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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
Tanglewood Legacy Advisors
Houston,
Texas
| USD 183 M | +USD 16.3 M | +10% | 9.85% | 61.1% | 295 | 8.81% | 0.9 |
|
| 5277 |
5277
SMART Wealth
Omaha,
Nebraska
| USD 183 M | +USD 49.9 M | +37% | 5.42% | 83.6% | 93 | 34.41% | 0.6 |
|
| 5278 |
5278
Patient Square Capital
Menlo Park,
California
| USD 183 M | +USD 941 k | +0.5% | 1.35% | 329% | 2 | 0% | 1 |
|
| 5279 |
5279
Soapstone Management
Bethesda,
Maryland
| USD 183 M | -USD 33.4 M | -15% | 16.3% | 30.3% | 20 | 15% | 2.3 |
|
| 5280 |
5280
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| USD 183 M | +USD 15.3 M | +9% | 6.57% | 38.1% | 22 | 0% | 2.4 |
|
| 5281 |
5281
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| USD 183 M | +USD 15.8 M | +9% | 9.54% | 64.8% | 74 | 5.41% | 3.1 |
|
| 5282 |
5282
Solitude Financial Services
Charlottesville,
Virginia
| USD 183 M | +USD 5.6 M | +3% | 7.08% | 62.4% | 47 | 4.26% | 2.3 |
|
| 5283 |
5283
Baron Wealth Management
Troy,
Michigan
| USD 183 M | +USD 25.9 M | +17% | 10.5% | 88.6% | 177 | 22.03% | 0.7 |
|
| 5284 |
5284
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 183 M | +USD 40.4 M | +28% | 11.7% | 151% | 105 | 27.62% | 1.9 |
|
| 5285 |
1C
5285
1623 Capital
Alexandria,
Virginia
| USD 182 M | -USD 51.7 M | -22% | 14.5% | 11.9% | 28 | 21.43% | 3.2 |
|
| 5286 |
5286
Beryl Capital Management
Redondo Beach,
California
| USD 182 M | -USD 714 M | -80% | 36.5% | 3,932% | 47 | 91.49% | 0.1 |
|
| 5287 |
5287
Capricorn Fund Managers
London,
United Kingdom
| USD 182 M | -USD 106 M | -37% | 8.18% | 173% | 96 | 57.29% | 0.6 |
|
| 5288 |
5288
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| USD 181 M | +USD 5.86 M | +3% | 9.9% | 58.7% | 47 | 4.26% | 4.2 |
|
| 5289 |
5289
Silverlake Wealth Management
Williston,
Vermont
| USD 181 M | +USD 3.28 M | +2% | 9.98% | 73.3% | 252 | 19.44% | 1.5 |
|
| 5290 |
5290
Pavion Blue Capital
Newport Beach,
California
| USD 181 M | +USD 16.8 M | +10% | 9.74% | 87.8% | 99 | 9.09% | 3.1 |
|
| 5291 |
5291
Garrison Asset Management
Fayetteville,
Arkansas
| USD 181 M | +USD 17.5 M | +11% | 11.1% | 52.1% | 111 | 9.91% | 6 |
|
| 5292 |
5292
Activest Wealth Management
Aventure,
Florida
| USD 181 M | +USD 18.9 M | +12% | 11.3% | 117% | 382 | 26.96% | 0.8 |
|
| 5293 |
5293
United Bank (Georgia)
Zebulon,
Georgia
| USD 181 M | +USD 14 M | +8% | 10.4% | 93.7% | 91 | 3.3% | 4.8 |
|
| 5294 |
5294
X-Square Capital
Guaynabo,
Puerto Rico
| USD 181 M | +USD 32.4 M | +22% | 12.8% | 158% | 172 | 27.33% | 2.6 |
|
| 5295 |
5295
Forza Wealth Management
Sarasota,
Florida
| USD 181 M | -USD 12.6 M | -6% | 8.57% | 69.8% | 189 | 16.4% | 0.9 |
|
| 5296 |
LI
5296
Latigo Investments
Fort Lauderdale,
Florida
| USD 181 M | +USD 16.8 M | +10% | 10.1% | 62.6% | 19 | 0% | 1.6 |
|
| 5297 |
5297
Gator Capital Management
Tampa,
Florida
| USD 181 M | +USD 39.7 M | +28% | 23.8% | 245% | 68 | 14.71% | 2.7 |
|
| 5298 |
5298
Watershed Private Wealth
Oak Brook,
Illinois
| USD 181 M | +USD 18.8 M | +12% | 10.6% | 80.3% | 113 | 21.24% | 0.7 |
|
| 5299 |
5299
Powell Investment Advisors
Miami,
Florida
| USD 181 M | +USD 14.4 M | +9% | 11.2% | 82.4% | 158 | 19.62% | 2.3 |
|
| 5300 |
5300
Trust Company of Kansas
Wichita,
Kansas
| USD 181 M | +USD 24 M | +15% | 13.4% | 100% | 52 | 9.62% | 2.6 |
|