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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
AllGen Financial Advisors
Orlando,
Florida
| USD 135 M | +USD 12.4 M | +10% | 6.97% | 39.7% | 39 | 20.51% | 0.8 |
|
| 5927 |
5927
PFS Partners
Mine Hill,
New Jersey
| USD 135 M | – | – | 6.31% | 65.2% | 351 | – | 0 |
|
| 5928 |
5928
Gitterman Wealth Management
Edison,
New Jersey
| USD 135 M | +USD 10.3 M | +8% | 5.95% | 33% | 108 | 41.67% | 0.5 |
|
| 5929 |
5929
Warther Private Wealth
Akron,
Ohio
| USD 135 M | +USD 22.6 M | +20% | 14% | 94.1% | 130 | 16.15% | 0.4 |
|
| 5930 |
5930
New Silk Road Investment
Singapore
| USD 135 M | -USD 18.8 M | -12% | 18.7% | 21.2% | 13 | 15.38% | 1.3 |
|
| 5931 |
5931
Deep Field Asset Management
Beverly Hills,
California
| USD 135 M | +USD 3.66 M | +3% | 11.3% | 20.1% | 18 | 22.22% | 1.5 |
|
| 5932 |
5932
Mayport LLC
Newton,
Massachusetts
| USD 134 M | – | – | 5.48% | 62.2% | 62 | – | 0 |
|
| 5933 |
5933
FWG Holdings
Winter Park,
Florida
| USD 134 M | +USD 18.7 M | +16% | 10.4% | 97.5% | 99 | 18.18% | 0.4 |
|
| 5934 |
5934
West Michigan Advisors
Holland,
Michigan
| USD 134 M | – | – | 9.59% | 97.4% | 125 | – | 0 |
|
| 5935 |
5935
W Advisors LLC
Germantown,
Tennessee
| USD 134 M | – | – | 8.65% | 88.7% | 104 | – | 0 |
|
| 5936 |
5936
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| USD 134 M | – | – | 7.71% | 35.4% | 24 | – | 0 |
|
| 5937 |
5937
Clifford Capital Partners
Alpine,
Utah
| USD 134 M | +USD 24.8 M | +23% | 2.28% | 77.3% | 43 | 6.98% | 2.3 |
|
| 5938 |
5938
Carmel Capital Partners
San Diego,
California
| USD 134 M | – | – | 13% | 65.9% | 123 | – | 0 |
|
| 5939 |
5939
Resolute Financial
Newburyport,
Massachusetts
| USD 134 M | – | – | 6.96% | – | 116 | – | 0 |
|
| 5940 |
A
5940
Astrantus
Limassol,
Cyprus
| USD 134 M | – | – | 7.01% | – | 208 | – | 0 |
|
| 5941 |
5941
Firethorn Wealth Partners
Augusta,
Georgia
| USD 134 M | – | – | 6.65% | 75.1% | 148 | – | 0.7 |
|
| 5942 |
5942
Banta Asset Management
Newport Beach,
California
| USD 134 M | +USD 30 M | +29% | 3.74% | – | 24 | 20.83% | 1.4 |
|
| 5943 |
5943
Goodwin Investment Advisory
Woodstock,
Georgia
| USD 134 M | +USD 30.7 M | +30% | 7.56% | 60.8% | 192 | 30.73% | 0.6 |
|
| 5944 |
5944
Kaizen Financial Strategies
Campbell,
California
| USD 134 M | +USD 9.47 M | +8% | 9.08% | 126% | 159 | 20.75% | 0.7 |
|
| 5945 |
5945
Terra Nova Asset Management
New York
| USD 133 M | +USD 8.88 M | +7% | 13.2% | 172% | 96 | 11.46% | 2 |
|
| 5946 |
5946
Cherrydale Wealth Management
Hoboken,
New Jersey
| USD 133 M | – | – | 7.28% | 80.8% | 39 | – | 0 |
|
| 5947 |
5947
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| USD 133 M | +USD 13 M | +11% | 8.22% | 46.9% | 115 | 12.17% | 0.8 |
|
| 5948 |
5948
Johnson Midwest Financial
Glidden,
Iowa
| USD 133 M | +USD 11 M | +9% | 11% | 58.6% | 344 | 17.15% | 0.8 |
|
| 5949 |
5949
Prosperity Consulting Group
Owings Mills,
Maryland
| USD 133 M | – | – | 8.01% | 66.8% | 97 | – | 0 |
|
| 5950 |
WCH
5950
Willoughby Capital Holdings
Greenwich,
Connecticut
| USD 133 M | -USD 38.4 M | -22% | 22.4% | – | 1 | 0% | 0.3 |
|