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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
ShariaPortfolio
Lake Mary,
Florida
| USD 237 M | -USD 23.9 M | -9% | 5.36% | 254% | 25 | 8% | 1.6 |
|
| 5702 |
BC
5702
Bowman & Company
Oshkosh,
Wisconsin
| USD 237 M | +USD 359 k | +0.2% | 1.57% | 59.7% | 120 | 11.67% | 2.6 |
|
| 5703 |
5703
Ballentine Capital Advisors
Greenville,
South Carolina
| USD 237 M | +USD 11.3 M | +5% | 2.2% | 48.8% | 26 | 3.85% | 1.8 |
|
| 5704 |
5704
Kessler Investment Group
Columbus,
Indiana
| USD 237 M | +USD 4.47 M | +2% | 1.21% | 251% | 94 | 21.28% | 2.6 |
|
| 5705 |
5705
Sea Cliff Partners Management
San Francisco,
California
| USD 237 M | -USD 24.1 M | -9% | 3.55% | – | 18 | 44.44% | 0.9 |
|
| 5706 |
5706
Client First Capital
San Diego,
California
| USD 237 M | +USD 12.8 M | +6% | 2.19% | 54.6% | 27 | 18.52% | 1.4 |
|
| 5707 |
5707
Tenon Financial
Metuchen,
New Jersey
| USD 237 M | +USD 42.5 M | +22% | 1.97% | – | 55 | 23.64% | 1.3 |
|
| 5708 |
5708
AAF Wealth Management
Westborough,
Massachusetts
| USD 237 M | +USD 16.4 M | +7% | 3.32% | 75.1% | 52 | 21.15% | 2.7 |
|
| 5709 |
5709
Guardian Financial Partners
Orange,
California
| USD 237 M | +USD 110 k | +0% | 1.36% | 53.9% | 74 | 20.27% | 1.7 |
|
| 5710 |
5710
Vawter Financial
Columbus,
Ohio
| USD 237 M | +USD 16.5 M | +7% | 1.47% | 49.9% | 123 | 8.13% | 0.7 |
|
| 5711 |
5711
Values Added Financial
Washington,
District of Columbia
| USD 237 M | +USD 12 M | +5% | 2.42% | 65.9% | 137 | 7.3% | 1.7 |
|
| 5712 |
CA
5712
Continental Advisors
Park City,
Utah
| USD 237 M | +USD 5.72 M | +2% | 8.98% | 73.6% | 46 | 17.39% | 5.9 |
|
| 5713 |
5713
Granite Harbor Advisors
Houston,
Texas
| USD 237 M | -USD 1.11 M | -0.5% | 3.2% | 70.1% | 135 | 12.59% | 1.8 |
|
| 5714 |
5714
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| USD 237 M | +USD 12.8 M | +6% | 0.06% | 14.4% | 59 | 23.73% | 1.4 |
|
| 5715 |
5715
Gables Capital Management
Miami,
Florida
| USD 237 M | +USD 3.34 M | +1% | 2.88% | 173% | 476 | 6.3% | 4.5 |
|
| 5716 |
5716
Boulder Wealth Advisors
Boulder,
Colorado
| USD 237 M | +USD 21.5 M | +10% | 1.93% | – | 39 | 30.77% | 1.5 |
|
| 5717 |
5717
Creekside Partners
Petaluma,
California
| USD 237 M | +USD 9.6 M | +4% | 2.32% | – | 183 | 7.1% | 1.3 |
|
| 5718 |
5718
Pfizer
New York
| USD 236 M | -USD 201 M | -46% | 36.3% | – | 21 | 14.29% | 1 |
|
| 5719 |
CSA
5719
Cottage Street Advisors
Marion,
Massachusetts
| USD 236 M | +USD 957 k | +0.4% | 3.48% | 95.8% | 156 | 16.67% | 2.5 |
|
| 5720 |
5720
SimpliFi Inc
San Diego,
California
| USD 236 M | +USD 2.67 M | +1% | 1.04% | 27.9% | 47 | 14.89% | 2.8 |
|
| 5721 |
5721
Shore Point Advisors
Brielle,
New Jersey
| USD 236 M | +USD 10.2 M | +4% | 1.13% | 54.6% | 77 | 9.09% | 2.4 |
|
| 5722 |
5722
Heartland Bank & Trust
Bloomington,
Illinois
| USD 236 M | -USD 5.85 M | -2% | 4.94% | 118% | 179 | 18.44% | 1.9 |
|
| 5723 |
5723
Wayfinding Financial
Lynnwood,
Washington
| USD 236 M | +USD 3.94 M | +2% | 1.11% | 81.9% | 166 | 16.87% | 1.2 |
|
| 5724 |
5724
Navis Wealth Advisors
Rye Brook,
New York
| USD 236 M | +USD 102 M | +77% | 3.71% | 106% | 187 | 37.97% | 1.7 |
|
| 5725 |
5725
Squadron Capital Management
Westmont,
Illinois
| USD 236 M | – | – | 123% | – | 33 | – | 0 |
|