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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
6626
Unionview LLC
Seattle,
Washington
| USD 121 M | +USD 9.5 M | +9% | 8.29% | 21.2% | 95 | 14.74% | 1.6 |
|
| 6627 |
6627
Dentgroup
Baton Rouge,
Louisiana
| USD 121 M | +USD 8.23 M | +7% | 6.87% | 53.6% | 82 | 14.63% | 1.8 |
|
| 6628 |
6628
Oceanside Advisors
Mount Pleasant,
South Carolina
| USD 121 M | +USD 7.52 M | +7% | 5.43% | 52.4% | 49 | 12.24% | 0.2 |
|
| 6629 |
6629
Encompass More Asset Management
Danville,
California
| USD 121 M | +USD 31.7 M | +36% | 6.66% | 80.4% | 129 | 52.71% | 0.2 |
|
| 6630 |
ASFA
6630
All Season Financial Advisors
Denver,
Colorado
| USD 121 M | +USD 3.06 M | +3% | 6.24% | 33.8% | 120 | 36.67% | 1 |
|
| 6631 |
FWM
6631
FMA Wealth Management
Duxbury,
Massachusetts
| USD 121 M | +USD 11 M | +10% | 4.63% | 40.8% | 41 | 9.76% | 0.2 |
|
| 6632 |
6632
Trademark Financial Management
Bloomington,
Minnesota
| USD 121 M | -USD 15.6 M | -11% | 7.81% | 67.5% | 92 | 23.91% | 0.2 |
|
| 6633 |
6633
Echo Wealth Management
Plymouth,
Minnesota
| USD 121 M | +USD 13.4 M | +13% | 5.51% | 42.9% | 45 | 15.56% | 1.9 |
|
| 6634 |
GAA
6634
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| USD 121 M | +USD 14 M | +13% | 8.64% | 106% | 105 | 12.38% | 0.2 |
|
| 6635 |
6635
Berry Wealth Group
Granbury,
Texas
| USD 121 M | +USD 11.8 M | +11% | 12.5% | – | 84 | 33.33% | 0.2 |
|
| 6636 |
6636
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 121 M | -USD 23.7 M | -16% | 5.54% | 119% | 51 | 15.69% | 2 |
|
| 6637 |
6637
White Wing Wealth Management
The Wodlands,
Texas
| USD 120 M | +USD 11.8 M | +11% | 6.02% | 62.9% | 31 | 25.81% | 0.2 |
|
| 6638 |
6638
General Equity Holdings
Brooklyn,
New York
| USD 120 M | +USD 34 M | +39% | 53.7% | 775% | 5 | 20% | 2.6 |
|
| 6639 |
6639
Cravens & Co Advisors
Cookeville,
Tennessee
| USD 120 M | +USD 4.47 M | +4% | 4.45% | 70.4% | 75 | 9.33% | 1.1 |
|
| 6640 |
6640
Golden Road Advisors
Tampa,
Florida
| USD 120 M | +USD 15.8 M | +15% | 9.48% | – | 38 | 10.53% | 0.2 |
|
| 6641 |
6641
Courant Investment Management
Franklin,
Tennessee
| USD 120 M | +USD 17.4 M | +17% | 17.4% | 35.2% | 9 | 0% | 5.1 |
|
| 6642 |
TCM
6642
TAM Capital Management
Stamford,
Connecticut
| USD 120 M | -USD 29.7 M | -20% | 11.6% | 4.15% | 18 | 66.67% | 1.3 |
|
| 6643 |
6643
Arlington Capital Management
Arlington Heights,
Illinois
| USD 120 M | +USD 10.3 M | +9% | 20.7% | 146% | 131 | 44.27% | 0.4 |
|
| 6644 |
6644
Sound Financial Strategies Group
Madison,
Mississippi
| USD 120 M | +USD 1.54 M | +1% | 3.19% | 27.1% | 69 | 1.45% | 1.2 |
|
| 6645 |
6645
Atlantic Private Wealth
Chapel Hill,
North Carolina
| USD 120 M | +USD 8.27 M | +7% | 7.65% | 60.5% | 119 | 15.13% | 1.1 |
|
| 6646 |
6646
Perkins Capital Management
Wayzata,
Minnesota
| USD 120 M | +USD 2.84 M | +2% | 7.64% | 389% | 96 | 10.42% | 5 |
|
| 6647 |
6647
Fairfield University
Fairfield,
Connecticut
| USD 120 M | +USD 17.7 M | +17% | 7.36% | 70.6% | 3 | 0% | 6.6 |
|
| 6648 |
6648
Pacific Wealth Strategies Group
Santa Barbara,
California
| USD 120 M | +USD 15 M | +14% | 11.4% | 85.3% | 50 | 10% | 4.2 |
|
| 6649 |
6649
EDMP Inc
Lutz,
Florida
| USD 120 M | +USD 10 M | +9% | 7.97% | 78% | 76 | 6.58% | 3.6 |
|
| 6650 |
6650
Wallace Hart
Lexington,
Kentucky
| USD 120 M | – | – | 9.8% | – | 26 | – | 0 |
|