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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7826 |
7826
Midwestern Financial
Iowa City,
Iowa
| USD 121 M | +USD 4.39 M | +4% | 1.44% | – | 54 | 3.7% | 0.5 |
|
| 7827 |
7827
Evolution Wealth Management
Fort Myers,
Florida
| USD 121 M | +USD 23.4 M | +24% | 1.75% | – | 790 | 30.63% | 0.3 |
|
| 7828 |
7828
Sandro Wealth Management
Fairfield,
New Jersey
| USD 121 M | – | – | 5.01% | – | 93 | – | 0 |
|
| 7829 |
7829
Mueller Wealth
Mishicot,
Wisconsin
| USD 121 M | – | – | 1.25% | – | 15 | – | 0 |
|
| 7830 |
7830
Sierra Ocean
Ripon,
California
| USD 121 M | +USD 1.78 M | +1% | 1.19% | – | 68 | 17.65% | 0.9 |
|
| 7831 |
7831
NorthAvenue LLC
Columbus,
Ohio
| USD 121 M | – | – | 2.89% | – | 375 | – | 0 |
|
| 7832 |
7832
Eagle Harbor Asset Management
Seattle,
Washington
| USD 121 M | +USD 5.56 M | +5% | 4.46% | 76.2% | 136 | 7.35% | 2.6 |
|
| 7833 |
7833
Hestia Capital Management
Cranberry Township,
Pennsylvania
| USD 121 M | -USD 37.1 M | -23% | 6.3% | – | 22 | 22.73% | 0.4 |
|
| 7834 |
7834
Explore Capital Management
Wilmington,
Delaware
| USD 121 M | -USD 41.1 M | -25% | 5.86% | – | 19 | 47.37% | 0.3 |
|
| 7835 |
7835
Sentinel Wealth Management
Reston,
Virginia
| USD 121 M | +USD 5.46 M | +5% | 2.29% | – | 38 | 0% | 0.5 |
|
| 7836 |
7836
Elm3 Financial Group
Alpharetta,
Georgia
| USD 121 M | -USD 1.4 M | -1% | 2.74% | – | 128 | 25% | 0.8 |
|
| 7837 |
7837
Strategic Advisory Partners
Greensboro,
North Carolina
| USD 121 M | – | – | 2.3% | – | 36 | – | 0 |
|
| 7838 |
7838
NDVR Inc
Boston,
Massachusetts
| USD 121 M | +USD 556 k | +0.5% | 2.7% | – | 147 | 39.46% | 1 |
|
| 7839 |
7839
Rangeley Capital
New Canaan,
Connecticut
| USD 120 M | +USD 4.84 M | +4% | 18.1% | – | 176 | 57.95% | 0.3 |
|
| 7840 |
7840
Linden Rose Investment
Sugar Land,
Texas
| USD 120 M | – | – | 5.6% | – | 7 | – | 2 |
|
| 7841 |
7841
URS Advisory
Jupiter,
Florida
| USD 120 M | – | – | 3.68% | – | 44 | – | 0 |
|
| 7842 |
7842
Alexander Randolph Advisory
Mclean,
Virginia
| USD 120 M | -USD 1 M | -0.8% | 2.16% | 56% | 56 | 8.93% | 1.9 |
|
| 7843 |
7843
Vigil Wealth Management
Ponte Vedra Beach,
Florida
| USD 120 M | – | – | 2.63% | – | 77 | – | 0 |
|
| 7844 |
7844
Ferguson Johnson Wealth Management
Rockville,
Maryland
| USD 120 M | – | – | 1.26% | – | 35 | – | 0 |
|
| 7845 |
7845
Davis Wealth Advisors
Salem,
New Hampshire
| USD 120 M | +USD 8.82 M | +8% | 1.81% | – | 72 | 6.94% | 0.8 |
|
| 7846 |
7846
Golden Bell Financial Planning
Alpharetta,
Georgia
| USD 120 M | +USD 5.05 M | +4% | 1.26% | – | 36 | 2.78% | 0.9 |
|
| 7847 |
7847
Semitam Bonam
Goshen,
New York
| USD 120 M | +USD 8.27 M | +7% | 1.36% | – | 48 | 10.42% | 0.4 |
|
| 7848 |
7848
Valor Advisors
Miami,
Florida
| USD 120 M | – | – | 2.05% | – | 36 | – | 0 |
|
| 7849 |
7849
Alterna Wealth Management
Houston,
Texas
| USD 120 M | -USD 1.52 M | -1% | 2.28% | 52.9% | 113 | 24.78% | 2.6 |
|
| 7850 |
7850
Vista Cima Wealth Management
Surprise,
Arizona
| USD 120 M | -USD 71.8 k | -0.1% | 1.6% | – | 79 | 40.51% | 0.9 |
|