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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7776 |
RPGNY
7776
Retirement Planning Group (New York)
Malta,
New York
| USD 90.9 M | – | – | 0.92% | – | 65 | – | 0 |
|
| 7777 |
7777
M.E. Allison & Co
San Antonio,
Texas
| USD 90.7 M | – | – | 4.47% | – | 143 | – | 0 |
|
| 7778 |
7778
First Financial Group
Raleigh,
North Carolina
| USD 90.4 M | – | – | 1.11% | – | 66 | – | 0 |
|
| 7779 |
7779
Yost Capital Management
Houston,
Texas
| USD 90 M | -USD 6.78 M | -7% | 6.32% | 125% | 18 | 33.33% | 1.1 |
|
| 7780 |
7780
Flight Deck Capital
San Francisco,
California
| USD 89.9 M | +USD 4.41 M | +5% | 17.7% | 379% | 17 | 52.94% | 0.9 |
|
| 7781 |
PWM
7781
Pinnacle Wealth Management
Roseville,
California
| USD 89.8 M | +USD 6.21 M | +7% | 24% | 194% | 43 | 34.88% | 1.2 |
|
| 7782 |
7782
Grantvest Financial Group
Matawan,
New Jersey
| USD 89.5 M | – | – | 1.69% | – | 121 | – | 0 |
|
| 7783 |
7783
IronOak Wealth
Cedar Park,
Texas
| USD 89.3 M | – | – | 11.5% | – | 64 | – | 0 |
|
| 7784 |
7784
Verus Wealth Management
De Pere,
Wisconsin
| USD 89.2 M | – | – | 1.77% | – | 53 | – | 0 |
|
| 7785 |
7785
City Center Advisors LLC
Troy,
Michigan
| USD 89.1 M | -USD 872 k | -1% | 1.38% | – | 190 | 36.84% | 0.5 |
|
| 7786 |
7786
Birch Financial Group
Keene,
New Hampshire
| USD 88.9 M | – | – | 3.87% | – | 85 | – | 0 |
|
| 7787 |
7787
Navigation Wealth Management
Fort Collins,
Colorado
| USD 88.8 M | -USD 3.87 M | -4% | 1.54% | 46.5% | 7 | 28.57% | 0.6 |
|
| 7788 |
7788
Signify Wealth
Saint Louis,
Missouri
| USD 88.6 M | +USD 6.98 M | +9% | 5.61% | 36.7% | 31 | 19.35% | 1.4 |
|
| 7789 |
7789
Sulzberger Capital Advisors
Miami,
Florida
| USD 88.4 M | – | – | 2.71% | – | 59 | – | 0 |
|
| 7790 |
7790
Unified Investment Management
Atlanta,
Georgia
| USD 88 M | – | – | 0.69% | – | 112 | – | 0 |
|
| 7791 |
CCA
7791
Covey Capital Advisors
Atlanta,
Georgia
| USD 88 M | -USD 2.59 M | -3% | 7.33% | 118% | 37 | 8.11% | 4.1 |
|
| 7792 |
7792
Massar Capital Management
Stamford,
Connecticut
| USD 87.9 M | – | – | 6.2% | – | 47 | – | 0 |
|
| 7793 |
7793
Partners Wealth Management
Carmel By The Sea,
California
| USD 87.9 M | – | – | 1.64% | – | 112 | – | 0 |
|
| 7794 |
7794
Advanced Portfolio Management
New York
| USD 87.6 M | -USD 9.6 M | -10% | 1.68% | 19.8% | 80 | 86.25% | 0.2 |
|
| 7795 |
7795
Hobbs Wealth Management
Zionsville,
Indiana
| USD 87.5 M | – | – | 0.52% | – | 41 | – | 0 |
|
| 7796 |
7796
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| USD 87.4 M | -USD 5.11 M | -6% | 0.13% | 206% | 168 | 14.29% | 4.6 |
|
| 7797 |
7797
DRH Investments
Thousand Oaks,
California
| USD 87.1 M | -USD 9 M | -9% | 0.47% | 81.2% | 16 | 31.25% | 2.5 |
|
| 7798 |
7798
Brooklands Fund Management
London,
United Kingdom
| USD 86.9 M | – | – | – | – | 62 | – | 0 |
|
| 7799 |
7799
Mountain Lake Investment Management
Boca Raton,
Florida
| USD 86.8 M | -USD 8.27 M | -9% | 5.57% | 64% | 32 | 31.25% | 1.7 |
|
| 7800 |
7800
Versant Venture Management
San Francisco,
California
| USD 86.7 M | +USD 23.2 M | +36% | 0.13% | 409% | 8 | 37.5% | 2 |
|