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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
Choice Wealth Advisors
Waterville,
Maine
| USD 126 M | -USD 9.9 M | -7% | 4.24% | 60.3% | 26 | 15.38% | 1 |
|
| 5927 |
5927
Lokken Investment Group
Lewes,
Delaware
| USD 126 M | -USD 14.2 M | -10% | 2.74% | 65.3% | 145 | 20.69% | 1 |
|
| 5928 |
5928
Richelieu Gestion
Paris,
France
| USD 126 M | – | – | 7.74% | – | 74 | – | 0 |
|
| 5929 |
5929
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| USD 126 M | -USD 13.6 M | -10% | 6.24% | 72% | 123 | 15.45% | 1.3 |
|
| 5930 |
5930
Nauset Wealth Management
Westport,
Connecticut
| USD 126 M | +USD 20.8 M | +20% | 3.14% | – | 234 | 75.21% | 0.1 |
|
| 5931 |
5931
Dravo Bay
Rehoboth Beach,
Delaware
| USD 125 M | +USD 9.11 M | +8% | 5.57% | 45.2% | 173 | 78.61% | 0.1 |
|
| 5932 |
EVP
5932
Evergreen Venture Partners
Tel Aviv,
Israel
| USD 125 M | -USD 63.6 M | -34% | 33.7% | 88.4% | 1 | 0% | 0.3 |
|
| 5933 |
5933
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| USD 125 M | -USD 8.24 M | -6% | 5.57% | 46.9% | 115 | 10.43% | 1.1 |
|
| 5934 |
5934
Sterling Manor Financial
Saratoga Springs,
New York
| USD 125 M | -USD 3.08 M | -2% | 5.75% | – | 102 | 47.06% | 0.6 |
|
| 5935 |
5935
Invesco Senior Secured Management
New York
| USD 125 M | -USD 17.3 M | -12% | 3.41% | 18.1% | 15 | 33.33% | 1.9 |
|
| 5936 |
5936
Masso Torrence Wealth Management
Marlton,
New Jersey
| USD 125 M | -USD 18.1 M | -13% | 4.36% | 130% | 405 | 80.99% | 0.2 |
|
| 5937 |
BI
5937
Blooom Inc
Overland Park,
Kansas
| USD 125 M | -USD 7.97 M | -6% | 1.67% | – | 51 | 15.69% | 1 |
|
| 5938 |
5938
Silverhawk Asset Management
Scottsdale,
Arizona
| USD 125 M | +USD 332 k | +0.3% | 5.16% | – | 32 | 21.88% | 0.2 |
|
| 5939 |
5939
TKG Advisors
Valparaiso,
Indiana
| USD 125 M | -USD 1.88 M | -1% | 1.83% | 116% | 99 | 35.35% | 0.2 |
|
| 5940 |
5940
Cassia Capital Partners
Winston Salem,
North Carolina
| USD 125 M | -USD 24.1 M | -16% | 1.57% | 59.9% | 65 | 12.31% | 0.3 |
|
| 5941 |
5941
St. James Investment Advisors
Port Jefferson,
New York
| USD 125 M | -USD 10.6 M | -8% | 6.05% | – | 105 | 32.38% | 0.2 |
|
| 5942 |
5942
Chico Wealth RIA
Chico,
California
| USD 125 M | – | – | 5.83% | 74.7% | 23 | – | 0 |
|
| 5943 |
5943
Prostatis Group
Hanover,
Maryland
| USD 125 M | -USD 38.3 M | -24% | 6.49% | 72.9% | 111 | 43.24% | 1.2 |
|
| 5944 |
5944
Walker Asset Management
Verona,
Missouri
| USD 125 M | +USD 10.4 M | +9% | 5.26% | 87.6% | 99 | 26.26% | 0.2 |
|
| 5945 |
WPEP
5945
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 125 M | +USD 14.6 M | +13% | 8.91% | 48% | 16 | 6.25% | 5.7 |
|
| 5946 |
5946
Ribbit Capital GP IV
Palo Alto,
California
| USD 125 M | -USD 42.2 M | -25% | 23.3% | – | 2 | 0% | 0.3 |
|
| 5947 |
5947
WorthPointe
La Jolla,
California
| USD 124 M | +USD 11.9 M | +11% | 3.74% | 59.7% | 59 | 49.15% | 0.2 |
|
| 5948 |
5948
Gitterman Wealth Management
Edison,
New Jersey
| USD 124 M | -USD 10.6 M | -8% | 4.42% | 33% | 124 | 45.16% | 0.6 |
|
| 5949 |
5949
Capitol Family Office
Beaverton,
Oregon
| USD 124 M | -USD 21.5 M | -15% | 6.66% | 72% | 26 | 26.92% | 0.2 |
|
| 5950 |
5950
Cynosure Group
Salt Lake City,
Utah
| USD 124 M | -USD 8.4 M | -6% | 0.83% | 63% | 25 | 12% | 1.9 |
|