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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Alternative Investment Advisors
Maitland,
Florida
| USD 190 M | +USD 15.2 M | +9% | 5.61% | 78.6% | 51 | 13.73% | 0.7 |
|
| 5627 |
5627
Three Seasons Wealth
Salt Lake City,
Utah
| USD 190 M | +USD 9.2 M | +5% | 7.48% | 169% | 119 | 36.97% | 0.6 |
|
| 5628 |
5628
Optivise Advisory Services
Franklin,
Tennessee
| USD 190 M | +USD 4.83 M | +3% | 3.72% | – | 192 | 21.35% | 0.2 |
|
| 5629 |
5629
Carl P. Sherr & Co
Worcester,
Massachusetts
| USD 190 M | +USD 10.7 M | +6% | 7.14% | 78.6% | 120 | 8.33% | 3.2 |
|
| 5630 |
5630
New Insight Wealth Advisors
San Ramon,
California
| USD 190 M | +USD 20.1 M | +12% | 6.97% | – | 93 | 12.9% | 0.6 |
|
| 5631 |
5631
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| USD 190 M | +USD 14.9 M | +9% | 5.57% | 55.5% | 65 | 9.23% | 1.2 |
|
| 5632 |
5632
Envision Financial Planning
Memphis,
Tennessee
| USD 190 M | +USD 59 M | +45% | 5.17% | 32.1% | 38 | 26.32% | 0.7 |
|
| 5633 |
5633
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 190 M | +USD 7.35 M | +4% | 8.12% | 128% | 118 | 7.63% | 2.8 |
|
| 5634 |
5634
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| USD 190 M | +USD 17.5 M | +10% | 8.95% | 38.7% | 44 | 4.55% | 1.8 |
|
| 5635 |
5635
Discipline Wealth Solutions
Greenville,
South Carolina
| USD 189 M | +USD 62.8 M | +50% | 5.29% | 45.9% | 70 | 62.86% | 0.2 |
|
| 5636 |
5636
Plan Group Financial
Oklahoma City,
Oklahoma
| USD 189 M | +USD 25.9 M | +16% | 6.69% | 63.4% | 120 | 22.5% | 0.9 |
|
| 5637 |
5637
Hansen & Associates Financial Group
Roseville,
California
| USD 189 M | +USD 265 k | +0.1% | 4.54% | – | 23 | 73.91% | 0.2 |
|
| 5638 |
5638
Axiom Financial Strategies
New Albany,
Indiana
| USD 189 M | +USD 35.5 M | +23% | 6.62% | 54.5% | 45 | 42.22% | 2 |
|
| 5639 |
5639
D. Scott Neal
Lexington,
Kentucky
| USD 189 M | +USD 9.43 M | +5% | 8.88% | 105% | 67 | 19.4% | 3.5 |
|
| 5640 |
FCFC
5640
First Citizens Financial Corp
Mason City,
Iowa
| USD 189 M | +USD 20.1 M | +12% | 6.55% | 72.9% | 121 | 5.79% | 3 |
|
| 5641 |
5641
Holowesko Partners
Nassau,
Bahamas
| USD 189 M | +USD 1.55 M | +0.8% | 8.39% | 51.1% | 27 | 14.81% | 3.3 |
|
| 5642 |
5642
Financial Freedom LLC
Cincinnati,
Ohio
| USD 189 M | +USD 12.9 M | +7% | 4.86% | 76.9% | 372 | 4.3% | 1.6 |
|
| 5643 |
5643
Solstein Capital
Menlo Park,
California
| USD 189 M | +USD 35.6 M | +23% | 5.21% | 102% | 323 | 5.26% | 2.8 |
|
| 5644 |
5644
Element Wealth
Ridgeland,
Mississippi
| USD 189 M | +USD 11.1 M | +6% | 6.05% | 59.6% | 306 | 12.09% | 2.7 |
|
| 5645 |
5645
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| USD 189 M | – | – | 5.18% | – | 59 | – | 0 |
|
| 5646 |
SHFP
5646
Second Half Financial Partners
Sebring,
Florida
| USD 189 M | +USD 63.8 M | +51% | 7.83% | 36.8% | 100 | 67% | 0.5 |
|
| 5647 |
5647
S.A. Mason
Holland,
Michigan
| USD 189 M | +USD 12.8 M | +7% | 6.36% | 116% | 332 | 6.33% | 3.7 |
|
| 5648 |
5648
Quantitative Strategies
Calabasas,
California
| USD 189 M | +USD 13.4 M | +8% | 6.23% | – | 21 | 14.29% | 1.2 |
|
| 5649 |
5649
Sterling Group Wealth Management
Pasadena,
California
| USD 189 M | +USD 14.4 M | +8% | 5.85% | 75.9% | 63 | 7.94% | 0.3 |
|
| 5650 |
5650
Acorn Creek Capital
Fort Collins,
Colorado
| USD 189 M | +USD 21 M | +13% | 5.78% | 66.6% | 76 | 17.11% | 0.6 |
|