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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
ForthRight Wealth Management
Alpharetta,
Georgia
| USD 147 M | +USD 20.1 M | +16% | 5.92% | 50.4% | 193 | 83.94% | 0.2 |
|
| 5102 |
5102
Washburn Capital Management
Vero Beach,
Florida
| USD 147 M | +USD 3.51 M | +2% | 5.18% | 123% | 62 | 22.58% | 0.8 |
|
| 5103 |
5103
Triton Wealth Management
Sun City,
Arizona
| USD 147 M | -USD 9.9 M | -6% | 4.23% | – | 112 | 25% | 0.6 |
|
| 5104 |
5104
Orleans Capital Management
Mandeville,
Louisiana
| USD 147 M | +USD 8.1 M | +6% | 6.3% | 94.6% | 80 | 6.25% | 0.9 |
|
| 5105 |
5105
Goepper Burkhardt
Greenville,
South Carolina
| USD 147 M | +USD 9.28 M | +7% | 3.69% | 50.4% | 64 | 9.38% | 0.2 |
|
| 5106 |
5106
Tilden Park Management I
New York
| USD 147 M | +USD 49.9 M | +52% | 1.93% | 29.6% | 58 | 96.55% | 0.1 |
|
| 5107 |
5107
New Silk Road Investment
Singapore
| USD 147 M | -USD 26 M | -15% | 2.17% | 21.2% | 13 | 30.77% | 1.3 |
|
| 5108 |
5108
Highline Capital Management
New York
| USD 147 M | -USD 57.8 M | -28% | 15.9% | 198% | 31 | 67.74% | 0.4 |
|
| 5109 |
5109
Precept Management
Dallas,
Texas
| USD 147 M | -USD 100 M | -41% | 13.1% | 110% | 72 | 61.11% | 0.9 |
|
| 5110 |
RMSCM
5110
R.M. Sincerbeaux Capital Management
New York
| USD 147 M | +USD 9.1 M | +7% | 8.2% | 76.4% | 47 | 4.26% | 5.9 |
|
| 5111 |
5111
Harbor Group
Bedford,
New Hampshire
| USD 146 M | +USD 12.6 M | +9% | 8.82% | 43% | 54 | 5.56% | 0.2 |
|
| 5112 |
5112
BCGM Wealth Management
Lafayette,
Indiana
| USD 146 M | +USD 5.04 M | +4% | 4.21% | 58.3% | 102 | 14.71% | 0.2 |
|
| 5113 |
5113
SWMG LLC
Fort Worth,
Texas
| USD 146 M | +USD 9.49 M | +7% | 7.3% | 68.7% | 61 | 11.48% | 0.2 |
|
| 5114 |
5114
Sterling Investment Management
Tucson,
Arizona
| USD 146 M | +USD 5.22 M | +4% | 4.39% | 45.3% | 61 | 11.48% | 3.6 |
|
| 5115 |
5115
Arrow Capital Management
New York
| USD 146 M | -USD 110 M | -43% | 7% | – | 22 | 40.91% | 1.5 |
|
| 5116 |
5116
Insight Folios
Charlotte,
North Carolina
| USD 146 M | +USD 11.4 M | +8% | 15.8% | 32.9% | 39 | 5.13% | 1.2 |
|
| 5117 |
5117
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| USD 146 M | +USD 31.1 M | +27% | 6.82% | 67.9% | 71 | 12.68% | 0.2 |
|
| 5118 |
5118
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 146 M | +USD 4.86 M | +3% | 8.79% | 81.5% | 145 | 6.21% | 5.2 |
|
| 5119 |
5119
DB Wealth Management Group
San Diego,
California
| USD 146 M | +USD 10.3 M | +8% | 5.49% | 19% | 397 | 13.6% | 0.2 |
|
| 5120 |
5120
CoreFirst Bank & Trust
Topeka,
Kansas
| USD 146 M | +USD 10.7 M | +8% | 6.41% | 61.4% | 457 | 9.19% | 0.2 |
|
| 5121 |
5121
ICW Investment Advisors
Scottsdale,
Arizona
| USD 146 M | +USD 5.82 M | +4% | 3.6% | 58.6% | 129 | 3.88% | 1.2 |
|
| 5122 |
5122
Wiser Wealth Management
Marietta,
Georgia
| USD 146 M | +USD 12.2 M | +9% | 3.06% | 53% | 29 | 6.9% | 0.2 |
|
| 5123 |
5123
Brown University
Providence,
Rhode Island
| USD 146 M | +USD 7.33 M | +5% | 4.15% | 40.1% | 8 | 50% | 0.7 |
|
| 5124 |
5124
PFG Private Wealth Management
Lutz,
Florida
| USD 145 M | +USD 14.9 M | +11% | 1.62% | 52.6% | 66 | 37.88% | 0.8 |
|
| 5125 |
5125
SWS Partners
Columbus,
Ohio
| USD 145 M | -USD 79.1 M | -35% | 6.39% | 127% | 121 | 38.84% | 1.6 |
|