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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Register Financial Advisors
Atlanta,
Georgia
| USD 257 M | +USD 2.57 M | +1% | 2.24% | 130% | 368 | 12.77% | 2 |
|
| 5477 |
5477
Unique Wealth Strategies
Burr Ridge,
Illinois
| USD 257 M | -USD 1.08 M | -0.4% | 2.81% | 96.9% | 274 | 45.99% | 0.9 |
|
| 5478 |
5478
Cora Capital Advisors
Marlton,
New Jersey
| USD 257 M | +USD 21.6 M | +9% | 2.74% | 80.3% | 137 | 16.79% | 1.8 |
|
| 5479 |
5479
GPM Growth Investors
Bloomfield Hills,
Michigan
| USD 257 M | -USD 3.35 M | -1% | 1.55% | – | 45 | 13.33% | 3.4 |
|
| 5480 |
5480
Meramec Financial Planners
Saint Louis,
Missouri
| USD 257 M | – | – | 1.51% | – | 518 | – | 0 |
|
| 5481 |
5481
EntryPoint Capital
New York
| USD 256 M | -USD 1.88 M | -0.7% | 2.17% | – | 889 | 55.79% | 0.4 |
|
| 5482 |
5482
Trueblood Wealth Management
Lima,
Ohio
| USD 256 M | -USD 199 k | -0.1% | 1.63% | 89.9% | 266 | 9.77% | 1.6 |
|
| 5483 |
HCC
5483
Hatch Cove Capital
Chicago,
Illinois
| USD 256 M | – | – | 20.8% | – | 22 | – | 0 |
|
| 5484 |
5484
Sellwood Investment Partners
Portland,
Oregon
| USD 256 M | +USD 4.87 M | +2% | 1.32% | – | 107 | 44.86% | 0.8 |
|
| 5485 |
5485
New England Capital Financial Advisors
Meriden,
Connecticut
| USD 256 M | +USD 20.7 M | +9% | 1.5% | 58.3% | 443 | 9.93% | 2.3 |
|
| 5486 |
BIA
5486
Bigelow Investment Advisors
Portland,
Maine
| USD 256 M | +USD 7.95 M | +3% | 3.29% | 75.7% | 154 | 6.49% | 5.1 |
|
| 5487 |
5487
TCFG Wealth Management
Laguna Niguel,
California
| USD 256 M | +USD 1.5 M | +0.6% | 4.9% | – | 290 | 17.24% | 0.9 |
|
| 5488 |
5488
Waterford Advisors
Orchard Park,
New York
| USD 256 M | -USD 33.2 M | -11% | 1.91% | 50.5% | 63 | 38.1% | 2 |
|
| 5489 |
5489
Grunden Financial Advisory
Denton,
Texas
| USD 256 M | +USD 10 M | +4% | 1.93% | – | 35 | 11.43% | 1.4 |
|
| 5490 |
AG
5490
ASO Group
Road Town,
| USD 256 M | – | – | 6.25% | – | 55 | – | 0 |
|
| 5491 |
5491
HFM Investment Advisors
Glassboro,
New Jersey
| USD 256 M | +USD 9.32 M | +4% | 2.07% | – | 1,342 | 10.28% | 0.7 |
|
| 5492 |
SP
5492
Saranac Partners
London,
| USD 256 M | -USD 296 M | -54% | 3.4% | 69% | 237 | 70.46% | 1 |
|
| 5493 |
5493
Trellis Wealth Advisors
San Luis Obispo,
California
| USD 256 M | +USD 10 M | +4% | 2.58% | 62.2% | 44 | 13.64% | 1.8 |
|
| 5494 |
5494
Mine & Arao Wealth Creation & Management
Campbell,
California
| USD 256 M | +USD 9.41 M | +4% | 4.47% | 105% | 80 | 8.75% | 5.2 |
|
| 5495 |
5495
Pavaki Capital Management
Pueblo,
Colorado
| USD 255 M | – | – | 12.3% | – | 131 | – | 0 |
|
| 5496 |
5496
NVP Associates
Menlo Park,
California
| USD 255 M | +USD 89.2 M | +54% | 33.3% | 953% | 6 | 16.67% | 1.5 |
|
| 5497 |
5497
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| USD 255 M | +USD 38.6 M | +18% | 1.81% | 65% | 36 | 11.11% | 3.5 |
|
| 5498 |
5498
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| USD 255 M | +USD 3.08 M | +1% | 1.35% | 62.3% | 99 | 31.31% | 1.7 |
|
| 5499 |
5499
TRV GP IV
Boston,
Massachusetts
| USD 255 M | -USD 18.8 M | -7% | 44.9% | 1,102% | 2 | 0% | 2.5 |
|
| 5500 |
5500
Wealth Analytics Partners
San Diego,
California
| USD 255 M | – | – | 1.79% | – | 47 | – | 0 |
|