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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 239 M | +USD 15.9 M | +7% | 7.72% | 34.2% | 56 | 21.43% | 3.9 |
|
| 4052 |
4052
Brown University
Providence,
Rhode Island
| USD 239 M | -USD 7.25 M | -3% | 12.3% | 40.1% | 7 | 42.86% | 1.3 |
|
| 4053 |
4053
WealthBridge Capital Management
Westerville,
Ohio
| USD 239 M | +USD 4.91 M | +2% | 7.45% | 89.4% | 214 | 16.36% | 2.3 |
|
| 4054 |
4054
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| USD 239 M | +USD 26.7 M | +13% | 11.7% | 72.7% | 175 | 10.86% | 1.4 |
|
| 4055 |
4055
Canvas Wealth Advisors
Shawnee,
Kansas
| USD 239 M | +USD 4.32 M | +2% | 5.08% | 133% | 154 | 25.32% | 1.1 |
|
| 4056 |
4056
Astoria Strategic Wealth
Conroe,
Texas
| USD 239 M | +USD 20 M | +9% | 5.43% | 46.1% | 33 | 9.09% | 2.2 |
|
| 4057 |
4057
Ignite Planners
San Clemente,
California
| USD 239 M | +USD 114 M | +91% | 7.62% | 83.8% | 257 | 38.13% | 0.6 |
|
| 4058 |
4058
MPM Asset Management
Boston,
Massachusetts
| USD 239 M | -USD 23.5 M | -9% | 4.92% | 5.89% | 9 | 0% | 2.3 |
|
| 4059 |
4059
Kize Capital
New York
| USD 239 M | +USD 22.5 M | +10% | 13.8% | 7.74% | 8 | 37.5% | 1.5 |
|
| 4060 |
4060
Investment Management Associates
Greenwood Village,
Colorado
| USD 239 M | +USD 26.2 M | +12% | 8.05% | 50.4% | 45 | 11.11% | 1.7 |
|
| 4061 |
4061
BCS Wealth Management
Johnson City,
Tennessee
| USD 239 M | +USD 26.4 M | +12% | 7.01% | 51% | 197 | 12.69% | 1.8 |
|
| 4062 |
4062
High Note Wealth
Deephaven,
Minnesota
| USD 239 M | -USD 11.5 M | -5% | 7.6% | 82.8% | 100 | 12% | 1.4 |
|
| 4063 |
4063
Harvey Capital Management
Palm Beach,
Florida
| USD 239 M | +USD 7.89 M | +3% | 4.74% | 147% | 82 | 10.98% | 3.4 |
|
| 4064 |
4064
Cornerstone Planning Group
Fairfield,
New Jersey
| USD 239 M | – | – | 6.65% | 60% | 1,561 | – | 0 |
|
| 4065 |
LWA
4065
LWS Wealth Advisors
Basking Ridge,
New Jersey
| USD 239 M | -USD 22.5 M | -9% | 7.63% | 8.87% | 61 | 9.84% | 2.4 |
|
| 4066 |
4066
Kiley Juergens Wealth Management
Olympia,
Washington
| USD 239 M | +USD 26 M | +12% | 7.23% | 121% | 74 | 9.46% | 2.7 |
|
| 4067 |
4067
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| USD 239 M | +USD 88.3 M | +59% | 58.8% | 96.7% | 1 | 0% | 3 |
|
| 4068 |
4068
Denali Advisors
San Diego,
California
| USD 239 M | +USD 27 M | +13% | 13.2% | 106% | 465 | 33.98% | 1.4 |
|
| 4069 |
4069
Somerset Trust
Somerset,
Pennsylvania
| USD 238 M | +USD 23.7 M | +11% | 12.1% | 80.5% | 153 | 9.8% | 4.8 |
|
| 4070 |
4070
Compton Financial Group
Towson,
Maryland
| USD 238 M | +USD 21 M | +10% | 6.35% | 39.4% | 36 | 16.67% | 1.4 |
|
| 4071 |
4071
Sovereign Investment Advisors
Phoenix,
Arizona
| USD 238 M | +USD 14.9 M | +7% | 5.59% | 46.6% | 33 | 6.06% | 2.3 |
|
| 4072 |
4072
Presilium Private Wealth
Radnor,
Pennsylvania
| USD 238 M | – | – | 7.32% | 45.9% | 48 | – | 0 |
|
| 4073 |
4073
Baker Boyer National Bank
Walla Walla,
Washington
| USD 238 M | +USD 12.9 M | +6% | 8.33% | 49.3% | 81 | 4.94% | 4.6 |
|
| 4074 |
4074
Medicxi Ventures Management
St. Helier,
Jersey
| USD 238 M | -USD 2.1 M | -0.9% | 16% | 369% | 6 | 16.67% | 1.8 |
|
| 4075 |
4075
Athyrium Capital Management
New York
| USD 238 M | -USD 29.1 M | -11% | 4.37% | 25.1% | 11 | 0% | 1.1 |
|