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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
CC
5126
Checkpoint Capital
San Francisco,
California
| USD 279 M | -USD 41.4 M | -13% | 11.8% | – | 10 | 50% | 1 |
|
| 5127 |
DI
5127
Disciplined Investments
Tulsa,
Oklahoma
| USD 279 M | +USD 18.4 M | +7% | 3.55% | 51.4% | 146 | 14.38% | 3.8 |
|
| 5128 |
5128
Excalibur Management
Waltham,
Massachusetts
| USD 278 M | +USD 1.1 M | +0.4% | 2.41% | 93% | 166 | 6.63% | 6.5 |
|
| 5129 |
5129
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| USD 278 M | +USD 25.5 k | +0% | 0.75% | 72.4% | 115 | 20% | 2.3 |
|
| 5130 |
5130
Quantum Financial Planning Services
Spokane,
Washington
| USD 278 M | +USD 2.51 M | +0.9% | 3.12% | – | 57 | 12.28% | 0.9 |
|
| 5131 |
5131
Alliance Private Wealth
North Reading,
Massachusetts
| USD 278 M | -USD 9.18 M | -3% | 1.18% | – | 82 | 3.66% | 0.2 |
|
| 5132 |
5132
Malaga Cove Capital
Pv Estates,
California
| USD 278 M | -USD 10.6 M | -4% | 0.28% | 97.3% | 206 | 15.05% | 2.7 |
|
| 5133 |
5133
Arcus Capital Partners
Atlanta,
Georgia
| USD 278 M | -USD 312 k | -0.1% | 0.42% | 69.2% | 161 | 35.4% | 3 |
|
| 5134 |
5134
Kanen Wealth Management
Coconut Creek,
Florida
| USD 278 M | -USD 51.3 M | -16% | 12.4% | 328% | 43 | 44.19% | 0.8 |
|
| 5135 |
5135
Rede Wealth
Charlottesville,
Virginia
| USD 278 M | -USD 9.7 M | -3% | 2.46% | 84.4% | 112 | 6.25% | 1.4 |
|
| 5136 |
5136
Centerline Wealth Advisors
Louisville,
Kentucky
| USD 278 M | +USD 1.81 M | +0.7% | 1.22% | – | 76 | 25% | 0.7 |
|
| 5137 |
5137
Mad River Investors
Boston,
Massachusetts
| USD 278 M | +USD 58.2 M | +27% | 36.6% | 169% | 35 | 8.57% | 3.3 |
|
| 5138 |
5138
RBA Wealth Management
Newport Beach,
California
| USD 278 M | -USD 17.5 M | -6% | 2.65% | 91% | 98 | 10.2% | 3.2 |
|
| 5139 |
5139
Armor Investment Advisors
Raleigh,
North Carolina
| USD 278 M | +USD 5.61 M | +2% | 1.4% | 62% | 164 | 10.37% | 5.1 |
|
| 5140 |
5140
Seaview Investment Managers
Miami,
Florida
| USD 277 M | +USD 11.5 M | +4% | 2.77% | 148% | 82 | 24.39% | 1.5 |
|
| 5141 |
BCH
5141
Berkshire Capital Holdings
San Jose,
California
| USD 277 M | -USD 24.5 M | -8% | 37.3% | 2,748% | 119 | 12.61% | 2.6 |
|
| 5142 |
EFM
5142
Eley Financial Management
South Burlington,
Vermont
| USD 277 M | -USD 1.29 M | -0.5% | 1.46% | 74.9% | 72 | 11.11% | 2.7 |
|
| 5143 |
5143
Carmel Capital Partners
San Diego,
California
| USD 277 M | -USD 7.75 M | -3% | 3.4% | 65.9% | 129 | 20.93% | 2.1 |
|
| 5144 |
5144
Henry James International Management
New York
| USD 277 M | -USD 40.4 M | -13% | 1.75% | 125% | 96 | 5.21% | 6 |
|
| 5145 |
5145
Resurgent Financial Advisors
Atlanta,
Georgia
| USD 277 M | +USD 77.5 M | +39% | 0.54% | 86.4% | 273 | 25.64% | 1.9 |
|
| 5146 |
5146
1 North Wealth Services
Annapolis,
Maryland
| USD 277 M | -USD 7.28 M | -3% | 0.76% | – | 292 | 12.33% | 1.8 |
|
| 5147 |
TAP
5147
Tounjian Advisory Partners
Fort Myers,
Florida
| USD 277 M | -USD 18.4 M | -6% | 0% | – | 157 | 8.92% | 0.8 |
|
| 5148 |
5148
Townsend Asset Management
Raleigh,
North Carolina
| USD 277 M | -USD 7.15 M | -3% | 2.21% | 88.5% | 191 | 9.95% | 4.3 |
|
| 5149 |
5149
Ranch Capital Advisors
Sarasota,
Florida
| USD 277 M | +USD 4.99 M | +2% | 0.59% | 99.2% | 164 | 12.8% | 3.8 |
|
| 5150 |
5150
ICW Investment Advisors
Scottsdale,
Arizona
| USD 277 M | +USD 1.63 M | +0.6% | 1.1% | 58.6% | 149 | 4.03% | 5 |
|