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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
High Note Wealth
Deephaven,
Minnesota
| USD 242 M | -USD 3.41 M | -1% | 2.74% | 82.8% | 97 | 12.37% | 2 |
|
| 4202 |
WA
4202
WP Advisors
San Francisco,
California
| USD 242 M | -USD 8.07 M | -3% | 1.54% | 113% | 104 | 8.65% | 3.5 |
|
| 4203 |
4203
Nikulski Financial
Bettendorf,
Iowa
| USD 242 M | -USD 190 k | -0.1% | 2.77% | 107% | 134 | 13.43% | 3.4 |
|
| 4204 |
SSI
4204
Scott & Selber Inc
Houston,
Texas
| USD 242 M | -USD 14.1 M | -6% | 3.65% | 202% | 103 | 4.85% | 4 |
|
| 4205 |
4205
Bard Associates
Chicago,
Illinois
| USD 242 M | -USD 16.2 M | -6% | 4.81% | 241% | 190 | 4.21% | 4.9 |
|
| 4206 |
4206
Mach-1 Financial Group
Rogers,
Arkansas
| USD 241 M | -USD 112 M | -32% | 2.06% | 85.3% | 268 | 55.6% | 0.6 |
|
| 4207 |
4207
Golden Gate Private Equity
San Francisco,
California
| USD 241 M | +USD 41.8 M | +21% | 21.4% | 8.72% | 3 | 33.33% | 2.5 |
|
| 4208 |
4208
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| USD 241 M | +USD 7.95 M | +3% | 5.14% | 90.8% | 93 | 7.53% | 2.1 |
|
| 4209 |
4209
Three Bridge Wealth Advisors
Los Altos,
California
| USD 241 M | +USD 4.75 M | +2% | 4.11% | 162% | 95 | 4.21% | 1.2 |
|
| 4210 |
4210
Cadent Capital Advisors
Tulsa,
Oklahoma
| USD 241 M | +USD 73.2 M | +44% | 0.75% | 106% | 146 | 17.81% | 1.6 |
|
| 4211 |
4211
US Financial Advisors
Braintree,
Massachusetts
| USD 241 M | +USD 5.41 M | +2% | 3.42% | 12.6% | 75 | 12% | 2.5 |
|
| 4212 |
4212
KFA Private Wealth Group
Tysons,
Virginia
| USD 241 M | -USD 550 k | -0.2% | 2.94% | 62.8% | 78 | 5.13% | 2.6 |
|
| 4213 |
4213
Artia Global Partners
Miami,
Florida
| USD 241 M | -USD 49.5 M | -17% | 5.43% | 725% | 34 | 20.59% | 0.6 |
|
| 4214 |
4214
Buckhead Capital Management
Atlanta,
Georgia
| USD 240 M | -USD 179 M | -43% | 1.73% | 76.1% | 129 | 19.38% | 4.9 |
|
| 4215 |
4215
Humankind Investments
New York
| USD 240 M | -USD 15.6 M | -6% | 3.89% | 62.5% | 123 | 7.32% | 1.8 |
|
| 4216 |
4216
BCS Wealth Management
Johnson City,
Tennessee
| USD 240 M | +USD 103 M | +75% | 2.62% | 51% | 203 | 46.8% | 0.9 |
|
| 4217 |
RG
4217
Retirement Group
San Diego,
California
| USD 240 M | -USD 284 k | -0.1% | 0.62% | 33.7% | 841 | 11.77% | 2 |
|
| 4218 |
4218
Symetra Investment Management
Farmington,
Connecticut
| USD 240 M | +USD 15 M | +7% | 3.57% | 37.3% | 4 | 25% | 1.5 |
|
| 4219 |
AWA
4219
Aquire Wealth Advisors
South Jordan,
Utah
| USD 240 M | -USD 10.8 M | -4% | 3.57% | 60.2% | 39 | 0% | 1.5 |
|
| 4220 |
4220
Chesapeake Wealth Management
Williamsburg,
Virginia
| USD 240 M | -USD 13.9 M | -5% | 3.18% | 74.9% | 155 | 5.16% | 4.5 |
|
| 4221 |
4221
Mandatum Life Insurance Company
Helsinki,
Finland
| USD 240 M | -USD 2.12 M | -0.9% | 2.25% | 108% | 74 | 8.11% | 4.8 |
|
| 4222 |
4222
Investment Management Associates
Greenwood Village,
Colorado
| USD 240 M | -USD 35.1 M | -13% | 2.51% | 50.4% | 41 | 26.83% | 2 |
|
| 4223 |
4223
Hollow Brook Wealth Management
Katonah,
New York
| USD 240 M | +USD 8.3 M | +4% | 0.62% | 97.8% | 89 | 8.99% | 3.2 |
|
| 4224 |
4224
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| USD 240 M | -USD 5.62 M | -2% | 3.74% | 67.5% | 108 | 25.93% | 1.8 |
|
| 4225 |
4225
Unique Wealth
Clearwater,
Florida
| USD 240 M | +USD 10.6 M | +5% | 2.68% | 68.5% | 86 | 16.28% | 0.5 |
|