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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
Investmark Advisory Group
Shelton,
Connecticut
| USD 97 M | -USD 10 M | -9% | 1.65% | 73.8% | 390 | 76.92% | 0.2 |
|
| 6402 |
6402
Roberts Capital Advisors
Denver,
Colorado
| USD 96.9 M | -USD 10.3 M | -10% | 8.99% | – | 96 | 1.04% | 0.2 |
|
| 6403 |
HC
6403
Hoese & Co
Glencoe,
Minnesota
| USD 96.9 M | -USD 3.72 M | -4% | 3.2% | 51% | 220 | 10.45% | 0.8 |
|
| 6404 |
6404
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| USD 96.7 M | -USD 35.7 M | -27% | 4.76% | 68.8% | 132 | 39.39% | 1.1 |
|
| 6405 |
6405
Leo H. Evart Inc
Redwood City,
California
| USD 96.7 M | -USD 5.94 M | -6% | 5.1% | – | 45 | 13.33% | 0.2 |
|
| 6406 |
6406
My Personal CFO LLC
Vancouver,
Washington
| USD 96.6 M | -USD 18.1 M | -16% | 8.18% | 83.4% | 63 | 14.29% | 0.2 |
|
| 6407 |
CCA
6407
Covey Capital Advisors
Atlanta,
Georgia
| USD 96.6 M | -USD 28 M | -22% | 8.89% | 118% | 40 | 10% | 2.8 |
|
| 6408 |
6408
Matrix China Management IV
Grand Cayman,
Cayman Islands
| USD 96.6 M | -USD 79.6 M | -45% | 45.2% | – | 1 | 0% | 0.3 |
|
| 6409 |
CCFP
6409
Charles Carroll Financial Partners
Kingston,
Massachusetts
| USD 96.5 M | -USD 4.18 M | -4% | 5.64% | – | 46 | 26.09% | 0.2 |
|
| 6410 |
6410
Upper Left Wealth Management
Tampa,
Florida
| USD 96.5 M | -USD 3.67 M | -4% | 3.04% | 52.7% | 56 | 17.86% | 0.2 |
|
| 6411 |
6411
AMH Equity
Great Neck,
New York
| USD 96.4 M | +USD 24.5 M | +34% | 4.2% | 267% | 40 | 50% | 0.1 |
|
| 6412 |
MF
6412
Meridian Financial
Holliston,
Massachusetts
| USD 96.4 M | -USD 10.7 M | -10% | 4.43% | 58.5% | 102 | 14.71% | 0.2 |
|
| 6413 |
6413
Centerstone Investors
New York
| USD 96.4 M | -USD 17.1 M | -15% | 0.5% | 73.7% | 23 | 21.74% | 2.8 |
|
| 6414 |
KA
6414
Kearns & Associates
Palos Verdes Estates,
California
| USD 96.4 M | -USD 5.96 M | -6% | 5.3% | 78.7% | 16 | 0% | 0.3 |
|
| 6415 |
JI
6415
Jeereddi Investments
Los Angeles,
California
| USD 96.2 M | -USD 7.28 M | -7% | 7.96% | 37.7% | 56 | 17.86% | 1.6 |
|
| 6416 |
6416
Vericrest Private Wealth
Newtown,
Pennsylvania
| USD 96.2 M | -USD 11.7 M | -11% | 6.45% | – | 40 | 5% | 0.2 |
|
| 6417 |
6417
Kraft Asset Management
Nashville,
Tennessee
| USD 96.2 M | +USD 4.18 M | +5% | 3% | 41% | 21 | 14.29% | 0.2 |
|
| 6418 |
6418
Daventry Group
New York
| USD 96.1 M | +USD 7.32 M | +8% | 11.9% | 26.2% | 9 | 33.33% | 0.2 |
|
| 6419 |
6419
Moulton Wealth Management
Spokane,
Washington
| USD 96.1 M | -USD 40.7 M | -30% | 4.81% | 47.8% | 31 | 51.61% | 1.2 |
|
| 6420 |
6420
Elm Ridge Management
Briarcliff Manor,
New York
| USD 96 M | +USD 17.4 M | +22% | 26.8% | 93.6% | 30 | 13.33% | 2.7 |
|
| 6421 |
6421
17 Capital Partners
Pheonix,
Arizona
| USD 95.9 M | -USD 13.8 M | -13% | 8.82% | – | 107 | 22.43% | 0.6 |
|
| 6422 |
6422
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| USD 95.8 M | +USD 2.25 M | +2% | 2.9% | 70.3% | 122 | 10.66% | 3.3 |
|
| 6423 |
6423
P.A.W. Capital
Greenwich,
Connecticut
| USD 95.7 M | -USD 13.3 M | -12% | 10.8% | 30.2% | 63 | 9.52% | 3.8 |
|
| 6424 |
6424
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| USD 95.7 M | -USD 3.04 M | -3% | 2.84% | 41.2% | 51 | 11.76% | 0.9 |
|
| 6425 |
SWG
6425
Summit Wealth Group
White River Junction,
Vermont
| USD 95.5 M | +USD 7.73 M | +9% | 4.4% | 56.7% | 35 | 34.29% | 0.8 |
|