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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 |
NWMP
6251
Noble Wealth Management PBC
Greenwood Village,
Colorado
| USD 199 M | +USD 11.2 M | +6% | 0.63% | – | 616 | 17.86% | 0.7 |
|
| 6252 |
DRD
6252
Dennis R. Delaney
| USD 199 M | -USD 703 k | -0.4% | 4.31% | 98.2% | 51 | 7.84% | 6.3 |
|
| 6253 |
6253
W Advisors LLC
Germantown,
Tennessee
| USD 199 M | +USD 8.95 M | +5% | 3.54% | 88.7% | 146 | 8.9% | 2.6 |
|
| 6254 |
6254
Sharp Financial Services
Horsham,
Pennsylvania
| USD 199 M | +USD 14.8 M | +8% | 3.11% | – | 117 | 13.68% | 1.2 |
|
| 6255 |
6255
Prepared Retirement Institute
Lansdale,
Pennsylvania
| USD 199 M | +USD 6.86 M | +4% | 1.55% | – | 85 | 7.06% | 1.5 |
|
| 6256 |
WPA
6256
Wealth Preservation Advisors
Chattanooga,
Tennessee
| USD 199 M | +USD 26.8 M | +16% | 4.84% | – | 639 | 10.64% | 0.6 |
|
| 6257 |
6257
Evergreen Wealth Management
Williamston,
Michigan
| USD 199 M | +USD 7.81 M | +4% | 4.47% | 68.8% | 55 | 9.09% | 2.2 |
|
| 6258 |
6258
Miller Capital Partners
Troy,
Michigan
| USD 199 M | – | – | 4.94% | – | 265 | – | 0 |
|
| 6259 |
6259
Fairfield University
Fairfield,
Connecticut
| USD 199 M | -USD 3.27 M | -2% | 1.94% | 70.6% | 3 | 0% | 8.3 |
|
| 6260 |
6260
Optimize Financial
Laguna Hills,
California
| USD 199 M | +USD 6.5 M | +3% | 9.47% | – | 325 | 2.15% | 0.4 |
|
| 6261 |
6261
Planning Directions
Glen Mills,
Pennsylvania
| USD 198 M | +USD 6.86 M | +4% | 1.17% | 46.3% | 103 | 11.65% | 3.3 |
|
| 6262 |
6262
Innova Wealth Partners
Newtown,
Pennsylvania
| USD 198 M | +USD 13.1 M | +7% | 2.89% | 72.5% | 159 | 23.9% | 0.8 |
|
| 6263 |
6263
Prospera Capital Management
Gilbert,
Arizona
| USD 198 M | -USD 8.64 M | -4% | 1.75% | – | 49 | 18.37% | 0.7 |
|
| 6264 |
6264
BDFS Capital
Rehoboth Beach,
Delaware
| USD 198 M | – | – | 1.2% | – | 134 | – | 0 |
|
| 6265 |
6265
MN Wealth Advisors
Overland Park,
Kansas
| USD 198 M | +USD 10.9 M | +6% | 2.97% | 68.3% | 131 | 17.56% | 1.3 |
|
| 6266 |
ALS
6266
Andrew L. Share
| USD 198 M | +USD 53.4 M | +37% | 3.68% | 3.31% | 18 | 11.11% | 1.8 |
|
| 6267 |
6267
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| USD 198 M | +USD 29.2 M | +17% | 27.1% | – | 13 | 0% | 0.9 |
|
| 6268 |
6268
Brown Financial Advisory
Fairhope,
Alabama
| USD 198 M | +USD 6.89 M | +4% | 2.56% | 73.2% | 57 | 5.26% | 2.3 |
|
| 6269 |
6269
Signature Resources Capital Management
Newport Beach,
California
| USD 198 M | +USD 15.1 M | +8% | 2.75% | 67.8% | 718 | 31.2% | 1 |
|
| 6270 |
6270
Wisconsin Capital Management
Madison,
Wisconsin
| USD 198 M | +USD 1.91 M | +1% | 5.17% | 166% | 52 | 9.62% | 4.7 |
|
| 6271 |
6271
Washington University
St Louis,
Missouri
| USD 198 M | +USD 19.3 M | +11% | 7.63% | 30.4% | 5 | 40% | 1.7 |
|
| 6272 |
MGM
6272
Miura Global Management
New York
| USD 198 M | +USD 130 M | +191% | 1.22% | 375% | 22 | 50% | 1.5 |
|
| 6273 |
6273
Horizon Advisory Services
West Henrietta,
New York
| USD 198 M | +USD 2.19 M | +1% | 0.53% | – | 66 | 57.58% | 0.8 |
|
| 6274 |
6274
Main Line Retirement Advisors
Whitefish,
Montana
| USD 198 M | +USD 2.72 M | +1% | 1.9% | 47.6% | 48 | 10.42% | 1.7 |
|
| 6275 |
6275
Taylor Frigon Capital Management
Scottsdale,
Arizona
| USD 198 M | -USD 3.53 M | -2% | 0.98% | 152% | 95 | 8.42% | 4.5 |
|