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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Omega Financial Group
Santa Barbara,
California
| USD 244 M | +USD 10.7 M | +5% | 3.12% | 47% | 82 | 4.88% | 3.7 |
|
| 4702 |
4702
Magnolia Wealth Management
Dothan,
Alabama
| USD 244 M | +USD 128 M | +110% | 4.53% | 48.7% | 19 | 42.11% | 1.1 |
|
| 4703 |
OWMIAS
4703
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| USD 244 M | +USD 19.9 M | +9% | 9.98% | – | 158 | 29.11% | 0.2 |
|
| 4704 |
4704
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 244 M | +USD 4.22 M | +2% | 8.62% | 74.6% | 64 | 7.81% | 2.7 |
|
| 4705 |
4705
CWS Financial Advisors
Kalamazoo,
Michigan
| USD 244 M | -USD 22.3 M | -8% | 11.2% | 55.7% | 151 | 34.44% | 3.2 |
|
| 4706 |
4706
Avalon Capital Management
Port Of Redwood City,
California
| USD 244 M | +USD 5.88 M | +2% | 8.95% | 163% | 106 | 18.87% | 1.5 |
|
| 4707 |
4707
Jackson Grant Investment Advisers
Stamford,
Connecticut
| USD 244 M | +USD 18.4 M | +8% | 8.05% | 54.3% | 398 | 2.51% | 3.7 |
|
| 4708 |
4708
Ceeto Capital Group
Coral Gables,
Florida
| USD 244 M | +USD 10.8 M | +5% | 8.8% | 94.4% | 169 | 7.69% | 4 |
|
| 4709 |
4709
Veery Capital
Wilmington,
Delaware
| USD 244 M | +USD 20.9 M | +9% | 6.37% | 63.4% | 98 | 10.2% | 2.1 |
|
| 4710 |
4710
Rovin Capital
Mesa,
Arizona
| USD 244 M | +USD 23.3 M | +11% | 8.18% | 63.8% | 161 | 19.25% | 1.5 |
|
| 4711 |
4711
NetEase Inc
Hangzhou,
China
| USD 244 M | +USD 92.5 M | +61% | 70.3% | 464% | 2 | 0% | 1.8 |
|
| 4712 |
4712
EHP Funds Inc
Toronto,
Canada
| USD 244 M | -USD 31.1 M | -11% | 7.69% | 173% | 227 | 37% | 1.1 |
|
| 4713 |
4713
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| USD 244 M | +USD 48 M | +24% | 9.53% | 65.5% | 497 | 26.36% | 3.7 |
|
| 4714 |
4714
Umpqua Bank
Lake Oswego,
Oregon
| USD 244 M | – | – | 11% | – | 145 | – | 0 |
|
| 4715 |
4715
Point72 Italy
Milan,
Italy
| USD 244 M | +USD 71.6 M | +42% | 34% | – | 33 | 72.73% | 0.1 |
|
| 4716 |
4716
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| USD 244 M | +USD 28.5 M | +13% | 6.86% | 62.6% | 122 | 15.57% | 1.6 |
|
| 4717 |
4717
3Chopt Investment Partners
Richmond,
Virginia
| USD 244 M | -USD 28.2 M | -10% | 15.1% | 128% | 166 | 59.64% | 0.9 |
|
| 4718 |
4718
Global Trust Asset Management
West Palm Beach,
Florida
| USD 244 M | +USD 15.6 M | +7% | 8.86% | 178% | 477 | 9.22% | 3.7 |
|
| 4719 |
4719
Thomist Capital Management
Houston,
Texas
| USD 243 M | +USD 17.2 M | +8% | 0.62% | 71.2% | 38 | 55.26% | 0.4 |
|
| 4720 |
4720
KFG Wealth Management
Granger,
Indiana
| USD 243 M | +USD 24.2 M | +11% | 5.93% | 55.9% | 162 | 22.84% | 0.8 |
|
| 4721 |
4721
Carmel Capital Management
Carmel,
California
| USD 243 M | +USD 35.1 M | +17% | 20.4% | 247% | 32 | 9.38% | 2 |
|
| 4722 |
4722
Brooklyn FI
New York
| USD 243 M | +USD 30.3 M | +14% | 4.64% | 60.4% | 56 | 12.5% | 1.4 |
|
| 4723 |
4723
Two Point Capital Management
Pittsford,
New York
| USD 243 M | +USD 24.2 M | +11% | 9.62% | – | 24 | 0% | 1.2 |
|
| 4724 |
4724
Intergy Private Wealth
Colorado Springs,
Colorado
| USD 243 M | +USD 11.7 M | +5% | 6.12% | 73.8% | 79 | 8.86% | 1.6 |
|
| 4725 |
4725
Oldfather Financial Services
Kearney,
Nebraska
| USD 243 M | +USD 18.6 M | +8% | 8.31% | 60.8% | 72 | 13.89% | 2.9 |
|