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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 |
FAG
5726
Fortitude Advisory Group
Gig Harbor,
Washington
| USD 236 M | +USD 49.8 M | +27% | 2.81% | 142% | 233 | 13.73% | 2.7 |
|
| 5727 |
5727
Caldwell Sutter Capital
Sausalito,
California
| USD 236 M | +USD 1.75 M | +0.7% | 3.13% | 85.9% | 914 | 8.75% | 2.3 |
|
| 5728 |
5728
Silphium Asset Management
London,
United Kingdom
| USD 236 M | -USD 102 M | -30% | 3.86% | 118% | 60 | 60% | 1 |
|
| 5729 |
5729
Boyd Wealth Management
Sacramento,
California
| USD 236 M | +USD 3.58 M | +2% | 1.41% | 56.8% | 50 | 10% | 3 |
|
| 5730 |
5730
Worth Asset Management
Dallas,
Texas
| USD 236 M | +USD 13.3 M | +6% | 4.59% | 115% | 201 | 36.32% | 1.3 |
|
| 5731 |
5731
Melone Private Wealth
Auburn Hills,
Michigan
| USD 236 M | +USD 15 M | +7% | 1.09% | 30.4% | 60 | 10% | 2.9 |
|
| 5732 |
5732
Physician Wealth Solutions
North Las Vegas,
Nevada
| USD 236 M | +USD 6.72 M | +3% | 1.73% | 43.6% | 46 | 2.17% | 1.8 |
|
| 5733 |
CCM
5733
Conway Capital Management
Burbank,
California
| USD 236 M | -USD 2.6 M | -1% | 1.9% | 164% | 52 | 19.23% | 3.6 |
|
| 5734 |
5734
Red Tortoise LLC
Atlanta,
Georgia
| USD 236 M | +USD 5.13 M | +2% | 2.51% | 43.7% | 634 | 12.15% | 2.3 |
|
| 5735 |
5735
Prairie Wealth Advisors
Omaha,
Nebraska
| USD 236 M | -USD 8.09 M | -3% | 0.17% | – | 159 | 98.11% | 0 |
|
| 5736 |
5736
MYeCFO
La Jolla,
California
| USD 236 M | +USD 15.8 M | +7% | 4.03% | 58.5% | 67 | 13.43% | 2.2 |
|
| 5737 |
WA
5737
Win Advisors
Palm Beach Gardens,
Florida
| USD 236 M | +USD 30.1 M | +15% | 4.16% | 266% | 100 | 68% | 0.3 |
|
| 5738 |
IGYL
5738
I.G.Y. Ltd
London,
United Kingdom
| USD 235 M | -USD 3.43 M | -1% | 0.06% | 80.5% | 3 | 0% | 5.8 |
|
| 5739 |
YP
5739
YANKCOM Partnership
Yankton,
South Dakota
| USD 235 M | +USD 13.1 M | +6% | 2.96% | – | 393 | 32.32% | 0.7 |
|
| 5740 |
5740
Exeter Financial
Scottsdale,
Arizona
| USD 235 M | +USD 3.61 M | +2% | 1.78% | 59.1% | 99 | 9.09% | 5.8 |
|
| 5741 |
5741
One Wealth Capital Management
Scottsdale,
Arizona
| USD 235 M | +USD 12 M | +5% | 0.91% | – | 142 | 19.01% | 0.7 |
|
| 5742 |
5742
Banque de Luxembourg
Luxembourg
| USD 235 M | +USD 41.4 M | +21% | 5.06% | – | 91 | 15.38% | 0.8 |
|
| 5743 |
5743
Motive Wealth Advisors
Birmingham,
Michigan
| USD 235 M | +USD 2.83 M | +1% | 2.71% | 73.4% | 98 | 15.31% | 2.3 |
|
| 5744 |
5744
Investmark Advisory Group
Shelton,
Connecticut
| USD 235 M | +USD 4.2 M | +2% | 1.42% | 73.8% | 138 | 5.8% | 2.7 |
|
| 5745 |
5745
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 235 M | +USD 2.46 M | +1% | 3.42% | 75.2% | 22 | 22.73% | 1.3 |
|
| 5746 |
5746
Dean Capital Management
Overland Park,
Kansas
| USD 235 M | -USD 21.7 M | -8% | 6.06% | 89.7% | 125 | 9.6% | 1.7 |
|
| 5747 |
5747
Sightline Wealth Advisors
Groton,
Connecticut
| USD 235 M | +USD 13.1 M | +6% | 1.3% | 48.5% | 105 | 18.1% | 2.4 |
|
| 5748 |
5748
Roubaix Capital
Denver,
Colorado
| USD 235 M | +USD 19.8 M | +9% | 2.69% | 159% | 68 | 63.24% | 0.5 |
|
| 5749 |
5749
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| USD 234 M | -USD 3.19 M | -1% | 2.64% | 81.9% | 519 | 4.43% | 3.9 |
|
| 5750 |
5750
Christensen King & Associates Investment Services
Richland,
Washington
| USD 234 M | +USD 1.6 M | +0.7% | 1.65% | 57.9% | 110 | 7.27% | 1.7 |
|