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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
7226
Aragon Global Management
Miami,
Florida
| USD 143 M | -USD 186 M | -57% | 5.05% | – | 36 | 61.11% | 0.8 |
|
| 7227 |
7227
Stolz & Associates
Tacoma,
Washington
| USD 143 M | +USD 13.7 M | +11% | 0.88% | – | 34 | 17.65% | 0.2 |
|
| 7228 |
7228
Encore Global Management
Houston,
Texas
| USD 143 M | – | – | 2.85% | – | 70 | – | 0 |
|
| 7229 |
7229
Hemming & Wealth Management
Traverse City,
Michigan
| USD 143 M | -USD 2.88 M | -2% | 3.5% | – | 16 | 12.5% | 0.2 |
|
| 7230 |
7230
OneAscent Family Office
Birmingham,
Alabama
| USD 143 M | -USD 4.36 M | -3% | 2.66% | – | 208 | 25.96% | 0.8 |
|
| 7231 |
7231
Mustico Financial Group
Elmira,
New York
| USD 143 M | +USD 13.5 M | +10% | 1.17% | – | 49 | 16.33% | 0.6 |
|
| 7232 |
7232
Menard Financial Group
Houston,
Texas
| USD 143 M | -USD 2.53 M | -2% | 3.41% | 141% | 87 | 13.79% | 2.5 |
|
| 7233 |
7233
Petiole USA
New York
| USD 143 M | -USD 11.3 M | -7% | 1.46% | 105% | 34 | 8.82% | 3.2 |
|
| 7234 |
7234
Entrust Financial
Wayne,
Pennsylvania
| USD 143 M | +USD 8.37 M | +6% | 1.93% | – | 451 | 10.86% | 0.2 |
|
| 7235 |
7235
Cooper Capital Advisors
Encinitas,
California
| USD 143 M | -USD 15.9 M | -10% | 1.9% | – | 46 | 32.61% | 0.9 |
|
| 7236 |
7236
Ipsen Advisor Group
Little Rock,
Arkansas
| USD 143 M | +USD 2.18 M | +2% | 1.59% | – | 105 | 3.81% | 2.4 |
|
| 7237 |
7237
GreatBanc Trust
Lisle,
Illinois
| USD 143 M | +USD 992 k | +0.7% | 1.51% | – | 78 | 21.79% | 0.5 |
|
| 7238 |
7238
Nvest Wealth Strategies
Powell,
Ohio
| USD 143 M | +USD 6.58 M | +5% | 2.94% | – | 414 | 52.42% | 0.1 |
|
| 7239 |
7239
11.2 Capital Management
Las Vegas,
Nevada
| USD 143 M | -USD 29.2 M | -17% | 17% | – | 1 | 0% | 0.3 |
|
| 7240 |
SC
7240
Settian Capital
New York
| USD 143 M | -USD 7.17 M | -5% | 2.77% | 69% | 31 | 35.48% | 2 |
|
| 7241 |
7241
Primoris Wealth Advisors
North Palm Beach,
Florida
| USD 143 M | -USD 24.4 M | -15% | 0.45% | 206% | 124 | 33.06% | 2.3 |
|
| 7242 |
7242
Strong Retirement Solutions
Silverdale,
Washington
| USD 143 M | -USD 5.67 M | -4% | 4.96% | – | 93 | 17.2% | 0.2 |
|
| 7243 |
7243
Chatterton & Associates
Anaheim,
California
| USD 143 M | +USD 25.9 M | +22% | 0.12% | – | 102 | 22.55% | 0.2 |
|
| 7244 |
7244
Bauman Advisory Group
Las Vegas,
Nevada
| USD 143 M | +USD 18.6 M | +15% | 0.28% | – | 70 | 37.14% | 0.2 |
|
| 7245 |
7245
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| USD 143 M | +USD 1.85 M | +1% | 0.93% | – | 98 | 8.16% | 1.8 |
|
| 7246 |
7246
Arbor Wealth Advisors
Troy,
Michigan
| USD 143 M | +USD 2.22 M | +2% | 2.04% | 58.7% | 58 | 6.9% | 1.8 |
|
| 7247 |
7247
Argosy-Lionbridge Management
New York
| USD 143 M | -USD 15.7 M | -10% | 8.91% | – | 18 | 44.44% | 0.6 |
|
| 7248 |
7248
Navigate Wealth Management
Birmingham,
Alabama
| USD 142 M | – | – | 0.36% | – | 72 | – | 0 |
|
| 7249 |
PC
7249
Panoramic Capital
Larkspur,
California
| USD 142 M | -USD 43.9 M | -24% | 20.7% | – | 54 | 57.41% | 0.5 |
|
| 7250 |
7250
SageOak Financial
Tulsa,
Oklahoma
| USD 142 M | +USD 4.16 M | +3% | 0.35% | – | 36 | 11.11% | 1.1 |
|