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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
6726
Omni 360 Wealth
Plainsboro,
New Jersey
| USD 107 M | – | – | 9.82% | 59.9% | 96 | – | 0 |
|
| 6727 |
6727
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 107 M | -USD 7.6 M | -7% | 11.4% | 96.8% | 358 | 3.63% | 2.4 |
|
| 6728 |
6728
Avista Capital Holdings
New York
| USD 107 M | – | – | 16.6% | – | 2 | – | 0 |
|
| 6729 |
6729
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| USD 107 M | +USD 10.5 M | +11% | 10.7% | 86.3% | 107 | 9.35% | 1.7 |
|
| 6730 |
6730
Naples Money Management
Naples,
Florida
| USD 107 M | – | – | 12.6% | – | 413 | – | 0 |
|
| 6731 |
UID
6731
Union Investments & Development
Tel Aviv,
Israel
| USD 107 M | -USD 79 M | -43% | 12.2% | 17% | 46 | 4.35% | 1.6 |
|
| 6732 |
6732
Catalys Pacific
Tokyo,
Japan
| USD 107 M | – | – | 4.02% | 189% | 3 | – | 0 |
|
| 6733 |
GAA
6733
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| USD 107 M | – | – | 11.6% | 106% | 97 | – | 0 |
|
| 6734 |
6734
MB Generational Wealth
Spokane,
Washington
| USD 107 M | – | – | 11.4% | 68.9% | 48 | – | 0 |
|
| 6735 |
6735
AFS Financial Group
Bethesda,
Maryland
| USD 107 M | -USD 39.9 M | -27% | 9.17% | – | 99 | 48.48% | 0.9 |
|
| 6736 |
6736
Richwood Investment Advisors
Cincinnati,
Ohio
| USD 106 M | +USD 8.44 M | +9% | 10.7% | 71.9% | 102 | 4.9% | 1.9 |
|
| 6737 |
JCFM
6737
JBR Co Financial Management
Ardmore,
Oklahoma
| USD 106 M | – | – | 9.35% | 126% | 89 | – | 0 |
|
| 6738 |
6738
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| USD 106 M | – | – | 10.6% | 41.6% | 10 | – | 0 |
|
| 6739 |
6739
ABS Direct Equity Fund
Stamford,
Connecticut
| USD 106 M | – | – | 14.6% | – | 43 | – | 0 |
|
| 6740 |
6740
MY Wealth Management
Germantown,
Maryland
| USD 106 M | +USD 5.66 M | +6% | 10.2% | 41.2% | 30 | 16.67% | 1.6 |
|
| 6741 |
6741
Melfa Wealth Management
Westborough,
Massachusetts
| USD 106 M | +USD 14.2 M | +15% | 10.9% | 49.9% | 147 | 10.2% | 0.9 |
|
| 6742 |
6742
Ramiah Investment Group
Brookfield,
Wisconsin
| USD 106 M | +USD 9.9 M | +10% | 9.06% | 62.2% | 79 | 41.77% | 1.8 |
|
| 6743 |
6743
Draper Asset Management
Smithtown,
New York
| USD 106 M | +USD 11.8 M | +12% | 12.9% | 187% | 41 | 21.95% | 1.2 |
|
| 6744 |
APW
6744
Aurora Private Wealth
Rockaway,
New Jersey
| USD 106 M | +USD 15.7 M | +17% | 9.87% | – | 172 | 30.81% | 2 |
|
| 6745 |
6745
Primoris Wealth Advisors
North Palm Beach,
Florida
| USD 106 M | +USD 23.3 M | +28% | 11.3% | 206% | 93 | 33.33% | 1.1 |
|
| 6746 |
6746
Optimas Capital
Central,
Hong Kong
| USD 106 M | -USD 39.7 M | -27% | 20.5% | 358% | 59 | 79.66% | 0.2 |
|
| 6747 |
6747
LRT Capital Management
Austin,
Texas
| USD 106 M | -USD 38.3 M | -27% | 10.8% | 76.2% | 94 | 27.66% | 0.9 |
|
| 6748 |
6748
DMC Group
Birmingham,
Alabama
| USD 106 M | -USD 1.07 M | -1% | 11.2% | 116% | 130 | 14.62% | 1.5 |
|
| 6749 |
CWMGP
6749
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| USD 106 M | +USD 9.14 M | +9% | 10.4% | 85.4% | 62 | 17.74% | 1.4 |
|
| 6750 |
6750
Cove Private Wealth
Oyster Bay Cove,
New York
| USD 106 M | – | – | 12.1% | 126% | 75 | – | 0 |
|