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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Baron Wealth Management
Troy,
Michigan
| USD 188 M | +USD 5.79 M | +3% | 6.75% | 88.6% | 192 | 14.06% | 0.9 |
|
| 5402 |
5402
Orion Capital Management
Coronado,
California
| USD 188 M | +USD 17.5 M | +10% | 9.55% | 75.3% | 535 | 9.72% | 1 |
|
| 5403 |
5403
Virtus ETF Advisers
New York
| USD 188 M | +USD 30.7 M | +19% | 10.7% | 191% | 495 | 28.69% | 2.2 |
|
| 5404 |
5404
Porter White Investment Advisors
Birmingham,
Alabama
| USD 188 M | +USD 27.6 M | +17% | 7.47% | 58% | 31 | 6.45% | 1 |
|
| 5405 |
RCM
5405
Ratan Capital Management
Miami Beach,
Florida
| USD 188 M | +USD 34.9 M | +23% | 36.4% | 616% | 61 | 67.21% | 1.6 |
|
| 5406 |
5406
Tactive Advisors
Jacksonville,
Florida
| USD 188 M | +USD 32.6 M | +21% | 12.3% | – | 148 | 54.73% | 0.4 |
|
| 5407 |
5407
Proathlete Wealth Management
Boca Raton,
Florida
| USD 188 M | +USD 19 M | +11% | 8.52% | 73.9% | 57 | 8.77% | 0.2 |
|
| 5408 |
5408
Caliber Wealth Management (Utah)
Orem,
Utah
| USD 188 M | +USD 17.8 M | +10% | 7.23% | 36.5% | 61 | 11.48% | 1.9 |
|
| 5409 |
5409
Grunden Financial Advisory
Denton,
Texas
| USD 188 M | +USD 10.1 M | +6% | 5.49% | – | 26 | 11.54% | 0.2 |
|
| 5410 |
MFG
5410
Monumental Financial Group
Rockville,
Maryland
| USD 188 M | +USD 20.3 M | +12% | 6.48% | 18.2% | 44 | 15.91% | 1.6 |
|
| 5411 |
5411
Baugh & Associates
Atlanta,
Georgia
| USD 188 M | +USD 13.9 M | +8% | 7.34% | 98.8% | 40 | 7.5% | 4.6 |
|
| 5412 |
5412
Eudaimonia Advisors
Winchester,
Tennessee
| USD 188 M | +USD 33.2 M | +21% | 9.34% | – | 167 | 17.37% | 1.6 |
|
| 5413 |
5413
Phoenix Asset Management Partners
London,
| USD 188 M | +USD 18.1 M | +11% | 16.8% | 165% | 13 | 0% | 1.1 |
|
| 5414 |
5414
Eaton-Cambridge
Phoenix,
Arizona
| USD 188 M | +USD 22.5 M | +14% | 5.31% | – | 33 | 12.12% | 0.2 |
|
| 5415 |
5415
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| USD 188 M | +USD 734 k | +0.4% | 8.66% | 65.3% | 216 | 72.22% | 0.8 |
|
| 5416 |
5416
Rise Advisors
Rochester,
New York
| USD 188 M | +USD 44.7 M | +31% | 8.03% | 62.8% | 1,289 | 54% | 0.9 |
|
| 5417 |
5417
Resurgent Financial Advisors
Atlanta,
Georgia
| USD 188 M | +USD 24.8 M | +15% | 9.87% | 86.4% | 504 | 62.7% | 1.7 |
|
| 5418 |
5418
Pinnacle Family Advisors
Springfield,
Missouri
| USD 188 M | +USD 17.5 M | +10% | 10.6% | 85.8% | 115 | 32.17% | 2 |
|
| 5419 |
5419
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| USD 188 M | +USD 9.9 M | +6% | 5.56% | 47.5% | 36 | 2.78% | 3.5 |
|
| 5420 |
5420
Seneca Financial Advisors
Rochester,
New York
| USD 188 M | +USD 15.2 M | +9% | 6.02% | 50.9% | 60 | 10% | 2.1 |
|
| 5421 |
RA
5421
Ransom Advisory
Providence,
Rhode Island
| USD 187 M | – | – | 10.5% | – | 341 | – | 0 |
|
| 5422 |
5422
Kennedy Investment Group
West Depford,
New Jersey
| USD 187 M | +USD 8.44 M | +5% | 8.14% | 95.4% | 126 | 7.94% | 1.1 |
|
| 5423 |
5423
Cora Capital Advisors
Marlton,
New Jersey
| USD 187 M | +USD 17.5 M | +10% | 9.03% | 80.3% | 99 | 8.08% | 1.1 |
|
| 5424 |
5424
Bond Capital Management
San Francisco,
California
| USD 187 M | +USD 30.6 M | +20% | 26.7% | 47.5% | 5 | 0% | 2 |
|
| 5425 |
5425
Lindenwold Advisors
Reading,
Pennsylvania
| USD 187 M | +USD 11 M | +6% | 6.95% | 75% | 128 | 19.53% | 1.7 |
|