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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Adapt Wealth Advisors
Atlanta,
Georgia
| USD 205 M | +USD 1.88 M | +0.9% | 1.38% | – | 71 | 19.72% | 0.9 |
|
| 5452 |
OFCM
5452
One Fin Capital Management
San Francisco,
California
| USD 205 M | -USD 26.5 M | -11% | 0.09% | 92% | 25 | 72% | 0.4 |
|
| 5453 |
5453
Bernard Wealth Management
Royal Oak,
Michigan
| USD 205 M | -USD 7.69 M | -4% | 4.39% | – | 408 | 25.49% | 0.2 |
|
| 5454 |
5454
Kessler Investment Group
Columbus,
Indiana
| USD 205 M | -USD 6 M | -3% | 2.09% | 251% | 223 | 20.18% | 2.5 |
|
| 5455 |
5455
SFG Wealth Management
Towson,
Maryland
| USD 205 M | +USD 14.2 M | +7% | 2.49% | 86.3% | 131 | 37.4% | 1.6 |
|
| 5456 |
5456
Union Savings Bank
Litchfield,
Connecticut
| USD 205 M | +USD 1.24 M | +0.6% | 0.67% | – | 309 | 6.8% | 1.5 |
|
| 5457 |
5457
Socha Financial Group
Corning,
New York
| USD 205 M | -USD 8.68 M | -4% | 5.77% | 88.4% | 26 | 23.08% | 2.2 |
|
| 5458 |
5458
Ararat Capital Management
Westport,
Connecticut
| USD 204 M | -USD 46.1 M | -18% | 3.66% | 99.2% | 18 | 22.22% | 1.8 |
|
| 5459 |
5459
Kings Path Partners
Sugar Land,
Texas
| USD 204 M | -USD 29.8 M | -13% | 0.42% | – | 300 | 18.33% | 0.7 |
|
| 5460 |
5460
Keeler Thomas Management
Orem,
Utah
| USD 204 M | -USD 76.5 M | -27% | 0.6% | 52.1% | 85 | 31.76% | 2.1 |
|
| 5461 |
5461
Summit Investment Advisory Services
Roseville,
Minnesota
| USD 204 M | +USD 10.1 M | +5% | 2.84% | 74.2% | 72 | 8.33% | 0.7 |
|
| 5462 |
5462
Greenfield Savings Bank
Greenfield,
Massachusetts
| USD 204 M | -USD 4.72 M | -2% | 0.52% | 108% | 148 | 3.38% | 2.2 |
|
| 5463 |
5463
Applied Capital
Little Rock,
Arkansas
| USD 204 M | +USD 9.08 M | +5% | 0.97% | 52.6% | 49 | 8.16% | 2.2 |
|
| 5464 |
CIA
5464
Citadel Investment Advisory
Chesterland,
Ohio
| USD 204 M | +USD 10.8 M | +6% | 6.35% | 66.1% | 82 | 0% | 3.8 |
|
| 5465 |
5465
Powell Investment Advisors
Miami,
Florida
| USD 204 M | -USD 12.3 M | -6% | 3.52% | 82.4% | 164 | 17.07% | 3 |
|
| 5466 |
BC
5466
Bowman & Company
Oshkosh,
Wisconsin
| USD 204 M | +USD 10.1 M | +5% | 2.8% | 59.7% | 112 | 9.82% | 2.2 |
|
| 5467 |
BWA
5467
BlueChip Wealth Advisors
Milton,
Georgia
| USD 204 M | +USD 23.4 M | +13% | 0.94% | 62.2% | 158 | 17.72% | 0.9 |
|
| 5468 |
5468
One68 Global Capital
New York
| USD 204 M | +USD 15.8 M | +8% | 15% | – | 139 | 67.63% | 0.1 |
|
| 5469 |
MWM
5469
MTC Wealth Management
Tampa,
Florida
| USD 204 M | -USD 4.11 M | -2% | 0.05% | 30.5% | 15 | 20% | 2.9 |
|
| 5470 |
PCR
5470
Potrero Capital Research
San Francisco,
California
| USD 204 M | -USD 95.2 M | -32% | 12.7% | 237% | 32 | 59.38% | 1 |
|
| 5471 |
5471
Prairie Wealth Advisors
Omaha,
Nebraska
| USD 203 M | -USD 4.65 M | -2% | 0.72% | – | 155 | 11.61% | 0.9 |
|
| 5472 |
5472
TAGStone Capital
Charlotte,
North Carolina
| USD 203 M | +USD 105 k | +0.1% | 1.03% | 62% | 102 | 14.71% | 2.3 |
|
| 5473 |
5473
Hillman Capital Management
Bethesda,
Maryland
| USD 203 M | -USD 66.3 M | -25% | 0.69% | 20.2% | 57 | 15.79% | 3 |
|
| 5474 |
5474
FWG Holdings
Winter Park,
Florida
| USD 203 M | -USD 5.23 M | -3% | 3.45% | 97.5% | 115 | 19.13% | 2.2 |
|
| 5475 |
5475
Bernzott Capital Advisors
Camarillo,
California
| USD 203 M | +USD 906 k | +0.4% | 2.23% | 46.2% | 42 | 9.52% | 3.2 |
|