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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 |
6401
Farrell Financial
Orchard Park,
New York
| USD 142 M | +USD 13.2 M | +10% | 6.14% | 57.8% | 71 | 11.27% | 0.7 |
|
| 6402 |
6402
SIG Growth Equity Funds Partnership
Wilmington,
Delaware
| USD 142 M | +USD 37.4 M | +36% | 35.9% | – | 1 | 0% | 0.8 |
|
| 6403 |
RCWM
6403
Royal Capital Wealth Management
Carmel,
Indiana
| USD 142 M | +USD 8.76 M | +7% | 6.36% | 83.8% | 99 | 13.13% | 2 |
|
| 6404 |
6404
Sheridan Capital Management
San Rafael,
California
| USD 142 M | +USD 6.98 M | +5% | 4.85% | – | 27 | 11.11% | 0.7 |
|
| 6405 |
6405
Promethium Advisors
Bethesda,
Maryland
| USD 142 M | – | – | 8.87% | – | 133 | – | 0 |
|
| 6406 |
MSK
6406
Melissa S. Kampmann
| USD 141 M | +USD 4.51 M | +3% | 5.87% | 82.1% | 41 | 2.44% | 1 |
|
| 6407 |
6407
Whalen Wealth Management
Las Vegas,
Nevada
| USD 141 M | +USD 15.2 M | +12% | 4.51% | 90.2% | 146 | 54.11% | 0.3 |
|
| 6408 |
6408
Brown Financial Advisory
Fairhope,
Alabama
| USD 141 M | +USD 11.3 M | +9% | 7.67% | 73.2% | 37 | 16.22% | 2.4 |
|
| 6409 |
6409
RF&L Wealth Management
Acton,
Massachusetts
| USD 141 M | +USD 9.9 M | +8% | 6.37% | 73.8% | 59 | 6.78% | 1.5 |
|
| 6410 |
6410
Avid Wealth Partners
San Antonio,
Texas
| USD 141 M | +USD 12.6 M | +10% | 4.68% | 93.7% | 46 | 21.74% | 0.5 |
|
| 6411 |
6411
Counterweight Ventures
Wilmington,
North Carolina
| USD 141 M | +USD 8.86 M | +7% | 5.78% | – | 70 | 10% | 0.7 |
|
| 6412 |
6412
LAM Group
Lake Oswego,
Oregon
| USD 141 M | +USD 22.6 M | +19% | 8.11% | 61.8% | 133 | 2.26% | 1.5 |
|
| 6413 |
6413
Fortune 45 LLC
Gonzales,
Louisiana
| USD 141 M | +USD 10.1 M | +8% | 4.6% | 85.2% | 27 | 18.52% | 2.1 |
|
| 6414 |
6414
S.R. Schill & Associates
Mercer Island,
Washington
| USD 141 M | -USD 87.1 M | -38% | 7.48% | 42.7% | 86 | 61.63% | 3.8 |
|
| 6415 |
BFS
6415
Burr Financial Services
Pleasant Hill,
California
| USD 141 M | -USD 2.03 M | -1% | 1.97% | 478% | 30 | 13.33% | 0.7 |
|
| 6416 |
PP
6416
Pingora Partners
Wilson,
Wyoming
| USD 141 M | -USD 51.4 k | -0% | 12.6% | – | 237 | 8.02% | 0.7 |
|
| 6417 |
RCP
6417
RPM Capital Partners
New York
| USD 141 M | +USD 20.8 M | +17% | 17.3% | 8.37% | 1 | 0% | 0.8 |
|
| 6418 |
6418
Andrews Lucia Wealth Management
Danville,
California
| USD 141 M | -USD 1.99 M | -1% | 6.52% | 64% | 27 | 0% | 2.2 |
|
| 6419 |
6419
Leibman Financial Services
Louisville,
Nebraska
| USD 141 M | +USD 6.22 M | +5% | 4.85% | 59.2% | 63 | 20.63% | 0.6 |
|
| 6420 |
HWMC
6420
Heritage Wealth Management (California)
San Diego,
California
| USD 141 M | +USD 4.79 M | +4% | 5.57% | 78.5% | 130 | 10.77% | 0.7 |
|
| 6421 |
6421
InTrack Investment Management
South Burlington,
Vermont
| USD 141 M | +USD 479 k | +0.3% | 5.64% | 99.2% | 134 | 12.69% | 2 |
|
| 6422 |
6422
Better Money Decisions
Santa Fe,
New Mexico
| USD 141 M | +USD 8.07 M | +6% | 5.49% | 32.7% | 67 | 7.46% | 2.5 |
|
| 6423 |
6423
University of Maryland Foundation
Adelphi,
Maryland
| USD 141 M | +USD 47.1 M | +50% | 6.63% | 54.9% | 7 | 14.29% | 3.7 |
|
| 6424 |
6424
Starwood Capital Group Management
Miami Beach,
Florida
| USD 141 M | +USD 101 M | +249% | 11.5% | 16.2% | 7 | 57.14% | 0.5 |
|
| 6425 |
6425
Mosaic Financial Group
Chicago,
Illinois
| USD 141 M | +USD 1.61 M | +1% | 6.34% | – | 137 | 17.52% | 0.5 |
|