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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
NYL Investors
New York
| USD 304 M | -USD 58.4 M | -16% | 2.86% | 10.8% | 37 | 2.7% | 5 |
|
| 4802 |
4802
Tilson Financial Group
New Providence,
New Jersey
| USD 304 M | +USD 39.2 M | +15% | 5.08% | 42.9% | 79 | 7.59% | 1.5 |
|
| 4803 |
OFCM
4803
One Fin Capital Management
San Francisco,
California
| USD 304 M | +USD 8.23 M | +3% | 16.7% | 92% | 31 | 77.42% | 0.3 |
|
| 4804 |
4804
FSB Premier Wealth Management
Waterloo,
Iowa
| USD 304 M | +USD 23.8 M | +9% | 5.52% | 61% | 234 | 11.11% | 2.7 |
|
| 4805 |
4805
Whitegate Investment Counselors
Concord,
New Hampshire
| USD 304 M | +USD 9.26 M | +3% | 5.33% | 51% | 70 | 8.57% | 6.5 |
|
| 4806 |
4806
LifeWealth Investments
Winter Garden,
Florida
| USD 304 M | +USD 28.4 M | +10% | 6.94% | – | 169 | 23.67% | 0.5 |
|
| 4807 |
SC
4807
Schiavi & Co
Wilmington,
Delaware
| USD 303 M | +USD 8.65 M | +3% | 3.68% | 43.6% | 45 | 13.33% | 2.1 |
|
| 4808 |
4808
Flagship Wealth Advisors
Wakefield,
Massachusetts
| USD 303 M | +USD 38.2 M | +14% | 7.99% | – | 442 | 19.46% | 0.6 |
|
| 4809 |
4809
Essential Partners
Rancho Santa Fe,
California
| USD 303 M | +USD 52.7 M | +21% | 10.2% | – | 2,813 | 24.32% | 0.2 |
|
| 4810 |
BDA
4810
Borer Denton & Associates
Blue Bell,
Pennsylvania
| USD 303 M | +USD 14.7 M | +5% | 6.21% | 54.4% | 62 | 8.06% | 2.9 |
|
| 4811 |
4811
Etesian Wealth Advisors
West Linn,
Oregon
| USD 303 M | +USD 34.6 M | +13% | 5.76% | 60.6% | 139 | 7.19% | 2.1 |
|
| 4812 |
4812
Crestmont Private Wealth
Houston,
Texas
| USD 303 M | +USD 26 M | +9% | 6.54% | 59.3% | 96 | 14.58% | 1.6 |
|
| 4813 |
4813
Bennett Selby Investments
Falmouth,
Maine
| USD 302 M | +USD 21.5 M | +8% | 7.4% | 82.1% | 82 | 9.76% | 3 |
|
| 4814 |
4814
Morling Financial Advisors
Fremont,
California
| USD 302 M | -USD 3.44 M | -1% | 6.49% | 97.6% | 117 | 23.08% | 2.3 |
|
| 4815 |
LI
4815
LHM Inc
Sandy,
Utah
| USD 302 M | +USD 510 k | +0.2% | 4.59% | – | 22 | 4.55% | 1.1 |
|
| 4816 |
MHP
4816
Manatuck Hill Partners
Westport,
Connecticut
| USD 302 M | +USD 36.6 M | +14% | 24.2% | 556% | 148 | 53.38% | 1.2 |
|
| 4817 |
4817
Baron Wealth Management
Troy,
Michigan
| USD 302 M | +USD 20 M | +7% | 8.34% | 88.6% | 272 | 18.38% | 1.4 |
|
| 4818 |
4818
JVL Associates
Wyoming,
Michigan
| USD 302 M | +USD 23.8 M | +9% | 9.32% | 81% | 68 | 10.29% | 3.7 |
|
| 4819 |
4819
Omega Financial Group
Santa Barbara,
California
| USD 302 M | +USD 21 M | +7% | 5.14% | 47% | 115 | 13.91% | 3.5 |
|
| 4820 |
4820
Dorval Corp
Maple Grove,
Minnesota
| USD 302 M | +USD 22.6 M | +8% | 3.44% | 29.6% | 42 | 4.76% | 1.3 |
|
| 4821 |
4821
Client 1st Advisory Group
Dunedin,
Florida
| USD 302 M | +USD 26.3 M | +10% | 6.76% | 64.5% | 147 | 17.69% | 2.7 |
|
| 4822 |
4822
Financial Insights
Tacoma,
Washington
| USD 302 M | +USD 28.2 M | +10% | 7.13% | 82.1% | 148 | 17.57% | 2.9 |
|
| 4823 |
4823
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| USD 302 M | +USD 54.7 M | +22% | 14.4% | 107% | 232 | 14.66% | 2.2 |
|
| 4824 |
4824
Hendley & Co
Zanesville,
Ohio
| USD 302 M | +USD 15.4 M | +5% | 7.13% | 64.9% | 47 | 2.13% | 6.1 |
|
| 4825 |
4825
Prairiewood Capital
Fargo,
North Dakota
| USD 302 M | +USD 32.2 M | +12% | 6.05% | 42.6% | 83 | 10.84% | 2.8 |
|