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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
HGC Investment Management
Toronto,
Ontario, Canada
| USD 243 M | +USD 25.4 M | +12% | 3.48% | 33.2% | 127 | 35.43% | 0.8 |
|
| 4927 |
4927
Proathlete Wealth Management
Boca Raton,
Florida
| USD 243 M | +USD 31.5 M | +15% | 5.92% | 73.9% | 59 | 3.39% | 0.7 |
|
| 4928 |
4928
Blue Investment Partners
Alamo,
California
| USD 243 M | +USD 22 M | +10% | 4.31% | – | 52 | 21.15% | 1 |
|
| 4929 |
4929
Elmwood Wealth Management
Berkeley,
California
| USD 243 M | +USD 18 M | +8% | 4.42% | 42.1% | 132 | 11.36% | 3.5 |
|
| 4930 |
4930
Goepper Burkhardt
Greenville,
South Carolina
| USD 242 M | +USD 21.6 M | +10% | 6.4% | 50.4% | 84 | 8.33% | 2.5 |
|
| 4931 |
4931
Consilio Wealth Advisors
Bellevue,
Washington
| USD 242 M | +USD 19.5 M | +9% | 5.02% | 66.4% | 76 | 19.74% | 1.4 |
|
| 4932 |
4932
Mirabaud Asset Management
London,
United Kingdom
| USD 242 M | +USD 25.2 M | +12% | 6.64% | 136% | 53 | 28.3% | 0.6 |
|
| 4933 |
4933
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| USD 242 M | +USD 24.6 M | +11% | 8.47% | 66% | 298 | 26.51% | 1.4 |
|
| 4934 |
4934
Pacifica Partners
Surrey,
Canada
| USD 242 M | +USD 9.2 M | +4% | 5.14% | 127% | 552 | 12.86% | 3 |
|
| 4935 |
4935
OnyxPoint Global Management
New York
| USD 242 M | -USD 157 M | -39% | 4.23% | 162% | 23 | 47.83% | 0.6 |
|
| 4936 |
4936
Warren Street Wealth Advisors
Newport Beach,
California
| USD 242 M | +USD 40.8 M | +20% | 5.48% | 84.6% | 109 | 11.93% | 1.6 |
|
| 4937 |
4937
SWMG LLC
Fort Worth,
Texas
| USD 242 M | +USD 17.5 M | +8% | 5.74% | 68.7% | 130 | 35.38% | 1.4 |
|
| 4938 |
4938
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| USD 242 M | +USD 21.4 M | +10% | 6.87% | – | 188 | 33.51% | 0.3 |
|
| 4939 |
4939
Bank OZK
Little Rock,
Arkansas
| USD 242 M | +USD 11.1 M | +5% | 6.65% | 112% | 153 | 5.88% | 5.7 |
|
| 4940 |
4940
Mindset Wealth Management
Indianapolis,
Indiana
| USD 242 M | – | – | 4.02% | – | 128 | – | 0 |
|
| 4941 |
4941
Burkett Financial Services
Rock Hill,
South Carolina
| USD 242 M | +USD 47.1 M | +24% | 5.78% | 63.6% | 228 | 17.54% | 0.6 |
|
| 4942 |
4942
Houlihan Financial Resource Group
Ashburn,
Virginia
| USD 242 M | +USD 95.2 M | +65% | 5.33% | 50.6% | 107 | 42.06% | 1.9 |
|
| 4943 |
4943
Long Walk Management
Greenwich,
Connecticut
| USD 242 M | +USD 29.9 M | +14% | 14.9% | 302% | 12 | 41.67% | 1.1 |
|
| 4944 |
4944
Palo Alto Wealth Advisors
Palo Alto,
California
| USD 242 M | +USD 96.9 M | +67% | 0.71% | 108% | 52 | 23.08% | 1.2 |
|
| 4945 |
4945
Armor Investment Advisors
Raleigh,
North Carolina
| USD 241 M | +USD 24.6 M | +11% | 6.15% | 62% | 162 | 7.41% | 4.4 |
|
| 4946 |
4946
Topel & Distasi Wealth Management
Berkeley,
California
| USD 241 M | +USD 13.6 M | +6% | 6.22% | 43.6% | 78 | 2.56% | 2.2 |
|
| 4947 |
4947
Tiller Private Wealth
Bethlehem,
Pennsylvania
| USD 241 M | +USD 13.4 M | +6% | 6.71% | 60.2% | 59 | 20.34% | 3.2 |
|
| 4948 |
4948
Monte Financial Group
Guilford,
Connecticut
| USD 241 M | +USD 14.7 M | +6% | 8.47% | 66.7% | 85 | 7.06% | 3.5 |
|
| 4949 |
VU
4949
Valence8 US
Cambridge,
Massachusetts
| USD 241 M | +USD 49.2 M | +26% | 6.13% | 76.6% | 62 | 85.48% | 0.2 |
|
| 4950 |
4950
Luminvest Wealth Management
Scottsdale,
Arizona
| USD 241 M | +USD 28.1 M | +13% | 5.7% | 47.7% | 36 | 11.11% | 0.5 |
|