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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
EPG Wealth Management
Atlanta,
Georgia
| USD 359 M | -USD 20.2 M | -5% | 2.18% | 108% | 446 | 11.66% | 0.5 |
|
| 3927 |
3927
Park Edge Advisors
Cleveland,
Ohio
| USD 359 M | +USD 15.4 M | +4% | 2.12% | 61.1% | 155 | 21.29% | 1.4 |
|
| 3928 |
3928
Harvest Investment Services
Oakbrook Terrace,
Illinois
| USD 359 M | -USD 49.3 M | -12% | 0.2% | 281% | 367 | 45.5% | 1.3 |
|
| 3929 |
3929
Evelyn Partners Asset Management
London,
| USD 359 M | -USD 12.5 M | -3% | 0.67% | – | 252 | 4.37% | 0.2 |
|
| 3930 |
3930
Founders Grove Wealth Partners
Richmond,
Virginia
| USD 359 M | +USD 13.5 M | +4% | 1.29% | – | 123 | 6.5% | 0.2 |
|
| 3931 |
SM
3931
Scoggin Management
New York
| USD 359 M | -USD 134 M | -27% | 11.6% | 889% | 85 | 57.65% | 0.7 |
|
| 3932 |
3932
Arch Capital Group
Pembroke,
Bermuda
| USD 359 M | -USD 69.4 M | -16% | 0.29% | 2.89% | 4 | 25% | 2.6 |
|
| 3933 |
3933
VeraBank
Henderson,
Texas
| USD 358 M | +USD 3.78 M | +1% | 0.27% | 69.5% | 147 | 2.72% | 4.6 |
|
| 3934 |
3934
Light Street Capital Management
Palo Alto,
California
| USD 358 M | -USD 186 M | -34% | 18.6% | 377% | 33 | 45.45% | 1.1 |
|
| 3935 |
3935
Castellan Group
Louisville,
Kentucky
| USD 358 M | +USD 127 M | +55% | 0.65% | 184% | 80 | 42.5% | 1.4 |
|
| 3936 |
3936
Capital Planning
Bellevue,
Washington
| USD 358 M | -USD 23.7 M | -6% | 4.49% | 81.2% | 98 | 11.22% | 2.5 |
|
| 3937 |
SL
3937
SWF LLC
Omaha,
Nebraska
| USD 358 M | +USD 62.4 M | +21% | 17% | 82.9% | 5 | 60% | 1.7 |
|
| 3938 |
3938
Financial Sense Advisors
San Diego,
California
| USD 357 M | +USD 54.7 M | +18% | 1.42% | 152% | 131 | 27.48% | 1.7 |
|
| 3939 |
3939
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 357 M | -USD 17.6 M | -5% | 1.21% | 85.6% | 192 | 21.88% | 4.8 |
|
| 3940 |
3940
Progressive Investment Management
Lake Oswego,
Oregon
| USD 357 M | -USD 32.3 M | -8% | 5.67% | 139% | 58 | 5.17% | 5.1 |
|
| 3941 |
3941
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| USD 357 M | +USD 79.7 M | +29% | 4.49% | 106% | 320 | 24.06% | 1.4 |
|
| 3942 |
3942
St. Clair Advisors
Mayfield Hts,
Ohio
| USD 357 M | +USD 8.66 M | +2% | 1.52% | 77.5% | 82 | 3.66% | 2.7 |
|
| 3943 |
3943
Elevated Capital Advisors
Sandy,
Utah
| USD 357 M | -USD 10.1 M | -3% | 0.77% | 50.2% | 263 | 5.32% | 1.9 |
|
| 3944 |
3944
Watchman Group
Plano,
Texas
| USD 357 M | -USD 24 M | -6% | 2.13% | 54% | 89 | 15.73% | 2.9 |
|
| 3945 |
3945
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 357 M | -USD 15.8 M | -4% | 2.96% | 86.1% | 211 | 6.64% | 6.7 |
|
| 3946 |
3946
Sunflower Bank
Dallas,
Texas
| USD 357 M | -USD 3.05 M | -0.8% | 0.71% | 42.7% | 130 | 3.85% | 3.3 |
|
| 3947 |
3947
ABLE Financial Group
Scottsdale,
Arizona
| USD 357 M | +USD 18 M | +5% | 0.54% | 64.2% | 212 | 16.98% | 1.3 |
|
| 3948 |
3948
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| USD 357 M | +USD 13.6 M | +4% | 2.2% | 75.2% | 148 | 42.57% | 1.3 |
|
| 3949 |
3949
P. Schoenfeld Asset Management (PSAM)
New York
| USD 357 M | -USD 26.7 M | -7% | 14.8% | 367% | 49 | 55.1% | 0.7 |
|
| 3950 |
3950
Sentinus LLC
Oak Brook,
Illinois
| USD 357 M | +USD 14.6 M | +4% | 1.25% | – | 211 | 19.91% | 1.5 |
|