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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Freedom Day Solutions
Houston,
Texas
| USD 327 M | -USD 7.6 M | -2% | 0.66% | 86.6% | 106 | 16.98% | 3.4 |
|
| 4152 |
4152
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| USD 327 M | +USD 8.65 M | +3% | 3.55% | 81% | 96 | 2.08% | 6.2 |
|
| 4153 |
VDBMI
4153
Van Den Berg Management I
Austin,
Texas
| USD 327 M | -USD 20.4 M | -6% | 0.4% | 187% | 113 | 13.27% | 3.2 |
|
| 4154 |
4154
Summit Wealth & Retirement Planning
San Ramon,
California
| USD 326 M | +USD 3.2 M | +1% | 1.4% | 67.6% | 81 | 11.11% | 2.7 |
|
| 4155 |
4155
Windsor Capital Management
Phoenix,
Arizona
| USD 326 M | -USD 11.3 M | -3% | 1.3% | 49.1% | 122 | 5.74% | 6.5 |
|
| 4156 |
4156
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 326 M | +USD 3.44 M | +1% | 1.59% | 34.2% | 45 | 6.67% | 6 |
|
| 4157 |
4157
ORG Wealth Partners
Dallas,
Texas
| USD 326 M | +USD 1.54 M | +0.5% | 9.82% | – | 834 | 48.44% | 0.3 |
|
| 4158 |
4158
Mandatum Life Insurance Company
Helsinki,
Finland
| USD 326 M | -USD 11.7 M | -3% | 3.55% | 108% | 84 | 15.48% | 5.6 |
|
| 4159 |
CA
4159
Clune & Associates
Chicago,
Illinois
| USD 326 M | +USD 24.4 M | +8% | 0.64% | – | 144 | 7.64% | 0.2 |
|
| 4160 |
4160
BCGM Wealth Management
Lafayette,
Indiana
| USD 325 M | +USD 10.2 M | +3% | 0.51% | 54.9% | 158 | 8.86% | 2.5 |
|
| 4161 |
4161
Monument Capital Management
Alexandria,
Virginia
| USD 325 M | -USD 37.4 M | -10% | 0.33% | 170% | 232 | 31.47% | 2.3 |
|
| 4162 |
4162
Prism Advisors
Studio City,
California
| USD 325 M | -USD 8.59 M | -3% | 0.16% | 54.6% | 63 | 6.35% | 3.3 |
|
| 4163 |
4163
Maytus Capital Management
New York
| USD 325 M | +USD 38.8 M | +14% | 1.16% | 442% | 76 | 60.53% | 0.3 |
|
| 4164 |
AWA
4164
Aquire Wealth Advisors
South Jordan,
Utah
| USD 325 M | +USD 1.97 M | +0.6% | 1.32% | 60.2% | 51 | 7.84% | 2.5 |
|
| 4165 |
4165
Haverford Financial Services
Radnor,
Pennsylvania
| USD 325 M | -USD 3.33 M | -1% | 1.27% | 57.9% | 43 | 4.65% | 6.4 |
|
| 4166 |
4166
NovaPoint Capital
Atlanta,
Georgia
| USD 325 M | -USD 3.16 M | -1% | 0.91% | 94% | 145 | 17.93% | 3.1 |
|
| 4167 |
4167
Proquility Private Wealth Partners
Las Vegas,
Nevada
| USD 324 M | +USD 14 M | +5% | 1.87% | 19.4% | 97 | 24.74% | 3 |
|
| 4168 |
4168
Opal Wealth Advisors
Jericho,
New York
| USD 324 M | -USD 8.75 M | -3% | 1.59% | 62.3% | 536 | 64.93% | 0.7 |
|
| 4169 |
4169
All-Stars Investment
Hong Kong
| USD 324 M | +USD 51.3 M | +19% | 16% | 30.1% | 3 | 0% | 2.1 |
|
| 4170 |
4170
Roberts Wealth Advisors
Palo Alto,
California
| USD 324 M | -USD 4.88 M | -1% | 2.6% | 81.1% | 108 | 15.74% | 1.9 |
|
| 4171 |
4171
Brooklyn FI
New York
| USD 324 M | +USD 23.6 M | +8% | 1.16% | 60.4% | 67 | 7.46% | 1.9 |
|
| 4172 |
4172
Rock Point Advisors
Burlington,
Vermont
| USD 324 M | -USD 18.8 M | -5% | 2.39% | 82.8% | 112 | 11.61% | 4.8 |
|
| 4173 |
4173
RJA Asset Management
Stamford,
Connecticut
| USD 324 M | -USD 92.2 M | -22% | 12% | 80.2% | 4 | 0% | 2.4 |
|
| 4174 |
CCP
4174
Caden Capital Partners
Santa Monica,
California
| USD 324 M | -USD 3.85 M | -1% | 3.56% | 19.1% | 13 | 23.08% | 1.2 |
|
| 4175 |
4175
SRH Advisors
Salina,
Kansas
| USD 324 M | -USD 13.2 M | -4% | 1.68% | 55.7% | 290 | 10.34% | 6.9 |
|