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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7401 |
7401
Breakout Capital Partners
New York
| USD 140 M | -USD 16.6 M | -11% | 0.18% | – | 8 | 12.5% | 1.3 |
|
| 7402 |
7402
Arbor Wealth Advisors
Troy,
Michigan
| USD 140 M | +USD 6.39 M | +5% | 2.36% | 58.7% | 58 | 8.62% | 1.6 |
|
| 7403 |
7403
Entruity Wealth
Bakersfield,
California
| USD 140 M | +USD 11.5 M | +9% | 5.41% | – | 45 | 6.67% | 0.9 |
|
| 7404 |
7404
Blue Capital Inc
Omaha,
Nebraska
| USD 140 M | +USD 5.67 M | +4% | 5.81% | – | 109 | 44.04% | 0.5 |
|
| 7405 |
7405
Cottonwood Capital Advisors
Salt Lake City,
Utah
| USD 140 M | +USD 2.99 M | +2% | 1.3% | 79% | 89 | 2.25% | 3.4 |
|
| 7406 |
HC
7406
Hoese & Co
Glencoe,
Minnesota
| USD 140 M | +USD 9.45 M | +7% | 1.3% | 51% | 141 | 14.89% | 3 |
|
| 7407 |
7407
Ridgeline Wealth Planning
Centerville,
Ohio
| USD 140 M | +USD 7 M | +5% | 2.47% | – | 50 | 16% | 0.7 |
|
| 7408 |
7408
Copia Wealth Management
Bend,
Oregon
| USD 140 M | +USD 5.39 M | +4% | 1.65% | – | 539 | 15.4% | 0.8 |
|
| 7409 |
7409
Kopion Asset Management
Mckinney,
Texas
| USD 140 M | -USD 14.4 M | -9% | 10.8% | 80.5% | 19 | 5.26% | 4.2 |
|
| 7410 |
7410
Enhancing Capital
Harrisburg,
Pennsylvania
| USD 140 M | +USD 3.12 M | +2% | 4.91% | – | 93 | 10.75% | 2.9 |
|
| 7411 |
7411
Gambit Capital Management
Franklin,
Tennessee
| USD 140 M | – | – | 9.59% | – | 86 | – | 0 |
|
| 7412 |
PCM
7412
Park Capital Management
Madison,
Wisconsin
| USD 140 M | +USD 14.8 M | +12% | 5.64% | – | 88 | 25% | 0.7 |
|
| 7413 |
7413
WealthTrak Capital Management
Virginia Beach,
Virginia
| USD 140 M | +USD 18.2 M | +15% | 1.84% | – | 78 | 8.97% | 0.9 |
|
| 7414 |
7414
Monetta Financial Services
Wheaton,
Illinois
| USD 140 M | -USD 3.2 M | -2% | 5.73% | 305% | 72 | 41.67% | 2.4 |
|
| 7415 |
7415
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| USD 140 M | +USD 25.5 M | +22% | 0.9% | – | 233 | 12.02% | 0.7 |
|
| 7416 |
7416
Orca Wealth Management
New Port Richey,
Florida
| USD 140 M | +USD 7.59 M | +6% | 8.97% | – | 72 | 9.72% | 0.9 |
|
| 7417 |
DQRIM
7417
Dale Q Rice Investment Management
Vancouver,
Washington
| USD 140 M | -USD 2.08 M | -1% | 5.05% | – | 67 | 2.99% | 1 |
|
| 7418 |
UFA
7418
Uptown Financial Advisors
Dallas,
Texas
| USD 140 M | +USD 18.2 M | +15% | 0.93% | – | 81 | 12.35% | 0.8 |
|
| 7419 |
7419
TSG Consumer Partners
Larkspur,
California
| USD 140 M | +USD 20.2 M | +17% | 17% | 12.3% | 1 | 0% | 4 |
|
| 7420 |
7420
Turn8 Private Wealth
Pointe Claire,
| USD 140 M | +USD 241 k | +0.2% | 1.41% | – | 49 | 16.33% | 0.8 |
|
| 7421 |
7421
GordonMD Global Investments
Beverely Hills,
California
| USD 139 M | – | – | 32.8% | – | 13 | – | 0 |
|
| 7422 |
7422
PartnerRe Asset Management
Greenwich,
Connecticut
| USD 139 M | – | – | 0.37% | – | 2 | – | 0 |
|
| 7423 |
7423
Forefront Wealth Management
Malvern,
Pennsylvania
| USD 139 M | +USD 3.02 M | +2% | 4.99% | – | 79 | 22.78% | 1.7 |
|
| 7424 |
7424
Financial Life Planners
Tempe,
Arizona
| USD 139 M | -USD 9.5 M | -6% | 0.27% | – | 357 | 82.91% | 0.8 |
|
| 7425 |
7425
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| USD 139 M | +USD 3.6 M | +3% | 2.13% | – | 132 | 1.52% | 0.9 |
|