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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Optimize Financial
Laguna Hills,
California
| USD 203 M | +USD 4.76 M | +2% | 8.88% | – | 484 | 72.52% | 0.3 |
|
| 6102 |
TBBL
6102
True Blue (BVI) Ltd
Road Town, Tortola,
| USD 203 M | -USD 29.4 M | -13% | 8.09% | – | 4 | 25% | 1.3 |
|
| 6103 |
6103
Visionary Horizons
Knoxville,
Tennessee
| USD 203 M | +USD 9.7 M | +5% | 0.34% | 69.2% | 140 | 27.86% | 1.2 |
|
| 6104 |
6104
Olistico Wealth
Tulsa,
Oklahoma
| USD 203 M | -USD 2.01 M | -1% | 1.8% | 108% | 359 | 10.03% | 1 |
|
| 6105 |
6105
Riverstone Advisors
New Braunfels,
Texas
| USD 203 M | -USD 9.44 M | -4% | 2.51% | 116% | 76 | 26.32% | 2.4 |
|
| 6106 |
6106
Trevian Wealth Management
Weston,
Massachusetts
| USD 203 M | -USD 8.11 M | -4% | 3.47% | 103% | 51 | 17.65% | 1.6 |
|
| 6107 |
6107
iSAM Funds (UK)
London,
United Kingdom
| USD 203 M | -USD 75.6 M | -27% | 3.96% | 53.7% | 476 | 76.68% | 0.2 |
|
| 6108 |
6108
Sharp Financial Services
Horsham,
Pennsylvania
| USD 203 M | +USD 3.79 M | +2% | 0.91% | – | 131 | 22.14% | 1.3 |
|
| 6109 |
6109
Arta Finance Wealth Management
Mountain View,
California
| USD 202 M | +USD 6.4 M | +3% | 3.31% | – | 104 | 22.12% | 0.2 |
|
| 6110 |
6110
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| USD 202 M | +USD 894 k | +0.4% | 0.58% | 51.7% | 72 | 11.11% | 3.7 |
|
| 6111 |
6111
Groupe des Assurances du Credit Mutuel
Strasbourg,
France
| USD 202 M | -USD 92.6 M | -31% | 21.8% | – | 6 | 33.33% | 0.4 |
|
| 6112 |
6112
4Thought Financial Group
Syosset,
New York
| USD 202 M | +USD 294 k | +0.1% | 1.79% | 40.8% | 101 | 12.87% | 3.6 |
|
| 6113 |
6113
tru Independence
Portland,
Oregon
| USD 202 M | -USD 194 M | -49% | 1.35% | 67.4% | 139 | 31.65% | 2.8 |
|
| 6114 |
6114
Nipun Capital
Foster City,
California
| USD 202 M | -USD 17 M | -8% | 6.66% | 30.2% | 11 | 27.27% | 1.5 |
|
| 6115 |
6115
Brendel Financial Advisors
Hanover,
New Hampshire
| USD 202 M | -USD 1.26 M | -0.6% | 4.04% | 139% | 125 | 44% | 1.8 |
|
| 6116 |
SPAS
6116
Spectrum Planning & Advisory Services
San Diego,
California
| USD 202 M | +USD 7.66 M | +4% | 1.24% | – | 124 | 16.94% | 1.7 |
|
| 6117 |
PCMK
6117
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 202 M | +USD 4.62 M | +2% | 5.49% | 95.5% | 61 | 9.84% | 6.9 |
|
| 6118 |
6118
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| USD 202 M | -USD 158 M | -44% | 3.27% | – | 265 | 43.4% | 1.4 |
|
| 6119 |
6119
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 202 M | +USD 334 k | +0.2% | 0.23% | 62.6% | 163 | 11.66% | 5.7 |
|
| 6120 |
6120
Bull Street Advisors
Savannah,
Georgia
| USD 202 M | -USD 13.2 M | -6% | 2.21% | 48.5% | 95 | 4.21% | 5.7 |
|
| 6121 |
6121
Marmo Financial Group
Johnson City,
Tennessee
| USD 202 M | -USD 9.39 M | -4% | 3.36% | 47.5% | 40 | 10% | 1.7 |
|
| 6122 |
6122
ARWA LLC
Fort Worth,
Texas
| USD 202 M | +USD 30.6 M | +18% | 1.29% | – | 158 | 27.22% | 0.2 |
|
| 6123 |
6123
Sowa Financial Group
Lincoln,
Rhode Island
| USD 202 M | +USD 9.8 M | +5% | 2.34% | 100% | 31 | 6.45% | 3.3 |
|
| 6124 |
6124
Griffith & Werner
Canton,
Georgia
| USD 202 M | +USD 5.43 M | +3% | 0.47% | – | 74 | 8.11% | 1.1 |
|
| 6125 |
6125
Brown Financial Advisory
Fairhope,
Alabama
| USD 202 M | +USD 3.79 M | +2% | 1.12% | 73.2% | 58 | 18.97% | 2.6 |
|