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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
Monetta Financial Services
Wheaton,
Illinois
| USD 121 M | -USD 8.71 M | -7% | 2.4% | 305% | 70 | 54.29% | 1.8 |
|
| 6027 |
6027
Working Capital Advisors (UK)
London,
United Kingdom
| USD 121 M | -USD 89.2 M | -42% | 46.8% | 17.1% | 1 | 0% | 1.3 |
|
| 6028 |
6028
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 121 M | -USD 2.2 M | -2% | 1.33% | 74.4% | 125 | 15.2% | 1.1 |
|
| 6029 |
6029
Future Financial Wealth Management
Cincinnati,
Ohio
| USD 121 M | -USD 4.43 M | -4% | 2.8% | 65.2% | 580 | 11.03% | 0.4 |
|
| 6030 |
6030
Atmos Advisory
Pittsburgh,
Pennsylvania
| USD 121 M | +USD 949 k | +0.8% | 3.74% | 31.9% | 21 | 0% | 0.3 |
|
| 6031 |
6031
Sippican Capital Advisors
Boston,
Massachusetts
| USD 120 M | +USD 2.77 M | +2% | 5.17% | 81.1% | 113 | 7.08% | 4.3 |
|
| 6032 |
JKSF
6032
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| USD 120 M | +USD 2.21 M | +2% | 1.82% | 8.95% | 3 | 0% | 0.3 |
|
| 6033 |
PCC
6033
Park Circle Company
Baltimore,
Maryland
| USD 120 M | -USD 6.42 M | -5% | 0.21% | 75.7% | 138 | 18.84% | 2.3 |
|
| 6034 |
6034
Sandy Cove Advisors
Hingham,
Massachusetts
| USD 120 M | +USD 1.52 M | +1% | 5.07% | 78% | 452 | 18.58% | 0.2 |
|
| 6035 |
6035
Strategic Financial Planning
Plano,
Texas
| USD 120 M | -USD 18.9 M | -14% | 6.24% | 47.5% | 37 | 18.92% | 1.9 |
|
| 6036 |
6036
Broadcrest Asset Management
Winter Park,
Florida
| USD 120 M | -USD 17.9 M | -13% | 17% | 54.1% | 8 | 25% | 0.2 |
|
| 6037 |
6037
Axiom Advisory
San Diego,
California
| USD 120 M | -USD 1.49 M | -1% | 6.27% | 16.4% | 34 | 11.76% | 0.2 |
|
| 6038 |
6038
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| USD 120 M | -USD 2.53 M | -2% | 4.83% | 66.9% | 317 | 85.49% | 0.2 |
|
| 6039 |
6039
Islay Capital Management
Lubbock,
Texas
| USD 120 M | -USD 12.1 M | -9% | 0.1% | 72% | 325 | 23.69% | 1.4 |
|
| 6040 |
6040
Sightline Wealth Advisors
Groton,
Connecticut
| USD 120 M | +USD 8.42 M | +8% | 4.31% | 48.5% | 61 | 19.67% | 1 |
|
| 6041 |
6041
Blodgett Wealth Advisors
Concord,
California
| USD 120 M | -USD 8.77 M | -7% | 5.6% | 150% | 92 | 18.48% | 0.2 |
|
| 6042 |
6042
Morris Financial Concepts
Mount Pleasant,
South Carolina
| USD 120 M | +USD 55 k | +0% | 4.65% | 56.5% | 123 | 9.76% | 0.2 |
|
| 6043 |
GL
6043
GHE LLC
Memphis,
Tennessee
| USD 120 M | -USD 10.4 M | -8% | 8.81% | 188% | 56 | 12.5% | 0.2 |
|
| 6044 |
6044
Blue Square Asset Management
New York
| USD 120 M | -USD 41.3 M | -26% | 5.55% | 117% | 88 | 26.14% | 1.6 |
|
| 6045 |
6045
Wells Financial Advisors
Framingham,
Massachusetts
| USD 120 M | -USD 5.58 M | -4% | 4.68% | 58.9% | 61 | 6.56% | 1.2 |
|
| 6046 |
6046
Safir Wealth Advisors
Greenland,
New Hampshire
| USD 120 M | -USD 8.73 M | -7% | 5.07% | 52.1% | 17 | 29.41% | 0.8 |
|
| 6047 |
6047
AllGen Financial Advisors
Orlando,
Florida
| USD 120 M | -USD 15.1 M | -11% | 0.71% | 39.7% | 40 | 20% | 1.1 |
|
| 6048 |
AA
6048
Alta Advisers
London,
United Kingdom
| USD 120 M | -USD 7.02 M | -6% | 4.01% | 129% | 6 | 0% | 3.3 |
|
| 6049 |
SRAM
6049
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| USD 120 M | -USD 7.84 M | -6% | 2.59% | 74.7% | 73 | 42.47% | 1 |
|
| 6050 |
6050
Carmel Capital Partners
San Diego,
California
| USD 120 M | -USD 14.3 M | -11% | 11.7% | 65.9% | 136 | 19.85% | 0.2 |
|