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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
MA
6151
McBroom & Associates
Las Vegas,
Nevada
| USD 113 M | -USD 20 M | -15% | 6.92% | 148% | 32 | 18.75% | 0.2 |
|
| 6152 |
6152
Widmann Financial Services
Bowie,
Maryland
| USD 113 M | -USD 8.48 M | -7% | 1.95% | 75.2% | 504 | 82.34% | 0.2 |
|
| 6153 |
6153
Birchcreek Wealth Management
Miami Township,
Ohio
| USD 113 M | -USD 1.79 M | -2% | 3.57% | 86.1% | 123 | 13.01% | 1.1 |
|
| 6154 |
6154
Navis Wealth Advisors
Rye Brook,
New York
| USD 113 M | -USD 6.07 M | -5% | 4.7% | 107% | 109 | 9.17% | 1.1 |
|
| 6155 |
6155
4Thought Financial Group
Syosset,
New York
| USD 113 M | -USD 11.1 M | -9% | 5.87% | 40.8% | 101 | 3.96% | 0.9 |
|
| 6156 |
6156
Copperleaf Capital
Raleigh,
North Carolina
| USD 113 M | -USD 3.07 M | -3% | 4.58% | 102% | 60 | 5% | 1.6 |
|
| 6157 |
6157
January Capital Advisors
San Francisco,
California
| USD 113 M | -USD 13.2 M | -10% | 1.63% | – | 52 | 32.69% | 0.2 |
|
| 6158 |
CCM
6158
Composite Capital Management
Hong Kong
| USD 113 M | -USD 218 M | -66% | 66% | – | 1 | 0% | 0.8 |
|
| 6159 |
6159
WealthCare Investment Partners
Portsmouth,
Rhode Island
| USD 113 M | +USD 9.13 M | +9% | 1.31% | 67.6% | 112 | 18.75% | 0.2 |
|
| 6160 |
6160
Resonate Capital
San Francisco,
California
| USD 113 M | -USD 2.37 M | -2% | 11.3% | – | 23 | 4.35% | 0.3 |
|
| 6161 |
6161
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| USD 112 M | -USD 10 M | -8% | 0.06% | 50.6% | 143 | 43.36% | 0.2 |
|
| 6162 |
6162
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| USD 112 M | +USD 1.93 M | +2% | 2.2% | 61.6% | 61 | 3.28% | 4.4 |
|
| 6163 |
6163
Courant Investment Management
Franklin,
Tennessee
| USD 112 M | -USD 11.5 M | -9% | 5.44% | 35.2% | 12 | 0% | 3.2 |
|
| 6164 |
6164
Five Oceans Advisors
Santa Monica,
California
| USD 112 M | -USD 1.03 M | -0.9% | 4.09% | 85.3% | 127 | 18.9% | 0.4 |
|
| 6165 |
6165
Steward Financial Group
Colleyville,
Texas
| USD 112 M | +USD 3.87 M | +4% | 3.72% | – | 383 | 32.38% | 0.2 |
|
| 6166 |
6166
Pacific Wealth Management
San Diego,
California
| USD 112 M | -USD 19.4 M | -15% | 5.37% | 72.8% | 17 | 29.41% | 0.6 |
|
| 6167 |
LJCM
6167
Lee Johnson Capital Management
Fort Worth,
Texas
| USD 112 M | -USD 9.8 M | -8% | 7.64% | 136% | 75 | 37.33% | 0.2 |
|
| 6168 |
6168
Moneda USA
New York
| USD 112 M | – | – | 26.6% | – | 12 | – | 0 |
|
| 6169 |
6169
Richwood Investment Advisors
Cincinnati,
Ohio
| USD 112 M | -USD 2.32 M | -2% | 2.35% | 71.9% | 269 | 56.88% | 0.2 |
|
| 6170 |
TWS
6170
Thomas W. Smith
| USD 112 M | -USD 38.4 M | -26% | 23.9% | – | 8 | 0% | 6.9 |
|
| 6171 |
6171
Adirondack Retirement Specialists
Queensbury,
New York
| USD 112 M | -USD 2.86 M | -2% | 21.9% | 13.1% | 18 | 16.67% | 0.9 |
|
| 6172 |
SM
6172
Saya Management
New York
| USD 112 M | +USD 382 k | +0.3% | 8.39% | 34.8% | 15 | 40% | 1 |
|
| 6173 |
6173
Virginia Wealth Management Group
Virginia Beach,
Virginia
| USD 112 M | +USD 657 k | +0.6% | 1.53% | 49.4% | 60 | 1.67% | 0.3 |
|
| 6174 |
6174
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| USD 112 M | -USD 1.38 M | -1% | 3.76% | 51.7% | 380 | 15% | 0.2 |
|
| 6175 |
6175
Andrews Lucia Wealth Management
Danville,
California
| USD 112 M | +USD 1.24 M | +1% | 4.15% | 64% | 20 | 10% | 0.2 |
|