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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
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 193 M | +USD 371 k | +0.2% | 6.18% | 135% | 200 | 16% | 3.8 |
|
| 6102 |
6102
Tenret Company
Tampa,
Florida
| USD 193 M | +USD 9.9 M | +5% | 5.18% | – | 36 | 2.78% | 3.2 |
|
| 6103 |
6103
Beacon Financial Planning
Hyannis,
Massachusetts
| USD 193 M | +USD 14 M | +8% | 7.87% | 74.3% | 54 | 9.26% | 1.8 |
|
| 6104 |
6104
Griffith & Werner
Canton,
Georgia
| USD 193 M | – | – | 7.54% | – | 71 | – | 0.7 |
|
| 6105 |
PCA
6105
Prospect Capital Advisors
Sausalito,
California
| USD 193 M | +USD 27 M | +16% | 20% | 202% | 29 | 13.79% | 3.5 |
|
| 6106 |
6106
Kerrisdale Advisers
Miami,
Florida
| USD 193 M | +USD 1.14 M | +0.6% | 14.5% | 78.8% | 76 | 14.47% | 1.8 |
|
| 6107 |
6107
Soviero Asset Management
New York
| USD 193 M | +USD 27.4 M | +17% | 30.5% | 676% | 83 | 57.83% | 0.3 |
|
| 6108 |
6108
RHS Financial
San Francisco,
California
| USD 193 M | +USD 16.7 M | +10% | 7.53% | 65.6% | 142 | 14.08% | 2.3 |
|
| 6109 |
6109
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| USD 192 M | +USD 5.83 M | +3% | 6.65% | 51.7% | 357 | 80.67% | 3.5 |
|
| 6110 |
6110
Rye Brook Capital
Greenwich,
Connecticut
| USD 192 M | +USD 96.4 M | +101% | 14.8% | 77.2% | 31 | 22.58% | 1 |
|
| 6111 |
6111
FACT Capital
New York
| USD 192 M | -USD 18.1 M | -9% | 11.3% | 227% | 20 | 25% | 1.2 |
|
| 6112 |
6112
Mill Road Capital Management
Greenwich,
Connecticut
| USD 192 M | +USD 35.9 M | +23% | 27.1% | 85.1% | 26 | 11.54% | 3.1 |
|
| 6113 |
6113
Optimize Financial
Laguna Hills,
California
| USD 192 M | +USD 28.6 M | +17% | 9.79% | – | 458 | 79.04% | 0.2 |
|
| 6114 |
6114
Brighton Securities
Rochester,
New York
| USD 192 M | +USD 9 M | +5% | 5.71% | – | 65 | 15.38% | 0.6 |
|
| 6115 |
6115
Peak Planning Group
Centennial,
Colorado
| USD 192 M | +USD 35.7 M | +23% | 9.43% | 105% | 99 | 14.14% | 2.2 |
|
| 6116 |
AIM
6116
Athena Investment Management
Orinda,
California
| USD 192 M | +USD 13.1 M | +7% | 8.28% | 80.6% | 159 | 5.03% | 2.9 |
|
| 6117 |
6117
True Vision MN
Woodbury,
Minnesota
| USD 192 M | +USD 11.1 M | +6% | 6.53% | – | 117 | 19.66% | 1.1 |
|
| 6118 |
6118
Richmond Hill Investments
New York
| USD 192 M | -USD 2.7 M | -1% | 0.23% | 55.2% | 3 | 0% | 6.8 |
|
| 6119 |
6119
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| USD 192 M | +USD 13.9 M | +8% | 7.96% | 58.3% | 53 | 7.55% | 3 |
|
| 6120 |
6120
Prepared Retirement Institute
Lansdale,
Pennsylvania
| USD 192 M | +USD 22.1 M | +13% | 5.74% | – | 91 | 13.19% | 1.3 |
|
| 6121 |
6121
Landing Point Financial Group
Avon,
Ohio
| USD 192 M | +USD 33.2 M | +21% | 8.15% | – | 90 | 27.78% | 0.5 |
|
| 6122 |
6122
ELCO Management
New York
| USD 192 M | +USD 904 k | +0.5% | 5.12% | 98.3% | 171 | 12.87% | 3.9 |
|
| 6123 |
6123
NBZ Investment Advisors
Knoxville,
Tennessee
| USD 192 M | +USD 16 M | +9% | 7.61% | – | 72 | 22.22% | 0.6 |
|
| 6124 |
6124
Tejara Capital
London,
United Kingdom
| USD 192 M | -USD 24 M | -11% | 9.09% | 17.3% | 77 | 48.05% | 1.4 |
|
| 6125 |
6125
Planning Directions
Glen Mills,
Pennsylvania
| USD 192 M | +USD 13.9 M | +8% | 5.13% | 46.3% | 93 | 8.6% | 3.3 |
|