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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
7151
Processus Wealth & Capital Management
Brentwood,
Tennessee
| USD 147 M | -USD 4.4 M | -3% | 1.92% | 160% | 36 | 5.56% | 2 |
|
| 7152 |
7152
Strategent Financial
Harrisonburg,
Virginia
| USD 147 M | -USD 10.8 M | -7% | 1.53% | – | 41 | 2.44% | 1.1 |
|
| 7153 |
7153
Brian Low Financial Group
Baton Rouge,
Louisiana
| USD 147 M | +USD 6.06 M | +4% | 0.65% | – | 128 | 18.75% | 0.6 |
|
| 7154 |
LWM
7154
Lighthouse Wealth Management
Ashland,
Ohio
| USD 147 M | +USD 801 k | +0.5% | 0.43% | – | 45 | 8.89% | 1.1 |
|
| 7155 |
PWAM
7155
Pinnacle West Asset Management
Casper,
Wyoming
| USD 147 M | -USD 6.81 M | -4% | 2.24% | 100% | 117 | 5.13% | 2.6 |
|
| 7156 |
7156
Krane Financial Solutions
Calabasas,
California
| USD 147 M | – | – | 0.05% | – | 48 | – | 0 |
|
| 7157 |
7157
Income Insurance Ltd
Singapore,
| USD 147 M | -USD 7.16 M | -5% | 2.86% | – | 172 | 12.21% | 0.2 |
|
| 7158 |
7158
Philadelphia Investment Partners
Voorhees,
New Jersey
| USD 147 M | – | – | 0.72% | – | 188 | – | 0 |
|
| 7159 |
7159
Slocum, Gordon & Co
Newport,
Rhode Island
| USD 147 M | +USD 8.91 M | +6% | 12.9% | 65.3% | 69 | 20.29% | 2.1 |
|
| 7160 |
7160
Tide Cove Capital Partners
San Diego,
California
| USD 147 M | +USD 2.05 M | +1% | 2.03% | – | 13 | 0% | 1 |
|
| 7161 |
7161
Lesa Sroufe & Co
Seattle,
Washington
| USD 147 M | +USD 12.6 M | +9% | 12.6% | – | 75 | 17.33% | 5.2 |
|
| 7162 |
7162
Moulton Wealth Management
Spokane,
Washington
| USD 147 M | +USD 41.4 M | +39% | 1.38% | 47.8% | 81 | 86.42% | 0.6 |
|
| 7163 |
7163
MontVue Capital Management
Lynchburg,
Virginia
| USD 147 M | -USD 3.57 M | -2% | 1.91% | 76% | 68 | 5.88% | 1.8 |
|
| 7164 |
7164
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| USD 147 M | +USD 5.31 M | +4% | 1.41% | 64.9% | 93 | 11.83% | 2.9 |
|
| 7165 |
7165
Sound Financial Strategies Group
Madison,
Mississippi
| USD 147 M | +USD 4.91 M | +3% | 1.35% | 27.1% | 126 | 25.4% | 1.5 |
|
| 7166 |
7166
WealthGarden F.S.
El Segundo,
California
| USD 147 M | -USD 5.14 M | -3% | 2.41% | – | 172 | 11.63% | 1.2 |
|
| 7167 |
7167
Broadview Financial Management
Wauwatosa,
Wisconsin
| USD 146 M | -USD 3.01 M | -2% | 0.48% | 52.4% | 41 | 2.44% | 6.6 |
|
| 7168 |
SWM
7168
SpringVest Wealth Management
Dallas,
Texas
| USD 146 M | +USD 2.91 M | +2% | 0.17% | – | 74 | 10.81% | 1.1 |
|
| 7169 |
7169
Greycroft
New York
| USD 146 M | -USD 11.5 M | -7% | 6.32% | 20% | 14 | 14.29% | 1.5 |
|
| 7170 |
7170
Cygnus Capital Advisors
Atlanta,
Georgia
| USD 146 M | +USD 9.3 M | +7% | 2.38% | – | 205 | 68.78% | 0.1 |
|
| 7171 |
7171
Clearwave Capital
Upland,
California
| USD 146 M | +USD 10.8 M | +8% | 0.07% | – | 159 | 21.38% | 0.2 |
|
| 7172 |
AC
7172
Anson Capital
Tyrone,
Georgia
| USD 146 M | +USD 8.72 M | +6% | 2.32% | 50.5% | 91 | 7.69% | 2.2 |
|
| 7173 |
7173
Sippican Capital Advisors
Boston,
Massachusetts
| USD 146 M | -USD 9.5 M | -6% | 3.37% | 81.1% | 116 | 10.34% | 6.4 |
|
| 7174 |
7174
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| USD 146 M | +USD 11 M | +8% | 1.81% | – | 210 | 33.33% | 0.9 |
|
| 7175 |
7175
Aspetuck Financial Management
Westport,
Connecticut
| USD 146 M | -USD 2.96 M | -2% | 0.34% | – | 78 | 8.97% | 1.1 |
|