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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
Capstone Financial Group
Oklahoma City,
Oklahoma
| USD 122 M | +USD 24.4 M | +25% | 28.1% | – | 166 | 24.7% | 0.4 |
|
| 4577 |
4577
Amia Capital
London,
United Kingdom
| USD 122 M | +USD 9.23 M | +8% | 22.3% | 30.1% | 43 | 18.6% | 0.4 |
|
| 4578 |
4578
CVA Family Office
Denver,
Colorado
| USD 122 M | +USD 23.1 M | +23% | 17.3% | 71.6% | 338 | 14.79% | 0.3 |
|
| 4579 |
4579
Investors Financial Group
Plymouth,
Minnesota
| USD 122 M | +USD 22.5 M | +23% | 18.7% | – | 158 | 27.22% | 0.4 |
|
| 4580 |
4580
PYA Waltman Capital
Knoxville,
Tennessee
| USD 121 M | +USD 27 M | +29% | 16.6% | 62.4% | 37 | 13.51% | 0.4 |
|
| 4581 |
PBF
4581
Petix & Botte Financial
La Mesa,
California
| USD 121 M | +USD 18.7 M | +18% | 15% | 51.2% | 84 | 19.05% | 0.4 |
|
| 4582 |
RWG
4582
Regal Wealth Group
Seal Beach,
California
| USD 121 M | +USD 19 M | +19% | 19.7% | 17% | 220 | 17.27% | 2.8 |
|
| 4583 |
4583
Affinia Financial Group
Burlington,
Massachusetts
| USD 121 M | +USD 13.4 M | +12% | 15.6% | 37.5% | 20 | 20% | 0.3 |
|
| 4584 |
4584
OmniStar Financial Group
Wilmington,
North Carolina
| USD 121 M | +USD 19.4 M | +19% | 17% | 75.6% | 335 | 70.15% | 1.5 |
|
| 4585 |
4585
Eastover Investment Advisors
Charlotte,
North Carolina
| USD 121 M | +USD 17.9 M | +17% | 17.9% | 105% | 50 | 14% | 0.2 |
|
| 4586 |
4586
Harborview Advisors
Portland,
Maine
| USD 121 M | +USD 20.5 M | +20% | 16.6% | 27.1% | 90 | 10% | 1.6 |
|
| 4587 |
KMWM
4587
Keudell/Morrison Wealth Management
Salem,
Oregon
| USD 121 M | +USD 18.7 M | +18% | 18.7% | – | 152 | 17.76% | 1 |
|
| 4588 |
4588
Calixto Global Investors
Coral Gables,
Florida
| USD 121 M | +USD 23.3 M | +24% | 46.4% | 180% | 19 | 52.63% | 0.6 |
|
| 4589 |
4589
Ridgewood Investments
Springfield,
New Jersey
| USD 121 M | +USD 22.2 M | +23% | 16.6% | – | 185 | 24.32% | 2.1 |
|
| 4590 |
4590
KCS Wealth Advisory
Los Angeles,
California
| USD 121 M | +USD 22.5 M | +23% | 19.9% | 45.3% | 154 | 18.18% | 1.8 |
|
| 4591 |
RCA
4591
Rex Capital Advisors
Providence,
Rhode Island
| USD 121 M | +USD 12.2 M | +11% | 22.4% | 7.31% | 15 | 20% | 4 |
|
| 4592 |
4592
Cribstone Capital Management
Augusta,
Maine
| USD 121 M | +USD 26.3 M | +28% | 17.4% | 22.4% | 416 | 27.4% | 2.7 |
|
| 4593 |
4593
HighVista Strategies
Boston,
Massachusetts
| USD 121 M | +USD 12.8 M | +12% | 24.9% | 561% | 125 | 68% | 0.3 |
|
| 4594 |
4594
HC Advisors
Sandy Springs,
Georgia
| USD 121 M | +USD 97.8 M | +426% | 16.7% | 70.7% | 103 | 95.15% | 0 |
|
| 4595 |
4595
Selective Wealth Management
Forest,
Virginia
| USD 121 M | +USD 56.8 M | +89% | 24.8% | 74.4% | 438 | 26.48% | 0.6 |
|
| 4596 |
4596
Client 1st Advisory Group
Dunedin,
Florida
| USD 121 M | +USD 25.9 M | +27% | 14.2% | 64.5% | 71 | 47.89% | 0.3 |
|
| 4597 |
4597
Strategic Financial Partners
Bend,
Oregon
| USD 121 M | +USD 26.6 M | +28% | 13.6% | 59.6% | 68 | 23.53% | 0.4 |
|
| 4598 |
4598
Birch Grove Capital
New York
| USD 121 M | +USD 50.7 M | +73% | 5.21% | 2.66% | 45 | 68.89% | 0.2 |
|
| 4599 |
4599
InterWest Venture Management
San Francisco,
California
| USD 121 M | +USD 25.9 M | +27% | 61.5% | 57.6% | 12 | 8.33% | 2.8 |
|
| 4600 |
4600
Fullen Financial Group
Columbus,
Ohio
| USD 121 M | – | – | 13.6% | 28.4% | 51 | – | 0 |
|