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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
LifePlan Investment Advisors
Raleigh,
North Carolina
| USD 254 M | +USD 8.95 M | +4% | 0.38% | 60.9% | 130 | 16.92% | 1.8 |
|
| 5402 |
5402
1776 Wealth
Atlanta,
Georgia
| USD 254 M | -USD 11.3 M | -4% | 7.27% | 90.4% | 149 | 7.38% | 3.2 |
|
| 5403 |
TSM
5403
Two Star Manager
Miami Beach,
Florida
| USD 254 M | -USD 34.5 M | -12% | 13.8% | – | 13 | 15.38% | 1.4 |
|
| 5404 |
5404
Beach Point Capital Management
Santa Monica,
California
| USD 254 M | -USD 4.4 M | -2% | 13.1% | 84.1% | 19 | 57.89% | 1.5 |
|
| 5405 |
5405
Wealth Quarterback
Toms River,
New Jersey
| USD 254 M | -USD 23.7 M | -9% | 0.24% | 109% | 167 | 11.98% | 2.8 |
|
| 5406 |
LI
5406
LHM Inc
Sandy,
Utah
| USD 254 M | -USD 14.8 M | -6% | 2.75% | – | 22 | 0% | 1.4 |
|
| 5407 |
5407
Selby Wealth Management
Emeryville,
California
| USD 254 M | +USD 5.85 M | +2% | 1.62% | – | 84 | 3.57% | 0.3 |
|
| 5408 |
MAS
5408
Madden Advisory Services
Jacksonville,
Florida
| USD 254 M | +USD 5.2 M | +2% | 1.06% | 52.3% | 112 | 9.82% | 5.7 |
|
| 5409 |
5409
Sellwood Investment Partners
Portland,
Oregon
| USD 254 M | -USD 2.27 M | -0.9% | 1.92% | – | 60 | 3.33% | 1 |
|
| 5410 |
5410
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| USD 254 M | -USD 21.3 M | -8% | 0.38% | 103% | 53 | 15.09% | 4.2 |
|
| 5411 |
5411
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| USD 254 M | -USD 146 M | -37% | 0.1% | 67.5% | 124 | 27.42% | 3.1 |
|
| 5412 |
5412
TL Private Wealth
Southlake,
Texas
| USD 253 M | -USD 6.43 M | -2% | 1.89% | 50.6% | 46 | 4.35% | 4.4 |
|
| 5413 |
5413
Shore Point Advisors
Brielle,
New Jersey
| USD 253 M | +USD 16.9 M | +7% | 1.65% | 54.6% | 79 | 8.86% | 2.6 |
|
| 5414 |
5414
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| USD 253 M | -USD 6.81 M | -3% | 1.43% | 68.8% | 131 | 6.87% | 3.1 |
|
| 5415 |
5415
5T Wealth
Napa,
California
| USD 253 M | +USD 2.72 M | +1% | 1.25% | – | 138 | 14.49% | 0.9 |
|
| 5416 |
5416
Avos Capital Management
Seattle,
Washington
| USD 253 M | +USD 24.2 M | +11% | 3.61% | – | 68 | 61.76% | 1 |
|
| 5417 |
5417
Jupiter Wealth Management
Glendale,
Colorado
| USD 253 M | +USD 28.4 M | +13% | 2.65% | 99.2% | 95 | 16.84% | 3.1 |
|
| 5418 |
5418
DLK Investment Management
Solana Beach,
California
| USD 253 M | -USD 15.8 M | -6% | 3.1% | 80.4% | 103 | 25.24% | 1.6 |
|
| 5419 |
5419
Naspers
South Africa
| USD 253 M | -USD 210 M | -45% | 0.97% | 88.2% | 3 | 0% | 4.3 |
|
| 5420 |
5420
Shira Ridge Wealth Management
Larkspur,
California
| USD 253 M | +USD 3.78 M | +2% | 2.61% | 72.8% | 85 | 9.41% | 2.4 |
|
| 5421 |
FP
5421
FFG Partners
Fort Lauderdale,
Florida
| USD 253 M | -USD 92.2 M | -27% | 0.87% | 277% | 50 | 50% | 1.1 |
|
| 5422 |
ORC
5422
O'Rourke & Company
Boston,
Massachusetts
| USD 253 M | -USD 4.48 M | -2% | 2.28% | 71.9% | 177 | 8.47% | 2.9 |
|
| 5423 |
5423
Stonehearth Capital Management
Danvers,
Massachusetts
| USD 252 M | -USD 17.8 M | -7% | 2.17% | 87.5% | 103 | 13.59% | 3.4 |
|
| 5424 |
5424
Ruggaard & Associates
Hudson,
Ohio
| USD 252 M | -USD 1.61 M | -0.6% | 0.46% | 47.6% | 126 | 7.14% | 2.3 |
|
| 5425 |
5425
Lodestone Wealth Management
Spokane,
Washington
| USD 252 M | +USD 6.77 M | +3% | 1.89% | 87.1% | 825 | 8.85% | 0.7 |
|