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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
KFA Private Wealth Group
Tysons,
Virginia
| USD 350 M | +USD 27.4 M | +8% | 7% | 62.8% | 143 | 11.89% | 2.3 |
|
| 4402 |
4402
Kaydan Wealth Management
Fenton,
Michigan
| USD 350 M | +USD 44.6 M | +15% | 7.52% | 58% | 119 | 10.92% | 2.7 |
|
| 4403 |
4403
Kaleidoscope Capital
Boston,
Massachusetts
| USD 350 M | +USD 98.1 M | +39% | 22.9% | – | 11 | 18.18% | 2.5 |
|
| 4404 |
4404
Pineridge Advisors
St. Charles,
Missouri
| USD 350 M | +USD 73.9 M | +27% | 3.62% | – | 597 | 28.98% | 1.4 |
|
| 4405 |
4405
Ogorek Anthony Joseph
Williamsville,
New York
| USD 350 M | +USD 26.1 M | +8% | 6.78% | 61.1% | 705 | 8.37% | 2.1 |
|
| 4406 |
4406
Cypress Capital
Franklin,
Tennessee
| USD 350 M | +USD 5.23 M | +2% | 5.3% | 43.6% | 98 | 13.27% | 2.6 |
|
| 4407 |
4407
Siena Capital Partners
Chicago,
Illinois
| USD 349 M | +USD 7.31 M | +2% | 3.07% | 44.2% | 101 | 10.89% | 4.4 |
|
| 4408 |
4408
Redwood Grove Capital
Palo Alto,
California
| USD 349 M | +USD 47.9 M | +16% | 23.3% | 79.8% | 24 | 20.83% | 2.5 |
|
| 4409 |
4409
Virtus Investment Advisers
Hartford,
Connecticut
| USD 349 M | +USD 53.4 M | +18% | 9.85% | 172% | 478 | 16.11% | 0.5 |
|
| 4410 |
4410
Sandbox Financial Partners
Bethesda,
Maryland
| USD 349 M | +USD 32.2 M | +10% | 8.43% | 69.6% | 135 | 14.07% | 2.4 |
|
| 4411 |
4411
White Pine Capital
Bloomington,
Minnesota
| USD 349 M | +USD 34.2 M | +11% | 12.8% | 155% | 230 | 6.09% | 6.4 |
|
| 4412 |
MCG
4412
McCollum Christoferson Group
Amherst,
New York
| USD 349 M | +USD 12.9 M | +4% | 4.71% | 59.4% | 79 | 20.25% | 4.1 |
|
| 4413 |
SWK
4413
Stephen W. Kidder
| USD 349 M | +USD 16.3 M | +5% | 7.85% | 94.7% | 77 | 9.09% | 7 |
|
| 4414 |
4414
Highland Financial Advisors
Wayne,
New Jersey
| USD 349 M | +USD 37.2 M | +12% | 7.75% | 70% | 60 | 13.33% | 2.1 |
|
| 4415 |
4415
Seascape Capital Management
Portsmouth,
New Hampshire
| USD 349 M | +USD 31.5 M | +10% | 10.3% | 111% | 103 | 13.59% | 3.3 |
|
| 4416 |
4416
Morton Brown Family Wealth
Allentown,
Pennsylvania
| USD 348 M | +USD 19.7 M | +6% | 6.68% | 54.5% | 331 | 23.56% | 2.3 |
|
| 4417 |
FC
4417
Fore Capital
New York
| USD 348 M | +USD 67.8 M | +24% | 4.96% | 25.4% | 71 | 53.52% | 0.5 |
|
| 4418 |
4418
Syquant Capital SAS
Paris,
France
| USD 348 M | +USD 46.8 M | +16% | 13.1% | 160% | 27 | 85.19% | 0.1 |
|
| 4419 |
WHGC
4419
Wealth High Governance Capital
Sao Paulo,
Brazil
| USD 348 M | +USD 25.8 M | +8% | 13.6% | 622% | 50 | 64% | 0.2 |
|
| 4420 |
FFG
4420
Fortem Financial Group
Palm Desert,
California
| USD 348 M | +USD 38 M | +12% | 14.2% | 183% | 181 | 13.26% | 2.6 |
|
| 4421 |
4421
WT Wealth Management
Scottsdale,
Arizona
| USD 347 M | +USD 9.8 M | +3% | 7.64% | 72% | 158 | 18.99% | 2.2 |
|
| 4422 |
4422
Proathlete Wealth Management
Boca Raton,
Florida
| USD 347 M | +USD 33 M | +11% | 7.36% | 73.9% | 335 | 34.33% | 0.7 |
|
| 4423 |
4423
Concentrum Wealth Management
San Jose,
California
| USD 347 M | +USD 27.9 M | +9% | 10% | 200% | 80 | 10% | 3.1 |
|
| 4424 |
4424
Phraction Management
Colchester,
Connecticut
| USD 346 M | +USD 33.8 M | +11% | 8.53% | 106% | 76 | 17.11% | 2.4 |
|
| 4425 |
4425
Elevatus Welath Management
Victor,
New York
| USD 346 M | +USD 46.5 M | +15% | 13.8% | 270% | 136 | 22.79% | 1.1 |
|