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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
EdgeRock Capital
Denver,
Colorado
| USD 137 M | -USD 27.3 M | -17% | 9.81% | 79.7% | 355 | 90.7% | 0.1 |
|
| 6102 |
6102
Chesapeake Capital Corp
Tampa,
Florida
| USD 137 M | – | – | 16% | – | 143 | – | 0 |
|
| 6103 |
6103
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| USD 137 M | +USD 294 k | +0.2% | 11.6% | – | 108 | 7.41% | 1.8 |
|
| 6104 |
6104
Magnolia Capital Advisors
Jackson,
Mississippi
| USD 137 M | +USD 32.8 M | +31% | 9.43% | 78.7% | 96 | 36.46% | 1.1 |
|
| 6105 |
MFG
6105
MTM Financial Group
Bethlehem,
Pennsylvania
| USD 137 M | +USD 16.9 M | +14% | 6.27% | 36.5% | 56 | 8.93% | 1.3 |
|
| 6106 |
6106
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 137 M | +USD 15 M | +12% | 12.8% | 91.4% | 284 | 18.66% | 1.5 |
|
| 6107 |
6107
Anchor IV
Singapore
| USD 137 M | +USD 24.8 M | +22% | 22.2% | – | 1 | 0% | 0.3 |
|
| 6108 |
6108
Onyx Financial Advisors
Idaho Falls,
Idaho
| USD 137 M | +USD 20.5 M | +18% | 10.2% | 57.8% | 15 | 46.67% | 0.6 |
|
| 6109 |
6109
Gould Capital
Tacoma,
Washington
| USD 137 M | +USD 13 M | +10% | 11.4% | 60.1% | 199 | 3.52% | 1.8 |
|
| 6110 |
6110
FSC Wealth Advisors
Fishkill,
New York
| USD 137 M | +USD 40.1 M | +42% | 8.09% | 66.4% | 297 | 25.59% | 1 |
|
| 6111 |
DIS
6111
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 136 M | +USD 4.63 M | +4% | 14.7% | 93.8% | 48 | 6.25% | 4.3 |
|
| 6112 |
6112
Sterling Investment Management
Tucson,
Arizona
| USD 136 M | +USD 23.9 M | +21% | 5.13% | 45.3% | 66 | 24.24% | 4.2 |
|
| 6113 |
6113
Trademark Financial Management
Bloomington,
Minnesota
| USD 136 M | – | – | 9.22% | 67.5% | 86 | – | 0 |
|
| 6114 |
6114
BlackDiamond Wealth Management
New York
| USD 136 M | +USD 25.5 M | +23% | 8.29% | 70.8% | 149 | 24.16% | 1.1 |
|
| 6115 |
6115
Evergreen Wealth Management
Williamston,
Michigan
| USD 136 M | +USD 9.45 M | +7% | 9.36% | 68.8% | 56 | 1.79% | 0.9 |
|
| 6116 |
MFC
6116
Miramar Fiduciary Corp
Reno,
Nevada
| USD 136 M | – | – | 11.2% | – | 6 | – | 2.5 |
|
| 6117 |
6117
Cohen Investment Advisors
Bedford,
New Hampshire
| USD 136 M | +USD 11.4 M | +9% | 12.4% | 90.6% | 77 | 2.6% | 2.8 |
|
| 6118 |
6118
Prosperitas Financial
Valencia,
California
| USD 136 M | +USD 6.97 M | +5% | 10.4% | 118% | 68 | 13.24% | 0.2 |
|
| 6119 |
6119
Firetrail Investments
Sydney, NSW,
Australia
| USD 136 M | – | – | 12.2% | 139% | 22 | – | 0 |
|
| 6120 |
6120
Walnut Level Capital
Denver,
Colorado
| USD 136 M | – | – | 10.3% | – | 35 | – | 0 |
|
| 6121 |
6121
HighMark Wealth Management
St. Paul,
Minnesota
| USD 136 M | +USD 15.1 M | +13% | 11.8% | 110% | 613 | 14.03% | 2.6 |
|
| 6122 |
6122
Cobblestone Asset Management
Richmond,
Virginia
| USD 136 M | +USD 14 M | +12% | 7.74% | 60.6% | 48 | 29.17% | 0.2 |
|
| 6123 |
ASI
6123
Advisory Services & Investments
Bend,
Oregon
| USD 136 M | +USD 21.9 M | +19% | 11.1% | 19.9% | 34 | 14.71% | 1.5 |
|
| 6124 |
6124
Brogan Financial
Knoxville,
Tennessee
| USD 135 M | +USD 21.6 M | +19% | 9.31% | 46.4% | 46 | 28.26% | 0.8 |
|
| 6125 |
6125
Sebold Capital Management
Lisle,
Illinois
| USD 135 M | +USD 12.9 M | +11% | 10.4% | – | 70 | 7.14% | 0.9 |
|