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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
SWP
6401
Semus Wealth Partners
Boca Raton,
Florida
| USD 122 M | +USD 14.7 M | +14% | 10.2% | 107% | 133 | 15.79% | 0.8 |
|
| 6402 |
6402
Core Wealth Partners
Santa Rosa,
California
| USD 122 M | +USD 12 M | +11% | 8.98% | 75.7% | 121 | 13.22% | 0.8 |
|
| 6403 |
6403
Guardian Financial Partners
Orange,
California
| USD 122 M | +USD 15.5 M | +15% | 7.89% | 53.9% | 45 | 11.11% | 0.6 |
|
| 6404 |
6404
Vannoy Advisory Group
Austin,
Texas
| USD 122 M | – | – | 9.81% | 52.5% | 28 | – | 0 |
|
| 6405 |
6405
Priebe Wealth Holdings
Maple Grove,
Minnesota
| USD 122 M | – | – | 11.9% | – | 64 | – | 0 |
|
| 6406 |
6406
Private Client Services
Louisville,
Kentucky
| USD 122 M | – | – | 8.55% | 72% | 135 | – | 0 |
|
| 6407 |
6407
Pinnacle Wealth Management Group
Plymouth,
Michigan
| USD 122 M | +USD 11.9 M | +11% | 9.62% | 64.3% | 98 | 4.08% | 1.9 |
|
| 6408 |
AMAL
6408
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 122 M | +USD 15 M | +14% | 13.1% | 125% | 18 | 22.22% | 4 |
|
| 6409 |
6409
Taylor Financial Group
Roanoke,
Virginia
| USD 122 M | – | – | 13.3% | 79% | 89 | – | 0 |
|
| 6410 |
RFMS
6410
RWQ Financial Management Services
Naples,
Florida
| USD 122 M | +USD 29.4 M | +32% | 17.7% | 446% | 28 | 50% | 1.2 |
|
| 6411 |
6411
Cottonwood Capital Advisors
Salt Lake City,
Utah
| USD 121 M | +USD 14.4 M | +13% | 11% | 79% | 131 | 29.01% | 1.3 |
|
| 6412 |
6412
Rosalind Advisors
Toronto,
Ontario, Canada
| USD 121 M | – | – | 40.6% | – | 30 | – | 0 |
|
| 6413 |
OM
6413
OV Management
Minneapolis,
Minnesota
| USD 121 M | – | – | 13.9% | 44.8% | 59 | – | 0 |
|
| 6414 |
6414
Paladin Advisory Group
Clive,
Iowa
| USD 121 M | +USD 2.49 M | +2% | 9.92% | 78.7% | 262 | 14.12% | 0.7 |
|
| 6415 |
6415
MWA Asset Management
Lexington,
Massachusetts
| USD 121 M | +USD 17.5 M | +17% | 14.6% | 183% | 118 | 9.32% | 0.2 |
|
| 6416 |
6416
SFM LLC
Manchester,
New Hampshire
| USD 121 M | – | – | 10.3% | 67.5% | 57 | – | 0 |
|
| 6417 |
6417
Mainsail Management Company
Austin,
Texas
| USD 121 M | +USD 25.1 M | +26% | 26.4% | 55% | 2 | 0% | 1 |
|
| 6418 |
6418
Penney Financial
Houston,
Texas
| USD 121 M | – | – | 10.1% | 54.8% | 31 | – | 0 |
|
| 6419 |
6419
Data Collective IV
Palo Alto,
California
| USD 121 M | +USD 15.2 M | +14% | 16.5% | 317% | 5 | 0% | 1.8 |
|
| 6420 |
6420
Diker Management
New York
| USD 121 M | +USD 8.9 M | +8% | 11.6% | 210% | 41 | 26.83% | 2.6 |
|
| 6421 |
6421
ROI Financial Advisors
Beaverton,
Oregon
| USD 121 M | – | – | 13% | 165% | 62 | – | 0 |
|
| 6422 |
6422
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| USD 121 M | +USD 11 M | +10% | 10.2% | 78% | 66 | 7.58% | 1.6 |
|
| 6423 |
6423
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| USD 121 M | – | – | 8.85% | 55.4% | 50 | – | 0 |
|
| 6424 |
CWM
6424
Cordatus Wealth Management
Newtown,
Pennsylvania
| USD 121 M | +USD 11.4 M | +10% | 11.1% | 108% | 60 | 10% | 0.8 |
|
| 6425 |
6425
Tikehau Investment Management
Paris,
France
| USD 121 M | -USD 2.07 M | -2% | 14.7% | 102% | 15 | 0% | 2.5 |
|