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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Calixto Global Investors
Coral Gables,
Florida
| USD 183 M | -USD 28.9 M | -14% | 4.83% | 180% | 14 | 50% | 0.8 |
|
| 5177 |
5177
Wealth Advisors of Iowa
West Des Moines,
Iowa
| USD 183 M | -USD 1.03 M | -0.6% | 8.33% | 60.9% | 67 | 25.37% | 1 |
|
| 5178 |
5178
Red Spruce Capital
Berwyn,
Pennsylvania
| USD 183 M | +USD 11.9 M | +7% | 8.26% | 98.4% | 90 | 3.33% | 1.7 |
|
| 5179 |
5179
Beirne Wealth Consulting Services
Shelton,
Connecticut
| USD 183 M | +USD 7.12 M | +4% | 4.89% | 81.9% | 122 | 19.67% | 1.8 |
|
| 5180 |
5180
Townsend & Associates
Westminster,
Colorado
| USD 183 M | -USD 19.9 M | -10% | 6.95% | 58% | 79 | 20.25% | 2.2 |
|
| 5181 |
5181
SCF Partners
Houston,
Texas
| USD 183 M | -USD 22.6 M | -11% | 4.85% | 2.1% | 4 | 0% | 4.9 |
|
| 5182 |
5182
Davidson Capital Management
Corpus Christi,
Texas
| USD 183 M | -USD 15.8 M | -8% | 10.4% | 79.4% | 97 | 19.59% | 1.3 |
|
| 5183 |
5183
Exeter Financial
Scottsdale,
Arizona
| USD 183 M | +USD 15.2 M | +9% | 9.65% | 59.1% | 83 | 4.82% | 3.2 |
|
| 5184 |
5184
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| USD 183 M | +USD 405 k | +0.2% | 4.8% | 40.3% | 100 | 10% | 1.5 |
|
| 5185 |
5185
Collaborative Wealth Management
Lake Mary,
Florida
| USD 183 M | – | – | 5.73% | 46.6% | 196 | – | 0.7 |
|
| 5186 |
5186
CNB Bank
Clearfield,
Pennsylvania
| USD 183 M | +USD 16 M | +10% | 11.1% | 106% | 492 | 20.53% | 2.4 |
|
| 5187 |
5187
First Capital Advisors Group
Little Silver,
New Jersey
| USD 182 M | – | – | 7.74% | – | 63 | – | 2 |
|
| 5188 |
5188
Loveless Wealth Management
Billings,
Montana
| USD 182 M | +USD 17.8 M | +11% | 10.1% | – | 136 | 9.56% | 1.6 |
|
| 5189 |
5189
Maven Ventures Partners II
Palo Alto,
California
| USD 182 M | – | – | 12.8% | – | 2 | – | 0 |
|
| 5190 |
KCM
5190
Knoll Capital Management
Miami,
Florida
| USD 182 M | -USD 18.6 M | -9% | 5.27% | 258% | 42 | 14.29% | 1.8 |
|
| 5191 |
5191
Mine & Arao Wealth Creation & Management
Campbell,
California
| USD 181 M | +USD 14.5 M | +9% | 9.68% | 105% | 326 | 12.88% | 1.5 |
|
| 5192 |
5192
Teramo Advisors
Naples,
Florida
| USD 181 M | – | – | 3.66% | 72.1% | 16 | – | 0 |
|
| 5193 |
5193
SC&H Financial Advisors
Sparks,
Maryland
| USD 181 M | – | – | 9.43% | 66.2% | 151 | – | 0 |
|
| 5194 |
5194
RS Crum Inc
Newport Beach,
California
| USD 181 M | – | – | 4.91% | 54.2% | 69 | – | 0 |
|
| 5195 |
5195
Baugh & Associates
Atlanta,
Georgia
| USD 181 M | +USD 17.7 M | +11% | 14.2% | 98.8% | 42 | 4.76% | 3.2 |
|
| 5196 |
5196
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 181 M | +USD 13.4 M | +8% | 8.07% | 75.1% | 13 | 0% | 1.6 |
|
| 5197 |
5197
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 181 M | +USD 24.2 M | +15% | 9.86% | 62.5% | 21 | 0% | 2 |
|
| 5198 |
5198
Yorktown Energy Partners IX
New York
| USD 181 M | +USD 10.1 M | +6% | 6.87% | 67.3% | 2 | 0% | 2.5 |
|
| 5199 |
5199
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| USD 181 M | +USD 15.6 M | +9% | 9.66% | 64.8% | 70 | 7.14% | 1.9 |
|
| 5200 |
5200
Stone House Capital Management
Bay Harbor Islands,
Florida
| USD 180 M | -USD 63.5 M | -26% | 19.5% | 151% | 2 | 50% | 0.3 |
|