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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| USD 184 M | -USD 22.7 M | -11% | 4.62% | 59.6% | 113 | 18.58% | 1 |
|
| 4802 |
4802
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 184 M | -USD 2.81 M | -2% | 3.99% | 7.8% | 191 | 52.36% | 0.6 |
|
| 4803 |
4803
Curated Wealth Partners
El Segundo,
California
| USD 184 M | +USD 20.9 M | +13% | 14.3% | 39.9% | 152 | 12.5% | 0.4 |
|
| 4804 |
4804
Adalta Capital Management
New York
| USD 184 M | +USD 10.3 M | +6% | 5.48% | 80.4% | 103 | 12.62% | 1.9 |
|
| 4805 |
4805
PBMares Wealth Management
Williamsburg,
Virginia
| USD 184 M | +USD 61.1 M | +50% | 4.58% | 67.7% | 153 | 11.11% | 1 |
|
| 4806 |
MCM
4806
McMillion Capital Management
Greensboro,
North Carolina
| USD 184 M | +USD 12.6 M | +7% | 7.13% | 59.3% | 86 | 8.14% | 4.4 |
|
| 4807 |
RP
4807
RBS Partners
Bay Harbor Islands,
Florida
| USD 183 M | +USD 34.2 M | +23% | 30.5% | 210% | 3 | 33.33% | 5 |
|
| 4808 |
4808
Jeppson Wealth Management
Manhattan Beach,
California
| USD 183 M | +USD 15.2 M | +9% | 6.94% | 107% | 151 | 8.61% | 0.7 |
|
| 4809 |
4809
KFA Private Wealth Group
Tysons,
Virginia
| USD 183 M | +USD 11.8 M | +7% | 5.6% | 62.8% | 80 | 15% | 1.1 |
|
| 4810 |
4810
Oldfather Financial Services
Kearney,
Nebraska
| USD 183 M | +USD 9.14 M | +5% | 5.91% | 60.8% | 63 | 7.94% | 1.3 |
|
| 4811 |
4811
Strategic Vision Investment
Hong Kong
| USD 183 M | +USD 121 M | +194% | 9.87% | 95.6% | 23 | 56.52% | 0.3 |
|
| 4812 |
4812
Michael & Susan Dell Foundation
New York
| USD 183 M | +USD 34.5 M | +23% | 22.8% | 238% | 3 | 0% | 0.8 |
|
| 4813 |
4813
Matrix Private Capital Group
New York
| USD 183 M | +USD 16.5 M | +10% | 7% | 62.5% | 258 | 12.4% | 1 |
|
| 4814 |
KMWM
4814
Keudell/Morrison Wealth Management
Salem,
Oregon
| USD 183 M | +USD 10.3 M | +6% | 7.71% | – | 179 | 12.85% | 1.7 |
|
| 4815 |
4815
Nationwide Asset Management
Columbus,
Ohio
| USD 183 M | +USD 39.3 M | +27% | 4% | 8.56% | 18 | 50% | 0.7 |
|
| 4816 |
ITIM
4816
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 183 M | -USD 4.64 M | -2% | 3.52% | 114% | 119 | 5.88% | 5.9 |
|
| 4817 |
4817
Verity Asset Management
Durham,
North Carolina
| USD 183 M | +USD 14.9 M | +9% | 5.75% | 87% | 259 | 30.12% | 1.3 |
|
| 4818 |
4818
Salem Capital Management
Woburn,
Massachusetts
| USD 182 M | +USD 14.5 M | +9% | 5.64% | 32.3% | 78 | 8.97% | 5 |
|
| 4819 |
WFA
4819
Wade Financial Advisory
Campbell,
California
| USD 182 M | +USD 24.2 M | +15% | 6.13% | 15.9% | 71 | 4.23% | 1.3 |
|
| 4820 |
4820
Spark Investment Management
New York
| USD 182 M | +USD 33.2 M | +22% | 19.8% | 459% | 46 | 13.04% | 0.8 |
|
| 4821 |
4821
Truvestments Capital
Sarasota,
Florida
| USD 182 M | +USD 5.25 M | +3% | 5.99% | 131% | 715 | 18.88% | 0.9 |
|
| 4822 |
4822
General Industrial Partners
London,
United Kingdom
| USD 182 M | -USD 5.03 M | -3% | 3.47% | – | 16 | 75% | 0.2 |
|
| 4823 |
4823
Palmer Knight Company
Jacksonville,
Florida
| USD 182 M | +USD 8.24 M | +5% | 9.54% | 78.9% | 28 | 3.57% | 2 |
|
| 4824 |
4824
Grandview Asset Management
Harrisburg,
Pennsylvania
| USD 182 M | -USD 5.65 M | -3% | 12.5% | 200% | 533 | 80.11% | 0.9 |
|
| 4825 |
4825
Beirne Wealth Consulting Services
Shelton,
Connecticut
| USD 182 M | +USD 11.6 M | +7% | 5.82% | 81.9% | 117 | 11.11% | 1.4 |
|