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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
7201
Adirondack Capital Advisors
Syracuse,
New York
| USD 149 M | – | – | 2.1% | – | 42 | – | 0 |
|
| 7202 |
7202
Mount Vernon Associates
Baltimore,
Maryland
| USD 149 M | +USD 5.43 M | +4% | 3.59% | 136% | 60 | 8.33% | 7.2 |
|
| 7203 |
7203
Future Financial Wealth Management
Cincinnati,
Ohio
| USD 149 M | -USD 10.2 M | -6% | 2.24% | 65.2% | 465 | 73.33% | 2.9 |
|
| 7204 |
7204
Refined Wealth Management
Salt Lake City,
Utah
| USD 149 M | -USD 7.06 M | -5% | 5.71% | 99.4% | 44 | 20.45% | 2.2 |
|
| 7205 |
7205
TRV GP VI
Boston,
Massachusetts
| USD 149 M | +USD 38.9 M | +35% | 38.6% | – | 3 | 0% | 1 |
|
| 7206 |
PWM
7206
Pinnacle Wealth Management
Roseville,
California
| USD 148 M | +USD 315 k | +0.2% | 0.26% | 194% | 42 | 19.05% | 1.4 |
|
| 7207 |
7207
Accelerate Investment Advisors
Aliso Viejo,
California
| USD 148 M | +USD 1.43 M | +1% | 1.86% | – | 128 | 11.72% | 0.9 |
|
| 7208 |
7208
Strong Retirement Solutions
Silverdale,
Washington
| USD 148 M | – | – | 1.43% | – | 84 | – | 0 |
|
| 7209 |
7209
Stage Harbor Financial
Westwood,
Massachusetts
| USD 148 M | +USD 11.7 M | +9% | 2.1% | 56.4% | 60 | 5% | 1.4 |
|
| 7210 |
7210
Eschler Asset Management
London,
United Kingdom
| USD 148 M | +USD 13.5 M | +10% | 13.3% | 274% | 90 | 63.33% | 0.6 |
|
| 7211 |
7211
Fortune Financial Advisors
Overland Park,
Kansas
| USD 148 M | +USD 15.4 M | +12% | 0.43% | 76.8% | 101 | 8.91% | 2 |
|
| 7212 |
7212
Twin Lions Management
Stamford,
Connecticut
| USD 148 M | -USD 3.76 M | -2% | 1.13% | – | 8 | 0% | 0.8 |
|
| 7213 |
AV
7213
Alamea Verwaltungs
Edison,
New Jersey
| USD 148 M | +USD 1.82 M | +1% | 10.1% | – | 122 | 43.44% | 0.4 |
|
| 7214 |
7214
Beto Financial Group
Boise,
Idaho
| USD 148 M | – | – | 2.8% | – | 133 | – | 0 |
|
| 7215 |
7215
Zeit Capital
Greenwood Village,
Colorado
| USD 148 M | +USD 1.01 M | +0.7% | 1.73% | 56.5% | 27 | 0% | 4.3 |
|
| 7216 |
7216
BluePath Capital Management
Atlanta,
Georgia
| USD 148 M | +USD 11.4 M | +8% | 1.22% | 106% | 108 | 28.7% | 1.3 |
|
| 7217 |
7217
Hartmann Taylor Wealth Management
Dallas,
Texas
| USD 148 M | +USD 8.85 M | +6% | 1.62% | – | 54 | 7.41% | 0.7 |
|
| 7218 |
7218
Certior Financial Group
King Of Prussia,
Pennsylvania
| USD 148 M | -USD 2.51 M | -2% | 0.09% | – | 147 | 17.01% | 0.8 |
|
| 7219 |
7219
Pioneer Family Office
North Miami Beach,
Florida
| USD 148 M | – | – | 2.19% | – | 136 | – | 0 |
|
| 7220 |
MWS
7220
MFA Wealth Services
Thousand Oaks,
California
| USD 148 M | +USD 3.14 M | +2% | 2.68% | – | 125 | 8.8% | 0.9 |
|
| 7221 |
7221
Brightwater Advisory
Tampa,
Florida
| USD 148 M | +USD 2.37 M | +2% | 1.9% | – | 61 | 6.56% | 1.7 |
|
| 7222 |
7222
Bruce G. Allen Investments
Denver,
Colorado
| USD 148 M | +USD 8.25 M | +6% | 3.85% | – | 1,130 | 8.76% | 1.7 |
|
| 7223 |
7223
Ellerson Group
Annapolis,
Maryland
| USD 148 M | -USD 12.9 M | -8% | 4.8% | 178% | 62 | 16.13% | 2.1 |
|
| 7224 |
7224
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 148 M | -USD 38.3 M | -21% | 11.7% | 34.1% | 8 | 25% | 3 |
|
| 7225 |
FFG
7225
Floyd Financial Group
Springfield,
Missouri
| USD 148 M | +USD 12.8 M | +9% | 1.5% | – | 75 | 28% | 0.7 |
|