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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
5151
Washington University
St Louis,
Missouri
| USD 134 M | – | – | 20.9% | 30.4% | 2 | – | 0 |
|
| 5152 |
PBF
5152
Petix & Botte Financial
La Mesa,
California
| USD 134 M | +USD 8.21 M | +7% | 10.3% | 51.2% | 84 | 5.95% | 0.9 |
|
| 5153 |
5153
Newport Wealth Strategies
Irvine,
California
| USD 134 M | -USD 728 k | -0.5% | 9.71% | 51.5% | 91 | 1.1% | 1.9 |
|
| 5154 |
5154
Wiser Wealth Management
Marietta,
Georgia
| USD 133 M | – | – | 9.1% | 53% | 27 | – | 0 |
|
| 5155 |
5155
Sterneck Capital Management
Kansas City,
Missouri
| USD 133 M | +USD 14.9 M | +13% | 14.5% | 61.5% | 83 | 20.48% | 3.8 |
|
| 5156 |
5156
Brown Miller Wealth Management
Mclean,
Virginia
| USD 133 M | – | – | 12.1% | 121% | 106 | – | 0 |
|
| 5157 |
5157
Samalin Investment Counsel
Chappaqua,
New York
| USD 133 M | +USD 21.1 M | +19% | 14.7% | 68.3% | 235 | 20% | 0.7 |
|
| 5158 |
5158
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 133 M | +USD 19.8 M | +18% | 19% | 128% | 83 | 10.84% | 0.8 |
|
| 5159 |
5159
Lakehouse Capital
Sydney NSW,
Australia
| USD 133 M | – | – | 22.4% | 87.4% | 14 | – | 0.6 |
|
| 5160 |
5160
Kelleher Financial Advisors
New York
| USD 133 M | +USD 12.4 M | +10% | 13.4% | 80.3% | 112 | 13.39% | 2.8 |
|
| 5161 |
5161
Bordeaux Wealth Advisors
Menlo Park,
California
| USD 133 M | – | – | 19% | 141% | 58 | – | 0 |
|
| 5162 |
5162
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 133 M | +USD 6.51 M | +5% | 11.8% | 74.6% | 52 | 17.31% | 1.4 |
|
| 5163 |
5163
Spark Growth Management Partners II
Boston,
Massachusetts
| USD 133 M | – | – | 25.8% | – | 1 | – | 0 |
|
| 5164 |
5164
Pecaut & Co
Sioux City,
Iowa
| USD 133 M | +USD 946 k | +0.7% | 15.9% | 62.8% | 65 | 21.54% | 3.2 |
|
| 5165 |
5165
Sunburst Financial Group
Vestavia Hills,
Alabama
| USD 133 M | +USD 14.6 M | +12% | 11.4% | 55.7% | 63 | 14.29% | 0.8 |
|
| 5166 |
5166
Boyar Asset Management
New York
| USD 133 M | +USD 13.5 M | +11% | 18.3% | 87% | 78 | 10.26% | 4.4 |
|
| 5167 |
BRC
5167
BHF RG Capital
Scottsdale,
Arizona
| USD 133 M | +USD 14.4 M | +12% | 9.57% | – | 36 | 11.11% | 0.7 |
|
| 5168 |
PHM
5168
Prospect Hill Management
Short Hills,
New Jersey
| USD 133 M | – | – | 22.8% | 119% | 16 | – | 0 |
|
| 5169 |
5169
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 133 M | +USD 20.3 M | +18% | 8.56% | 85.5% | 28 | 10.71% | 3.4 |
|
| 5170 |
AWM
5170
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 133 M | +USD 27.5 M | +26% | 13.2% | 73.1% | 161 | 18.63% | 0.7 |
|
| 5171 |
5171
Brightline Capital Management
Miami,
Florida
| USD 132 M | +USD 50.1 M | +61% | 43% | 672% | 17 | 47.06% | 0.2 |
|
| 5172 |
SV
5172
Stilwell Value
New York
| USD 132 M | +USD 36.9 M | +39% | 43.7% | 87.9% | 42 | 16.67% | 2.9 |
|
| 5173 |
ABP
5173
Arthur B. Page
| USD 132 M | +USD 11.9 M | +10% | 11.8% | 40.4% | 60 | 8.33% | 5.1 |
|
| 5174 |
5174
CNB Bank
Clearfield,
Pennsylvania
| USD 132 M | +USD 13.6 M | +11% | 12.2% | 106% | 455 | 18.9% | 1.9 |
|
| 5175 |
5175
Costello Asset Management
Feasterville,
Pennsylvania
| USD 132 M | +USD 18.6 M | +16% | 10.3% | 81.5% | 254 | 12.6% | 0.7 |
|