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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 189 M | +USD 6.53 M | +4% | 2.21% | 135% | 216 | 19.44% | 3.2 |
|
| 5852 |
LAI
5852
Legal Advantage Investments
Los Altos Hills,
California
| USD 189 M | +USD 7.24 M | +4% | 6.86% | 116% | 108 | 12.96% | 2.3 |
|
| 5853 |
5853
Silver Oak Advisory Group
Portland,
Oregon
| USD 189 M | -USD 5.91 M | -3% | 2.58% | 28.9% | 70 | 10% | 2.4 |
|
| 5854 |
5854
GSI Capital Advisors
Newport Beach,
California
| USD 189 M | -USD 10.7 M | -5% | 5.61% | 39.7% | 34 | 20.59% | 1.8 |
|
| 5855 |
5855
Dogwood Wealth Management
Lenexa,
Kansas
| USD 189 M | +USD 15.2 M | +9% | 0.28% | 57.9% | 294 | 34.69% | 0.7 |
|
| 5856 |
5856
Delphi Financial Group
Wilmington,
Delaware
| USD 189 M | +USD 11.9 M | +7% | 5.69% | 66.3% | 28 | 39.29% | 2 |
|
| 5857 |
5857
Pacific Wealth Management
San Diego,
California
| USD 189 M | -USD 26.1 M | -12% | 0.25% | 72.8% | 21 | 14.29% | 1.9 |
|
| 5858 |
5858
MRA Advisory Group
Parsippany,
New Jersey
| USD 189 M | +USD 5.82 M | +3% | 3.02% | 86.8% | 140 | 27.14% | 1.9 |
|
| 5859 |
5859
Lipe & Dalton
Syracuse,
New York
| USD 189 M | -USD 9.41 M | -5% | 1.32% | 101% | 104 | 11.54% | 5.9 |
|
| 5860 |
5860
FOCUS Wealth Advisors
Houston,
Texas
| USD 189 M | -USD 12 M | -6% | 1.33% | 68.7% | 65 | 20% | 2.2 |
|
| 5861 |
5861
Forte Asset Management
Bedford,
New York
| USD 188 M | +USD 854 k | +0.5% | 1.04% | 57.7% | 65 | 10.77% | 1.7 |
|
| 5862 |
5862
Peninsula Asset Management
Bradenton,
Florida
| USD 188 M | -USD 10.1 M | -5% | 2.1% | 54.2% | 44 | 2.27% | 8.4 |
|
| 5863 |
WPEP
5863
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 188 M | +USD 20.1 M | +12% | 8.77% | 48% | 16 | 31.25% | 6.1 |
|
| 5864 |
5864
Threadgill Financial
Spring,
Texas
| USD 188 M | +USD 20 M | +12% | 0.84% | 49.3% | 50 | 18% | 1.4 |
|
| 5865 |
5865
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| USD 188 M | -USD 805 k | -0.4% | 0.86% | – | 62 | 12.9% | 0.2 |
|
| 5866 |
5866
RCS Financial Planning
Annapolis,
Maryland
| USD 188 M | +USD 7.87 M | +4% | 2.02% | 48.2% | 78 | 14.1% | 1.4 |
|
| 5867 |
5867
First City Capital Management
Savannah,
Georgia
| USD 188 M | -USD 6.56 M | -3% | 1.4% | 86.4% | 169 | 13.02% | 6.2 |
|
| 5868 |
SIA
5868
Schear Investment Advisers
Cincinnati,
Ohio
| USD 188 M | +USD 26.2 M | +16% | 5.34% | 241% | 90 | 8.89% | 1.6 |
|
| 5869 |
5869
One68 Global Capital
New York
| USD 188 M | – | – | 4.06% | – | 94 | – | 0 |
|
| 5870 |
PC
5870
Panoramic Capital
Larkspur,
California
| USD 188 M | – | – | 13.5% | – | 43 | – | 0 |
|
| 5871 |
5871
Headwater Capital
Hong Kong,
China
| USD 188 M | – | – | 4.28% | – | 10 | – | 0 |
|
| 5872 |
5872
Cascades Capital Asset Management
Greensboro,
North Carolina
| USD 188 M | +USD 5.98 M | +3% | 1.2% | – | 112 | 15.18% | 0.2 |
|
| 5873 |
5873
Kapstone Financial Advisors
Lebanon,
Ohio
| USD 187 M | +USD 22.5 M | +14% | 12.6% | 131% | 119 | 13.45% | 1.5 |
|
| 5874 |
5874
Carl Stuart Investment Advisor
Austin,
Texas
| USD 187 M | +USD 9.5 M | +5% | 1.01% | 84.4% | 20 | 25% | 1.6 |
|
| 5875 |
5875
Master's Wealth Management
Lancaster,
Pennsylvania
| USD 187 M | – | – | 2.71% | – | 40 | – | 0 |
|