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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
Soviero Asset Management
New York
| USD 209 M | +USD 16.1 M | +8% | 15.4% | 676% | 91 | 59.34% | 0.3 |
|
| 6102 |
RFG
6102
RFP Financial Group
Atlanta,
Georgia
| USD 209 M | -USD 36.7 M | -15% | 2.89% | 63.4% | 119 | 45.38% | 1.8 |
|
| 6103 |
6103
HRC Wealth Management
Moscow,
Idaho
| USD 209 M | +USD 3.71 M | +2% | 1.83% | 82.2% | 57 | 5.26% | 1.5 |
|
| 6104 |
6104
Midwest Capital Advisors
Grand Rapids,
Michigan
| USD 209 M | +USD 1.31 M | +0.6% | 1.72% | – | 228 | 23.25% | 0.9 |
|
| 6105 |
6105
Sound Stewardship
Overland Park,
Kansas
| USD 209 M | +USD 253 k | +0.1% | 2.81% | 45.9% | 69 | 13.04% | 2.2 |
|
| 6106 |
6106
Private Wealth Group
Tampa,
Florida
| USD 208 M | +USD 7.47 M | +4% | 1.35% | 52.9% | 71 | 11.27% | 3.2 |
|
| 6107 |
6107
Flatrock Wealth Partners
Newport Beach,
California
| USD 208 M | – | – | 4.08% | – | 167 | – | 0 |
|
| 6108 |
6108
Strategic Value Partners
Greenwich,
Connecticut
| USD 208 M | – | – | 7.91% | – | 1 | – | 0 |
|
| 6109 |
6109
Union Square Park Capital Management
New York
| USD 208 M | -USD 73.1 M | -26% | 6.77% | 75.8% | 68 | 45.59% | 0.9 |
|
| 6110 |
ASBI
6110
American State Bank (Iowa)
Sioux Center,
Iowa
| USD 208 M | +USD 11.7 M | +6% | 3.4% | 149% | 138 | 5.8% | 4.1 |
|
| 6111 |
IFS
6111
Intelligent Financial Strategies
Excelsior,
Minnesota
| USD 208 M | +USD 2.5 M | +1% | 1.78% | 63.5% | 75 | 6.67% | 3.3 |
|
| 6112 |
6112
Meritas Wealth Management
Larkspur,
California
| USD 208 M | +USD 6 M | +3% | 2.62% | 69.4% | 60 | 5% | 2.2 |
|
| 6113 |
6113
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| USD 208 M | +USD 21.1 M | +11% | 3.49% | 99.4% | 138 | 15.94% | 2.7 |
|
| 6114 |
6114
Pacific Sun Financial
Los Angeles,
California
| USD 208 M | +USD 705 k | +0.3% | 1.24% | 70.3% | 207 | 7.73% | 5 |
|
| 6115 |
6115
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| USD 208 M | -USD 49 M | -19% | 1.41% | 144% | 25 | 52% | 0.8 |
|
| 6116 |
C
6116
Croban
Fremont,
Ohio
| USD 207 M | +USD 57.4 M | +38% | 1.47% | – | 85 | 10.59% | 1.6 |
|
| 6117 |
BAM
6117
Bosun Asset Management
Chicago,
Illinois
| USD 207 M | +USD 12.8 M | +7% | 5.04% | 309% | 82 | 17.07% | 2.5 |
|
| 6118 |
6118
Beacon Financial Planning
Hyannis,
Massachusetts
| USD 207 M | +USD 14.2 M | +7% | 1.8% | 74.3% | 57 | 17.54% | 2 |
|
| 6119 |
6119
Cadence Wealth Management
Westborough,
Massachusetts
| USD 207 M | +USD 16.2 M | +8% | 7.21% | 56.4% | 61 | 11.48% | 2.4 |
|
| 6120 |
6120
CWC Advisors
Lake Oswego,
Oregon
| USD 207 M | +USD 2.89 M | +1% | 3.21% | – | 154 | 7.79% | 1 |
|
| 6121 |
6121
Resolute Capital Asset Partners
Denver,
Colorado
| USD 207 M | +USD 15.8 M | +8% | 20.3% | 657% | 71 | 69.01% | 0.4 |
|
| 6122 |
6122
LCM Capital Management
Chicago,
Illinois
| USD 207 M | -USD 1.56 M | -0.7% | 2.1% | 128% | 116 | 7.76% | 3.3 |
|
| 6123 |
6123
University of Chicago
Chicago,
Illinois
| USD 207 M | +USD 2.14 M | +1% | 2.3% | 62.3% | 12 | 8.33% | 1.5 |
|
| 6124 |
6124
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 207 M | -USD 2.75 M | -1% | 3.08% | 93.3% | 144 | 5.56% | 8.3 |
|
| 6125 |
6125
Finer Wealth Management
Salem,
Massachusetts
| USD 207 M | +USD 6.01 M | +3% | 6.53% | 175% | 91 | 14.29% | 2.8 |
|