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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Beacon Wealthcare LLC
Raleigh,
North Carolina
| USD 208 M | +USD 18.6 M | +10% | 8.82% | 47% | 17 | 11.76% | 1.9 |
|
| 4927 |
4927
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 208 M | +USD 17.1 M | +9% | 11% | 93.3% | 148 | 6.08% | 6.9 |
|
| 4928 |
4928
Narus Financial Partners
Salt Lake City,
Utah
| USD 208 M | +USD 12.7 M | +6% | 4.37% | 85.3% | 140 | 15% | 2.9 |
|
| 4929 |
LWMM
4929
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| USD 207 M | +USD 15 M | +8% | 11.8% | 105% | 75 | 8% | 3.1 |
|
| 4930 |
4930
Beacon Financial Advisory
Cleveland,
Ohio
| USD 207 M | +USD 26.3 M | +15% | 9.35% | 76.8% | 256 | 15.23% | 2.3 |
|
| 4931 |
4931
Ferguson Shapiro
Decatur,
Georgia
| USD 207 M | +USD 25.7 M | +14% | 7.33% | 42.7% | 42 | 42.86% | 1.1 |
|
| 4932 |
4932
Alpha Wave Global
New York
| USD 207 M | +USD 49.1 M | +31% | 15.9% | 226% | 29 | 20.69% | 1.9 |
|
| 4933 |
4933
Divergent Planning
Bethesda,
Maryland
| USD 207 M | +USD 21.4 M | +12% | 9.12% | 43.3% | 26 | 7.69% | 1.8 |
|
| 4934 |
4934
Leeward Financial Partners
Bellevue,
Washington
| USD 207 M | +USD 26.4 M | +15% | 12.6% | 97.9% | 93 | 24.73% | 1.2 |
|
| 4935 |
4935
Beech Hill Advisors
New York
| USD 207 M | +USD 8.41 M | +4% | 12.7% | 117% | 94 | 10.64% | 4.4 |
|
| 4936 |
4936
Davis Investment Partners
Charlotte,
North Carolina
| USD 206 M | +USD 18.6 M | +10% | 13.2% | 97.8% | 117 | 16.24% | 0.8 |
|
| 4937 |
4937
Highline Wealth Partners
Sherman Oaks,
California
| USD 206 M | +USD 44.5 M | +27% | 10.2% | 93.8% | 441 | 15.87% | 1 |
|
| 4938 |
BOCM
4938
Bontempo Ohly Capital Management
Bethesda,
Maryland
| USD 206 M | +USD 23.9 M | +13% | 10.9% | 49.6% | 37 | 8.11% | 4 |
|
| 4939 |
4939
First County Bank
Stamford,
Connecticut
| USD 206 M | +USD 14.2 M | +7% | 10.1% | 101% | 171 | 9.94% | 0.9 |
|
| 4940 |
4940
Houlihan Financial Resource Group
Ashburn,
Virginia
| USD 206 M | +USD 19.4 M | +10% | 9.17% | 50.6% | 101 | 7.92% | 1.7 |
|
| 4941 |
4941
Exeter Financial
Scottsdale,
Arizona
| USD 206 M | +USD 16.9 M | +9% | 7.75% | 59.1% | 90 | 5.56% | 4.5 |
|
| 4942 |
4942
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| USD 206 M | +USD 23.5 M | +13% | 12% | 66.8% | 98 | 8.16% | 6.4 |
|
| 4943 |
SST
4943
S Squared Technology
New York
| USD 206 M | +USD 20.7 M | +11% | 17.1% | 223% | 37 | 16.22% | 2.9 |
|
| 4944 |
4944
Client 1st Advisory Group
Dunedin,
Florida
| USD 206 M | +USD 16.9 M | +9% | 8.71% | 64.5% | 105 | 7.62% | 2.2 |
|
| 4945 |
4945
Tiemann Investment Advisors
Menlo Park,
California
| USD 206 M | +USD 18.9 M | +10% | 10.6% | 86.2% | 191 | 6.81% | 6.4 |
|
| 4946 |
4946
Reliant Wealth Planning
Louisville,
Kentucky
| USD 206 M | +USD 17.5 M | +9% | 9.37% | 39.4% | 22 | 31.82% | 0.8 |
|
| 4947 |
4947
Peregrine Asset Advisers
Portland,
Oregon
| USD 206 M | +USD 13.3 M | +7% | 12.8% | 189% | 177 | 26.55% | 1.5 |
|
| 4948 |
GAMC
4948
Garner Asset Management Corp
Plano,
Texas
| USD 206 M | +USD 31.1 M | +18% | 14.1% | 103% | 348 | 62.36% | 2 |
|
| 4949 |
4949
Institutional Venture Management XV
Menlo Park,
California
| USD 206 M | +USD 35.8 M | +21% | 22.9% | 116% | 5 | 0% | 2 |
|
| 4950 |
GWM
4950
Gray Wealth Management
Bangor,
Maine
| USD 205 M | +USD 10.3 M | +5% | 9.82% | 22.1% | 137 | 10.22% | 2.6 |
|