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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
Curry Webb Wealth Management
Indianapolis,
Indiana
| USD 212 M | +USD 10.1 M | +5% | 1.42% | – | 68 | 8.82% | 0.2 |
|
| 5977 |
5977
Avid Wealth Partners
San Antonio,
Texas
| USD 212 M | +USD 6.87 M | +3% | 0.8% | 93.7% | 74 | 14.86% | 1.1 |
|
| 5978 |
5978
Powers Capital
San Francisco,
California
| USD 212 M | -USD 10.5 M | -5% | 4.74% | – | 2 | 0% | 1.3 |
|
| 5979 |
5979
Bullish
George Town,
| USD 211 M | -USD 58.9 M | -22% | 23% | – | 4 | 25% | 0.2 |
|
| 5980 |
5980
Sterling Group Wealth Management
Pasadena,
California
| USD 211 M | +USD 4.82 M | +2% | 2.98% | 75.9% | 59 | 15.25% | 1.5 |
|
| 5981 |
5981
Kessler Investment Group
Columbus,
Indiana
| USD 211 M | -USD 26.1 M | -11% | 1.07% | 251% | 101 | 36.63% | 2.6 |
|
| 5982 |
5982
Innova Wealth Partners
Newtown,
Pennsylvania
| USD 211 M | +USD 13 M | +7% | 2.23% | 72.5% | 180 | 23.89% | 0.9 |
|
| 5983 |
5983
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 211 M | -USD 3.26 M | -2% | 1.46% | 104% | 278 | 6.83% | 8.2 |
|
| 5984 |
AIFS
5984
A&I Financial Services
Lone Tree,
Colorado
| USD 211 M | +USD 556 k | +0.3% | 2.39% | – | 85 | 18.82% | 1.7 |
|
| 5985 |
5985
RHS Financial
San Francisco,
California
| USD 211 M | +USD 6.22 M | +3% | 1.32% | 65.6% | 158 | 16.46% | 2.5 |
|
| 5986 |
5986
Canerector Inc
Toronto,
Ontario, Canada
| USD 211 M | +USD 6.72 M | +3% | 2.67% | – | 9 | 0% | 1.3 |
|
| 5987 |
5987
Signature Resources Capital Management
Newport Beach,
California
| USD 211 M | +USD 13.2 M | +7% | 0.14% | 67.8% | 801 | 30.59% | 1.2 |
|
| 5988 |
5988
Norway Savings Bank
Portland,
Maine
| USD 211 M | -USD 5.29 M | -2% | 0.75% | 117% | 108 | 7.41% | 6.4 |
|
| 5989 |
5989
Unconventional Investor
Portsmouth,
New Hampshire
| USD 211 M | +USD 60 k | +0% | 1.78% | 62.7% | 48 | 6.25% | 2.7 |
|
| 5990 |
5990
Blue Square Asset Management
New York
| USD 211 M | -USD 14.6 M | -7% | 2.79% | 117% | 75 | 12% | 2.5 |
|
| 5991 |
5991
United Airlines Holdings
Chicago,
Illinois
| USD 211 M | +USD 33.8 M | +19% | 5.99% | – | 3 | 0% | 0.3 |
|
| 5992 |
MWM
5992
MTC Wealth Management
Tampa,
Florida
| USD 211 M | -USD 2.59 M | -1% | 0.86% | 30.5% | 13 | 0% | 3.8 |
|
| 5993 |
5993
Cohen Investment Advisors
Bedford,
New Hampshire
| USD 210 M | -USD 7.03 M | -3% | 0.98% | 90.6% | 79 | 1.27% | 4.8 |
|
| 5994 |
5994
Westbourne Investments
Alexandria,
Virginia
| USD 210 M | -USD 4.61 M | -2% | 0.11% | – | 162 | 27.78% | 0.8 |
|
| 5995 |
FSA
5995
Financial Services Advisory
Rockville,
Maryland
| USD 210 M | -USD 67.9 M | -24% | 0.42% | 82.5% | 79 | 45.57% | 1.3 |
|
| 5996 |
5996
Eurizon SLJ Capital
London,
| USD 210 M | -USD 42.1 M | -17% | 3.61% | – | 189 | 38.62% | 0.2 |
|
| 5997 |
5997
Chou Associates Management
Toronto,
Ontario, Canada
| USD 210 M | +USD 8.71 M | +4% | 2.45% | 66.4% | 32 | 15.63% | 3.6 |
|
| 5998 |
5998
CWC Advisors
Lake Oswego,
Oregon
| USD 210 M | +USD 3.01 M | +1% | 0.12% | – | 160 | 13.13% | 1.2 |
|
| 5999 |
5999
Thayer Partners
Wyndmoor,
Pennsylvania
| USD 210 M | +USD 4.42 M | +2% | 1.03% | – | 95 | 6.32% | 0.2 |
|
| 6000 |
6000
CMG Global Holdings
Plano,
Texas
| USD 210 M | -USD 15.4 M | -7% | 0.07% | 80.8% | 99 | 6.06% | 3.7 |
|