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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
Nova R Wealth
Overland Park,
Kansas
| USD 202 M | +USD 3.54 M | +2% | 0.29% | 60.7% | 83 | 9.64% | 2.3 |
|
| 5502 |
5502
Three Seasons Wealth
Salt Lake City,
Utah
| USD 202 M | -USD 3.39 M | -2% | 1.93% | 169% | 138 | 34.06% | 0.9 |
|
| 5503 |
5503
TL Private Wealth
Southlake,
Texas
| USD 202 M | -USD 21.5 M | -10% | 1.74% | 50.6% | 43 | 4.65% | 3.9 |
|
| 5504 |
5504
Ergawealth Advisors
Oak Brook,
Illinois
| USD 202 M | -USD 539 k | -0.3% | 2.21% | 50% | 65 | 10.77% | 1.6 |
|
| 5505 |
5505
Towerpoint Wealth
Sacramento,
California
| USD 202 M | -USD 2.42 M | -1% | 1.58% | 67.7% | 84 | 7.14% | 4.1 |
|
| 5506 |
SHFP
5506
Second Half Financial Partners
Sebring,
Florida
| USD 202 M | -USD 2.99 M | -1% | 2.71% | 36.8% | 99 | 23.23% | 0.9 |
|
| 5507 |
ORC
5507
O'Rourke & Company
Boston,
Massachusetts
| USD 202 M | -USD 2.55 M | -1% | 2.93% | 71.9% | 153 | 5.23% | 2.4 |
|
| 5508 |
5508
Argentarii
Cincinnati,
Ohio
| USD 202 M | +USD 2.56 M | +1% | 2.31% | – | 177 | 20.9% | 0.2 |
|
| 5509 |
5509
Autumn Glory Partners
Dallas,
Texas
| USD 201 M | -USD 2.24 M | -1% | 0.32% | 76% | 193 | 20.73% | 1.8 |
|
| 5510 |
5510
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| USD 201 M | -USD 1.82 M | -0.9% | 0.79% | 81.9% | 503 | 3.18% | 3.3 |
|
| 5511 |
5511
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| USD 201 M | -USD 79.3 M | -28% | 28.3% | 37.2% | 1 | 0% | 4.5 |
|
| 5512 |
5512
GKV Capital Management
Walnut Creek,
California
| USD 201 M | -USD 43.9 M | -18% | 3.14% | – | 182 | 21.43% | 0.2 |
|
| 5513 |
5513
Retirement Guys Formula
Maumee,
Ohio
| USD 201 M | +USD 2.97 M | +2% | 0.81% | 75.7% | 168 | 38.1% | 1.5 |
|
| 5514 |
5514
Ananym Capital Management
New York
| USD 201 M | +USD 36.2 M | +22% | 8.24% | – | 11 | 18.18% | 0.2 |
|
| 5515 |
5515
Bridger Management
New York
| USD 201 M | +USD 15 M | +8% | 1.32% | 103% | 34 | 32.35% | 1.9 |
|
| 5516 |
5516
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 201 M | +USD 4.91 M | +3% | 4.2% | 98.3% | 126 | 4.76% | 8.8 |
|
| 5517 |
5517
Greenbush Financial Group
Albany,
New York
| USD 201 M | +USD 11.3 M | +6% | 1.57% | – | 34 | 5.88% | 0.2 |
|
| 5518 |
5518
MY.Alpha Management HK Advisors
Hong Kong
| USD 201 M | -USD 26.4 M | -12% | 22.8% | 423% | 22 | 40.91% | 0.8 |
|
| 5519 |
5519
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| USD 201 M | -USD 4.79 M | -2% | 2.75% | 72% | 134 | 10.45% | 3.1 |
|
| 5520 |
5520
Sustainable Insight Capital Management
New York
| USD 201 M | -USD 27.6 M | -12% | 1.53% | 168% | 82 | 30.49% | 1.9 |
|
| 5521 |
5521
Prosperity Financial Group
San Ramon,
California
| USD 201 M | +USD 45.9 k | +0% | 5% | 121% | 199 | 29.65% | 1.3 |
|
| 5522 |
5522
New England Professional Planning Group
Westerly,
Rhode Island
| USD 201 M | +USD 103 k | +0.1% | 1.86% | 64.1% | 49 | 8.16% | 4.4 |
|
| 5523 |
5523
Retirement Planning Company of New England
Warwick,
Rhode Island
| USD 201 M | -USD 5.34 M | -3% | 2.03% | 125% | 241 | 9.96% | 2.5 |
|
| 5524 |
5524
Owen LaRue
Elizabethtown,
Kentucky
| USD 201 M | +USD 9.37 M | +5% | 0.09% | 126% | 108 | 31.48% | 1.2 |
|
| 5525 |
5525
Bayshore Asset Management
Coral Gables,
Florida
| USD 201 M | -USD 16.9 M | -8% | 1.73% | 66.1% | 56 | 39.29% | 2.6 |
|