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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7376 |
7376
Jacksonville Wealth Management
Jacksonville,
Florida
| USD 141 M | +USD 5.07 M | +4% | 1.7% | – | 77 | 15.58% | 0.8 |
|
| 7377 |
7377
Tableaux
Stockbridge,
Massachusetts
| USD 141 M | -USD 109 M | -43% | 3.86% | – | 125 | 38.4% | 0.8 |
|
| 7378 |
7378
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 141 M | +USD 1.88 M | +1% | 0.05% | 0.05% | 27 | 7.41% | 0.4 |
|
| 7379 |
7379
Brian Low Financial Group
Baton Rouge,
Louisiana
| USD 141 M | +USD 12.2 M | +10% | 3.24% | – | 126 | 22.22% | 0.4 |
|
| 7380 |
7380
Pine Brook Road Advisors
Bedford,
New York
| USD 141 M | +USD 10.2 M | +8% | 7.82% | – | 1 | 0% | 2 |
|
| 7381 |
PIA
7381
Prakash Investment Advisors
Andover,
Massachusetts
| USD 141 M | -USD 7.46 M | -5% | 1.22% | – | 96 | 22.92% | 0.5 |
|
| 7382 |
7382
Segra Capital Management
Palm Beach,
Florida
| USD 141 M | -USD 106 M | -43% | 23.2% | 19% | 7 | 28.57% | 1.3 |
|
| 7383 |
7383
Bannerman Wealth Management Group
Lewisville,
Texas
| USD 141 M | +USD 5.35 M | +4% | 2.34% | – | 34 | 11.76% | 0.9 |
|
| 7384 |
7384
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| USD 141 M | +USD 2.99 M | +2% | 1.24% | 41.6% | 13 | 7.69% | 1.6 |
|
| 7385 |
7385
DeLarme Wealth Management
Palos Verdes Estates,
California
| USD 141 M | – | – | 2.1% | – | 62 | – | 0 |
|
| 7386 |
7386
Ipsen Advisor Group
Little Rock,
Arkansas
| USD 141 M | +USD 1.72 M | +1% | 2% | – | 107 | 8.41% | 2.2 |
|
| 7387 |
7387
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| USD 141 M | +USD 3.92 M | +3% | 1.59% | – | 97 | 6.19% | 1.7 |
|
| 7388 |
7388
Reflection Asset Management
Isle Of Palms,
South Carolina
| USD 141 M | – | – | 3.45% | – | 504 | – | 0 |
|
| 7389 |
HB
7389
Hauser Brothers
Freiburg Im Breisgau,
Germany
| USD 141 M | +USD 16.6 M | +13% | 32% | – | 6 | 33.33% | 1.9 |
|
| 7390 |
7390
Brightlight Capital Management
Westport,
Connecticut
| USD 141 M | -USD 24.6 M | -15% | 4.35% | 202% | 10 | 10% | 1.5 |
|
| 7391 |
BC
7391
Bulwark Capital
Fernandina Beach,
Florida
| USD 141 M | +USD 12.1 M | +9% | 0.92% | – | 103 | 8.74% | 0.5 |
|
| 7392 |
7392
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| USD 141 M | +USD 8.51 M | +6% | 1.52% | – | 64 | 4.69% | 0.9 |
|
| 7393 |
ICM
7393
Isabella Capital Management
London,
| USD 141 M | – | – | 0.13% | – | 8 | – | 0 |
|
| 7394 |
7394
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| USD 141 M | +USD 2.09 M | +2% | 2.48% | 86.3% | 121 | 7.44% | 3.1 |
|
| 7395 |
7395
Perspective Wealth Advisors
Loveland,
Colorado
| USD 140 M | – | – | 1.39% | – | 55 | – | 0 |
|
| 7396 |
7396
Breakout Capital Partners
New York
| USD 140 M | -USD 16.6 M | -11% | 0.18% | – | 8 | 12.5% | 1.3 |
|
| 7397 |
7397
Arbor Wealth Advisors
Troy,
Michigan
| USD 140 M | +USD 6.39 M | +5% | 2.36% | 58.7% | 58 | 8.62% | 1.6 |
|
| 7398 |
7398
Entruity Wealth
Bakersfield,
California
| USD 140 M | +USD 11.5 M | +9% | 5.41% | – | 45 | 6.67% | 0.9 |
|
| 7399 |
7399
Blue Capital Inc
Omaha,
Nebraska
| USD 140 M | +USD 5.67 M | +4% | 5.81% | – | 109 | 44.04% | 0.5 |
|
| 7400 |
7400
Cottonwood Capital Advisors
Salt Lake City,
Utah
| USD 140 M | +USD 2.99 M | +2% | 1.3% | 79% | 89 | 2.25% | 3.4 |
|