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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
MYeCFO
La Jolla,
California
| USD 185 M | +USD 11.2 M | +6% | 5.55% | 58.5% | 57 | 3.51% | 1.4 |
|
| 5702 |
5702
Norway Savings Bank
Portland,
Maine
| USD 184 M | +USD 8.95 M | +5% | 5.95% | 117% | 107 | 6.54% | 5.4 |
|
| 5703 |
5703
Values First Advisors
Gray,
Tennessee
| USD 184 M | +USD 17.5 M | +10% | 7.03% | 87.6% | 280 | 42.5% | 1.7 |
|
| 5704 |
5704
Foresight Global Investors
Purchase,
New York
| USD 184 M | -USD 23.7 M | -11% | 3.78% | 69.9% | 51 | 31.37% | 0.8 |
|
| 5705 |
5705
Aviso Wealth Management
Bellevue,
Washington
| USD 184 M | +USD 15.9 M | +9% | 6.31% | 153% | 160 | 15% | 0.7 |
|
| 5706 |
5706
River Street Advisors
Aurora,
Illinois
| USD 184 M | +USD 21.5 M | +13% | 7.21% | 93.5% | 150 | 9.33% | 1.2 |
|
| 5707 |
5707
Shelton Wealth Management
Fort Worth,
Texas
| USD 184 M | +USD 7.75 M | +4% | 4.94% | 89.4% | 151 | 27.15% | 1.2 |
|
| 5708 |
5708
WFA Asset Management
Whitefish Bay,
Wisconsin
| USD 184 M | +USD 6.98 M | +4% | 6.91% | 60% | 213 | 8.92% | 2.2 |
|
| 5709 |
5709
Boulder Wealth Advisors
Boulder,
Colorado
| USD 184 M | +USD 12.6 M | +7% | 4.88% | – | 27 | 11.11% | 1.1 |
|
| 5710 |
5710
Battery Global Advisors
Boston,
Massachusetts
| USD 184 M | +USD 32.9 M | +22% | 7.2% | – | 136 | 75% | 0.2 |
|
| 5711 |
5711
Windle Wealth
Oklahoma City,
Oklahoma
| USD 184 M | +USD 20 M | +12% | 10.1% | 93% | 32 | 9.38% | 1.5 |
|
| 5712 |
5712
JDM Financial Group
Austin,
Texas
| USD 184 M | +USD 35.9 M | +24% | 6.1% | 56.7% | 419 | 50.12% | 0.8 |
|
| 5713 |
5713
Worth Asset Management
Dallas,
Texas
| USD 184 M | +USD 15.5 M | +9% | 7.03% | 115% | 169 | 46.75% | 0.9 |
|
| 5714 |
5714
IRON Financial
Northbrook,
Illinois
| USD 184 M | +USD 5.42 M | +3% | 6.74% | 60.6% | 128 | 36.72% | 3.1 |
|
| 5715 |
5715
Evolution Advisers
Richmond,
Virginia
| USD 184 M | +USD 9.7 M | +6% | 5.79% | 44.8% | 198 | 7.07% | 1.8 |
|
| 5716 |
5716
Ariadne Wealth Management
Santa Barbara,
California
| USD 184 M | +USD 54.3 M | +42% | 6.9% | – | 296 | 70.61% | 0.1 |
|
| 5717 |
LA
5717
Lane & Associates
Moorestown,
New Jersey
| USD 184 M | +USD 14.1 M | +8% | 5.93% | – | 123 | 17.07% | 1.3 |
|
| 5718 |
CSA
5718
Cottage Street Advisors
Marion,
Massachusetts
| USD 184 M | +USD 14.1 M | +8% | 6.27% | 95.8% | 110 | 14.55% | 2.4 |
|
| 5719 |
MWA
5719
Miller Wealth Advisors
Ridgeway,
Colorado
| USD 184 M | -USD 1.33 M | -0.7% | 0.53% | 147% | 89 | 13.48% | 2 |
|
| 5720 |
IC
5720
Immersion Capital
London,
United Kingdom
| USD 183 M | +USD 4.73 M | +3% | 2.84% | 63.4% | 10 | 20% | 1.8 |
|
| 5721 |
5721
Harrington Investments
Napa,
California
| USD 183 M | +USD 7 M | +4% | 5.69% | 109% | 83 | 4.82% | 5.6 |
|
| 5722 |
5722
Consilium Wealth Advisory
Richardson,
Texas
| USD 183 M | +USD 42.5 k | +0% | 5.64% | 126% | 93 | 13.98% | 1.9 |
|
| 5723 |
5723
Leverty Financial Group
Hudson,
Wisconsin
| USD 183 M | +USD 14 M | +8% | 6.24% | 57.3% | 39 | 23.08% | 1.6 |
|
| 5724 |
PWP
5724
Pursue Wealth Partners
Clayton,
California
| USD 183 M | -USD 373 k | -0.2% | 2.63% | 108% | 124 | 20.16% | 1.6 |
|
| 5725 |
5725
MRA Advisory Group
Parsippany,
New Jersey
| USD 183 M | +USD 8.06 M | +5% | 5.13% | 86.8% | 127 | 18.11% | 1.8 |
|