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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
KLC
5051
Kent Lake Capital
Reno,
Nevada
| USD 193 M | -USD 39.5 M | -17% | 0.62% | 92.1% | 52 | 69.23% | 0.4 |
|
| 5052 |
5052
Brendel Financial Advisors
Hanover,
New Hampshire
| USD 193 M | +USD 109 M | +130% | 12.7% | 139% | 120 | 65% | 0.5 |
|
| 5053 |
5053
Triton Wealth Management
Sun City,
Arizona
| USD 193 M | -USD 16.9 M | -8% | 12.4% | – | 110 | 15.45% | 1.3 |
|
| 5054 |
SL
5054
SIB LLC
New York,
New York
| USD 193 M | +USD 11.7 M | +6% | 9.84% | 29.2% | 20 | 5% | 6.4 |
|
| 5055 |
5055
Salem Capital Management
Woburn,
Massachusetts
| USD 193 M | +USD 10.2 M | +6% | 10.2% | 32.3% | 73 | 5.48% | 5.6 |
|
| 5056 |
5056
Jupiter Wealth Management
Glendale,
Colorado
| USD 193 M | -USD 19.3 M | -9% | 10.1% | 99.2% | 99 | 18.18% | 1.5 |
|
| 5057 |
5057
New Capital Management
Houston,
Texas
| USD 192 M | +USD 10.7 M | +6% | 9.14% | 55.4% | 43 | 4.65% | 3.2 |
|
| 5058 |
5058
Little Harbor Advisors
Marblehead,
Massachusetts
| USD 192 M | – | – | 10.7% | 59% | 1 | – | 0 |
|
| 5059 |
WFA
5059
Wade Financial Advisory
Campbell,
California
| USD 192 M | +USD 15.1 M | +9% | 5.84% | 15.9% | 73 | 2.74% | 1.7 |
|
| 5060 |
CC
5060
Codex Capital
New York
| USD 192 M | +USD 5.96 M | +3% | 8.67% | 84.4% | 46 | 21.74% | 0.9 |
|
| 5061 |
5061
Bennicas & Associates
Portola Valley,
California
| USD 192 M | +USD 14.5 M | +8% | 8.97% | 40.3% | 102 | 3.92% | 5.2 |
|
| 5062 |
5062
IronBridge Private Wealth
Austin,
Texas
| USD 192 M | +USD 6.01 M | +3% | 17.4% | 143% | 341 | 24.63% | 0.7 |
|
| 5063 |
5063
AH Equity Partners Bio II
Menlo Park,
California
| USD 192 M | – | – | 30.4% | – | 4 | – | 0 |
|
| 5064 |
5064
Legacy Bridge
West Des Moines,
Iowa
| USD 192 M | +USD 18.5 M | +11% | 9.9% | 236% | 314 | 4.78% | 2.3 |
|
| 5065 |
5065
Emerson Wealth
Bloomfield Hills,
Michigan
| USD 192 M | +USD 12.6 M | +7% | 7.61% | 18.1% | 54 | 29.63% | 1.3 |
|
| 5066 |
CWM
5066
CCG Wealth Management
San Diego,
California
| USD 192 M | +USD 19.2 M | +11% | 9.34% | 82.6% | 123 | 34.96% | 1.6 |
|
| 5067 |
5067
Concentrum Wealth Management
San Jose,
California
| USD 192 M | +USD 32.6 M | +20% | 8.59% | 200% | 67 | 23.88% | 1.5 |
|
| 5068 |
5068
Chou Associates Management
Toronto,
Ontario, Canada
| USD 191 M | -USD 16 M | -8% | 13.1% | 66.4% | 19 | 0% | 5.1 |
|
| 5069 |
AWA
5069
Aquire Wealth Advisors
South Jordan,
Utah
| USD 191 M | – | – | 4.89% | 60.2% | 275 | – | 0 |
|
| 5070 |
5070
Mass Ave Global
New York
| USD 191 M | – | – | 2.07% | – | 27 | – | 0 |
|
| 5071 |
LCH
5071
Lee Capital Holdings
New York
| USD 191 M | +USD 294 k | +0.2% | 3.88% | 34.4% | 83 | 54.22% | 1.4 |
|
| 5072 |
5072
Watchman Group
Plano,
Texas
| USD 191 M | +USD 35.6 M | +23% | 10.9% | 54% | 82 | 18.29% | 1.4 |
|
| 5073 |
5073
RFG Holdings
Argyle,
Texas
| USD 191 M | +USD 18.1 M | +10% | 4.89% | 74.2% | 36 | 30.56% | 0.6 |
|
| 5074 |
5074
Stonebridge Financial Planning Group
Orlando,
Florida
| USD 191 M | -USD 13.8 M | -7% | 9.02% | 72.4% | 432 | 9.26% | 1.6 |
|
| 5075 |
5075
Western Financial Corp
San Diego,
California
| USD 191 M | +USD 22 M | +13% | 8.51% | 275% | 93 | 12.9% | 0.8 |
|