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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
ARQ Wealth Advisors
Scottsdale,
Arizona
| USD 155 M | -USD 4.56 M | -3% | 4.67% | 59.3% | 51 | 11.76% | 0.8 |
|
| 5002 |
5002
Legacy Bridge
West Des Moines,
Iowa
| USD 155 M | +USD 16.6 M | +12% | 9.09% | 236% | 297 | 3.37% | 1.8 |
|
| 5003 |
5003
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 154 M | +USD 6.94 M | +5% | 5.89% | 50.2% | 25 | 24% | 0.7 |
|
| 5004 |
5004
Maltin Wealth Management
Ridgewood,
New Jersey
| USD 154 M | +USD 11.6 M | +8% | 4.76% | 58.2% | 108 | 16.67% | 0.9 |
|
| 5005 |
5005
Tacita Capital
Toronto,
Ontario, Canada
| USD 154 M | +USD 2.25 M | +1% | 7.51% | 72.3% | 213 | 21.13% | 0.2 |
|
| 5006 |
5006
Aristotle Pacific Capital
Newport Beach,
California
| USD 154 M | +USD 982 k | +0.6% | 6.05% | 1.84% | 22 | 4.55% | 0.3 |
|
| 5007 |
SSCM
5007
Summit Street Capital Management
New York
| USD 154 M | +USD 20.3 M | +15% | 26.6% | 217% | 36 | 13.89% | 2.7 |
|
| 5008 |
CWA
5008
Clearview Wealth Advisors
Salem,
Oregon
| USD 154 M | +USD 5.23 M | +4% | 3.64% | 45.2% | 664 | 14.61% | 0.2 |
|
| 5009 |
5009
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| USD 154 M | +USD 11.6 M | +8% | 5.25% | 61.1% | 69 | 24.64% | 0.2 |
|
| 5010 |
5010
Cordant Inc
Portland,
Oregon
| USD 154 M | +USD 26.9 M | +21% | 5.22% | 47% | 92 | 43.48% | 0.7 |
|
| 5011 |
5011
Armor Investment Advisors
Raleigh,
North Carolina
| USD 154 M | +USD 12.4 M | +9% | 6.66% | 62% | 169 | 9.47% | 3 |
|
| 5012 |
MFM
5012
Mohican Financial Management
Wilton,
Connecticut
| USD 154 M | +USD 55.6 M | +56% | 0% | 0% | 57 | 29.82% | 0.9 |
|
| 5013 |
5013
Townsend & Associates
Westminster,
Colorado
| USD 154 M | +USD 16.7 M | +12% | 6.57% | 58% | 87 | 40.23% | 1.8 |
|
| 5014 |
TA
5014
TrueWealth Advisors
Birmingham,
Alabama
| USD 154 M | +USD 37.6 M | +32% | 5.35% | 60.9% | 129 | 38.76% | 0.2 |
|
| 5015 |
5015
Caxton Corporation
Princeton,
New Jersey
| USD 154 M | -USD 6.48 M | -4% | 5.84% | 512% | 74 | 47.3% | 0.4 |
|
| 5016 |
5016
Hickory Lane Capital Management
New York
| USD 154 M | +USD 37.3 M | +32% | 11.2% | – | 52 | 61.54% | 0.1 |
|
| 5017 |
5017
VeraBank
Henderson,
Texas
| USD 154 M | +USD 11.7 M | +8% | 7.79% | 69.5% | 111 | 4.5% | 1.8 |
|
| 5018 |
DC
5018
DPM Capital
Coral Gables,
Florida
| USD 154 M | -USD 69.7 M | -31% | 7.1% | 110% | 7 | 71.43% | 1.4 |
|
| 5019 |
5019
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| USD 154 M | +USD 34.7 M | +29% | 28.8% | 110% | 40 | 47.5% | 0.2 |
|
| 5020 |
5020
Orser Capital Management
Southlake,
Texas
| USD 154 M | -USD 3.99 M | -3% | 3.56% | 128% | 101 | 29.7% | 1.4 |
|
| 5021 |
5021
Cascade Investment Advisors
Oregon City,
Oregon
| USD 154 M | +USD 17.4 M | +13% | 13.1% | 79.1% | 299 | 19.73% | 2.5 |
|
| 5022 |
5022
Next Capital Management
New York
| USD 154 M | +USD 11.6 M | +8% | 5.67% | 61.3% | 123 | 15.45% | 1.3 |
|
| 5023 |
IAMH
5023
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| USD 154 M | -USD 8.76 M | -5% | 103% | 64.5% | 14 | 35.71% | 0.2 |
|
| 5024 |
5024
Fusion Capital
Mt. Pleasant,
South Carolina
| USD 154 M | +USD 14.6 M | +11% | 7.48% | 108% | 74 | 14.86% | 0.9 |
|
| 5025 |
KCM
5025
Knoll Capital Management
Miami,
Florida
| USD 153 M | +USD 6.81 M | +5% | 10.3% | 258% | 41 | 29.27% | 1.3 |
|