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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Manchester Financial
Westlake Village,
California
| USD 161 M | +USD 29.4 M | +22% | 17.1% | 73% | 681 | 18.94% | 0.8 |
|
| 4752 |
4752
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 161 M | +USD 26 M | +19% | 13.5% | 34.2% | 53 | 22.64% | 2.3 |
|
| 4753 |
4753
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| USD 161 M | – | – | 18% | 83.4% | 61 | – | 0 |
|
| 4754 |
4754
Fountainhead AM
Warren,
New Jersey
| USD 161 M | – | – | 12.4% | 80.4% | 53 | – | 0 |
|
| 4755 |
CWAG
4755
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 161 M | +USD 26.8 M | +20% | 13.3% | 76.1% | 70 | 12.86% | 1.5 |
|
| 4756 |
4756
Marshall & Sullivan
Seattle,
Washington
| USD 161 M | +USD 12.2 M | +8% | 15.9% | 82% | 67 | 7.46% | 3 |
|
| 4757 |
4757
Sturgeon Ventures
London,
United Kingdom
| USD 160 M | +USD 28 M | +21% | 19.4% | 85.9% | 46 | 15.22% | 1.2 |
|
| 4758 |
4758
Waycross Partners
Louisville,
Kentucky
| USD 160 M | – | – | 15.5% | 98.4% | 98 | – | 0 |
|
| 4759 |
4759
SunTx Capital Management
Dallas,
Texas
| USD 160 M | +USD 60.1 M | +60% | 59.9% | – | 1 | 0% | 1 |
|
| 4760 |
4760
Caxton Corporation
Princeton,
New Jersey
| USD 160 M | +USD 54.4 M | +51% | 23.7% | 512% | 49 | 75.51% | 0.5 |
|
| 4761 |
4761
C-J Advisory
San Jose,
California
| USD 160 M | +USD 22.9 M | +17% | 13.6% | 39.2% | 31 | 3.23% | 3.5 |
|
| 4762 |
4762
Howard Wealth Management
Madison,
Connecticut
| USD 160 M | +USD 20.1 M | +14% | 9.65% | 69.9% | 123 | 4.88% | 0.8 |
|
| 4763 |
4763
Weaver Consulting Group
Huntington Beach,
California
| USD 160 M | -USD 13.3 M | -8% | 8.99% | 56.4% | 1,032 | 86.72% | 1.5 |
|
| 4764 |
AFT
4764
Alpha Family Trust
Los Angeles,
California
| USD 160 M | – | – | 6.57% | 215% | 17 | – | 0 |
|
| 4765 |
4765
IMS Capital Management
Portland,
Oregon
| USD 160 M | +USD 21.4 M | +15% | 14.1% | 119% | 140 | 35% | 2.9 |
|
| 4766 |
4766
Wealth CMT
Cherry Hill,
New Jersey
| USD 160 M | +USD 25.6 M | +19% | 12.7% | 25% | 19 | 0% | 0.9 |
|
| 4767 |
4767
Lantz Financial
Naperville,
Illinois
| USD 160 M | +USD 11.6 M | +8% | 11.6% | 74.3% | 129 | 11.63% | 1.4 |
|
| 4768 |
4768
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 160 M | +USD 15.6 M | +11% | 12.8% | 116% | 60 | 15% | 3.6 |
|
| 4769 |
MHR
4769
Matthew Hamilton Rosenberg
| USD 160 M | +USD 24.1 M | +18% | 11.4% | 52% | 550 | 6.91% | 0.6 |
|
| 4770 |
4770
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| USD 160 M | -USD 9.42 M | -6% | 6.22% | 21.9% | 36 | 0% | 5.4 |
|
| 4771 |
4771
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| USD 160 M | -USD 14.2 M | -8% | 1.26% | 96.7% | 1 | 0% | 1 |
|
| 4772 |
AFC
4772
AFT Forsyth & Company
West Palm Beach,
Florida
| USD 160 M | +USD 25.5 M | +19% | 12.9% | 159% | 152 | 19.08% | 4.3 |
|
| 4773 |
4773
1776 Wealth
Atlanta,
Georgia
| USD 160 M | +USD 22 M | +16% | 9.93% | 115% | 123 | 15.45% | 0.9 |
|
| 4774 |
4774
Pictet Bank & Trust
Nassau,
Bahamas
| USD 160 M | +USD 7.08 M | +5% | 12.8% | 82.7% | 66 | 18.18% | 3.5 |
|
| 4775 |
4775
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| USD 159 M | +USD 16.7 M | +12% | 7.24% | 40.3% | 80 | 17.5% | 1.2 |
|