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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
BC
6001
Bowman & Company
Oshkosh,
Wisconsin
| USD 130 M | – | – | 9.34% | 59.7% | 80 | – | 0 |
|
| 6002 |
6002
R.W. Roge & Company
Bohemia,
New York
| USD 130 M | -USD 39 M | -23% | 8.42% | 76.3% | 45 | 13.33% | 1.5 |
|
| 6003 |
6003
Verger Capital Management
Winston-Salem,
North Carolina
| USD 130 M | +USD 7.15 M | +6% | 4.78% | 58.3% | 12 | 0% | 5.4 |
|
| 6004 |
6004
Peak Financial Advisors
Denver,
Colorado
| USD 130 M | +USD 16 M | +14% | 7.3% | 39.1% | 93 | 43.01% | 0.5 |
|
| 6005 |
6005
Leverty Financial Group
Hudson,
Wisconsin
| USD 130 M | – | – | 6.88% | 57.3% | 133 | – | 0 |
|
| 6006 |
6006
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| USD 129 M | – | – | 12.8% | 44.1% | 46 | – | 0 |
|
| 6007 |
DA
6007
DSC Advisors
Chicago,
Illinois
| USD 129 M | +USD 31 M | +31% | 9.3% | 3.18% | 83 | 28.92% | 1.9 |
|
| 6008 |
6008
Pinnacle Financial Group
Western Springs,
Illinois
| USD 129 M | – | – | 8.18% | 59.1% | 65 | – | 0 |
|
| 6009 |
6009
Monetta Financial Services
Wheaton,
Illinois
| USD 129 M | +USD 5.84 M | +5% | 13.8% | 275% | 59 | 57.63% | 1.9 |
|
| 6010 |
CSNH
6010
Crow's Nest Holdings
Richmond,
Virginia
| USD 129 M | – | – | 2.11% | 103% | 10 | – | 0 |
|
| 6011 |
6011
Cottonwood Capital Advisors
Salt Lake City,
Utah
| USD 129 M | – | – | 7.2% | 79% | 108 | – | 0 |
|
| 6012 |
6012
Treasure Coast Financial Planning
Vero Beach,
Florida
| USD 129 M | – | – | 3.27% | 35.5% | 32 | – | 0 |
|
| 6013 |
6013
VCU Investment Management
Richmond,
Virginia
| USD 129 M | -USD 39.1 M | -23% | 1.6% | – | 7 | 0% | 3 |
|
| 6014 |
6014
MRA Advisory Group
Parsippany,
New Jersey
| USD 129 M | +USD 11.5 M | +10% | 7.19% | 86.8% | 138 | 23.91% | 0.7 |
|
| 6015 |
6015
Wick Capital Partners
Wayne,
Pennsylvania
| USD 129 M | – | – | 7.69% | 60% | 59 | – | 0 |
|
| 6016 |
6016
Global Retirement Partners
San Rafael,
California
| USD 129 M | -USD 882 M | -87% | 8.27% | – | 2,050 | 88.05% | 2.6 |
|
| 6017 |
6017
LCM Capital Management
Chicago,
Illinois
| USD 129 M | +USD 10.9 M | +9% | 9.35% | 128% | 100 | 16% | 0.8 |
|
| 6018 |
6018
Caprin Asset Management
Henrico,
Virginia
| USD 129 M | -USD 943 k | -0.7% | 0.19% | 7.87% | 17 | 0% | 4.7 |
|
| 6019 |
OTL
6019
Oak Thistle LLC
New York
| USD 129 M | – | – | 3.14% | 58.3% | 290 | – | 0 |
|
| 6020 |
6020
Refined Wealth Management
Salt Lake City,
Utah
| USD 129 M | +USD 5.48 M | +4% | 3.69% | 99.4% | 23 | 8.7% | 0.4 |
|
| 6021 |
6021
Blodgett Wealth Advisors
Concord,
California
| USD 129 M | – | – | 11.9% | 150% | 85 | – | 0 |
|
| 6022 |
VFG
6022
V2 Financial group
Naperville,
Illinois
| USD 129 M | +USD 12.9 M | +11% | 5.98% | 63.3% | 74 | 21.62% | 0.8 |
|
| 6023 |
6023
Consilio Wealth Advisors
Bellevue,
Washington
| USD 129 M | – | – | 5.71% | 66.4% | 40 | – | 0 |
|
| 6024 |
6024
Velan Capital Investment Management
Alpharetta,
Georgia
| USD 129 M | – | – | 4.38% | 2,395% | 27 | – | 0 |
|
| 6025 |
6025
Fairfield University
Fairfield,
Connecticut
| USD 129 M | – | – | 7.08% | 70.6% | 4 | – | 4.6 |
|