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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
ForthRight Wealth Management
Alpharetta,
Georgia
| USD 353 M | +USD 4.68 M | +1% | 0.75% | 50.4% | 77 | 10.39% | 3.2 |
|
| 4477 |
4477
Stolper & Co
Tulsa,
Oklahoma
| USD 352 M | +USD 13 M | +4% | 3.18% | 77.1% | 92 | 3.26% | 4.3 |
|
| 4478 |
4478
MIC Capital Management (UK)
London,
United Kingdom
| USD 352 M | -USD 88.8 M | -20% | 9.86% | 67.2% | 15 | 20% | 2.5 |
|
| 4479 |
4479
Elmind Capital
New York
| USD 352 M | +USD 13.4 M | +4% | 12.8% | – | 36 | 11.11% | 0.2 |
|
| 4480 |
4480
PCJ Investment Counsel
Toronto,
Ontario, Canada
| USD 352 M | -USD 52.2 M | -13% | 7.46% | 164% | 72 | 33.33% | 3.3 |
|
| 4481 |
4481
Brown Miller Wealth Management
Mclean,
Virginia
| USD 352 M | -USD 10.1 M | -3% | 2.55% | 121% | 205 | 12.68% | 2.7 |
|
| 4482 |
ACA
4482
Acorn Capital Advisors
New York
| USD 352 M | +USD 56.7 M | +19% | 20.6% | – | 23 | 13.04% | 1 |
|
| 4483 |
4483
Vision Retirement
Ridgewood,
New Jersey
| USD 352 M | -USD 21.5 M | -6% | 3.86% | – | 695 | 20.72% | 0.2 |
|
| 4484 |
4484
HTG Investment Advisors
New Canaan,
Connecticut
| USD 352 M | +USD 26.1 M | +8% | 0.78% | 57.4% | 87 | 13.79% | 2.1 |
|
| 4485 |
4485
Enavate Sciences
Menlo Park,
California
| USD 352 M | -USD 155 M | -31% | 17.4% | – | 7 | 0% | 1.1 |
|
| 4486 |
4486
Cypress Capital
Franklin,
Tennessee
| USD 351 M | -USD 5.67 M | -2% | 0.3% | 43.6% | 101 | 12.87% | 2.9 |
|
| 4487 |
4487
Colton Groome Financial Advisors
Asheville,
North Carolina
| USD 351 M | +USD 2.4 M | +0.7% | 1.19% | 65.8% | 145 | 11.03% | 2.8 |
|
| 4488 |
4488
Alaethes Wealth
Glenbrook,
Nevada
| USD 351 M | -USD 4.06 M | -1% | 0.57% | 96.4% | 131 | 17.56% | 2.5 |
|
| 4489 |
4489
Trinity Financial Advisors
Columbus,
Ohio
| USD 351 M | -USD 6.38 M | -2% | 1.26% | 74.5% | 97 | 10.31% | 2.7 |
|
| 4490 |
LWMM
4490
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| USD 351 M | -USD 23.7 M | -6% | 4.95% | 105% | 115 | 20.87% | 3.2 |
|
| 4491 |
4491
Fiduciary Family Office
Boca Raton,
Florida
| USD 351 M | +USD 2.96 M | +0.9% | 3.05% | 97.3% | 201 | 19.9% | 0.9 |
|
| 4492 |
4492
PhiloSmith Capital
Stamford,
Connecticut
| USD 351 M | -USD 13 M | -4% | 4.95% | 47% | 23 | 4.35% | 7.7 |
|
| 4493 |
4493
Spider Management Company
Richmond,
Virginia
| USD 351 M | +USD 126 M | +56% | 0.38% | – | 6 | 66.67% | 0.9 |
|
| 4494 |
SC
4494
Steph & Co
Marinette,
Wisconsin
| USD 351 M | +USD 3.58 M | +1% | 0.73% | 61.6% | 323 | 10.84% | 3.4 |
|
| 4495 |
HA
4495
Hamel Associates
Chatham,
New Jersey
| USD 351 M | +USD 18.8 M | +6% | 7.83% | 59.4% | 85 | 11.76% | 6.5 |
|
| 4496 |
4496
Umpqua Bank
Lake Oswego,
Oregon
| USD 350 M | -USD 9.6 M | -3% | 0.2% | – | 162 | 7.41% | 1.7 |
|
| 4497 |
4497
Ping Capital Management
New York
| USD 350 M | +USD 2.53 M | +0.7% | 3.18% | – | 99 | 37.37% | 1 |
|
| 4498 |
4498
SWMG LLC
Fort Worth,
Texas
| USD 350 M | -USD 10 M | -3% | 2.16% | 68.7% | 134 | 20.9% | 1.9 |
|
| 4499 |
4499
Wealth Management Partners
Tucson,
Arizona
| USD 350 M | -USD 342 k | -0.1% | 0.02% | 194% | 157 | 12.74% | 2.8 |
|
| 4500 |
4500
Retirement Financial Solutions
Knoxville,
Tennessee
| USD 350 M | +USD 8.19 M | +2% | 1.86% | 52.5% | 56 | 21.43% | 1.1 |
|