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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Independent Family Office
Albany,
New York
| USD 177 M | +USD 16.7 M | +10% | 11.6% | 68.4% | 75 | 13.33% | 2.5 |
|
| 5352 |
5352
Red Tortoise LLC
Atlanta,
Georgia
| USD 177 M | +USD 27.5 M | +18% | 8.96% | 43.7% | 607 | 22.73% | 1 |
|
| 5353 |
5353
Denver Wealth Management
Denver,
Colorado
| USD 177 M | +USD 22.1 M | +14% | 9.64% | 64.4% | 78 | 12.82% | 1.6 |
|
| 5354 |
5354
Waterfall Asset Management
New York
| USD 177 M | – | – | 1.22% | – | 7 | – | 0 |
|
| 5355 |
5355
EnerVest
Houston,
Texas
| USD 177 M | -USD 13.4 M | -7% | 7.07% | 20.5% | 1 | 0% | 5 |
|
| 5356 |
5356
Retirement Financial Solutions
Knoxville,
Tennessee
| USD 177 M | +USD 28.2 M | +19% | 9.7% | 52.5% | 47 | 19.15% | 0.6 |
|
| 5357 |
5357
Next Level Private
Harrison,
New York
| USD 176 M | +USD 25.7 M | +17% | 10.5% | 95.9% | 111 | 11.71% | 0.9 |
|
| 5358 |
5358
Cooper/Haims Advisors
Victor,
New York
| USD 176 M | +USD 47.9 M | +37% | 8.39% | 58.8% | 86 | 17.44% | 3.4 |
|
| 5359 |
5359
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| USD 176 M | +USD 68.7 M | +64% | 12.7% | 62.3% | 61 | 27.87% | 1.7 |
|
| 5360 |
5360
Union Savings Bank
Litchfield,
Connecticut
| USD 176 M | +USD 15.9 M | +10% | 9.58% | – | 312 | 6.09% | 0.5 |
|
| 5361 |
5361
Aragon Global Management
Miami,
Florida
| USD 176 M | – | – | 17.6% | – | 15 | – | 0 |
|
| 5362 |
5362
Lavaca Capital
Houston,
Texas
| USD 176 M | -USD 121 M | -41% | 10.9% | 46.5% | 149 | 42.28% | 2.4 |
|
| 5363 |
5363
Warren Street Wealth Advisors
Newport Beach,
California
| USD 176 M | +USD 25 M | +17% | 8.49% | 84.6% | 90 | 11.11% | 1.3 |
|
| 5364 |
5364
Private Wealth Group
Tampa,
Florida
| USD 176 M | +USD 23.6 M | +15% | 8.7% | 52.9% | 56 | 8.93% | 2.8 |
|
| 5365 |
5365
IRON Financial
Northbrook,
Illinois
| USD 176 M | +USD 3.93 M | +2% | 7.5% | 60.6% | 103 | 10.68% | 3 |
|
| 5366 |
PCMK
5366
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 176 M | +USD 6.12 M | +4% | 10% | 87.5% | 58 | 15.52% | 6.3 |
|
| 5367 |
5367
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| USD 176 M | +USD 7.65 M | +5% | 10.6% | 82.3% | 151 | 7.28% | 2.7 |
|
| 5368 |
5368
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| USD 176 M | – | – | 10.9% | 151% | 256 | – | 0 |
|
| 5369 |
5369
BCK Partners
Corning,
New York
| USD 176 M | +USD 15.8 M | +10% | 8.7% | 46% | 28 | 0% | 2.4 |
|
| 5370 |
5370
F/M Investments
Washington,
District of Columbia
| USD 176 M | +USD 42 M | +31% | 11.3% | 101% | 99 | 36.36% | 0.7 |
|
| 5371 |
5371
DB Wealth Management Group
San Diego,
California
| USD 176 M | +USD 17.6 M | +11% | 10.7% | 19% | 387 | 8.53% | 2.1 |
|
| 5372 |
5372
Lindenwold Advisors
Reading,
Pennsylvania
| USD 176 M | +USD 15.4 M | +10% | 10.6% | 75% | 122 | 15.57% | 1.6 |
|
| 5373 |
5373
1492 Capital Management
Milwaukee,
Wisconsin
| USD 176 M | +USD 20.7 M | +13% | 10.9% | 332% | 116 | 36.21% | 1.5 |
|
| 5374 |
5374
New England Professional Planning Group
Westerly,
Rhode Island
| USD 176 M | +USD 14.5 M | +9% | 10.4% | 64.1% | 45 | 13.33% | 4.4 |
|
| 5375 |
5375
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 176 M | +USD 23.7 M | +16% | 7.48% | 62.5% | 12 | 8.33% | 3.4 |
|