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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
Birch Financial Group
Keene,
New Hampshire
| USD 171 M | -USD 4.19 M | -2% | 3.23% | – | 144 | 11.11% | 0.9 |
|
| 6677 |
GAA
6677
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| USD 171 M | -USD 21.1 M | -11% | 2.03% | 106% | 111 | 10.81% | 1.9 |
|
| 6678 |
6678
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| USD 171 M | +USD 7.81 M | +5% | 1.21% | – | 84 | 3.57% | 1.2 |
|
| 6679 |
6679
Pillar Financial Advisors
Louisville,
Kentucky
| USD 171 M | +USD 5.31 M | +3% | 1.55% | – | 113 | 7.96% | 1.2 |
|
| 6680 |
6680
AFG Fiduciary Services
Hingham,
Massachusetts
| USD 171 M | +USD 2.49 M | +1% | 0.72% | 72.4% | 99 | 18.18% | 2.1 |
|
| 6681 |
6681
Channing Global Advisors
Miami,
Florida
| USD 171 M | +USD 14.6 M | +9% | 2.57% | 128% | 54 | 31.48% | 2.2 |
|
| 6682 |
6682
EQ Wealth Advisors
Dallas,
Texas
| USD 171 M | +USD 1.66 M | +1% | 0.07% | – | 258 | 79.07% | 1.1 |
|
| 6683 |
6683
Milestone Asset Management Group
Avon,
Connecticut
| USD 171 M | -USD 6.07 M | -3% | 3.66% | – | 133 | 8.27% | 1 |
|
| 6684 |
6684
Trust Investment Advisors
Indianapolis,
Indiana
| USD 171 M | -USD 16.9 M | -9% | 0.03% | 178% | 96 | 12.5% | 5.1 |
|
| 6685 |
6685
Strategic Financial Planning
Plano,
Texas
| USD 171 M | -USD 4.85 M | -3% | 0.38% | 47.5% | 68 | 83.82% | 0.9 |
|
| 6686 |
6686
Beto Financial Group
Boise,
Idaho
| USD 171 M | +USD 22.7 M | +15% | 0.11% | – | 156 | 17.31% | 0.2 |
|
| 6687 |
6687
English Capital Management
Bloomfield Hills,
Michigan
| USD 171 M | +USD 8.22 M | +5% | 0.76% | 112% | 38 | 13.16% | 1.7 |
|
| 6688 |
EIM
6688
Ervin Investment Management
Seattle,
Washington
| USD 171 M | -USD 7.73 M | -4% | 4.56% | 92.9% | 48 | 10.42% | 2.9 |
|
| 6689 |
6689
Defined Wealth Management
Beaverton,
Oregon
| USD 171 M | -USD 2.74 M | -2% | 0.95% | 78.1% | 112 | 5.36% | 3.6 |
|
| 6690 |
6690
TLW Wealth Management
Indian Rocks Beach,
Florida
| USD 171 M | -USD 2.65 M | -2% | 0.12% | 98.3% | 19 | 15.79% | 5.6 |
|
| 6691 |
6691
Byrne Asset Management
Kingston,
New Jersey
| USD 171 M | -USD 10.5 M | -6% | 1.56% | 126% | 626 | 19.81% | 1.6 |
|
| 6692 |
LFWA
6692
LBJ Family Wealth Advisors
Austin,
Texas
| USD 171 M | -USD 11.2 M | -6% | 0.98% | 64.9% | 29 | 3.45% | 7.7 |
|
| 6693 |
6693
Rareview Capital
Las Vegas,
Nevada
| USD 171 M | +USD 16.4 M | +11% | 2.72% | 28.6% | 60 | 28.33% | 1.1 |
|
| 6694 |
KRAVCF
6694
Karnit Road Accident Victims Compensation Fund
Tel-Aviv,
| USD 170 M | -USD 6.5 M | -4% | 4.15% | – | 18 | 16.67% | 0.2 |
|
| 6695 |
6695
Argo Wealth Advisory
Mclean,
Virginia
| USD 170 M | +USD 3.22 M | +2% | 0.05% | – | 52 | 7.69% | 0.3 |
|
| 6696 |
6696
Shotwell Rutter Baer
Lansing,
Michigan
| USD 170 M | +USD 3.65 M | +2% | 1.32% | 45.5% | 39 | 2.56% | 1.8 |
|
| 6697 |
6697
ARP Global Capital
Dubai,
| USD 170 M | -USD 161 M | -49% | 14.6% | – | 39 | 79.49% | 0.1 |
|
| 6698 |
6698
Holcombe Financial
Atlanta,
Georgia
| USD 170 M | +USD 10.9 M | +7% | 0.2% | – | 52 | 13.46% | 1 |
|
| 6699 |
6699
Daner Wealth Management
Alpharetta,
Georgia
| USD 170 M | +USD 6.77 M | +4% | 0.89% | – | 102 | 22.55% | 0.9 |
|
| 6700 |
6700
RiverGlades Family Offices
Naples,
Florida
| USD 170 M | – | – | 1.64% | – | 87 | – | 4.8 |
|