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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
ADE LLC
Baltimore,
Maryland
| USD 163 M | +USD 14.5 M | +10% | 5.91% | 59.8% | 84 | 8.33% | 2.8 |
|
| 6027 |
6027
Sagil Capital
London,
United Kingdom
| USD 163 M | -USD 32.2 M | -17% | 2.6% | 104% | 26 | 53.85% | 0.6 |
|
| 6028 |
6028
W Advisors LLC
Germantown,
Tennessee
| USD 162 M | +USD 9.9 M | +7% | 5.69% | 88.7% | 120 | 9.17% | 2 |
|
| 6029 |
6029
Tudor Financial
Dayton,
Ohio
| USD 162 M | – | – | 7.82% | – | 124 | – | 0 |
|
| 6030 |
HCM
6030
Helios Capital Management
Singapore
| USD 162 M | +USD 8.77 M | +6% | 5.64% | 124% | 50 | 0% | 2 |
|
| 6031 |
6031
Richmond Brothers
Jackson,
Michigan
| USD 162 M | +USD 112 M | +221% | 5.93% | 77.2% | 38 | 55.26% | 1.2 |
|
| 6032 |
6032
TRV GP IV
Boston,
Massachusetts
| USD 162 M | -USD 40.1 M | -20% | 9.77% | 1,102% | 3 | 0% | 4.1 |
|
| 6033 |
6033
4Thought Financial Group
Syosset,
New York
| USD 162 M | +USD 1.12 M | +0.7% | 5.54% | 40.8% | 109 | 0.92% | 2.7 |
|
| 6034 |
6034
Finer Wealth Management
Salem,
Massachusetts
| USD 162 M | +USD 7.02 M | +5% | 3.75% | 175% | 81 | 12.35% | 2.2 |
|
| 6035 |
6035
Beacon Financial Planning
Hyannis,
Massachusetts
| USD 162 M | +USD 14.8 M | +10% | 7.02% | 74.3% | 45 | 13.33% | 1.2 |
|
| 6036 |
6036
Treasure Coast Financial Planning
Vero Beach,
Florida
| USD 162 M | +USD 10.4 M | +7% | 4.63% | 35.5% | 35 | 8.57% | 1.8 |
|
| 6037 |
6037
BluePath Capital Management
Atlanta,
Georgia
| USD 162 M | +USD 19.3 M | +14% | 6.93% | 106% | 119 | 23.53% | 0.8 |
|
| 6038 |
6038
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| USD 162 M | +USD 8.25 M | +5% | 7.09% | 62.6% | 84 | 7.14% | 2.7 |
|
| 6039 |
WBWA
6039
William B. Walkup & Associates
Columbia,
South Carolina
| USD 162 M | +USD 8.97 M | +6% | 6.88% | – | 162 | 4.32% | 0.2 |
|
| 6040 |
6040
Meritas Wealth Management
Larkspur,
California
| USD 162 M | +USD 19.8 M | +14% | 7.54% | 69.4% | 51 | 9.8% | 1.4 |
|
| 6041 |
6041
Von Berge Wealth Management Group
San Diego,
California
| USD 162 M | +USD 4.32 M | +3% | 6.83% | 60.5% | 70 | 11.43% | 2.1 |
|
| 6042 |
SIA
6042
Schear Investment Advisers
Cincinnati,
Ohio
| USD 162 M | +USD 23.1 M | +17% | 4.57% | 241% | 86 | 8.14% | 1.4 |
|
| 6043 |
6043
Garrison Point Advisors
Walnut Creek,
California
| USD 162 M | +USD 10.1 M | +7% | 6.89% | 95.4% | 148 | 4.73% | 4.4 |
|
| 6044 |
6044
David J. Yvars Group
University Park,
Florida
| USD 161 M | +USD 1.67 M | +1% | 2.32% | 143% | 85 | 14.12% | 2.3 |
|
| 6045 |
6045
Herbst Group
Westport,
Connecticut
| USD 161 M | -USD 3.01 M | -2% | 4.84% | 142% | 69 | 24.64% | 2.1 |
|
| 6046 |
6046
Destiny Capital
Golden,
Colorado
| USD 161 M | +USD 15 M | +10% | 5.43% | 60.5% | 50 | 8% | 1.5 |
|
| 6047 |
6047
Prospect Financial Services
Melville,
New York
| USD 161 M | +USD 31.3 M | +24% | 8.59% | – | 109 | 33.94% | 0.5 |
|
| 6048 |
6048
Walker Asset Management
Verona,
Missouri
| USD 161 M | +USD 12.7 M | +9% | 8.28% | 87.6% | 147 | 10.88% | 1.7 |
|
| 6049 |
6049
William Allan Corp
Fort Collins,
Colorado
| USD 161 M | +USD 11.6 M | +8% | 8.09% | 94.2% | 53 | 3.77% | 2.2 |
|
| 6050 |
6050
Clearfield Capital Management
New York
| USD 161 M | +USD 49.9 M | +45% | 28.4% | 421% | 8 | 37.5% | 0.9 |
|