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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
Mission Hills Financial Advisory
San Diego,
California
| USD 195 M | +USD 5.95 M | +3% | 1.21% | – | 58 | 15.52% | 1 |
|
| 6252 |
6252
Revere Asset Management
Dallas,
Texas
| USD 195 M | -USD 88.9 M | -31% | 0.14% | 592% | 46 | 69.57% | 0.6 |
|
| 6253 |
6253
International City Management Association Retirement Corp
Washington,
District of Columbia
| USD 195 M | -USD 1.74 M | -0.9% | 0.82% | 48.1% | 6 | 0% | 2.4 |
|
| 6254 |
6254
Yardley Wealth Management
Yardley,
Pennsylvania
| USD 195 M | +USD 7.02 M | +4% | 0.9% | – | 36 | 0% | 1.4 |
|
| 6255 |
6255
Castleview Partners
Dallas,
Texas
| USD 195 M | -USD 6.73 M | -3% | 1.34% | 61.3% | 225 | 23.56% | 2.7 |
|
| 6256 |
6256
W Advisors LLC
Germantown,
Tennessee
| USD 195 M | -USD 3.75 M | -2% | 0.1% | 88.7% | 149 | 10.74% | 2.8 |
|
| 6257 |
6257
Crestview Partners III
New York
| USD 195 M | -USD 8.52 M | -4% | 0.47% | 51.2% | 2 | 0% | 3 |
|
| 6258 |
6258
Lantern Wealth Advisors
Melville,
New York
| USD 195 M | +USD 6.82 M | +4% | 0.74% | – | 190 | 22.63% | 1.4 |
|
| 6259 |
6259
Alethea Capital Management
Mercer Island,
Washington
| USD 195 M | -USD 11 M | -5% | 6.06% | 246% | 17 | 41.18% | 2.3 |
|
| 6260 |
6260
WestCap Management
San Francisco,
California
| USD 195 M | -USD 265 M | -58% | 53.9% | – | 2 | 0% | 0.3 |
|
| 6261 |
6261
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 195 M | -USD 7.45 M | -4% | 1.51% | 135% | 208 | 17.31% | 3.5 |
|
| 6262 |
6262
Symphony Financial Services
Akron,
Ohio
| USD 195 M | -USD 271 k | -0.1% | 0.78% | – | 107 | 12.15% | 1.3 |
|
| 6263 |
6263
Wynn Capital
Augusta,
Georgia
| USD 195 M | -USD 11.2 M | -5% | 4.06% | 115% | 109 | 1.83% | 2.1 |
|
| 6264 |
6264
Next Level Wealth Planning
Meridian,
Idaho
| USD 195 M | +USD 6.79 M | +4% | 1.07% | – | 73 | 9.59% | 0.9 |
|
| 6265 |
6265
Clayton Financial Group
St. Louis,
Missouri
| USD 195 M | -USD 1.45 M | -0.7% | 0.7% | 69.8% | 641 | 10.61% | 0.4 |
|
| 6266 |
6266
Exit Wealth Advisors
Atlanta,
Georgia
| USD 195 M | +USD 25.4 M | +15% | 1.36% | – | 166 | 45.78% | 0.3 |
|
| 6267 |
6267
Cassia Capital Partners
Winston Salem,
North Carolina
| USD 194 M | +USD 9.6 M | +5% | 0.67% | 59.9% | 67 | 5.97% | 2.8 |
|
| 6268 |
KIM
6268
Kane Investment Management
Los Gatos,
California
| USD 194 M | -USD 11.7 M | -6% | 1.54% | – | 107 | 19.63% | 0.9 |
|
| 6269 |
6269
Treasure Coast Financial Planning
Vero Beach,
Florida
| USD 194 M | +USD 6 M | +3% | 0.93% | 35.5% | 50 | 12% | 2.5 |
|
| 6270 |
6270
Pettee Investors
Rowayton,
Connecticut
| USD 194 M | +USD 15.9 M | +9% | 0.29% | 102% | 119 | 10.08% | 6.7 |
|
| 6271 |
6271
17 Capital Partners
Pheonix,
Arizona
| USD 194 M | +USD 139 k | +0.1% | 3.6% | – | 183 | 18.03% | 2.1 |
|
| 6272 |
6272
OEP Capital Advisors
New York
| USD 194 M | +USD 56.5 M | +41% | 19.5% | 23.2% | 1 | 0% | 5.3 |
|
| 6273 |
6273
IFS Advisors
Overland Park,
Kansas
| USD 194 M | +USD 1.57 M | +0.8% | 0.92% | 54.2% | 220 | 14.09% | 2.5 |
|
| 6274 |
6274
True Vision MN
Woodbury,
Minnesota
| USD 194 M | -USD 2.87 M | -1% | 1.07% | – | 129 | 37.98% | 1.2 |
|
| 6275 |
6275
Omni 360 Wealth
Plainsboro,
New Jersey
| USD 194 M | -USD 1.48 M | -0.8% | 1.14% | 59.9% | 131 | 8.4% | 1.8 |
|