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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Kingdom Financial Group
Peoria,
Arizona
| USD 136 M | -USD 9.9 M | -7% | 0.01% | 49.9% | 52 | 17.31% | 1.4 |
|
| 6702 |
6702
Thor Investment Management
Cincinnati,
Ohio
| USD 136 M | +USD 6.38 M | +5% | 7.56% | 122% | 46 | 13.04% | 1.1 |
|
| 6703 |
6703
Future Financial Wealth Management
Cincinnati,
Ohio
| USD 136 M | -USD 378 k | -0.3% | 1.63% | 65.2% | 460 | 5.43% | 1.1 |
|
| 6704 |
6704
Spahn Wealth & Retirement
Scottsdale,
Arizona
| USD 136 M | -USD 16.2 M | -11% | 8.09% | – | 36 | 22.22% | 0.2 |
|
| 6705 |
6705
Orser Capital Management
Southlake,
Texas
| USD 136 M | -USD 9.06 M | -6% | 3.51% | 128% | 51 | 27.45% | 4 |
|
| 6706 |
6706
BankPlus Wealth Management
Jackson,
Mississippi
| USD 136 M | +USD 1.96 M | +1% | 1.92% | – | 109 | 14.68% | 0.2 |
|
| 6707 |
6707
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| USD 136 M | -USD 5.6 M | -4% | 0.43% | 117% | 270 | 87.04% | 2.5 |
|
| 6708 |
6708
Cottonwood Capital Advisors
Salt Lake City,
Utah
| USD 136 M | -USD 3.43 M | -2% | 1.26% | 79% | 137 | 14.6% | 2.2 |
|
| 6709 |
6709
SFM LLC
Manchester,
New Hampshire
| USD 136 M | -USD 5.86 M | -4% | 2.97% | 67.5% | 62 | 14.52% | 1.1 |
|
| 6710 |
6710
Fire Capital Management
San Francisco,
California
| USD 136 M | +USD 1.72 M | +1% | 3.37% | – | 96 | 13.54% | 0.2 |
|
| 6711 |
6711
Highland Peak Capital
Old Greenwich,
Connecticut
| USD 136 M | -USD 46.7 M | -26% | 4.73% | 247% | 24 | 75% | 0.3 |
|
| 6712 |
MFFIA
6712
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| USD 136 M | +USD 2.05 M | +2% | 2.37% | 148% | 69 | 2.9% | 1.9 |
|
| 6713 |
6713
Lee-Kelleher Wealth Management
Fulton,
Maryland
| USD 136 M | -USD 4.5 M | -3% | 3.72% | – | 41 | 14.63% | 0.2 |
|
| 6714 |
6714
LAM Group
Lake Oswego,
Oregon
| USD 136 M | -USD 4.32 M | -3% | 0.18% | 61.8% | 133 | 45.11% | 2.1 |
|
| 6715 |
6715
Reyes Financial Architecture
San Diego,
California
| USD 136 M | +USD 8.7 M | +7% | 1.06% | – | 359 | 30.36% | 0.2 |
|
| 6716 |
6716
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| USD 136 M | +USD 3.35 M | +3% | 1.01% | – | 194 | 10.82% | 0.5 |
|
| 6717 |
6717
Fischer Investment Strategies
Westlake Village,
California
| USD 136 M | +USD 10 M | +8% | 0.49% | 81% | 38 | 44.74% | 0.6 |
|
| 6718 |
BCM
6718
Beaumont Capital Management
Boston,
Massachusetts
| USD 136 M | +USD 6.01 M | +5% | 0.62% | 49.6% | 75 | 56% | 0.9 |
|
| 6719 |
6719
Stonekeep Investments
Sante Fe,
New Mexico
| USD 136 M | +USD 1.31 M | +1% | 1.89% | – | 63 | 12.7% | 0.6 |
|
| 6720 |
6720
Financially Speaking
Greenwood Village,
Colorado
| USD 136 M | -USD 11.6 M | -8% | 0.76% | – | 195 | 67.69% | 0.2 |
|
| 6721 |
6721
Byrne Asset Management
Kingston,
New Jersey
| USD 136 M | -USD 6.68 M | -5% | 2.16% | 126% | 610 | 33.28% | 1.4 |
|
| 6722 |
6722
Millennium Capital Advisors
Little Rock,
Arkansas
| USD 135 M | -USD 11 M | -8% | 4.98% | 134% | 121 | 9.09% | 2.5 |
|
| 6723 |
6723
Allodium Investment Consultants
Minneapolis,
Minnesota
| USD 135 M | +USD 15.7 M | +13% | 0.91% | – | 48 | 6.25% | 0.2 |
|
| 6724 |
6724
Schwallier Wealth Management
Grand Rapids,
Michigan
| USD 135 M | +USD 3.99 M | +3% | 0.77% | 42.3% | 53 | 35.85% | 0.7 |
|
| 6725 |
6725
Axis Wealth Partners
East Providence,
Rhode Island
| USD 135 M | +USD 16.7 M | +14% | 0.55% | – | 140 | 7.14% | 0.2 |
|