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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Concorde Asset Management
Ann Arbor,
Michigan
| USD 250 M | +USD 10.9 M | +5% | 1.13% | – | 253 | 17% | 2 |
|
| 5552 |
5552
SGL Investment Advisors
Missoula,
Montana
| USD 250 M | +USD 10 M | +4% | 1.95% | – | 136 | 13.97% | 1 |
|
| 5553 |
5553
Juno Financial Group
Richmond,
Virginia
| USD 250 M | – | – | 1.72% | – | 69 | – | 0 |
|
| 5554 |
5554
Pennington Partners & Co
Bethesda,
Maryland
| USD 250 M | +USD 38.7 M | +18% | 1.72% | – | 103 | 19.42% | 0.7 |
|
| 5555 |
5555
Stash Investments
New York
| USD 249 M | +USD 17 M | +7% | 1.15% | 40.7% | 5 | 0% | 2 |
|
| 5556 |
5556
Freshford Capital Management
Rye Brook,
New York
| USD 249 M | -USD 114 M | -31% | 5.16% | 97.3% | 26 | 53.85% | 0.8 |
|
| 5557 |
5557
Solstein Capital
Menlo Park,
California
| USD 249 M | -USD 191 M | -43% | 3.91% | 102% | 506 | 16.8% | 2.5 |
|
| 5558 |
5558
Retirement Planning Company of New England
Warwick,
Rhode Island
| USD 249 M | +USD 719 k | +0.3% | 3.13% | 125% | 256 | 8.2% | 3 |
|
| 5559 |
5559
Beacon Investment Advisors
Gaithersburg,
Maryland
| USD 249 M | +USD 4.78 M | +2% | 3.57% | 96.4% | 168 | 4.17% | 2.3 |
|
| 5560 |
5560
Index Venture Life Associates VI
St. Helier,
Jersey
| USD 249 M | +USD 7.57 M | +3% | 3.13% | – | 1 | 0% | 4 |
|
| 5561 |
5561
Shira Ridge Wealth Management
Larkspur,
California
| USD 249 M | +USD 13.3 M | +6% | 2.6% | 72.8% | 91 | 15.38% | 2.1 |
|
| 5562 |
5562
Chicago Wealth Management
Chicago,
Illinois
| USD 249 M | +USD 19.4 M | +8% | 8.14% | 134% | 56 | 16.07% | 2.4 |
|
| 5563 |
5563
Game Plan Financial Advisors
Westlake,
Ohio
| USD 249 M | +USD 7.33 M | +3% | 2.78% | – | 404 | 24.26% | 1.9 |
|
| 5564 |
5564
Beta Wealth Group
San Diego,
California
| USD 249 M | -USD 4.65 M | -2% | 1.74% | 45.4% | 122 | 10.66% | 2 |
|
| 5565 |
5565
Painted Porch Advisors
Santa Barbara,
California
| USD 249 M | -USD 13.7 M | -5% | 1.73% | – | 470 | 85.32% | 1.7 |
|
| 5566 |
MAS
5566
Madden Advisory Services
Jacksonville,
Florida
| USD 249 M | -USD 9.6 M | -4% | 1.93% | 52.3% | 107 | 4.67% | 5.7 |
|
| 5567 |
5567
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| USD 249 M | +USD 5.52 M | +2% | 1.82% | 64.8% | 82 | 2.44% | 4.3 |
|
| 5568 |
5568
Genesee Capital Advisors
Auburn,
New York
| USD 248 M | +USD 18.3 M | +8% | 1.73% | 107% | 136 | 14.71% | 2.2 |
|
| 5569 |
5569
MBA Advisors
Hermitage,
Pennsylvania
| USD 248 M | +USD 14 M | +6% | 2.41% | 66.1% | 150 | 13.33% | 3.2 |
|
| 5570 |
5570
Selby Wealth Management
Emeryville,
California
| USD 248 M | – | – | 0.71% | – | 84 | – | 0 |
|
| 5571 |
5571
TKG Advisors
Valparaiso,
Indiana
| USD 248 M | +USD 14.5 M | +6% | 4.01% | 116% | 99 | 21.21% | 1.9 |
|
| 5572 |
5572
Tabor Asset Management
New York
| USD 248 M | +USD 82 M | +49% | 5.49% | 214% | 50 | 54% | 0.9 |
|
| 5573 |
5573
StoneCrest Wealth Management
Chandler,
Arizona
| USD 248 M | +USD 19.6 M | +9% | 2.65% | 168% | 77 | 15.58% | 1.2 |
|
| 5574 |
5574
Mount Capital
London,
United Kingdom
| USD 248 M | -USD 31.2 M | -11% | 1.72% | 34.4% | 16 | 0% | 3.7 |
|
| 5575 |
PHM
5575
Prospect Hill Management
Short Hills,
New Jersey
| USD 247 M | +USD 13.5 M | +6% | 6.97% | 119% | 14 | 7.14% | 4.4 |
|