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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
Bridge Generations Wealth Management
South Miami,
Florida
| USD 162 M | +USD 11 M | +7% | 1.37% | – | 134 | 3.73% | 0.9 |
|
| 6952 |
6952
MGO Private Wealth
Irvine,
California
| USD 162 M | -USD 5.26 M | -3% | 1.46% | 51.5% | 69 | 5.8% | 2.1 |
|
| 6953 |
6953
BayBridge Capital Group
Pleasanton,
California
| USD 161 M | +USD 4.57 M | +3% | 2.78% | 78.5% | 100 | 9% | 1.3 |
|
| 6954 |
6954
FFG Retirement Advisors
Centennial,
Colorado
| USD 161 M | +USD 78.8 k | +0% | 1.08% | 43.4% | 45 | 2.22% | 1.8 |
|
| 6955 |
6955
Peoples Bank (Ohio)
Marietta,
Ohio
| USD 161 M | -USD 1.55 M | -0.9% | 1.78% | 78.9% | 100 | 9% | 6 |
|
| 6956 |
6956
VERITY Wealth Advisors
Sausalito,
United States
| USD 161 M | +USD 2.83 M | +2% | 2% | 68.4% | 83 | 7.23% | 4.4 |
|
| 6957 |
6957
Spahn Wealth & Retirement
Scottsdale,
Arizona
| USD 161 M | -USD 7.55 M | -4% | 1.24% | – | 40 | 15% | 0.7 |
|
| 6958 |
6958
Kultura Capital Management
Park City,
Utah
| USD 161 M | – | – | 8.94% | – | 49 | – | 0 |
|
| 6959 |
6959
Manuka Financial
Richmond,
Virginia
| USD 161 M | +USD 272 k | +0.2% | 1.92% | – | 59 | 5.08% | 0.9 |
|
| 6960 |
6960
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| USD 161 M | +USD 17.8 M | +12% | 3.47% | – | 158 | 17.09% | 0.8 |
|
| 6961 |
6961
Peregrine Investment Management
Toronto,
Ontario, Canada
| USD 161 M | -USD 42.5 M | -21% | 10% | – | 25 | 32% | 0.7 |
|
| 6962 |
BRWM
6962
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| USD 161 M | +USD 330 k | +0.2% | 1.78% | – | 113 | 12.39% | 0.8 |
|
| 6963 |
6963
Orleans Capital Management
Mandeville,
Louisiana
| USD 161 M | +USD 6.25 M | +4% | 2.48% | 107% | 126 | 21.43% | 2.6 |
|
| 6964 |
6964
Rayburn West Financial Services
Nashville,
Tennessee
| USD 161 M | – | – | 4.08% | – | 80 | – | 0 |
|
| 6965 |
6965
Cox Capital Management
Andover,
Massachusetts
| USD 161 M | +USD 7.72 M | +5% | 6.65% | 106% | 66 | 12.12% | 3.2 |
|
| 6966 |
6966
7G Capital Management
New York
| USD 161 M | +USD 4.81 M | +3% | 10.6% | 137% | 13 | 38.46% | 1.8 |
|
| 6967 |
6967
Moon Capital Management
New York
| USD 161 M | +USD 24.8 M | +18% | 12.4% | 76.3% | 14 | 42.86% | 4 |
|
| 6968 |
TA
6968
TPG Advisors
Northfield,
Illinois
| USD 161 M | +USD 8.65 M | +6% | 2.07% | – | 113 | 13.27% | 1.2 |
|
| 6969 |
6969
Investment Partners Asset Management
Metuchen,
New Jersey
| USD 161 M | +USD 8.87 M | +6% | 2.89% | 86.1% | 171 | 14.62% | 1.6 |
|
| 6970 |
6970
New Mountain Capital
New York
| USD 160 M | -USD 14.3 M | -8% | 8.17% | 36.9% | 1 | 0% | 3.3 |
|
| 6971 |
6971
Cyr Financial
Hennepin,
Illinois
| USD 160 M | +USD 14 M | +10% | 1.79% | – | 72 | 31.94% | 0.9 |
|
| 6972 |
6972
Sterling Manor Financial
Saratoga Springs,
New York
| USD 160 M | +USD 1.68 M | +1% | 0.79% | – | 35 | 0% | 1.9 |
|
| 6973 |
6973
Pacific Park Financial
Lagina Hills,
California
| USD 160 M | – | – | 2.21% | – | 74 | – | 0 |
|
| 6974 |
6974
Flywheel Private Wealth
Los Altos,
California
| USD 160 M | +USD 32.1 M | +25% | 2.36% | – | 87 | 10.34% | 0.9 |
|
| 6975 |
6975
Providence Wealth Advisors
Frankfort,
Illinois
| USD 160 M | +USD 1.57 M | +1% | 6.94% | 121% | 91 | 12.09% | 4.9 |
|