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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Proquility Private Wealth Partners
Las Vegas,
Nevada
| USD 293 M | +USD 1.2 M | +0.4% | 0.03% | 19.4% | 89 | 7.87% | 2.5 |
|
| 4252 |
4252
WT Wealth Management
Scottsdale,
Arizona
| USD 293 M | +USD 13.1 M | +5% | 3.28% | 72% | 131 | 22.14% | 2 |
|
| 4253 |
4253
Pineridge Advisors
St. Charles,
Missouri
| USD 293 M | +USD 8.83 M | +3% | 1.54% | – | 686 | 19.1% | 0.4 |
|
| 4254 |
4254
D.B. Root & Company
Pittsburgh,
Pennsylvania
| USD 293 M | -USD 2.78 M | -0.9% | 1.9% | 63% | 197 | 17.26% | 3.6 |
|
| 4255 |
4255
MBM Wealth Consultants
Chesterfield,
Missouri
| USD 293 M | +USD 8.76 M | +3% | 1.96% | 57.1% | 107 | 4.67% | 3.2 |
|
| 4256 |
4256
Roberts Wealth Advisors
Palo Alto,
California
| USD 293 M | +USD 25.4 M | +10% | 3.87% | 81.1% | 95 | 6.32% | 1.5 |
|
| 4257 |
4257
Seafarer Capital Partners
Larkspur,
California
| USD 293 M | -USD 49.1 M | -14% | 15% | 61.3% | 6 | 0% | 2.9 |
|
| 4258 |
4258
Enterprise Bank & Trust
Lowell,
Massachusetts
| USD 293 M | +USD 1.49 M | +0.5% | 4.16% | 65.9% | 126 | 5.56% | 3 |
|
| 4259 |
4259
Defender Capital
Charlotte,
North Carolina
| USD 293 M | -USD 1.27 M | -0.4% | 0.35% | 101% | 39 | 17.95% | 2.7 |
|
| 4260 |
4260
Chapin Davis
Baltimore,
Maryland
| USD 293 M | +USD 18.8 M | +7% | 7.09% | 339% | 250 | 16% | 1.1 |
|
| 4261 |
4261
Prosperity Planning
Kansas City,
Missouri
| USD 293 M | +USD 3.79 M | +1% | 0.21% | 43.5% | 103 | 28.16% | 2.2 |
|
| 4262 |
4262
Tillman Hartley LLC
Denver,
Colorado
| USD 293 M | +USD 2.07 M | +0.7% | 0.43% | 48.7% | 84 | 8.33% | 1.3 |
|
| 4263 |
4263
TrueMark Investments
Chicago,
Illinois
| USD 293 M | +USD 184 M | +168% | 1.53% | 87.7% | 227 | 64.32% | 0.2 |
|
| 4264 |
4264
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 292 M | +USD 32.7 M | +13% | 9.9% | 221% | 39 | 17.95% | 3.3 |
|
| 4265 |
4265
Sea Cliff Partners Management
San Francisco,
California
| USD 292 M | -USD 12.2 M | -4% | 7.48% | – | 17 | 29.41% | 0.4 |
|
| 4266 |
4266
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| USD 292 M | +USD 13.4 M | +5% | 4.94% | 167% | 212 | 14.15% | 1.1 |
|
| 4267 |
4267
Sequent Planning
Omaha,
Nebraska
| USD 292 M | +USD 15.9 M | +6% | 2.59% | – | 150 | 14% | 0.2 |
|
| 4268 |
4268
Silverleafe Capital Partners
Germantown,
Tennessee
| USD 292 M | +USD 42.1 M | +17% | 1.32% | 87.7% | 84 | 30.95% | 2 |
|
| 4269 |
4269
Triune Financial Partners
Overland Park,
Kansas
| USD 292 M | +USD 3.82 M | +1% | 0.29% | 66.6% | 34 | 5.88% | 2.1 |
|
| 4270 |
AFS
4270
Aft Forsyth & Sober
Valrico,
Florida
| USD 292 M | +USD 7.97 M | +3% | 4.02% | 94.6% | 83 | 7.23% | 3.5 |
|
| 4271 |
4271
Core Wealth Advisors (Florida)
Lakeland,
Florida
| USD 292 M | -USD 2.49 M | -0.8% | 1.79% | 59.7% | 262 | 79.77% | 2.5 |
|
| 4272 |
4272
Oak Family Advisors
Chicago,
Illinois
| USD 292 M | +USD 31.6 M | +12% | 2.67% | 81.9% | 136 | 19.85% | 2.1 |
|
| 4273 |
4273
Inclusive Capital Partners
San Francisco,
California
| USD 292 M | -USD 38.6 M | -12% | 14.4% | 14.3% | 3 | 0% | 2.4 |
|
| 4274 |
4274
Meritech Capital Associates V
Palo Alto,
California
| USD 292 M | -USD 7.4 M | -2% | 0.93% | 133% | 3 | 0% | 3.4 |
|
| 4275 |
4275
Detalus Advisors
St. Louis,
Missouri
| USD 292 M | +USD 11.1 M | +4% | 2.93% | 75.7% | 156 | 9.62% | 2.7 |
|