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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Foundry Financial
Pasadena,
California
| USD 236 M | +USD 45.7 M | +24% | 0.44% | – | 78 | 23.08% | 0.2 |
|
| 5652 |
5652
PFG Private Wealth Management
Lutz,
Florida
| USD 236 M | +USD 7.27 M | +3% | 1.36% | 52.6% | 86 | 27.91% | 1.4 |
|
| 5653 |
5653
Armstrong Fleming & Moore
Washington,
District of Columbia
| USD 236 M | +USD 19.1 M | +9% | 4.42% | 135% | 112 | 9.82% | 1 |
|
| 5654 |
5654
Causey Wealth LLC
Greenwood Village,
Colorado
| USD 236 M | +USD 15.4 M | +7% | 0.8% | – | 83 | 15.66% | 0.9 |
|
| 5655 |
5655
Pavaki Capital Management
Pueblo,
Colorado
| USD 235 M | -USD 19.8 M | -8% | 0.76% | – | 162 | 22.84% | 0.2 |
|
| 5656 |
5656
IMPACTfolio
Denver,
Colorado
| USD 235 M | -USD 2.82 M | -1% | 2.61% | 58.8% | 37 | 8.11% | 2.6 |
|
| 5657 |
5657
Taconic Capital Advisors
New York
| USD 235 M | -USD 117 M | -33% | 16.5% | 273% | 34 | 70.59% | 0.9 |
|
| 5658 |
IGYL
5658
I.G.Y. Ltd
London,
United Kingdom
| USD 235 M | +USD 21.8 k | +0% | 1.32% | 80.5% | 3 | 0% | 6 |
|
| 5659 |
5659
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
| USD 235 M | -USD 5.39 M | -2% | 0.93% | – | 74 | 14.86% | 0.2 |
|
| 5660 |
5660
ACT Advisors
Asheville,
North Carolina
| USD 235 M | -USD 18.5 M | -7% | 1.01% | 75.4% | 82 | 25.61% | 1.7 |
|
| 5661 |
5661
CNA Financial
Chicago,
Illinois
| USD 235 M | +USD 29.4 M | +14% | 5.87% | 48.6% | 19 | 47.37% | 1.1 |
|
| 5662 |
5662
Elevation Capital Advisory
Bend,
Oregon
| USD 235 M | -USD 9.9 M | -4% | 1.09% | – | 89 | 55.06% | 0.6 |
|
| 5663 |
ECP
5663
Elemental Capital Partners
San Francisco,
California
| USD 235 M | +USD 46.9 M | +25% | 32.3% | – | 13 | 61.54% | 1.6 |
|
| 5664 |
RGC
5664
Rubicon Global Capital
London,
United Kingdom
| USD 235 M | -USD 143 M | -38% | 31.3% | – | 11 | 9.09% | 1.2 |
|
| 5665 |
5665
Clarus Wealth Advisors
Peoria,
Arizona
| USD 235 M | -USD 6.71 M | -3% | 2.2% | 89.7% | 101 | 27.72% | 2.9 |
|
| 5666 |
5666
Midwest Financial Group
Overland Park,
Kansas
| USD 234 M | +USD 8.14 M | +4% | 1.45% | 103% | 129 | 6.98% | 2.1 |
|
| 5667 |
5667
Greenfield Savings Bank
Greenfield,
Massachusetts
| USD 234 M | -USD 3.27 M | -1% | 0.52% | 108% | 145 | 4.14% | 3.1 |
|
| 5668 |
5668
Matisse Capital
Portland,
Oregon
| USD 234 M | +USD 10.1 M | +4% | 0.75% | 73.3% | 178 | 14.04% | 2.5 |
|
| 5669 |
5669
Bernard Wealth Management
Royal Oak,
Michigan
| USD 234 M | -USD 12.1 M | -5% | 3.46% | – | 378 | 10.58% | 1.1 |
|
| 5670 |
CWMG
5670
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| USD 234 M | -USD 8.73 M | -4% | 2.13% | – | 76 | 18.42% | 0.6 |
|
| 5671 |
5671
Heritage Wealth Management (Texas)
Houston,
Texas
| USD 234 M | +USD 3.56 M | +2% | 0.39% | 55.9% | 41 | 7.32% | 2 |
|
| 5672 |
SP
5672
Saranac Partners
London,
| USD 234 M | -USD 22 M | -9% | 7% | 69% | 111 | 37.84% | 0.9 |
|
| 5673 |
5673
Investmark Advisory Group
Shelton,
Connecticut
| USD 234 M | -USD 1.12 M | -0.5% | 0.21% | 73.8% | 148 | 12.84% | 2.8 |
|
| 5674 |
5674
Accel Leaders 3 Associates
Palo Alto,
California
| USD 234 M | +USD 45.2 M | +24% | 24% | – | 1 | 0% | 0.3 |
|
| 5675 |
5675
Ardent Capital Management
Cincinnati,
Ohio
| USD 234 M | -USD 19.1 M | -8% | 1.39% | 87.2% | 50 | 6% | 2.6 |
|