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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Forefront Wealth Partners
Austin,
Texas
| USD 239 M | +USD 27.7 M | +13% | 2.44% | – | 171 | 23.98% | 0.7 |
|
| 5602 |
5602
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 239 M | -USD 5.8 M | -2% | 1.75% | 7.8% | 144 | 40.28% | 0.9 |
|
| 5603 |
5603
Abbot Financial Management
Andover,
Massachusetts
| USD 239 M | -USD 3.65 M | -2% | 0.67% | 116% | 143 | 12.59% | 5.4 |
|
| 5604 |
JCFM
5604
JBR Co Financial Management
Ardmore,
Oklahoma
| USD 239 M | USD 0 | 0% | 0.6% | 126% | 120 | 0% | 1.7 |
|
| 5605 |
5605
Wealth Watch Advisors
Englewood,
Colorado
| USD 239 M | -USD 30.9 M | -11% | 3.81% | – | 959 | 87.07% | 0.8 |
|
| 5606 |
5606
Pfizer
New York
| USD 239 M | +USD 2.31 M | +1% | 29.2% | – | 19 | 10.53% | 1.2 |
|
| 5607 |
5607
Dow Chemical Company
Midland,
Michigan
| USD 239 M | +USD 33.7 M | +16% | 4.48% | 29.4% | 5 | 0% | 2.1 |
|
| 5608 |
5608
Orange County Employees Retirement System
Santa Ana,
California
| USD 239 M | +USD 46.8 M | +24% | 15.1% | – | 3 | 33.33% | 0.3 |
|
| 5609 |
CWMGP
5609
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| USD 239 M | +USD 164 k | +0.1% | 0.41% | 85.4% | 101 | 20.79% | 1.6 |
|
| 5610 |
MFC
5610
Mechanics Financial Corp
Mansfield,
Ohio
| USD 239 M | -USD 32.2 M | -12% | 1.27% | 82.7% | 241 | 7.05% | 3.3 |
|
| 5611 |
5611
Torrey Growth & Income Advisors
Del Mar,
California
| USD 239 M | -USD 48.9 M | -17% | 13.8% | – | 117 | 11.97% | 0.4 |
|
| 5612 |
5612
Genesee Capital Advisors
Auburn,
New York
| USD 239 M | -USD 9.8 M | -4% | 2.01% | 107% | 140 | 9.29% | 2.3 |
|
| 5613 |
5613
LTS One Management
New York
| USD 239 M | -USD 20.4 M | -8% | 9.93% | 67.9% | 22 | 40.91% | 0.7 |
|
| 5614 |
5614
Cascades Capital Asset Management
Greensboro,
North Carolina
| USD 239 M | -USD 311 k | -0.1% | 2.46% | – | 182 | 22.53% | 1.1 |
|
| 5615 |
5615
Wealth Advisors Northwest
Portland,
Oregon
| USD 238 M | +USD 12.9 M | +6% | 0.19% | – | 58 | 5.17% | 1.2 |
|
| 5616 |
5616
Verity Asset Management
Durham,
North Carolina
| USD 238 M | +USD 5.44 M | +2% | 3.87% | 87% | 264 | 32.58% | 2.9 |
|
| 5617 |
5617
Mine & Arao Wealth Creation & Management
Campbell,
California
| USD 238 M | -USD 17.2 M | -7% | 4.59% | 105% | 76 | 1.32% | 5.5 |
|
| 5618 |
5618
SimpliFi Inc
San Diego,
California
| USD 238 M | +USD 1.79 M | +0.8% | 0.02% | 27.9% | 43 | 0% | 3.1 |
|
| 5619 |
5619
Gallatin Point Capital
Greenwich,
Connecticut
| USD 238 M | -USD 55.1 M | -19% | 18.2% | – | 2 | 0% | 1.3 |
|
| 5620 |
5620
InvesTrust
Oklahoma City,
Oklahoma
| USD 238 M | -USD 20.6 M | -8% | 1.97% | – | 94 | 3.19% | 1.2 |
|
| 5621 |
5621
Keener Financial Planning
Keller,
Texas
| USD 238 M | +USD 6.52 M | +3% | 0.01% | 70.5% | 60 | 6.67% | 2 |
|
| 5622 |
5622
GPM Growth Investors
Bloomfield Hills,
Michigan
| USD 238 M | -USD 18.7 M | -7% | 5.8% | – | 46 | 17.39% | 3.4 |
|
| 5623 |
5623
Vawter Financial
Columbus,
Ohio
| USD 238 M | +USD 853 k | +0.4% | 0.48% | 49.9% | 128 | 12.5% | 0.9 |
|
| 5624 |
5624
Archer Investment Management
Austin,
Texas
| USD 238 M | +USD 51.8 M | +28% | 2.35% | – | 143 | 42.66% | 0.5 |
|
| 5625 |
5625
St. Johns Investment Management
Jacksonville,
Florida
| USD 238 M | -USD 2.1 M | -0.9% | 0.18% | 91.9% | 196 | 4.08% | 6.7 |
|