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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
Bain Capital Venture Investors
Boston,
Massachusetts
| USD 255 M | +USD 141 M | +124% | 14.5% | 34.2% | 4 | 75% | 0.5 |
|
| 5502 |
5502
Spreng Capital Management
Bucyrus,
Ohio
| USD 255 M | +USD 3.94 M | +2% | 2.02% | 72.5% | 81 | 14.81% | 4.3 |
|
| 5503 |
UFAC
5503
Urban Financial Advisory Corp
Chicago,
Illinois
| USD 255 M | +USD 40 M | +19% | 1.24% | – | 54 | 3.7% | 1.4 |
|
| 5504 |
5504
SFG Wealth Management
Towson,
Maryland
| USD 255 M | +USD 23.7 M | +10% | 3.06% | 86.3% | 145 | 21.38% | 1.5 |
|
| 5505 |
5505
Cane Capital Partners
Saint Francisville,
Louisiana
| USD 254 M | – | – | 3.01% | – | 144 | – | 0 |
|
| 5506 |
5506
Flagship Private Wealth
Woburn,
Massachusetts
| USD 254 M | +USD 5.54 M | +2% | 2.38% | 70.2% | 119 | 11.76% | 2.9 |
|
| 5507 |
5507
Aubrey Capital Management
Edinburgh,
United Kingdom
| USD 254 M | -USD 63.1 M | -20% | 2.2% | 319% | 67 | 43.28% | 1.1 |
|
| 5508 |
5508
Ruggaard & Associates
Hudson,
Ohio
| USD 254 M | -USD 13.3 M | -5% | 1.63% | 47.6% | 128 | 11.72% | 2.1 |
|
| 5509 |
RA
5509
Ransom Advisory
Providence,
Rhode Island
| USD 254 M | +USD 31.9 M | +14% | 4.92% | – | 442 | 33.94% | 1.1 |
|
| 5510 |
5510
Shrier Wealth Management
Los Angeles,
California
| USD 254 M | – | – | 3.69% | – | 126 | – | 0 |
|
| 5511 |
5511
Howard Bailey Securities
Fort Wayne,
Indiana
| USD 254 M | -USD 97.5 M | -28% | 1.77% | – | 163 | 25.15% | 0.9 |
|
| 5512 |
5512
Evergreen Private Wealth
Greenwood Village,
Colorado
| USD 254 M | +USD 7 M | +3% | 2.58% | 80.2% | 238 | 61.76% | 1.9 |
|
| 5513 |
5513
ACT Advisors
Asheville,
North Carolina
| USD 254 M | +USD 5.95 M | +2% | 2.14% | 75.4% | 77 | 20.78% | 1.8 |
|
| 5514 |
5514
Mills Wealth Advisors
Southlake,
Texas
| USD 254 M | +USD 7.76 M | +3% | 2.29% | 37.9% | 75 | 12% | 1.7 |
|
| 5515 |
5515
FMB Wealth Management
Westlake Village,
California
| USD 253 M | +USD 17.3 M | +7% | 3.64% | 71.1% | 96 | 12.5% | 2 |
|
| 5516 |
5516
Luken Investment Analytics
Brentwood,
Tennessee
| USD 253 M | -USD 2.53 M | -1% | 1.23% | 51% | 401 | 64.34% | 1.2 |
|
| 5517 |
5517
VarCov Co
Darien,
Connecticut
| USD 253 M | – | – | 0.45% | – | 436 | – | 0 |
|
| 5518 |
5518
Global Trust Asset Management
West Palm Beach,
Florida
| USD 253 M | +USD 32.2 M | +15% | 7.62% | 178% | 555 | 27.75% | 4.1 |
|
| 5519 |
5519
Greykasell Wealth Strategies
Danville,
California
| USD 253 M | +USD 15.8 M | +7% | 3.45% | – | 501 | 20.76% | 0.6 |
|
| 5520 |
5520
Choice Wealth Advisors
Waterville,
Maine
| USD 253 M | +USD 19.6 M | +8% | 1.64% | 60.3% | 34 | 8.82% | 2.3 |
|
| 5521 |
5521
S.A. Mason
Holland,
Michigan
| USD 253 M | +USD 26.3 M | +12% | 2.64% | 116% | 273 | 10.99% | 4.5 |
|
| 5522 |
5522
Meridian Financial Partners
Warrenton,
Virginia
| USD 253 M | +USD 12.1 M | +5% | 3.22% | 80.8% | 122 | 10.66% | 2.2 |
|
| 5523 |
5523
Integrity Wealth Solutions
Denver,
Colorado
| USD 253 M | +USD 28.6 M | +13% | 2.41% | – | 131 | 12.21% | 1.4 |
|
| 5524 |
5524
Ardent Capital Management
Cincinnati,
Ohio
| USD 253 M | +USD 16.8 M | +7% | 5.31% | 87.2% | 51 | 1.96% | 2.4 |
|
| 5525 |
5525
Towerpoint Wealth
Sacramento,
California
| USD 253 M | +USD 8.14 M | +3% | 2.6% | 67.7% | 94 | 9.57% | 4.1 |
|