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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Miramontes Capital
Newport,
California
| USD 289 M | -USD 4.77 M | -2% | 0.25% | – | 133 | 13.53% | 0.2 |
|
| 5027 |
5027
Lumbard & Kellner
Hollis,
New Hampshire
| USD 289 M | +USD 3.03 M | +1% | 8.38% | 137% | 106 | 12.26% | 3.2 |
|
| 5028 |
5028
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 288 M | -USD 32.2 M | -10% | 17.1% | 282% | 65 | 30.77% | 1.2 |
|
| 5029 |
5029
Realta Investment Advisors
Wilmington,
Delaware
| USD 288 M | -USD 17.2 M | -6% | 1.31% | 151% | 407 | 24.82% | 2.7 |
|
| 5030 |
5030
New Wave Wealth Advisors
Springdale,
Arkansas
| USD 288 M | +USD 14.9 M | +5% | 2.06% | – | 230 | 37.39% | 0.9 |
|
| 5031 |
5031
Enzi Wealth
Austin,
Texas
| USD 288 M | +USD 4.47 M | +2% | 4.12% | 77% | 74 | 8.11% | 2.5 |
|
| 5032 |
5032
WrapManager Inc
Mill Valley,
California
| USD 288 M | -USD 7.91 M | -3% | 2.22% | 64.6% | 147 | 12.93% | 5.5 |
|
| 5033 |
5033
ticino wealth
Mission Viejo,
California
| USD 288 M | +USD 17.9 M | +7% | 4.97% | – | 143 | 6.29% | 0.2 |
|
| 5034 |
5034
Financial Connections Group
Corte Madera,
California
| USD 288 M | -USD 3.33 M | -1% | 2.21% | 44.4% | 264 | 15.91% | 2.2 |
|
| 5035 |
5035
Marnell Management
Farmington Hills,
Michigan
| USD 288 M | +USD 81.4 M | +39% | 15.3% | – | 83 | 38.55% | 0.2 |
|
| 5036 |
HIS
5036
Horizon Investment Services
Hammond,
Indiana
| USD 288 M | +USD 9.6 M | +3% | 2.41% | 250% | 158 | 25.32% | 3.1 |
|
| 5037 |
5037
Forza Wealth Management
Sarasota,
Florida
| USD 287 M | +USD 10.9 M | +4% | 2.99% | 69.8% | 191 | 5.76% | 2.6 |
|
| 5038 |
5038
Lazari Capital Management
Woodland Hills,
California
| USD 287 M | -USD 10.2 M | -3% | 2.63% | 145% | 180 | 11.11% | 1.9 |
|
| 5039 |
5039
PSquared Asset Management
Zurich,
Switzerland
| USD 287 M | +USD 73.5 M | +34% | 7.81% | 178% | 20 | 65% | 0.2 |
|
| 5040 |
5040
Encompass Wealth Advisors
Portland,
Oregon
| USD 287 M | -USD 6.51 M | -2% | 0.88% | 68.7% | 106 | 10.38% | 3.9 |
|
| 5041 |
5041
Wealth Management Resources
Smithfield,
Rhode Island
| USD 287 M | +USD 3.16 M | +1% | 0.89% | 37.7% | 30 | 13.33% | 3.3 |
|
| 5042 |
5042
Extract Advisors
Calabasas,
California
| USD 287 M | -USD 98.6 M | -26% | 14.3% | – | 41 | 63.41% | 0.1 |
|
| 5043 |
5043
GoodHaven Capital Management
Millburn,
New Jersey
| USD 287 M | -USD 21.8 M | -7% | 2.43% | 80.7% | 27 | 7.41% | 5.8 |
|
| 5044 |
5044
Shaker Financial Services
Arlington,
Virginia
| USD 287 M | -USD 28.6 M | -9% | 5.08% | 12.9% | 180 | 27.78% | 2.3 |
|
| 5045 |
5045
Iams Wealth Management
Omaha,
Nebraska
| USD 287 M | +USD 9.8 M | +4% | 0.61% | 57.7% | 202 | 15.35% | 1.5 |
|
| 5046 |
SA
5046
Skyline Advisors
Bellingham,
Washington
| USD 287 M | -USD 12.9 M | -4% | 2.28% | 52% | 128 | 25% | 1.4 |
|
| 5047 |
5047
Avaii Wealth Management
Appleton,
Wisconsin
| USD 287 M | +USD 10.6 M | +4% | 0.35% | 100% | 171 | 23.39% | 1.9 |
|
| 5048 |
5048
Mayfair Advisory Group
Birmingham,
Alabama
| USD 286 M | +USD 28.9 M | +11% | 0.24% | 71.5% | 184 | 8.7% | 3 |
|
| 5049 |
5049
Investment Research & Advisory Group
Atlanta,
Georgia
| USD 286 M | -USD 15.8 M | -5% | 4.48% | 105% | 297 | 14.14% | 2.9 |
|
| 5050 |
5050
Mills Wealth Advisors
Southlake,
Texas
| USD 286 M | +USD 32.7 M | +13% | 0.81% | 37.9% | 86 | 25.58% | 1.6 |
|