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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
Blodgett Wealth Advisors
Concord,
California
| USD 111 M | +USD 12.9 M | +13% | 16.5% | 150% | 67 | 11.94% | 1.7 |
|
| 6802 |
BAWM
6802
Bennett Associates Wealth Management
Butler,
Pennsylvania
| USD 111 M | +USD 8.26 M | +8% | 4.95% | 51% | 42 | 19.05% | 0.2 |
|
| 6803 |
6803
Investment Partners Asset Management
Metuchen,
New Jersey
| USD 111 M | +USD 10.2 M | +10% | 8.94% | 86.1% | 139 | 10.07% | 0.2 |
|
| 6804 |
6804
Klein Pavlis & Peasley Financial
Irvine,
California
| USD 111 M | +USD 3.41 M | +3% | 7.78% | 97.4% | 82 | 18.29% | 0.2 |
|
| 6805 |
6805
Sard Wealth Management Group
Atlanta,
Georgia
| USD 111 M | +USD 11.6 M | +12% | 7.67% | 51.3% | 44 | 11.36% | 0.2 |
|
| 6806 |
6806
Monetta Financial Services
Wheaton,
Illinois
| USD 111 M | +USD 5.74 M | +5% | 16% | 275% | 58 | 37.93% | 2.7 |
|
| 6807 |
6807
Finivi Inc
Westborough,
Massachusetts
| USD 110 M | +USD 8.03 M | +8% | 14.7% | 144% | 97 | 20.62% | 1.4 |
|
| 6808 |
FF
6808
Fox Financial
Wyomissing,
Pennsylvania
| USD 110 M | +USD 5.99 M | +6% | 7.7% | 78.9% | 13 | 0% | 0.3 |
|
| 6809 |
6809
M3 Advisory Group
Needham Heights,
Massachusetts
| USD 110 M | +USD 25 M | +29% | 9.91% | – | 134 | 24.63% | 0.2 |
|
| 6810 |
6810
Perissos Private Wealth Management
Bethany,
Oklahoma
| USD 110 M | – | – | 10% | – | 77 | – | 0 |
|
| 6811 |
6811
PrairieView Wealth Partners
Orland Park,
Illinois
| USD 110 M | +USD 10.2 M | +10% | 4.93% | – | 19 | 21.05% | 0.2 |
|
| 6812 |
GSC
6812
Ground Swell Capital
Folly Beach,
South Carolina
| USD 110 M | +USD 83 M | +305% | 2.17% | 81.2% | 133 | 93.98% | 0.1 |
|
| 6813 |
6813
Schrum Private Wealth Management
St. Augustine,
Florida
| USD 110 M | +USD 39.7 M | +56% | 8.1% | 60.9% | 132 | 27.27% | 1.4 |
|
| 6814 |
6814
Chiron Capital Management
Tallahassee,
Florida
| USD 110 M | -USD 4.84 M | -4% | 4.85% | – | 126 | 21.43% | 1.9 |
|
| 6815 |
6815
Tenzing Global Management
San Francisco,
California
| USD 110 M | -USD 18.5 M | -14% | 12.8% | 273% | 18 | 55.56% | 1.6 |
|
| 6816 |
6816
Stage Harbor Financial
Westwood,
Massachusetts
| USD 110 M | +USD 6.17 M | +6% | 6.24% | 56.4% | 45 | 13.33% | 0.2 |
|
| 6817 |
6817
Concorde Financial
Dallas,
Texas
| USD 110 M | -USD 36.1 M | -25% | 9.39% | 81.3% | 41 | 21.95% | 1.4 |
|
| 6818 |
6818
Alpha Financial Partners
Lexington,
Kentucky
| USD 110 M | +USD 8.53 M | +8% | 7.83% | 61.8% | 88 | 25% | 0.9 |
|
| 6819 |
6819
Oxford Wealth Group
Orlando,
Florida
| USD 110 M | – | – | 15% | – | 60 | – | 0 |
|
| 6820 |
6820
NDWM LLC
La Jolla,
California
| USD 110 M | +USD 5.89 M | +6% | 4.95% | 50.3% | 33 | 15.15% | 0.2 |
|
| 6821 |
6821
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| USD 110 M | +USD 3.42 M | +3% | 4.64% | 41.6% | 10 | 20% | 0.3 |
|
| 6822 |
6822
Crescent Sterling
Metairie,
Louisiana
| USD 110 M | +USD 9.48 M | +9% | 9.86% | 68.6% | 81 | 7.41% | 1.1 |
|
| 6823 |
6823
Nightview Capital
Austin,
Texas
| USD 110 M | -USD 41.7 M | -28% | 11.8% | 170% | 21 | 23.81% | 1.4 |
|
| 6824 |
HC
6824
Hoese & Co
Glencoe,
Minnesota
| USD 110 M | +USD 7.53 M | +7% | 7.58% | 51% | 146 | 6.16% | 2.6 |
|
| 6825 |
6825
Grafton Street Partners
North Palm Beach,
Florida
| USD 110 M | +USD 11 M | +11% | 2.69% | – | 12 | 8.33% | 0.2 |
|