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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Starfox Financial Services
The Woodlands,
Texas
| USD 108 M | +USD 15.7 M | +17% | 8.57% | – | 32 | 15.63% | 1.2 |
|
| 6702 |
HM
6702
Harvest Management
New York
| USD 108 M | -USD 84.2 M | -44% | 50.1% | 610% | 76 | 73.68% | 0.3 |
|
| 6703 |
BG
6703
BRX Global
New York
| USD 108 M | +USD 22.1 M | +26% | 20.5% | 65.8% | 5 | 0% | 2.1 |
|
| 6704 |
6704
Bradley & Co Private Wealth Management
Miami,
Florida
| USD 108 M | +USD 12.2 M | +13% | 13.7% | – | 214 | 21.96% | 1.8 |
|
| 6705 |
IA
6705
Incentive AS
Oslo,
Norway
| USD 108 M | – | – | 4.92% | – | 1 | – | 0 |
|
| 6706 |
6706
Lauer Wealth
Valparaiso,
Indiana
| USD 108 M | +USD 15.3 M | +17% | 8.71% | 89.4% | 54 | 29.63% | 0.6 |
|
| 6707 |
FFA
6707
Florida Financial Advisors
Tampa,
Florida
| USD 108 M | – | – | 11.6% | 159% | 106 | – | 0 |
|
| 6708 |
6708
DRH Investments
Thousand Oaks,
California
| USD 108 M | +USD 1.91 M | +2% | 8.62% | 81.2% | 16 | 37.5% | 2.3 |
|
| 6709 |
6709
Benchmark Investment Advisors
Chicago,
Illinois
| USD 108 M | +USD 8.91 M | +9% | 14.2% | – | 88 | 15.91% | 1.5 |
|
| 6710 |
6710
Clifford Group
Wayland,
Massachusetts
| USD 108 M | +USD 15.7 M | +17% | 10.5% | 67.9% | 76 | 10.53% | 0.9 |
|
| 6711 |
6711
Williamson Legacy Group
Carmel,
Indiana
| USD 108 M | – | – | 15.4% | – | 81 | – | 0 |
|
| 6712 |
6712
BayBridge Capital Group
Pleasanton,
California
| USD 108 M | – | – | 9.86% | 78.5% | 82 | – | 0 |
|
| 6713 |
6713
Mad River Investors
Boston,
Massachusetts
| USD 108 M | -USD 33.6 M | -24% | 3.25% | 169% | 26 | 3.85% | 4 |
|
| 6714 |
6714
Hofer & Associates
Thousand Oaks,
California
| USD 108 M | +USD 10.3 M | +11% | 9.71% | 61.7% | 53 | 9.43% | 1.6 |
|
| 6715 |
KCM
6715
Key Colony Management
Little Rock,
Arkansas
| USD 108 M | -USD 4.79 M | -4% | 16.4% | 113% | 9 | 33.33% | 1.8 |
|
| 6716 |
6716
Travelers Companies
Saint Paul,
Minnesota
| USD 108 M | – | – | 13.6% | 55.3% | 2 | – | 0 |
|
| 6717 |
6717
McAlister Sweet & Associates
Houston,
Texas
| USD 108 M | -USD 10 M | -8% | 9.63% | 83.6% | 36 | 27.78% | 1.2 |
|
| 6718 |
6718
Mainsail Asset Management
Birmingham,
Alabama
| USD 107 M | – | – | 13.4% | 90.4% | 48 | – | 0 |
|
| 6719 |
6719
Tilia Fiduciary Partners
Wilmington,
North Carolina
| USD 107 M | +USD 11.5 M | +12% | 12.4% | 101% | 96 | 4.17% | 1.9 |
|
| 6720 |
KCM
6720
KRS Capital Management
Bloomfield,
Michigan
| USD 107 M | +USD 13.6 M | +14% | 15.6% | 272% | 120 | 12.5% | 1.5 |
|
| 6721 |
6721
Forbes Financial Planning
East Greenwich,
Rhode Island
| USD 107 M | +USD 14.1 M | +15% | 9.75% | 52.3% | 29 | 3.45% | 1.4 |
|
| 6722 |
SLFPAM
6722
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| USD 107 M | -USD 17.6 M | -14% | 6.51% | 139% | 39 | 58.97% | 0.3 |
|
| 6723 |
6723
Emergent Wealth Advisors
Williamsville,
New York
| USD 107 M | – | – | 10.7% | 74.2% | 106 | – | 0 |
|
| 6724 |
6724
Klein Pavlis & Peasley Financial
Irvine,
California
| USD 107 M | – | – | 9.91% | 97.4% | 73 | – | 0 |
|
| 6725 |
6725
Echo Wealth Management
Plymouth,
Minnesota
| USD 107 M | +USD 14.3 M | +15% | 8.26% | 42.9% | 44 | 22.73% | 1.8 |
|