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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 |
TSM
5351
Two Star Manager
Miami Beach,
Florida
| USD 192 M | +USD 76.5 M | +66% | 11.9% | – | 15 | 26.67% | 0.2 |
|
| 5352 |
5352
Acorn Wealth Advisors
Grand Blanc,
Michigan
| USD 192 M | +USD 22.9 M | +14% | 6.43% | 58.8% | 203 | 8.87% | 3 |
|
| 5353 |
5353
Nova R Wealth
Overland Park,
Kansas
| USD 192 M | +USD 32.8 M | +21% | 7.54% | 60.7% | 85 | 30.59% | 1.4 |
|
| 5354 |
5354
Phase 2 Partners
San Francisco,
California
| USD 191 M | +USD 1.96 M | +1% | 6.27% | 25.1% | 36 | 66.67% | 0.3 |
|
| 5355 |
5355
WFA Asset Management
Whitefish Bay,
Wisconsin
| USD 191 M | +USD 8.1 M | +4% | 7.88% | 60% | 267 | 26.97% | 1.6 |
|
| 5356 |
5356
Castle Wealth Management
West Palm Beach,
Florida
| USD 191 M | +USD 24.5 M | +15% | 6.78% | 60.1% | 125 | 12% | 1.3 |
|
| 5357 |
5357
Resolute Capital Asset Partners
Denver,
Colorado
| USD 191 M | +USD 37.9 M | +25% | 27.1% | 657% | 64 | 71.88% | 0.4 |
|
| 5358 |
5358
Union Savings Bank
Litchfield,
Connecticut
| USD 191 M | +USD 14.9 M | +8% | 9.52% | – | 310 | 6.45% | 0.7 |
|
| 5359 |
5359
CGC Financial Services
Lake Oswego,
Oregon
| USD 191 M | -USD 27.2 M | -12% | 5.72% | 46% | 388 | 11.08% | 0.7 |
|
| 5360 |
5360
Unison Asset Management
North Miami Beach,
Florida
| USD 191 M | +USD 20.6 M | +12% | 16.6% | 81.4% | 36 | 11.11% | 2.4 |
|
| 5361 |
5361
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 191 M | +USD 13.8 M | +8% | 11.1% | 83.4% | 23 | 13.04% | 1.6 |
|
| 5362 |
5362
Catalyst Private Wealth
San Mateo,
California
| USD 191 M | -USD 22 M | -10% | 3.57% | 120% | 84 | 17.86% | 2.3 |
|
| 5363 |
5363
Tieton Capital Management
Yakima,
Washington
| USD 191 M | +USD 13.2 M | +7% | 15% | 155% | 38 | 2.63% | 4.3 |
|
| 5364 |
5364
Findell Capital Management
New York
| USD 191 M | +USD 31.9 M | +20% | 23.4% | – | 22 | 36.36% | 0.2 |
|
| 5365 |
5365
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| USD 191 M | +USD 7.96 M | +4% | 4.95% | 38.1% | 22 | 0% | 2.6 |
|
| 5366 |
5366
Lodestone Wealth Management
Spokane,
Washington
| USD 191 M | +USD 17.9 M | +10% | 8.81% | 87.1% | 150 | 8% | 1 |
|
| 5367 |
5367
Wisconsin Capital Management
Madison,
Wisconsin
| USD 191 M | +USD 22.2 M | +13% | 18.8% | 166% | 47 | 6.38% | 4.6 |
|
| 5368 |
5368
VeriStar Capital Management
New York
| USD 190 M | +USD 38.7 M | +26% | 10.1% | 41% | 13 | 30.77% | 1.1 |
|
| 5369 |
5369
San Luis Wealth Advisors
San Luis Obispo,
California
| USD 190 M | -USD 46.2 M | -20% | 10.2% | 65% | 61 | 27.87% | 2.2 |
|
| 5370 |
5370
Garrison Asset Management
Fayetteville,
Arkansas
| USD 190 M | +USD 9.08 M | +5% | 9.76% | 52.1% | 112 | 7.14% | 6 |
|
| 5371 |
5371
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| USD 190 M | +USD 14.3 M | +8% | 7.25% | 82.3% | 143 | 1.4% | 3 |
|
| 5372 |
5372
BOS Asset Management
Springfield,
Illinois
| USD 190 M | +USD 44.6 M | +31% | 8.65% | 70.3% | 178 | 28.09% | 0.9 |
|
| 5373 |
5373
Greenfield Savings Bank
Greenfield,
Massachusetts
| USD 190 M | +USD 17.4 M | +10% | 10.3% | 108% | 150 | 5.33% | 1.4 |
|
| 5374 |
5374
Birchcreek Wealth Management
Miami Township,
Ohio
| USD 190 M | +USD 23 M | +14% | 8.25% | 86.1% | 160 | 17.5% | 1.8 |
|
| 5375 |
WA1
5375
Wimmer Associates 1
Pasadena,
California
| USD 190 M | +USD 12.9 M | +7% | 9.33% | 92.7% | 113 | 5.31% | 6.1 |
|