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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Enzi Wealth
Austin,
Texas
| USD 195 M | -USD 14.6 M | -7% | 6.67% | 77% | 72 | 13.89% | 0.5 |
|
| 4627 |
4627
Horan Securities
Cincinnati,
United States
| USD 195 M | +USD 16.9 M | +9% | 5.19% | 50.1% | 847 | 19.95% | 1.8 |
|
| 4628 |
4628
EdgeRock Capital
Denver,
Colorado
| USD 195 M | +USD 15.6 M | +9% | 6.93% | 79.7% | 67 | 13.43% | 0.6 |
|
| 4629 |
4629
MTM Investment Management
Spartanburg,
South Carolina
| USD 195 M | +USD 2.15 M | +1% | 3.16% | 87.7% | 276 | 8.33% | 1.9 |
|
| 4630 |
4630
American Securities
New York
| USD 195 M | +USD 92.6 M | +91% | 90.8% | – | 1 | 0% | 6.3 |
|
| 4631 |
4631
Monterey Private Wealth
Monterey,
California
| USD 195 M | +USD 9.41 M | +5% | 7.75% | 29.8% | 104 | 7.69% | 2.3 |
|
| 4632 |
ECM
4632
Endurant Capital Management
San Mateo,
California
| USD 195 M | -USD 51.6 M | -21% | 2.69% | 18.4% | 72 | 54.17% | 0.6 |
|
| 4633 |
4633
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| USD 195 M | +USD 10.8 M | +6% | 6.15% | 81.6% | 73 | 9.59% | 2.4 |
|
| 4634 |
MWM
4634
MTC Wealth Management
Tampa,
Florida
| USD 195 M | +USD 6.46 M | +3% | 3.5% | 30.5% | 13 | 15.38% | 1.7 |
|
| 4635 |
4635
Mill Road Capital Management
Greenwich,
Connecticut
| USD 194 M | +USD 11.3 M | +6% | 3.59% | 85.1% | 29 | 27.59% | 2.2 |
|
| 4636 |
4636
Peterson Wealth Services
South Ogden,
Utah
| USD 194 M | +USD 19.7 M | +11% | 10.7% | 160% | 95 | 10.53% | 1 |
|
| 4637 |
4637
Magnolia Capital Advisors
Jackson,
Mississippi
| USD 194 M | +USD 43.8 M | +29% | 5.78% | 78.7% | 153 | 13.07% | 1.6 |
|
| 4638 |
4638
Radcliff Management
New York
| USD 194 M | +USD 23.9 M | +14% | 14.6% | 47.6% | 2 | 0% | 1.3 |
|
| 4639 |
4639
Forza Wealth Management
Sarasota,
Florida
| USD 194 M | +USD 43.5 M | +29% | 3.09% | 69.8% | 179 | 21.79% | 0.2 |
|
| 4640 |
4640
Bordeaux Wealth Advisors
Menlo Park,
California
| USD 194 M | +USD 11.8 M | +6% | 15.3% | 141% | 103 | 22.33% | 1.3 |
|
| 4641 |
4641
Forefront Analytics
West Conshohocken,
Pennsylvania
| USD 194 M | +USD 6.3 M | +3% | 3.91% | 50.9% | 81 | 9.88% | 2.7 |
|
| 4642 |
4642
Global Financial Private Client
Sarasota,
Florida
| USD 194 M | +USD 15.3 M | +9% | 4.94% | 100% | 699 | 4.72% | 2.3 |
|
| 4643 |
4643
Gavilan Investment Partners
Burlingame,
California
| USD 194 M | +USD 96.5 M | +99% | 29.9% | 109% | 14 | 0% | 0.3 |
|
| 4644 |
4644
O'Neil Global Advisors
Los Angeles,
California
| USD 194 M | +USD 172 M | +795% | 46.4% | 1,841% | 88 | 88.64% | 0.1 |
|
| 4645 |
4645
Strata Wealth Advisors
Dallas,
Texas
| USD 194 M | +USD 13.4 M | +7% | 7.99% | 73.6% | 57 | 22.81% | 0.2 |
|
| 4646 |
4646
Global Wealth Strategies & Associates
Denver,
Colorado
| USD 194 M | +USD 21.4 M | +12% | 5.68% | 68.7% | 395 | 21.77% | 0.2 |
|
| 4647 |
4647
Income Research & Management
Boston,
Massachusetts
| USD 194 M | -USD 18.3 M | -9% | 0% | 1.19% | 22 | 27.27% | 1.5 |
|
| 4648 |
HRC
4648
Hoertkorn Richard Charles
| USD 194 M | +USD 5.12 M | +3% | 7.63% | 182% | 87 | 3.45% | 6.3 |
|
| 4649 |
EFM
4649
Eley Financial Management
South Burlington,
Vermont
| USD 193 M | +USD 7.87 M | +4% | 6.29% | 74.9% | 71 | 4.23% | 0.2 |
|
| 4650 |
4650
Oldfather Financial Services
Kearney,
Nebraska
| USD 193 M | +USD 17.9 M | +10% | 4.7% | 60.8% | 67 | 17.91% | 2.5 |
|