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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
GFG
6726
Genesis Financial Group
Paramus,
New Jersey
| USD 172 M | – | – | 1.82% | – | 101 | – | 0 |
|
| 6727 |
6727
Anderson Financial Strategies
Dayton,
Ohio
| USD 172 M | +USD 3.42 M | +2% | 0.64% | – | 40 | 10% | 0.8 |
|
| 6728 |
6728
McGinn Penninger Investment Management
Alexandria,
Virginia
| USD 172 M | +USD 1.65 M | +1% | 3.46% | 71.6% | 36 | 5.56% | 3.2 |
|
| 6729 |
6729
11.2 Capital Management
Las Vegas,
Nevada
| USD 172 M | – | – | 5.36% | – | 1 | – | 0 |
|
| 6730 |
6730
Two West Capital Advisors
Overland Park,
Kansas
| USD 172 M | +USD 6.45 M | +4% | 1.72% | – | 101 | 8.91% | 1.1 |
|
| 6731 |
6731
Financial Alternatives
La Jolla,
California
| USD 172 M | +USD 6.88 M | +4% | 2.08% | 55% | 89 | 5.62% | 2.6 |
|
| 6732 |
6732
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 172 M | -USD 25.9 M | -13% | 2.44% | – | 61 | 8.2% | 3.5 |
|
| 6733 |
6733
Arrow Capital Management
New York
| USD 172 M | – | – | 3.65% | – | 16 | – | 2.9 |
|
| 6734 |
6734
Three Cord True Wealth Management
Beaver,
Pennsylvania
| USD 172 M | +USD 24.2 M | +16% | 2.34% | – | 39 | 17.95% | 0.7 |
|
| 6735 |
WPEP
6735
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 172 M | -USD 4.65 M | -3% | 3.48% | 48% | 13 | 0% | 4.9 |
|
| 6736 |
6736
Legion Partners Asset Management
Los Angeles,
California
| USD 172 M | -USD 13 M | -7% | 11.5% | 206% | 7 | 0% | 4 |
|
| 6737 |
6737
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 172 M | +USD 3.56 M | +2% | 2.12% | 75.1% | 2 | 0% | 5.8 |
|
| 6738 |
6738
Fischer Investment Strategies
Westlake Village,
California
| USD 172 M | +USD 4.92 M | +3% | 2.79% | 81% | 52 | 38.46% | 0.8 |
|
| 6739 |
6739
Fee-Only Financial Planning
Okatie,
South Carolina
| USD 172 M | +USD 131 k | +0.1% | 1.47% | 72.6% | 44 | 9.09% | 2.6 |
|
| 6740 |
6740
Kingstone Capital Partners Texas
Frisco,
Texas
| USD 171 M | -USD 910 k | -0.5% | 0.85% | – | 63 | 15.87% | 0.8 |
|
| 6741 |
6741
Royalty Pharma Sub-Manager
New York
| USD 171 M | – | – | 18.4% | – | 4 | – | 0 |
|
| 6742 |
6742
Echo Wealth Management
Plymouth,
Minnesota
| USD 171 M | -USD 77 k | -0% | 1.53% | 42.9% | 49 | 14.29% | 2.8 |
|
| 6743 |
6743
ARWA LLC
Fort Worth,
Texas
| USD 171 M | – | – | 1.88% | – | 124 | – | 0 |
|
| 6744 |
6744
Serenity Investment Advisors
Chicago,
Illinois
| USD 171 M | – | – | 1.97% | – | 63 | – | 0 |
|
| 6745 |
6745
Beaconlight Capital
New York
| USD 171 M | -USD 31.5 M | -16% | 13.6% | 264% | 32 | 40.63% | 1.6 |
|
| 6746 |
6746
IES Holdings
Houston,
Texas
| USD 171 M | – | – | 14.6% | – | 13 | – | 0 |
|
| 6747 |
6747
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
| USD 171 M | – | – | 3.08% | – | 935 | – | 0 |
|
| 6748 |
6748
Virginia Wealth Management Group
Virginia Beach,
Virginia
| USD 171 M | -USD 2.49 M | -1% | 0.45% | 49.4% | 57 | 5.26% | 2.8 |
|
| 6749 |
6749
Hudson Canyon Capital Management
New York
| USD 171 M | -USD 3.03 M | -2% | 3.01% | 182% | 51 | 0% | 3.4 |
|
| 6750 |
6750
Forbes Financial Planning
East Greenwich,
Rhode Island
| USD 171 M | +USD 19.8 M | +13% | 1.99% | 52.3% | 39 | 25.64% | 2.1 |
|