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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Verisail Partners
Chamblee,
Georgia
| USD 243 M | +USD 7.71 M | +3% | 1.72% | – | 24 | 8.33% | 0.9 |
|
| 5627 |
5627
Ananym Capital Management
New York
| USD 243 M | -USD 17 M | -7% | 0.92% | – | 10 | 20% | 0.9 |
|
| 5628 |
5628
McNaughton Wealth Management
San Diego,
California
| USD 243 M | +USD 5.76 M | +2% | 1.54% | 55.6% | 77 | 11.69% | 3.6 |
|
| 5629 |
5629
Greenberg Financial Group
Tucson,
Arizona
| USD 243 M | -USD 42.6 M | -15% | 1.08% | – | 160 | 43.75% | 0.6 |
|
| 5630 |
CWMG
5630
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| USD 243 M | +USD 17 M | +8% | 1.98% | – | 66 | 6.06% | 0.5 |
|
| 5631 |
5631
Threadgill Financial
Spring,
Texas
| USD 243 M | +USD 36.5 M | +18% | 0.09% | 49.3% | 64 | 35.94% | 1.5 |
|
| 5632 |
WFA
5632
WMG Financial Advisors
Knoxville,
Tennessee
| USD 243 M | -USD 57 M | -19% | 2.41% | 73.8% | 220 | 51.82% | 2.2 |
|
| 5633 |
PCG
5633
PFC Capital Group
Los Angeles,
California
| USD 243 M | +USD 4.69 M | +2% | 3.83% | 118% | 90 | 7.78% | 1.5 |
|
| 5634 |
5634
Element Wealth
Ridgeland,
Mississippi
| USD 243 M | +USD 12.5 M | +5% | 2.6% | 64.5% | 214 | 14.02% | 3.2 |
|
| 5635 |
5635
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| USD 243 M | -USD 20.4 M | -8% | 3.77% | 44.1% | 42 | 11.9% | 2.6 |
|
| 5636 |
5636
Abbot Financial Management
Andover,
Massachusetts
| USD 243 M | +USD 8.45 M | +4% | 3.58% | 116% | 141 | 11.35% | 5.4 |
|
| 5637 |
5637
Vernal Point Advisors
San Francisco,
California
| USD 243 M | +USD 10.6 M | +5% | 1.84% | – | 23 | 4.35% | 1.5 |
|
| 5638 |
5638
Quad-Cities Investment Group
Davenport,
Iowa
| USD 242 M | +USD 7.47 M | +3% | 2.04% | 67.3% | 198 | 8.59% | 4.2 |
|
| 5639 |
5639
Burford Brothers
Dallas,
Texas
| USD 242 M | +USD 8.29 M | +4% | 3.36% | 97.4% | 183 | 14.21% | 1.5 |
|
| 5640 |
5640
Security Benefit Life Insurance Company
Topeka,
Kansas
| USD 242 M | -USD 6.38 M | -3% | 0.07% | 61.7% | 19 | 0% | 3 |
|
| 5641 |
5641
Ariadne Wealth Management
Santa Barbara,
California
| USD 242 M | +USD 18.9 M | +8% | 7.57% | – | 284 | 21.83% | 0.9 |
|
| 5642 |
5642
Investors Asset Management of Georgia
Atlanta,
Georgia
| USD 242 M | +USD 6.85 M | +3% | 3.96% | 118% | 189 | 7.94% | 6.4 |
|
| 5643 |
5643
Deane Retirement Strategies
New Orleans,
Louisiana
| USD 242 M | +USD 9.19 M | +4% | 3.12% | 73.4% | 83 | 30.12% | 3.2 |
|
| 5644 |
5644
HMS Capital Management
Nashville,
Tennessee
| USD 242 M | +USD 3.87 M | +2% | 4.25% | 140% | 110 | 9.09% | 3.3 |
|
| 5645 |
5645
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| USD 241 M | +USD 7.47 M | +3% | 3.2% | – | 2 | 0% | 0.8 |
|
| 5646 |
TTA
5646
Thor Trading Advisors
Greensburg,
Pennsylvania
| USD 241 M | +USD 44.6 M | +23% | 2.66% | – | 14 | 14.29% | 0.5 |
|
| 5647 |
5647
Clarus Wealth Advisors
Peoria,
Arizona
| USD 241 M | +USD 15.2 M | +7% | 2.02% | 89.7% | 92 | 13.04% | 2.9 |
|
| 5648 |
5648
Zeno Equity Partners
London,
United Kingdom
| USD 241 M | +USD 26.1 M | +12% | 1.61% | – | 11 | 18.18% | 1.4 |
|
| 5649 |
5649
DCM Advisors
New York
| USD 241 M | +USD 3.78 M | +2% | 1.52% | 99.3% | 39 | 5.13% | 3.9 |
|
| 5650 |
5650
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| USD 241 M | +USD 2.47 M | +1% | 1.26% | 82.3% | 145 | 2.07% | 4.4 |
|