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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Roubaix Capital
Denver,
Colorado
| USD 192 M | -USD 16.6 M | -8% | 10.7% | 159% | 74 | 68.92% | 0.6 |
|
| 5652 |
5652
Choice Wealth Advisors
Waterville,
Maine
| USD 192 M | -USD 3.93 M | -2% | 1.96% | 60.3% | 31 | 12.9% | 2.2 |
|
| 5653 |
5653
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| USD 192 M | -USD 10.8 M | -5% | 1.12% | 38.1% | 23 | 8.7% | 3.3 |
|
| 5654 |
5654
Nutshell Asset Management
Sevenoaks,
United Kingdom
| USD 192 M | +USD 33.6 M | +21% | 8.26% | – | 38 | 55.26% | 0.2 |
|
| 5655 |
5655
Blue Barn Wealth
Orem,
Utah
| USD 192 M | +USD 2.1 M | +1% | 0.64% | 46.4% | 162 | 17.28% | 2.1 |
|
| 5656 |
5656
Tumwater Wealth Management
Boise,
Idaho
| USD 192 M | +USD 1.02 M | +0.5% | 0.27% | – | 33 | 9.09% | 0.2 |
|
| 5657 |
5657
Donald L. Hagan LLC
Sarasota,
Florida
| USD 192 M | -USD 904 k | -0.5% | 2.06% | 47.9% | 99 | 16.16% | 3.1 |
|
| 5658 |
IFS
5658
Intelligent Financial Strategies
Excelsior,
Minnesota
| USD 192 M | +USD 11.1 M | +6% | 7.84% | 63.5% | 83 | 6.02% | 2.7 |
|
| 5659 |
5659
Sellwood Investment Partners
Portland,
Oregon
| USD 192 M | +USD 5.53 M | +3% | 0.87% | – | 55 | 29.09% | 0.3 |
|
| 5660 |
5660
Ariadne Wealth Management
Santa Barbara,
California
| USD 192 M | -USD 27 M | -12% | 0.09% | – | 248 | 26.21% | 0.5 |
|
| 5661 |
5661
WFA Asset Management
Whitefish Bay,
Wisconsin
| USD 191 M | +USD 6.24 M | +3% | 0.83% | 60% | 266 | 27.07% | 2.2 |
|
| 5662 |
5662
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 191 M | -USD 4.24 M | -2% | 1.82% | 50.2% | 19 | 15.79% | 3 |
|
| 5663 |
5663
Tandem Wealth Advisors
Phoenix,
Arizona
| USD 191 M | -USD 4.77 M | -2% | 0.7% | 43.1% | 54 | 5.56% | 1.8 |
|
| 5664 |
5664
Mirabaud Asset Management
London,
United Kingdom
| USD 191 M | -USD 23.8 M | -11% | 3.79% | 136% | 43 | 0% | 1.1 |
|
| 5665 |
5665
Melone Private Wealth
Auburn Hills,
Michigan
| USD 191 M | -USD 1.86 M | -1% | 0.84% | 30.4% | 52 | 9.62% | 2.9 |
|
| 5666 |
5666
Creekside Partners
Petaluma,
California
| USD 191 M | -USD 1.93 M | -1% | 1.14% | – | 167 | 2.99% | 0.7 |
|
| 5667 |
5667
Ridgecrest Wealth Partners
Mill Valley,
California
| USD 191 M | +USD 6.55 M | +4% | 3.71% | 103% | 117 | 12.82% | 2.8 |
|
| 5668 |
DCM
5668
Dudley Capital Management
Middleburg,
Virginia
| USD 191 M | -USD 7.6 M | -4% | 0.32% | 129% | 143 | 14.69% | 1.7 |
|
| 5669 |
5669
Chicago Wealth Management
Chicago,
Illinois
| USD 191 M | -USD 1.66 M | -0.9% | 1.34% | 134% | 53 | 15.09% | 2.3 |
|
| 5670 |
5670
Compass Capital Corp
Braintree,
Massachusetts
| USD 191 M | -USD 65.7 M | -26% | 2.4% | – | 210 | 15.71% | 0.2 |
|
| 5671 |
5671
Moser Wealth Advisors
Bellevue,
Washington
| USD 191 M | -USD 1.33 M | -0.7% | 2.14% | – | 171 | 25.73% | 3 |
|
| 5672 |
5672
Walker Financial Services
Bowling Green,
Kentucky
| USD 191 M | +USD 18.8 M | +11% | 2.05% | 20.8% | 36 | 22.22% | 1.7 |
|
| 5673 |
5673
Aventura Private Wealth
Aventura,
Florida
| USD 191 M | +USD 5.03 M | +3% | 3.33% | – | 813 | 10.7% | 0.2 |
|
| 5674 |
5674
GSI Capital Advisors
Newport Beach,
California
| USD 191 M | +USD 1.68 M | +0.9% | 2.18% | 41.1% | 38 | 36.84% | 1.8 |
|
| 5675 |
5675
Cornercap Investment Counsel
Atlanta,
Georgia
| USD 191 M | -USD 120 M | -39% | 1.3% | 55.4% | 470 | 69.36% | 2.7 |
|