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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
6676
ROI Financial Advisors
Beaverton,
Oregon
| USD 138 M | -USD 9.21 M | -6% | 3.25% | 165% | 65 | 10.77% | 1.1 |
|
| 6677 |
6677
Helium Advisors
Everett,
Washington
| USD 137 M | +USD 11.2 M | +9% | 1.2% | – | 108 | 10.19% | 0.2 |
|
| 6678 |
6678
Farrell Financial
Orchard Park,
New York
| USD 137 M | -USD 2.53 M | -2% | 1.67% | 57.8% | 67 | 5.97% | 1.2 |
|
| 6679 |
6679
Atala Financial
Calabasas,
California
| USD 137 M | -USD 5.16 M | -4% | 3.54% | – | 482 | 3.53% | 0.2 |
|
| 6680 |
6680
Madrid Financial Services
Manhattan Beach,
California
| USD 137 M | +USD 11.4 M | +9% | 1.16% | – | 21 | 23.81% | 0.2 |
|
| 6681 |
6681
Clark & Stuart Inc
Portland,
Maine
| USD 137 M | +USD 617 k | +0.5% | 2.06% | – | 44 | 4.55% | 0.2 |
|
| 6682 |
6682
Sheridan Capital Management
San Rafael,
California
| USD 137 M | -USD 5.16 M | -4% | 2.4% | – | 29 | 13.79% | 1 |
|
| 6683 |
6683
Ehrlich Financial Group
Laguna Niguel,
California
| USD 137 M | -USD 3.5 M | -2% | 1.16% | 56.2% | 122 | 29.51% | 0.9 |
|
| 6684 |
6684
Plustick Management
Charlottesville,
Virginia
| USD 137 M | -USD 21.7 M | -14% | 7.8% | 1,864% | 23 | 30.43% | 1.1 |
|
| 6685 |
ALS
6685
Andrew L. Share
| USD 137 M | -USD 83.3 M | -38% | 3.2% | 3.31% | 13 | 7.69% | 1.7 |
|
| 6686 |
6686
Binnacle Investments
Urbandale,
Iowa
| USD 137 M | – | – | 0.22% | – | 787 | – | 0 |
|
| 6687 |
6687
Broadway Wealth Solutions
San Antonio,
Texas
| USD 137 M | +USD 5.19 M | +4% | 0.31% | – | 96 | 12.5% | 0.2 |
|
| 6688 |
6688
Cox Capital Management
Andover,
Massachusetts
| USD 137 M | -USD 18.8 M | -12% | 0.03% | 106% | 69 | 18.84% | 3.1 |
|
| 6689 |
6689
Aflac Inc
Columbus,
Georgia
| USD 137 M | -USD 39.6 M | -22% | 22.3% | 13.4% | 3 | 0% | 2.6 |
|
| 6690 |
6690
Graphene Investments SAS
Paris,
France
| USD 137 M | -USD 7.89 M | -5% | 6.04% | 103% | 48 | 10.42% | 1.6 |
|
| 6691 |
TBBL
6691
True Blue (BVI) Ltd
Road Town, Tortola,
| USD 137 M | -USD 25.5 M | -16% | 15.6% | – | 5 | 20% | 0.3 |
|
| 6692 |
6692
Kingsman Wealth Management
Pensacola,
Florida
| USD 137 M | – | – | 2.21% | – | 64 | – | 0 |
|
| 6693 |
6693
Long Corridor Asset Management
Hong Kong
| USD 137 M | +USD 3.45 M | +3% | 2.91% | 75.4% | 28 | 67.86% | 0.9 |
|
| 6694 |
6694
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 137 M | -USD 6.65 M | -5% | 1.22% | 92.7% | 89 | 13.48% | 5.9 |
|
| 6695 |
6695
STAR Financial Bank
Fort Wayne,
Indiana
| USD 137 M | -USD 2.31 M | -2% | 1.72% | 58.6% | 116 | 15.52% | 1.5 |
|
| 6696 |
6696
AFG Fiduciary Services
Hingham,
Massachusetts
| USD 137 M | -USD 5.09 M | -4% | 2.72% | 72.4% | 80 | 18.75% | 1.9 |
|
| 6697 |
6697
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| USD 136 M | -USD 560 k | -0.4% | 1.68% | 59.7% | 62 | 6.45% | 2 |
|
| 6698 |
6698
Lightspeed Management Company
Menlo Park,
California
| USD 136 M | -USD 147 M | -52% | 23.7% | – | 11 | 27.27% | 0.2 |
|
| 6699 |
6699
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| USD 136 M | -USD 16.3 M | -11% | 14.2% | 144% | 24 | 50% | 0.5 |
|
| 6700 |
6700
Integrity Wealth Advisors
Ventura,
California
| USD 136 M | -USD 777 k | -0.6% | 1.02% | – | 72 | 23.61% | 0.2 |
|