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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Farrell Financial
Orchard Park,
New York
| USD 170 M | +USD 10.1 M | +6% | 1.88% | 57.8% | 75 | 8% | 1.6 |
|
| 6777 |
6777
North Berkeley Wealth Management
Berkeley,
California
| USD 170 M | +USD 42.8 M | +34% | 1.64% | – | 79 | 22.78% | 0.7 |
|
| 6778 |
6778
Millennium Capital Advisors
Little Rock,
Arkansas
| USD 170 M | +USD 3.96 M | +2% | 4.2% | 134% | 137 | 11.68% | 2.7 |
|
| 6779 |
6779
Comprehensive Wealth Management
Lynnwood,
Washington
| USD 170 M | +USD 28.5 M | +20% | 1.06% | 40.6% | 40 | 2.5% | 1.7 |
|
| 6780 |
6780
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 169 M | -USD 2.49 M | -1% | 6.55% | 261% | 55 | 50.91% | 1.3 |
|
| 6781 |
6781
Rainwater Charitable Foundation
Fort Worth,
Texas
| USD 169 M | +USD 10 M | +6% | 0.63% | 44% | 4 | 0% | 3.8 |
|
| 6782 |
RCWM
6782
Royal Capital Wealth Management
Carmel,
Indiana
| USD 169 M | +USD 6.41 M | +4% | 4.3% | 83.8% | 94 | 5.32% | 3 |
|
| 6783 |
6783
EQ Wealth Advisors
Dallas,
Texas
| USD 169 M | +USD 17.2 M | +11% | 1.4% | – | 259 | 80.69% | 0.2 |
|
| 6784 |
6784
EnCap Energy Capital Fund XII
Houston,
Texas
| USD 169 M | – | – | 5.05% | – | 1 | – | 0 |
|
| 6785 |
6785
Closed-End Fund Advisors
Richmond,
Virginia
| USD 169 M | – | – | 1.6% | – | 185 | – | 0 |
|
| 6786 |
6786
Henson-Edgewater Management
Avon,
Ohio
| USD 169 M | – | – | 5.14% | – | 65 | – | 0 |
|
| 6787 |
6787
AdviceOne Advisory Services
Glastonbury,
Connecticut
| USD 169 M | +USD 18.8 M | +12% | 5.97% | – | 41 | 19.51% | 0.8 |
|
| 6788 |
6788
Bain Capital Public Equity
Boston,
Massachusetts
| USD 169 M | +USD 11.3 M | +7% | 2.36% | 169% | 28 | 89.29% | 0.4 |
|
| 6789 |
6789
Exit Wealth Advisors
Atlanta,
Georgia
| USD 169 M | +USD 19.2 M | +13% | 3.57% | – | 164 | 48.17% | 0.2 |
|
| 6790 |
AAA
6790
American Alpha Advisors
New York
| USD 169 M | +USD 24.8 M | +17% | 12.3% | – | 104 | 28.85% | 0.7 |
|
| 6791 |
6791
Old North State Trust
Greensboro,
North Carolina
| USD 169 M | +USD 4.91 M | +3% | 2.98% | – | 157 | 13.38% | 4.4 |
|
| 6792 |
6792
Greenhouse Wealth Management
Westport,
Connecticut
| USD 169 M | +USD 2.57 M | +2% | 2.85% | 87.2% | 63 | 7.94% | 3.6 |
|
| 6793 |
6793
Frazier Financial Advisors
Columbus,
Ohio
| USD 169 M | +USD 5.99 M | +4% | 1.68% | – | 719 | 21.42% | 1.5 |
|
| 6794 |
6794
Applied Capital LLC
Hollywood,
Florida
| USD 169 M | +USD 6.65 M | +4% | 2.94% | 78.3% | 94 | 12.77% | 2.2 |
|
| 6795 |
SCM
6795
Sunbeam Capital Management
Atlanta,
Georgia
| USD 169 M | +USD 7.86 M | +5% | 3.65% | – | 107 | 8.41% | 0.8 |
|
| 6796 |
6796
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| USD 169 M | +USD 5.19 M | +3% | 2.49% | – | 206 | 10.19% | 1 |
|
| 6797 |
6797
Traction Financial Partners
Encampment,
Wyoming
| USD 169 M | +USD 6.68 M | +4% | 1.15% | – | 62 | 3.23% | 1.6 |
|
| 6798 |
6798
Carter Financial Group
Barrington,
Illinois
| USD 169 M | +USD 3.03 M | +2% | 0.97% | – | 134 | 23.13% | 1.3 |
|
| 6799 |
6799
AFG Fiduciary Services
Hingham,
Massachusetts
| USD 169 M | -USD 5.09 M | -3% | 2.08% | 72.4% | 96 | 12.5% | 2.2 |
|
| 6800 |
6800
Guerra Pan Advisors
Montclair,
New Jersey
| USD 169 M | +USD 3.2 M | +2% | 4.26% | 149% | 117 | 5.98% | 2.8 |
|