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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
5576
Exeter Financial
Scottsdale,
Arizona
| USD 232 M | +USD 6.86 M | +3% | 5.56% | 59.1% | 92 | 1.09% | 5.9 |
|
| 5577 |
5577
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| USD 232 M | +USD 28.8 M | +14% | 1.9% | 62% | 308 | 37.01% | 2.6 |
|
| 5578 |
CP
5578
CPV Partners
Stamford,
Connecticut
| USD 231 M | +USD 49.9 M | +27% | 28.9% | 105% | 4 | 0% | 4.6 |
|
| 5579 |
5579
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| USD 231 M | -USD 113 M | -33% | 2.6% | 22.2% | 5 | 20% | 1.4 |
|
| 5580 |
MCF
5580
MKA Charitable Fund
San Francisco,
California
| USD 231 M | -USD 24.2 M | -9% | 8.25% | 17.1% | 1 | 0% | 1.8 |
|
| 5581 |
HM
5581
Harvest Management
New York
| USD 231 M | -USD 3.67 M | -2% | 23.4% | 610% | 99 | 77.78% | 0.3 |
|
| 5582 |
5582
Blue Sky Capital Consultants Group
Poway,
California
| USD 231 M | +USD 32.4 M | +16% | 14.1% | – | 67 | 14.93% | 0.6 |
|
| 5583 |
5583
Cherry Creek Investment Advisors
Englewood,
Colorado
| USD 231 M | +USD 17.9 M | +8% | 9.06% | 151% | 124 | 13.71% | 2.5 |
|
| 5584 |
5584
MBE Wealth Management
Tomah,
Wisconsin
| USD 231 M | +USD 1.24 M | +0.5% | 6.27% | 66.5% | 145 | 11.72% | 2.3 |
|
| 5585 |
5585
RiverPark Advisors
New York
| USD 231 M | +USD 68.4 M | +42% | 4.22% | 87.5% | 159 | 28.93% | 2.5 |
|
| 5586 |
5586
MB, Levis & Associates
Center Valley,
Pennsylvania
| USD 231 M | +USD 3.47 M | +2% | 5.28% | 43.1% | 295 | 27.12% | 2.2 |
|
| 5587 |
CA
5587
Continental Advisors
Park City,
Utah
| USD 231 M | +USD 17.6 M | +8% | 8.19% | 73.6% | 43 | 9.3% | 6.4 |
|
| 5588 |
BOCM
5588
Bontempo Ohly Capital Management
Bethesda,
Maryland
| USD 231 M | +USD 10 M | +5% | 5.12% | 49.6% | 31 | 0% | 4.3 |
|
| 5589 |
5589
SFG Wealth Management
Towson,
Maryland
| USD 231 M | +USD 65.4 M | +39% | 8.55% | 86.3% | 138 | 46.38% | 1.4 |
|
| 5590 |
5590
Investmark Advisory Group
Shelton,
Connecticut
| USD 231 M | +USD 17.2 M | +8% | 8.11% | 73.8% | 133 | 3.76% | 2.5 |
|
| 5591 |
5591
Red Tortoise LLC
Atlanta,
Georgia
| USD 231 M | +USD 23.3 M | +11% | 6.86% | 43.7% | 628 | 10.99% | 2.2 |
|
| 5592 |
RFMS
5592
RWQ Financial Management Services
Naples,
Florida
| USD 230 M | -USD 7.19 M | -3% | 17.8% | 446% | 26 | 26.92% | 1.4 |
|
| 5593 |
5593
Master's Wealth Management
Lancaster,
Pennsylvania
| USD 230 M | +USD 16.1 M | +8% | 5.76% | – | 52 | 21.15% | 0.5 |
|
| 5594 |
5594
Genesee Capital Advisors
Auburn,
New York
| USD 230 M | +USD 7.1 M | +3% | 8.4% | 107% | 129 | 10.85% | 2.2 |
|
| 5595 |
5595
Element Wealth
Ridgeland,
Mississippi
| USD 230 M | +USD 12.8 M | +6% | 6.08% | 59.6% | 201 | 10.45% | 3.1 |
|
| 5596 |
5596
Harbour Investment Management
Edmonds,
Washington
| USD 230 M | -USD 1.18 M | -0.5% | 5.02% | 58.8% | 108 | 13.89% | 5.9 |
|
| 5597 |
5597
Eastover Investment Advisors
Charlotte,
North Carolina
| USD 230 M | +USD 6.98 M | +3% | 9.23% | 105% | 48 | 10.42% | 2.9 |
|
| 5598 |
5598
Roehl & Yi Investment Advisors
Eugene,
Oregon
| USD 230 M | +USD 34.6 M | +18% | 6.91% | – | 182 | 21.43% | 0.6 |
|
| 5599 |
5599
Western Financial Corp
San Diego,
California
| USD 230 M | +USD 43.2 M | +23% | 22.1% | 275% | 129 | 12.4% | 1.8 |
|
| 5600 |
FC
5600
Franchise Capital
Grand Cayman,
Cayman Islands
| USD 230 M | +USD 38 M | +20% | 19.4% | 537% | 32 | 31.25% | 0.7 |
|