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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
CWAG
3876
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 319 M | +USD 27.6 M | +9% | 11.1% | 76.1% | 94 | 13.83% | 3.2 |
|
| 3877 |
3877
Siena Capital Partners
Chicago,
Illinois
| USD 319 M | +USD 40.3 M | +14% | 12.6% | 42.5% | 104 | 6.73% | 3.6 |
|
| 3878 |
3878
Khrom Capital Management
Miami Beach,
Florida
| USD 319 M | +USD 111 M | +54% | 16.6% | 35.6% | 17 | 47.06% | 0.8 |
|
| 3879 |
3879
IAM Advisory
Easton,
Pennsylvania
| USD 318 M | +USD 32.1 M | +11% | 10.1% | 74.5% | 105 | 17.14% | 1.2 |
|
| 3880 |
FSI
3880
Flow State Investments
Chicago,
Illinois
| USD 318 M | -USD 4.47 M | -1% | 2.66% | – | 286 | 45.1% | 0.4 |
|
| 3881 |
3881
Delta Financial Group
Basking Ridge,
New Jersey
| USD 318 M | +USD 28.3 M | +10% | 10.3% | – | 230 | 12.17% | 0.5 |
|
| 3882 |
3882
Hamilton Wealth
Encino,
California
| USD 318 M | +USD 38.9 M | +14% | 11% | 108% | 109 | 34.86% | 1.4 |
|
| 3883 |
3883
B&I Capital
Zurich,
Switzerland
| USD 318 M | +USD 41.2 M | +15% | 17.6% | 30.5% | 27 | 0% | 2 |
|
| 3884 |
3884
Pensionfund Sabic
Sittard,
Netherlands
| USD 317 M | +USD 32.8 M | +12% | 11.3% | 63.6% | 195 | 3.59% | 4.3 |
|
| 3885 |
3885
Rothschild Capital Partners
New York
| USD 317 M | +USD 61.9 M | +24% | 11.9% | 90.8% | 40 | 37.5% | 4 |
|
| 3886 |
3886
Trinity Legacy Partners
Houston,
Texas
| USD 317 M | +USD 27.8 M | +10% | 9.69% | 63.3% | 107 | 6.54% | 2 |
|
| 3887 |
3887
TS Financial Group (TSFG)
Lake Forest,
Illinois
| USD 317 M | +USD 36.6 M | +13% | 10.6% | 81% | 1,086 | 18.69% | 3.4 |
|
| 3888 |
3888
Incline Global Management
New York
| USD 317 M | +USD 6.55 M | +2% | 14.3% | 40.1% | 25 | 24% | 1.5 |
|
| 3889 |
3889
Pacific Center for Financial Services
San Ramon,
California
| USD 317 M | +USD 22.7 M | +8% | 9.68% | 60.1% | 412 | 6.07% | 4.9 |
|
| 3890 |
FCT
3890
Family Capital Trust
Peabody,
Massachusetts
| USD 317 M | +USD 34.6 M | +12% | 12.8% | 39.1% | 58 | 10.34% | 6.3 |
|
| 3891 |
3891
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 317 M | +USD 64.1 M | +25% | 9.03% | 56.9% | 94 | 13.83% | 3.1 |
|
| 3892 |
3892
Covenant Partners
Nashville,
Tennessee
| USD 317 M | +USD 41.6 M | +15% | 11.8% | 70.3% | 199 | 15.58% | 2.7 |
|
| 3893 |
3893
Finepoint Capital
Boston,
Massachusetts
| USD 317 M | +USD 116 M | +58% | 40.2% | 27.4% | 32 | 21.88% | 1.3 |
|
| 3894 |
3894
UG Investment Advisers
Taipei,
Taiwan
| USD 317 M | -USD 221 M | -41% | 20.4% | 183% | 17 | 47.06% | 1 |
|
| 3895 |
3895
Hedeker Wealth
Lincolnshire,
Illinois
| USD 317 M | +USD 28.6 M | +10% | 12.8% | 161% | 91 | 10.99% | 2.9 |
|
| 3896 |
3896
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 317 M | +USD 32.9 M | +12% | 10.6% | 84.7% | 167 | 6.59% | 6.1 |
|
| 3897 |
3897
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 316 M | +USD 41.2 M | +15% | 11.5% | 70.2% | 250 | 13.6% | 3.6 |
|
| 3898 |
3898
Genworth Financial
Glen Allen,
Virginia
| USD 316 M | +USD 31.6 M | +11% | 10.8% | 73.6% | 4 | 50% | 1.3 |
|
| 3899 |
3899
New Capital Management
Houston,
Texas
| USD 316 M | +USD 27.8 M | +10% | 7.97% | 55.4% | 57 | 17.54% | 3.1 |
|
| 3900 |
3900
Ellsworth Advisors
Hudson,
Ohio
| USD 316 M | +USD 34.2 M | +12% | 9.43% | 131% | 182 | 21.98% | 1.5 |
|