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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
New Potomac Partners
Bethesda,
Maryland
| USD 168 M | +USD 22.8 M | +16% | 10.7% | 37.2% | 88 | 18.18% | 3.5 |
|
| 5502 |
5502
ARQ Wealth Advisors
Scottsdale,
Arizona
| USD 168 M | +USD 34.5 M | +26% | 10.2% | 59.3% | 69 | 23.19% | 1.9 |
|
| 5503 |
5503
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 168 M | +USD 16.2 M | +11% | 10.1% | 63.8% | 99 | 16.16% | 3 |
|
| 5504 |
5504
Vision One Management Partners
Miami,
Florida
| USD 168 M | – | – | 35.1% | – | 8 | – | 0 |
|
| 5505 |
5505
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| USD 168 M | +USD 13.6 M | +9% | 8.49% | 38.7% | 43 | 4.65% | 1.2 |
|
| 5506 |
5506
Westhampton Capital
Winston-Salem,
North Carolina
| USD 168 M | +USD 12.6 M | +8% | 10.7% | 105% | 122 | 9.02% | 3.3 |
|
| 5507 |
JCA
5507
Jade Capital Advisors
Essex Fells,
New Jersey
| USD 168 M | +USD 56.6 M | +51% | 17.9% | 28.9% | 105 | 59.05% | 0.4 |
|
| 5508 |
SC
5508
Slotnik Capital
Dallas,
Texas
| USD 168 M | – | – | 23.3% | – | 18 | – | 0 |
|
| 5509 |
5509
FWG Holdings
Winter Park,
Florida
| USD 168 M | +USD 17.8 M | +12% | 9.08% | 91.6% | 106 | 16.04% | 1.4 |
|
| 5510 |
MFG
5510
Monumental Financial Group
Rockville,
Maryland
| USD 168 M | +USD 17.5 M | +12% | 9.25% | 18.2% | 45 | 15.56% | 1.4 |
|
| 5511 |
5511
TKG Advisors
Valparaiso,
Indiana
| USD 168 M | +USD 17.5 M | +12% | 9.8% | 116% | 112 | 25% | 1 |
|
| 5512 |
SA
5512
Stonebridge Advisors
Wilton,
Connecticut
| USD 168 M | +USD 31.4 M | +23% | 7.01% | 0.03% | 5 | 0% | 1.4 |
|
| 5513 |
PHM
5513
Prospect Hill Management
Short Hills,
New Jersey
| USD 168 M | +USD 16.4 M | +11% | 11.5% | 119% | 15 | 0% | 2.6 |
|
| 5514 |
5514
Hiddenite Capital Partners
New York
| USD 167 M | +USD 18 M | +12% | 12.3% | 466% | 55 | 67.27% | 0.5 |
|
| 5515 |
5515
Centennial Bank
Conway,
Arkansas
| USD 167 M | +USD 22.6 M | +16% | 11.8% | 77.2% | 334 | 7.19% | 0.9 |
|
| 5516 |
5516
Birchcreek Wealth Management
Miami Township,
Ohio
| USD 167 M | +USD 19.7 M | +13% | 9.4% | 80.7% | 143 | 13.29% | 1.9 |
|
| 5517 |
5517
Altus Wealth Management
Ft Mitchell,
Kentucky
| USD 167 M | +USD 23.2 M | +16% | 11% | 73% | 40 | 12.5% | 2.4 |
|
| 5518 |
SCM
5518
Sage Capital Management
Stockton,
New Jersey
| USD 167 M | – | – | 12% | 94.3% | 147 | – | 0 |
|
| 5519 |
5519
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 167 M | +USD 5.8 M | +4% | 8.79% | 56.7% | 48 | 16.67% | 2.2 |
|
| 5520 |
5520
Beaton Management Company
Haverhill,
Massachusetts
| USD 167 M | +USD 13.1 M | +8% | 9.42% | 110% | 135 | 5.93% | 4.7 |
|
| 5521 |
5521
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| USD 167 M | -USD 94.2 M | -36% | 3.75% | 144% | 23 | 52.17% | 0.4 |
|
| 5522 |
5522
Decatur Capital Management
Decatur,
Georgia
| USD 167 M | +USD 28.3 M | +20% | 13.9% | 155% | 55 | 14.55% | 3.7 |
|
| 5523 |
5523
Sapphire Ventures
Austin,
Texas
| USD 167 M | -USD 6.82 M | -4% | 18% | 7.75% | 8 | 12.5% | 2.3 |
|
| 5524 |
5524
ORBA Wealth Advisors
Chicago,
Illinois
| USD 167 M | – | – | 9.47% | 70.5% | 92 | – | 0 |
|
| 5525 |
5525
Castle Wealth Management
West Palm Beach,
Florida
| USD 167 M | +USD 26.5 M | +19% | 10.2% | 53.6% | 120 | 18.33% | 1.1 |
|