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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
7076
WinCap Financial
Boston,
Massachusetts
| USD 150 M | +USD 4.61 M | +3% | 0.43% | – | 96 | 22.92% | 0.9 |
|
| 7077 |
7077
Richmond Brothers
Jackson,
Michigan
| USD 150 M | -USD 6.99 M | -4% | 1.58% | 77.2% | 36 | 0% | 2 |
|
| 7078 |
7078
Charter Research & Investment Group
Southport,
Connecticut
| USD 150 M | +USD 443 k | +0.3% | 2.49% | 82.3% | 88 | 6.82% | 7.4 |
|
| 7079 |
7079
Redwood Park Advisors
Redwood City,
California
| USD 150 M | +USD 3.08 M | +2% | 0.16% | – | 344 | 11.34% | 1.1 |
|
| 7080 |
7080
Gordian Advisors
Tucson,
Arizona
| USD 150 M | -USD 833 k | -0.6% | 1.87% | 55.4% | 56 | 8.93% | 1.5 |
|
| 7081 |
7081
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| USD 150 M | +USD 6.97 M | +5% | 0.17% | – | 143 | 22.38% | 0.8 |
|
| 7082 |
FFG
7082
Floyd Financial Group
Springfield,
Missouri
| USD 150 M | +USD 2.2 M | +1% | 1.31% | – | 71 | 7.04% | 0.9 |
|
| 7083 |
PAYA
7083
Phil A. Younker & Associates
Fairbanks,
Alaska
| USD 150 M | +USD 6.55 M | +5% | 0.13% | – | 39 | 15.38% | 0.9 |
|
| 7084 |
7084
Thompson Davis & Co
Richmond,
Virginia
| USD 150 M | -USD 17.1 M | -10% | 0.32% | 179% | 186 | 39.78% | 2.4 |
|
| 7085 |
7085
CPR Investments
Rochester,
Michigan
| USD 150 M | +USD 896 k | +0.6% | 1.64% | 84% | 70 | 60% | 0.9 |
|
| 7086 |
7086
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
| USD 150 M | -USD 2.25 M | -1% | 2.05% | – | 124 | 11.29% | 0.2 |
|
| 7087 |
7087
Lakeside Advisors
Seattle,
Washington
| USD 150 M | -USD 6.53 M | -4% | 2.34% | 83.7% | 66 | 7.58% | 3.5 |
|
| 7088 |
7088
Genesis Wealth Advisors
Braintree,
Massachusetts
| USD 150 M | +USD 3.85 M | +3% | 0.69% | – | 64 | 3.13% | 6.3 |
|
| 7089 |
7089
Evansbrook
Bolingbrook,
Illinois
| USD 150 M | +USD 272 k | +0.2% | 1.2% | – | 125 | 16% | 0.2 |
|
| 7090 |
7090
VERITY Wealth Advisors
Sausalito,
United States
| USD 150 M | -USD 11.4 M | -7% | 1.88% | 59.9% | 85 | 8.24% | 4.5 |
|
| 7091 |
7091
Thryve Wealth Management
Irving,
Texas
| USD 150 M | -USD 52.4 M | -26% | 2.92% | – | 95 | 55.79% | 0.2 |
|
| 7092 |
7092
Accelerate Investment Advisors
Aliso Viejo,
California
| USD 150 M | +USD 1.29 M | +0.9% | 0.46% | – | 142 | 21.83% | 1 |
|
| 7093 |
7093
J.E. Simmons & Co
Dallas,
Texas
| USD 150 M | -USD 4.75 M | -3% | 2.72% | – | 72 | 13.89% | 0.2 |
|
| 7094 |
7094
Wright Wealth
Atlanta,
Georgia
| USD 149 M | -USD 3.92 M | -3% | 1.86% | – | 64 | 25% | 0.2 |
|
| 7095 |
7095
L1 Global Manager
Melbourne,
| USD 149 M | -USD 3.38 M | -2% | 0.22% | – | 149 | 58.39% | 0.1 |
|
| 7096 |
7096
Zeit Capital
Greenwood Village,
Colorado
| USD 149 M | +USD 1.26 M | +0.9% | 0.24% | 56.5% | 52 | 48.08% | 2.4 |
|
| 7097 |
7097
HC Advisors
Sandy Springs,
Georgia
| USD 149 M | +USD 4.87 M | +3% | 0.65% | 63.5% | 62 | 6.45% | 3.6 |
|
| 7098 |
7098
Community Bank of Raymore
Raymore,
Missouri
| USD 149 M | +USD 2.3 M | +2% | 3.8% | 91.9% | 75 | 2.67% | 6.1 |
|
| 7099 |
7099
Gibson Wealth Advisors
Tyler,
Texas
| USD 149 M | +USD 3.33 M | +2% | 0.63% | – | 37 | 8.11% | 3.2 |
|
| 7100 |
7100
Sagace Wealth Management
St. Petersburg,
Florida
| USD 149 M | +USD 1.75 M | +1% | 0.11% | – | 76 | 19.74% | 1.2 |
|