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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Mudita Advisors
London,
United Kingdom
| USD 183 M | -USD 12.6 M | -6% | 3.48% | 143% | 19 | 15.79% | 1.9 |
|
| 5727 |
5727
IVC Wealth Advisors
Silverdale,
Pennsylvania
| USD 183 M | +USD 3.9 M | +2% | 7.21% | 81.9% | 175 | 12.57% | 2.6 |
|
| 5728 |
5728
Global Assets Advisory
Orlando,
Florida
| USD 183 M | +USD 120 M | +191% | 4.55% | 95.9% | 174 | 69.54% | 0.2 |
|
| 5729 |
5729
HighMark Wealth Management
St. Paul,
Minnesota
| USD 183 M | +USD 16.5 M | +10% | 8.26% | 110% | 624 | 10.74% | 2.8 |
|
| 5730 |
5730
First Affirmative Financial Network
Colorado Springs,
Colorado
| USD 183 M | +USD 38.6 M | +27% | 6.39% | – | 303 | 20.13% | 1.5 |
|
| 5731 |
5731
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 183 M | +USD 8.47 M | +5% | 4.85% | 135% | 197 | 9.14% | 3.1 |
|
| 5732 |
5732
Forge First Asset Management
Toronto, Ontario,
Canada
| USD 183 M | -USD 52.9 M | -22% | 7.68% | 112% | 51 | 60.78% | 0.6 |
|
| 5733 |
5733
Loudon Investment Management
West Lebanon,
New Hampshire
| USD 182 M | +USD 12.5 M | +7% | 8.71% | 72.5% | 101 | 6.93% | 5.8 |
|
| 5734 |
5734
My Personal CFO LLC
Vancouver,
Washington
| USD 182 M | -USD 4.93 M | -3% | 3.66% | 83.4% | 102 | 14.71% | 2 |
|
| 5735 |
5735
Onyx Financial Advisors
Idaho Falls,
Idaho
| USD 182 M | +USD 15.2 M | +9% | 6.14% | 57.8% | 16 | 18.75% | 1 |
|
| 5736 |
5736
RedJay Asset Management
Toronto,
Ontario, Canada
| USD 182 M | +USD 24.5 M | +16% | 8.62% | – | 27 | 48.15% | 0.5 |
|
| 5737 |
5737
Regency Capital Management
Honolulu,
Hawaii
| USD 182 M | +USD 26.6 M | +17% | 7.3% | 92.1% | 54 | 27.78% | 1.5 |
|
| 5738 |
5738
Lakeridge Wealth Management
Mentor,
Ohio
| USD 182 M | +USD 15.6 M | +9% | 8.34% | – | 156 | 8.97% | 0.6 |
|
| 5739 |
LAI
5739
Legal Advantage Investments
Los Altos Hills,
California
| USD 182 M | +USD 8.33 M | +5% | 7.45% | 116% | 101 | 8.91% | 2.2 |
|
| 5740 |
5740
Hidden Lake Asset Management
New York
| USD 182 M | +USD 52.9 M | +41% | 20.6% | 849% | 48 | 83.33% | 0.2 |
|
| 5741 |
5741
Cooper/Haims Advisors
Victor,
New York
| USD 182 M | +USD 3.58 M | +2% | 7.76% | 58.8% | 90 | 13.33% | 3.8 |
|
| 5742 |
5742
Adams Street Partners
Chicago,
Illinois
| USD 182 M | -USD 61 M | -25% | 22.9% | 399% | 9 | 33.33% | 6.4 |
|
| 5743 |
5743
Elyxium Wealth
San Mateo,
California
| USD 182 M | – | – | 7.16% | – | 120 | – | 0 |
|
| 5744 |
IFS
5744
Intelligent Financial Strategies
Excelsior,
Minnesota
| USD 182 M | +USD 19.1 M | +12% | 9.46% | 63.5% | 82 | 1.22% | 2.3 |
|
| 5745 |
5745
Cascades Capital Asset Management
Greensboro,
North Carolina
| USD 182 M | – | – | 6.14% | – | 101 | – | 0 |
|
| 5746 |
5746
Duncan Williams Asset Management
Memphis,
Tennessee
| USD 181 M | +USD 62.9 M | +53% | 6.25% | – | 130 | 52.31% | 0.2 |
|
| 5747 |
5747
Roubaix Capital
Denver,
Colorado
| USD 181 M | +USD 23.2 M | +15% | 15.1% | 174% | 66 | 60.61% | 0.7 |
|
| 5748 |
5748
Fox Hill Wealth Management
Dedham,
Massachusetts
| USD 181 M | +USD 18 M | +11% | 7.47% | – | 141 | 12.06% | 0.7 |
|
| 5749 |
5749
Sightline Wealth Advisors
Groton,
Connecticut
| USD 181 M | +USD 20.8 M | +13% | 6.47% | 48.5% | 88 | 12.5% | 2 |
|
| 5750 |
KHCM
5750
Kirtland Hills Capital Management
Bratenahl,
Ohio
| USD 181 M | +USD 61.2 M | +51% | 6.96% | – | 140 | 20.71% | 0.4 |
|