | 68.5% | 225 | 14.67% | 2.3 |
|
| 3677 |
3677
Entrust Global Partners
New York
| USD 493 M | -USD 6.65 M | -1% | 3.62% | 82.3% | 6 | 33.33% | 1.5 |
|
| 3678 |
3678
Berkshire Bank
Pittsfield,
Massachusetts
| USD 493 M | +USD 28.4 M | +6% | 2.84% | 76.2% | 171 | 10.53% | 3.5 |
|
| 3679 |
3679
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| USD 493 M | +USD 17.8 M | +4% | 1.95% | 53.8% | 224 | 8.93% | 1.8 |
|
| 3680 |
3680
ABLE Financial Group
Scottsdale,
Arizona
| USD 492 M | +USD 30.9 M | +7% | 1.64% | 64.2% | 223 | 13.9% | 1.6 |
|
| 3681 |
3681
REAP Financial Group
Austin,
Texas
| USD 492 M | +USD 32 M | +7% | 2.79% | 63% | 605 | 22.31% | 1.4 |
|
| 3682 |
3682
Holderness Investments Company
Greensboro,
North Carolina
| USD 492 M | +USD 1.72 M | +0.4% | 3.27% | 152% | 262 | 6.87% | 5.7 |
|
| 3683 |
3683
Harbour Capital Advisors
Tysons Corner,
Virginia
| USD 491 M | +USD 2.47 M | +0.5% | 5.73% | 168% | 309 | 21.36% | 3.2 |
|
| 3684 |
PHC
3684
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
| USD 491 M | +USD 286 M | +139% | 5.67% | – | 14 | 100% | 0 |
|
| 3685 |
3685
Gagnon Securities
New York
| USD 491 M | -USD 7.42 M | -1% | 7.62% | 210% | 88 | 4.55% | 4.9 |
|
| 3686 |
3686
Rockline Wealth Management
Plainview,
New York
| USD 491 M | +USD 7.44 M | +2% | 0.69% | 176% | 111 | 12.61% | 1.5 |
|
| 3687 |
3687
Clarity Wealth Advisors
San Jose,
California
| USD 490 M | +USD 36.4 M | +8% | 3.58% | 94.1% | 114 | 15.79% | 3.3 |
|
| 3688 |
3688
McRae Capital Management
Morristown,
New Jersey
| USD 490 M | -USD 13.9 M | -3% | 1.51% | 78.2% | 104 | 1.92% | 6.5 |
|
| 3689 |
PFA
3689
Professional Financial Advisors
North Platte,
Nebraska
| USD 490 M | +USD 14.3 M | +3% | 2% | 59.2% | 137 | 13.87% | 2.7 |
|
| 3690 |
AAM
3690
AR Asset Management
West Hollywood,
California
| USD 490 M | +USD 15.1 M | +3% | 3.32% | 78.2% | 116 | 5.17% | 8.3 |
|
| 3691 |
3691
Westwind Capital
Las Cruces,
New Mexico
| USD 489 M | +USD 10.7 M | +2% | 1.53% | 87.6% | 50 | 40% | 2.5 |
|
| 3692 |
3692
Fonville Wealth Management
Richmond,
Virginia
| USD 489 M | +USD 44.6 M | +10% | 1.95% | 53.9% | 131 | 6.11% | 1.6 |
|
| 3693 |
3693
Solidarity Wealth
Lehi,
Utah
| USD 489 M | +USD 24 M | +5% | 4.19% | 85.9% | 89 | 21.35% | 2.4 |
|
| 3694 |
3694
Poehling Capital Management
Madison,
Wisconsin
| USD 489 M | +USD 13 M | +3% | 3.52% | 83% | 145 | 8.97% | 3.9 |
|
| 3695 |
3695
Manhattan West Asset Management
Los Angeles,
California
| USD 489 M | +USD 15.2 M | +3% | 2% | 75.7% | 148 | 10.14% | 2.5 |
|
| 3696 |
3696
Grey Fox Wealth Advisors
Rockland,
Delaware
| USD 489 M | -USD 2.01 M | -0.4% | 1.42% | 45.3% | 656 | 79.57% | 2.1 |
|
| 3697 |
3697
Olstein Capital Management
Purchase,
New York
| USD 488 M | -USD 42 M | -8% | 3.65% | 16.6% | 105 | 5.71% | 5.9 |
|
| 3698 |
3698
Once Capital Management
New York
| USD 487 M | +USD 36.5 M | +8% | 10.9% | 627% | 30 | 30% | 2.3 |
|
| 3699 |
CBTWT
3699
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 487 M | +USD 2.43 M | +0.5% | 3.7% | 124% | 158 | 8.86% | 6.3 |
|
| 3700 |
3700
Journey Retirement Planning & Investment Management
Ammon,
Idaho
| USD 487 M | – | – | 2.16% | – | 248 | – | 0 |
|