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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6851 |
6851
Redwood Park Advisors
Redwood City,
California
| USD 151 M | +USD 3.98 M | +3% | 4.03% | – | 343 | 11.95% | 0.7 |
|
| 6852 |
6852
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| USD 151 M | +USD 13.3 M | +10% | 7.8% | – | 93 | 24.73% | 0.5 |
|
| 6853 |
6853
Forbes Financial Planning
East Greenwich,
Rhode Island
| USD 151 M | +USD 3.23 M | +2% | 5.3% | 52.3% | 34 | 5.88% | 2.4 |
|
| 6854 |
6854
Sippican Capital Advisors
Boston,
Massachusetts
| USD 151 M | +USD 13.6 M | +10% | 10.9% | 81.1% | 115 | 3.48% | 5.8 |
|
| 6855 |
6855
Schulz Wealth
Mansfield,
Texas
| USD 151 M | +USD 17.5 M | +13% | 5.44% | – | 67 | 5.97% | 1.5 |
|
| 6856 |
6856
Authentikos Wealth Advisory
Morgan Hill,
California
| USD 151 M | +USD 7.52 M | +5% | 4.95% | 43.5% | 65 | 24.62% | 0.7 |
|
| 6857 |
6857
Banco de Sabadell
Miami,
Florida
| USD 151 M | +USD 6.6 M | +5% | 6.97% | 75.1% | 66 | 6.06% | 5.3 |
|
| 6858 |
CIG
6858
Cascade Investment Group
Colorado Springs,
Colorado
| USD 151 M | +USD 7.85 M | +5% | 6.77% | 93.2% | 152 | 10.53% | 2 |
|
| 6859 |
SM
6859
Stonegate Management
Lake Forest,
Illinois
| USD 151 M | – | – | 6.61% | – | 57 | – | 0 |
|
| 6860 |
6860
Live Oak Investment Partners
Austin,
Texas
| USD 151 M | +USD 20.8 M | +16% | 5.4% | – | 86 | 11.63% | 2.1 |
|
| 6861 |
6861
MSD Partners
New York
| USD 151 M | -USD 21.2 M | -12% | 11.2% | 3.5% | 7 | 0% | 2 |
|
| 6862 |
6862
LRT Capital Management
Austin,
Texas
| USD 151 M | -USD 17.8 M | -11% | 5.77% | 76.2% | 92 | 31.52% | 1.2 |
|
| 6863 |
6863
Toronado Partners
San Francisco,
California
| USD 151 M | +USD 10 M | +7% | 11.1% | 158% | 13 | 23.08% | 2.3 |
|
| 6864 |
6864
Integrity Investment Advisors
Fort Collins,
Colorado
| USD 151 M | +USD 20.8 M | +16% | 6.37% | – | 62 | 24.19% | 0.4 |
|
| 6865 |
6865
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| USD 151 M | +USD 2.54 M | +2% | 6.58% | 101% | 152 | 16.45% | 3.1 |
|
| 6866 |
BCM
6866
Beaumont Capital Management
Boston,
Massachusetts
| USD 151 M | +USD 4.46 M | +3% | 4.36% | 49.6% | 55 | 32.73% | 1.2 |
|
| 6867 |
6867
Vista Finance
Clayton,
Missouri
| USD 151 M | +USD 34.5 M | +30% | 8.17% | 50.7% | 65 | 32.31% | 1 |
|
| 6868 |
PP
6868
Pingora Partners
Wilson,
Wyoming
| USD 151 M | +USD 16.8 M | +13% | 18.7% | – | 208 | 5.77% | 1.5 |
|
| 6869 |
6869
CNO Financial Group
Carmel,
Indiana
| USD 151 M | -USD 11.2 M | -7% | 0.82% | – | 10 | 20% | 2.1 |
|
| 6870 |
6870
Bridge Generations Wealth Management
South Miami,
Florida
| USD 151 M | -USD 14.3 M | -9% | 4.9% | – | 134 | 5.22% | 0.6 |
|
| 6871 |
6871
Certior Financial Group
King Of Prussia,
Pennsylvania
| USD 151 M | +USD 16.4 M | +12% | 5.73% | – | 141 | 19.15% | 0.6 |
|
| 6872 |
6872
Shepherd Wealth Management
Cincinnati,
Ohio
| USD 150 M | +USD 3.55 M | +2% | 13.5% | – | 55 | 34.55% | 0.5 |
|
| 6873 |
6873
AdviceOne Advisory Services
Glastonbury,
Connecticut
| USD 150 M | +USD 14.9 M | +11% | 11% | – | 36 | 13.89% | 0.6 |
|
| 6874 |
6874
Black Diamond Capital Management I
St. Thomas,
| USD 150 M | – | – | 3.11% | – | 14 | – | 0 |
|
| 6875 |
6875
Mainstream Capital Management
Los Angeles,
California
| USD 150 M | +USD 12.9 M | +9% | 7.95% | – | 90 | 10% | 0.9 |
|