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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Ativo Capital Management
Chicago,
Illinois
| USD 213 M | -USD 22.4 M | -9% | 1.2% | 63.2% | 147 | 29.93% | 2.5 |
|
| 4452 |
BOC
4452
Barbara Oil Co
Chicago,
Illinois
| USD 213 M | -USD 3.53 M | -2% | 0.87% | 84.2% | 89 | 3.37% | 5.3 |
|
| 4453 |
4453
Union Heritage Capital
Bloomfield Hills,
Michigan
| USD 213 M | -USD 971 k | -0.5% | 0.56% | 93% | 60 | 0% | 0.5 |
|
| 4454 |
4454
Atlas Principals
Charlotte,
North Carolina
| USD 213 M | -USD 41 M | -16% | 2.26% | – | 46 | 54.35% | 0.5 |
|
| 4455 |
CWAG
4455
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 213 M | -USD 1.38 M | -0.6% | 0.78% | 76.1% | 72 | 1.39% | 2.1 |
|
| 4456 |
4456
Cardinal Point Wealth Management
Irvine,
California
| USD 213 M | -USD 8.64 M | -4% | 1.35% | – | 47 | 23.4% | 0.6 |
|
| 4457 |
CCM
4457
Consolidated Capital Management
Burbank,
California
| USD 213 M | -USD 3.91 M | -2% | 0.16% | 166% | 42 | 4.76% | 2.5 |
|
| 4458 |
4458
Legacy Financial Strategies
Overland Park,
Kansas
| USD 213 M | +USD 3.84 M | +2% | 0.86% | 76.7% | 64 | 6.25% | 2.6 |
|
| 4459 |
4459
HMS Capital Management
Nashville,
Tennessee
| USD 213 M | -USD 9.8 M | -4% | 0.69% | 140% | 137 | 18.98% | 1.8 |
|
| 4460 |
4460
Perseverance Asset Management International
George Town,
Cayman Islands
| USD 212 M | -USD 99.3 M | -32% | 18.4% | 101% | 20 | 15% | 1 |
|
| 4461 |
4461
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 212 M | +USD 39 M | +22% | 1.47% | 34.2% | 51 | 0% | 2.8 |
|
| 4462 |
4462
Financial Gravity Asset Management
Lakeway,
Texas
| USD 212 M | -USD 66.7 M | -24% | 0.82% | – | 1,118 | 28.98% | 1.5 |
|
| 4463 |
4463
Norway Savings Bank
Portland,
Maine
| USD 212 M | +USD 7.09 M | +3% | 0.1% | 117% | 335 | 9.85% | 3.2 |
|
| 4464 |
HWC
4464
Hill Winds Capital
High Falls,
New York
| USD 212 M | +USD 23.7 M | +13% | 1.59% | 8.52% | 62 | 56.45% | 0.4 |
|
| 4465 |
4465
Axiom Financial Strategies
New Albany,
Indiana
| USD 212 M | -USD 4.66 M | -2% | 1.57% | 59.8% | 81 | 11.11% | 1.2 |
|
| 4466 |
4466
Birch Grove Capital
New York
| USD 212 M | +USD 6.38 M | +3% | 2.24% | 2.66% | 55 | 9.09% | 0.6 |
|
| 4467 |
4467
Jupiter Wealth Management
Glendale,
Colorado
| USD 212 M | +USD 3.19 M | +2% | 0.15% | 99.2% | 98 | 15.31% | 1.3 |
|
| 4468 |
SC
4468
Sawyer & Company
Boston,
Massachusetts
| USD 212 M | -USD 2.21 M | -1% | 0.28% | 111% | 188 | 9.04% | 2.7 |
|
| 4469 |
4469
S.E.E.D. Planning Group
Binghamton,
New York
| USD 212 M | +USD 8.83 M | +4% | 0.18% | 57.3% | 98 | 23.47% | 1.1 |
|
| 4470 |
4470
Calixto Global Investors
Coral Gables,
Florida
| USD 212 M | +USD 41.4 M | +24% | 4.65% | 180% | 12 | 16.67% | 0.7 |
|
| 4471 |
4471
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 212 M | +USD 1.31 M | +0.6% | 1.13% | 43.8% | 70 | 14.29% | 3.3 |
|
| 4472 |
4472
Providence First Trust
Scottsdale,
Arizona
| USD 212 M | -USD 698 k | -0.3% | 1.46% | 68.4% | 82 | 1.22% | 1.9 |
|
| 4473 |
4473
FundX Investment Group
San Francisco,
California
| USD 212 M | -USD 752 M | -78% | 1.23% | 94.6% | 42 | 33.33% | 1.1 |
|
| 4474 |
NC
4474
Nokomis Capital
Dallas,
Texas
| USD 212 M | -USD 48 M | -18% | 0.86% | 145% | 69 | 31.88% | 1.3 |
|
| 4475 |
4475
Accuvest Global Advisors
Provo,
Utah
| USD 212 M | +USD 12.6 M | +6% | 0.24% | 163% | 133 | 46.62% | 0.7 |
|