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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
First National Bank of Hutchinson
Hutchinson,
Kansas
| USD 165 M | +USD 10.7 M | +7% | 3.9% | 121% | 102 | 20.59% | 4.3 |
|
| 6252 |
6252
Johnson & White Wealth Management
York,
Pennsylvania
| USD 165 M | +USD 49.1 M | +42% | 0.97% | 85.1% | 99 | 46.46% | 0.8 |
|
| 6253 |
6253
Von Berge Wealth Management Group
San Diego,
California
| USD 165 M | +USD 3.6 M | +2% | 0.16% | 60.5% | 68 | 8.82% | 2.4 |
|
| 6254 |
6254
Armstrong Fleming & Moore
Washington,
District of Columbia
| USD 165 M | -USD 6.48 M | -4% | 1.26% | 135% | 102 | 9.8% | 1.3 |
|
| 6255 |
6255
Ananym Capital Management
New York
| USD 165 M | – | – | 0.64% | – | 9 | – | 0 |
|
| 6256 |
6256
BostonPremier Wealth
Hanover,
Massachusetts
| USD 165 M | – | – | 2.11% | – | 59 | – | 0 |
|
| 6257 |
6257
Mendel Capital Management
Little Rock,
Arkansas
| USD 165 M | +USD 2.02 M | +1% | 0.52% | – | 96 | 5.21% | 2.2 |
|
| 6258 |
BWG
6258
Boomfish Wealth Group
Alpharetta,
Georgia
| USD 165 M | +USD 1.72 M | +1% | 0.46% | 86% | 95 | 8.42% | 0.9 |
|
| 6259 |
6259
DHK Financial Advisors
Portsmouth,
New Hampshire
| USD 165 M | +USD 1.67 M | +1% | 0.76% | 46.1% | 93 | 15.05% | 0.9 |
|
| 6260 |
6260
Lauterbach Financial Advisors
El Paso,
Texas
| USD 165 M | +USD 367 k | +0.2% | 0.21% | 76.5% | 77 | 12.99% | 2.1 |
|
| 6261 |
6261
Destiny Capital
Golden,
Colorado
| USD 165 M | +USD 3.36 M | +2% | 0.42% | 60.5% | 49 | 2.04% | 1.7 |
|
| 6262 |
SCH
6262
Shengqi Capital (HK)
Hong Kong
| USD 165 M | +USD 30.8 M | +23% | 10.4% | – | 7 | 57.14% | 0.1 |
|
| 6263 |
VFG
6263
V2 Financial group
Naperville,
Illinois
| USD 165 M | +USD 9.6 M | +6% | 1.92% | 63.3% | 85 | 11.76% | 2.5 |
|
| 6264 |
6264
H&H Retirement Design & Management
Las Vegas,
Nevada
| USD 165 M | -USD 5.1 M | -3% | 2.82% | 37% | 79 | 7.59% | 1.6 |
|
| 6265 |
6265
Blue Oak Capital
Menlo Park,
California
| USD 165 M | – | – | 2.53% | – | 73 | – | 0 |
|
| 6266 |
6266
Pacific Point Advisors
Rancho Santa Fe,
California
| USD 165 M | – | – | 1.87% | – | 117 | – | 0 |
|
| 6267 |
SA
6267
Sunesis Advisors
Overland Park,
Kansas
| USD 165 M | -USD 1.32 M | -0.8% | 0.5% | – | 43 | 6.98% | 3.3 |
|
| 6268 |
6268
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 165 M | +USD 994 k | +0.6% | 0.84% | 70.6% | 544 | 18.93% | 2.9 |
|
| 6269 |
6269
RedJay Asset Management
Toronto,
Ontario, Canada
| USD 164 M | -USD 17.6 M | -10% | 7.43% | – | 23 | 26.09% | 0.7 |
|
| 6270 |
6270
AGP Franklin
Franklin,
Tennessee
| USD 164 M | – | – | 6.1% | – | 80 | – | 0 |
|
| 6271 |
6271
FCG Investment Company
Germantown,
Tennessee
| USD 164 M | +USD 11.9 M | +8% | 4.42% | – | 93 | 8.6% | 0.7 |
|
| 6272 |
6272
Quartz Partners
Saratoga Springs,
New York
| USD 164 M | +USD 4.67 M | +3% | 3.38% | – | 156 | 13.46% | 0.2 |
|
| 6273 |
6273
Elyxium Wealth
San Mateo,
California
| USD 164 M | -USD 17.5 M | -10% | 5.16% | – | 135 | 46.67% | 0.2 |
|
| 6274 |
JCFM
6274
JBR Co Financial Management
Ardmore,
Oklahoma
| USD 164 M | +USD 11.2 M | +7% | 4.5% | 126% | 109 | 12.84% | 0.9 |
|
| 6275 |
ALAM
6275
Asahi Life Asset Management
Tokyo,
Japan
| USD 164 M | -USD 1.16 M | -0.7% | 4.2% | 133% | 224 | 58.04% | 1.7 |
|