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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
Cyr Financial
Hennepin,
Illinois
| USD 170 M | +USD 9.6 M | +6% | 1.36% | – | 61 | 9.84% | 1.1 |
|
| 6702 |
6702
Brandywine Managers
Hockessin,
Delaware
| USD 170 M | -USD 32.3 M | -16% | 13.9% | 96.3% | 45 | 26.67% | 3.7 |
|
| 6703 |
6703
Coppell Advisory Solutions
Coppell,
Texas
| USD 170 M | -USD 846 M | -83% | 3.51% | – | 402 | 92.79% | 2 |
|
| 6704 |
6704
Financial Harvest
Winter Park,
Florida
| USD 170 M | +USD 7.82 M | +5% | 1.42% | – | 63 | 11.11% | 0.7 |
|
| 6705 |
6705
Rayburn West Financial Services
Nashville,
Tennessee
| USD 170 M | +USD 8.91 M | +6% | 1.34% | – | 83 | 4.82% | 0.2 |
|
| 6706 |
6706
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
| USD 170 M | +USD 34.7 M | +26% | 1.26% | – | 775 | 23.87% | 0.2 |
|
| 6707 |
CF
6707
Carlson Financial
Canby,
Oregon
| USD 170 M | -USD 3.04 M | -2% | 0.19% | – | 194 | 13.92% | 0.2 |
|
| 6708 |
6708
Financial Planning Hawaii
Honolulu,
Hawaii
| USD 170 M | -USD 3.98 M | -2% | 0.01% | – | 130 | 6.92% | 0.2 |
|
| 6709 |
6709
Live Oak Investment Partners
Austin,
Texas
| USD 169 M | +USD 6.67 M | +4% | 1.76% | – | 98 | 19.39% | 2 |
|
| 6710 |
6710
PVG Asset Management
Golden,
Colorado
| USD 169 M | +USD 122 M | +260% | 5.56% | – | 142 | 47.89% | 0.5 |
|
| 6711 |
6711
Madrid Financial Services
Manhattan Beach,
California
| USD 169 M | +USD 30.2 M | +22% | 8.48% | – | 29 | 41.38% | 0.6 |
|
| 6712 |
6712
Upper Left Wealth Management
Tampa,
Florida
| USD 169 M | +USD 5.28 M | +3% | 1.43% | 52.7% | 71 | 9.86% | 3 |
|
| 6713 |
NWM
6713
Navigoe Wealth Management
Redondo Beach,
California
| USD 169 M | +USD 7.3 M | +5% | 2.38% | – | 277 | 20.58% | 0.9 |
|
| 6714 |
6714
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| USD 169 M | +USD 28.3 M | +20% | 1.42% | 41.6% | 18 | 44.44% | 1.3 |
|
| 6715 |
6715
Emergent Wealth Advisors
Williamsville,
New York
| USD 169 M | -USD 8.6 M | -5% | 1.13% | 74.2% | 151 | 28.48% | 1.5 |
|
| 6716 |
6716
United Financial Planning Group
Hauppauge,
New York
| USD 169 M | +USD 4.34 M | +3% | 0.4% | – | 660 | 56.21% | 0.2 |
|
| 6717 |
6717
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 169 M | +USD 13.4 M | +9% | 0.82% | 61% | 107 | 18.69% | 5.9 |
|
| 6718 |
6718
Forerunner Ventures Management
San Francisco,
California
| USD 169 M | -USD 58.2 M | -26% | 25.6% | – | 1 | 0% | 0.3 |
|
| 6719 |
6719
Optimus Capital Advisors
Coppel,
Texas
| USD 169 M | -USD 1.67 M | -1% | 0.55% | – | 33 | 12.12% | 0.2 |
|
| 6720 |
TCM
6720
Thoma Capital Management
Towson,
Maryland
| USD 169 M | -USD 4.48 M | -3% | 2.11% | – | 62 | 14.52% | 1.1 |
|
| 6721 |
6721
Daviman Financial
Noblesville,
Indiana
| USD 169 M | -USD 1.32 M | -0.8% | 1.77% | – | 95 | 17.89% | 0.2 |
|
| 6722 |
6722
Granite FO LLC
Bedford,
New Hampshire
| USD 169 M | -USD 18.4 M | -10% | 2.28% | 112% | 175 | 2.86% | 1.9 |
|
| 6723 |
6723
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| USD 169 M | +USD 29.4 M | +21% | 7.9% | – | 250 | 30.4% | 0.9 |
|
| 6724 |
6724
William Allan Corp
Fort Collins,
Colorado
| USD 169 M | -USD 7.29 M | -4% | 1.22% | 94.2% | 62 | 11.29% | 2.6 |
|
| 6725 |
MG
6725
McHugh Group
Bratenahl,
Ohio
| USD 169 M | -USD 6.81 M | -4% | 5.1% | – | 86 | 10.47% | 1 |
|