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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
CM Wealth Advisors
Beachwood,
Ohio
| USD 233 M | -USD 26.8 M | -10% | 13.2% | 76.5% | 84 | 17.86% | 0.9 |
|
| 4652 |
SL
4652
SWF LLC
Omaha,
Nebraska
| USD 233 M | +USD 23.4 M | +11% | 1.85% | 82.9% | 3 | 66.67% | 3 |
|
| 4653 |
4653
Financial Life Advisors
San Antonio,
Texas
| USD 232 M | +USD 31.8 k | +0% | 8.76% | 47% | 63 | 20.63% | 2.4 |
|
| 4654 |
4654
Adirondack Trust Company
Saratoga Springs,
New York
| USD 232 M | +USD 32 M | +16% | 10.7% | 96.7% | 523 | 12.43% | 5.3 |
|
| 4655 |
WHGC
4655
Wealth High Governance Capital
Sao Paulo,
Brazil
| USD 232 M | -USD 55.4 M | -19% | 17.3% | 622% | 35 | 85.71% | 0.1 |
|
| 4656 |
IC
4656
Immersion Capital
London,
United Kingdom
| USD 232 M | -USD 951 k | -0.4% | 21.2% | 63.4% | 9 | 22.22% | 1.8 |
|
| 4657 |
4657
Sectoral Asset Management
Montreal,
Quebec, Canada
| USD 232 M | -USD 281 M | -55% | 16.1% | 189% | 133 | 29.32% | 2.1 |
|
| 4658 |
4658
TTP Investments
San Jose,
California
| USD 232 M | +USD 80.5 M | +53% | 14.3% | 232% | 33 | 18.18% | 1.4 |
|
| 4659 |
4659
Camarda Financial Advisors
Fleming Island,
Florida
| USD 232 M | +USD 77.2 M | +50% | 12.6% | 196% | 82 | 28.05% | 1.2 |
|
| 4660 |
4660
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| USD 232 M | +USD 19.3 M | +9% | 11.2% | 81.6% | 81 | 19.75% | 2.4 |
|
| 4661 |
4661
Vert Asset Management
Sausalito,
California
| USD 232 M | +USD 34.6 M | +18% | 18.1% | 43.1% | 42 | 2.38% | 1.8 |
|
| 4662 |
4662
ABLE Financial Group
Scottsdale,
Arizona
| USD 231 M | +USD 31.2 M | +16% | 9.83% | 64.2% | 156 | 17.95% | 0.6 |
|
| 4663 |
CPA
4663
Capital Performance Advisors
Walnut Creek,
California
| USD 231 M | +USD 34.9 M | +18% | 11.5% | 77.1% | 80 | 31.25% | 1.1 |
|
| 4664 |
4664
Intergy Private Wealth
Colorado Springs,
Colorado
| USD 231 M | +USD 31.4 M | +16% | 11.1% | 73.8% | 75 | 8% | 1.5 |
|
| 4665 |
4665
Stonepine Capital Management
Bend,
Oregon
| USD 231 M | -USD 69.8 M | -23% | 11.3% | 321% | 23 | 30.43% | 1.4 |
|
| 4666 |
4666
Robinswood Financial
Kirkland,
Washington
| USD 231 M | +USD 21.5 M | +10% | 8.25% | 43.1% | 272 | 15.81% | 0.4 |
|
| 4667 |
4667
Insight Folios
Charlotte,
North Carolina
| USD 231 M | +USD 26.5 M | +13% | 7.66% | 32.9% | 120 | 8.33% | 2.2 |
|
| 4668 |
FNWM
4668
Financial Network Wealth Management
Draper,
Utah
| USD 231 M | +USD 26.1 M | +13% | 10.9% | – | 116 | 19.83% | 2 |
|
| 4669 |
4669
Mount Capital
London,
United Kingdom
| USD 231 M | -USD 2.62 M | -1% | 12.6% | 66.1% | 19 | 10.53% | 1.7 |
|
| 4670 |
4670
Sterling Financial Planning
Sparta,
New Jersey
| USD 231 M | +USD 35.7 M | +18% | 9.89% | 59.3% | 102 | 8.82% | 2.3 |
|
| 4671 |
4671
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 231 M | +USD 14 M | +6% | 10.4% | 58.1% | 97 | 13.4% | 3.1 |
|
| 4672 |
4672
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 231 M | +USD 18.4 M | +9% | 11.3% | 104% | 260 | 3.46% | 7.6 |
|
| 4673 |
4673
Retirement Capital Strategies
San Jose,
California
| USD 231 M | +USD 17.1 M | +8% | 10.2% | 65.8% | 76 | 32.89% | 1.8 |
|
| 4674 |
IAA
4674
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| USD 231 M | +USD 11 M | +5% | 8.96% | 49.3% | 94 | 18.09% | 2.6 |
|
| 4675 |
4675
Delta Financial Advisors
New Orleans,
Louisiana
| USD 231 M | +USD 8.81 M | +4% | 10.2% | 107% | 124 | 8.87% | 3.8 |
|