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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
San Luis Wealth Advisors
San Luis Obispo,
California
| USD 155 M | – | – | 25.9% | 65% | 122 | – | 0 |
|
| 4827 |
4827
TLW Wealth Management
Indian Rocks Beach,
Florida
| USD 155 M | +USD 20.5 M | +15% | 16.8% | 98.3% | 19 | 0% | 1.6 |
|
| 4828 |
4828
Selective Wealth Management
Forest,
Virginia
| USD 155 M | +USD 27.4 M | +21% | 16.3% | 74.4% | 387 | 20.93% | 0.9 |
|
| 4829 |
4829
Magnolia Capital Advisors
Jackson,
Mississippi
| USD 155 M | +USD 27.8 M | +22% | 12.1% | 78.7% | 122 | 14.75% | 0.7 |
|
| 4830 |
4830
Ayrshire Capital Management
Westport,
Connecticut
| USD 155 M | +USD 18.3 M | +13% | 10.3% | 84.8% | 60 | 6.67% | 0.9 |
|
| 4831 |
4831
Oregon Health & Science University
Portland,
Oregon
| USD 155 M | – | – | 13.5% | – | 1 | – | 0 |
|
| 4832 |
4832
Helikon Investments
London,
United Kingdom
| USD 155 M | – | – | 29.9% | 272% | 4 | – | 0 |
|
| 4833 |
4833
New World Advisors
Hingham,
Massachusetts
| USD 155 M | -USD 1.99 M | -1% | 20.8% | 66.5% | 30 | 3.33% | 1.2 |
|
| 4834 |
4834
StrongBox Wealth
Lee's Summit,
Missouri
| USD 154 M | +USD 17.8 M | +13% | 6.99% | 63.9% | 90 | 12.22% | 0.6 |
|
| 4835 |
4835
Curated Wealth Partners
El Segundo,
California
| USD 154 M | – | – | 35% | 39.9% | 134 | – | 0 |
|
| 4836 |
4836
Woodward Diversified Capital
Bakersfield,
California
| USD 154 M | – | – | 14.5% | 118% | 161 | – | 0 |
|
| 4837 |
4837
Client 1st Advisory Group
Dunedin,
Florida
| USD 154 M | +USD 11.3 M | +8% | 8.26% | 64.5% | 59 | 6.78% | 0.7 |
|
| 4838 |
4838
AlpInvest Partners
Amsterdam,
Netherlands
| USD 154 M | +USD 91.7 M | +147% | 22.9% | 178% | 14 | 78.57% | 0.4 |
|
| 4839 |
4839
Acuitas Investments
Seattle,
Washington
| USD 154 M | +USD 11.2 M | +8% | 52.9% | 120% | 74 | 25.68% | 0.3 |
|
| 4840 |
4840
Beacon Financial Advisory
Cleveland,
Ohio
| USD 154 M | +USD 38.8 M | +34% | 11.7% | 76.8% | 204 | 16.67% | 0.6 |
|
| 4841 |
4841
Centerpoint Advisors
Needham,
Massachusetts
| USD 154 M | +USD 20.9 M | +16% | 16.6% | 82.6% | 266 | 12.41% | 2.1 |
|
| 4842 |
4842
Chapman Investment Management
San Anselmo,
California
| USD 154 M | +USD 18.4 M | +14% | 13.3% | 57.3% | 39 | 10.26% | 0.9 |
|
| 4843 |
LFWA
4843
LBJ Family Wealth Advisors
Austin,
Texas
| USD 154 M | +USD 21.5 M | +16% | 17.3% | 64.9% | 19 | 0% | 5.4 |
|
| 4844 |
4844
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| USD 154 M | – | – | 17.4% | 80.3% | 71 | – | 0 |
|
| 4845 |
4845
Consolidated Planning Corp
Atlanta,
Georgia
| USD 153 M | +USD 19.2 M | +14% | 12.3% | 84.6% | 53 | 13.21% | 0.7 |
|
| 4846 |
4846
Leisure Capital Management
Costa Mesa,
California
| USD 153 M | +USD 19.8 M | +15% | 14% | 111% | 138 | 16.67% | 2.8 |
|
| 4847 |
4847
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| USD 153 M | – | – | 10.1% | 70.4% | 122 | – | 0 |
|
| 4848 |
ACMH
4848
Andar Capital Management (HK)
Hong Kong
| USD 153 M | – | – | 57.6% | 863% | 17 | – | 0 |
|
| 4849 |
4849
Aristotle Pacific Capital
Newport Beach,
California
| USD 153 M | – | – | 14.1% | 1.84% | 22 | – | 0 |
|
| 4850 |
4850
RFG Holdings
Argyle,
Texas
| USD 153 M | – | – | 12.2% | 74.2% | 28 | – | 0 |
|