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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Golden Road Advisors
Tampa,
Florida
| USD 105 M | – | – | 11.2% | – | 35 | – | 0 |
|
| 6777 |
6777
Caerus Investment Advisors
West Lake Hills,
Texas
| USD 104 M | +USD 7.31 M | +8% | 7.98% | 85% | 42 | 35.71% | 1.2 |
|
| 6778 |
FF
6778
Fox Financial
Wyomissing,
Pennsylvania
| USD 104 M | – | – | 12.7% | 78.9% | 13 | – | 0 |
|
| 6779 |
6779
Seamount Financial Group
Colorado Springs,
Colorado
| USD 104 M | – | – | 10.5% | 79.7% | 81 | – | 0 |
|
| 6780 |
6780
StoneCrest Wealth Management
Chandler,
Arizona
| USD 104 M | – | – | 14.2% | 168% | 50 | – | 0 |
|
| 6781 |
6781
EntryPoint Capital
New York
| USD 104 M | – | – | 9.15% | – | 1,330 | – | 0 |
|
| 6782 |
6782
DB Fitzpatrick & Co
Boise,
Idaho
| USD 104 M | +USD 10.7 M | +11% | 10.7% | 42.7% | 79 | 12.66% | 1.6 |
|
| 6783 |
6783
Paragon Financial Partners
Woodland Hills,
California
| USD 104 M | +USD 7.93 M | +8% | 11.5% | 90.6% | 85 | 10.59% | 1.8 |
|
| 6784 |
6784
Orca Investment Management
Roseburg,
Oregon
| USD 104 M | +USD 14.1 M | +16% | 12.5% | 139% | 58 | 3.45% | 6.5 |
|
| 6785 |
6785
Davis Capital Management
Jacksonville,
Florida
| USD 104 M | – | – | 10.1% | – | 297 | – | 2.5 |
|
| 6786 |
6786
MontVue Capital Management
Lynchburg,
Virginia
| USD 104 M | – | – | 10.7% | 76% | 48 | – | 0 |
|
| 6787 |
6787
Secured Retirement Advisors
St Louis Park,
Minnesota
| USD 104 M | – | – | 10.8% | 89% | 102 | – | 0 |
|
| 6788 |
6788
Darden Wealth Group
Ann Arbor,
Michigan
| USD 104 M | – | – | 12.7% | 243% | 102 | – | 0 |
|
| 6789 |
6789
Nipun Capital
Foster City,
California
| USD 104 M | – | – | 4.81% | 30.2% | 5 | – | 0 |
|
| 6790 |
RGI
6790
Resource Group International
Hamilton,
Bermuda
| USD 104 M | – | – | 23% | – | 1 | – | 0 |
|
| 6791 |
6791
NDWM LLC
La Jolla,
California
| USD 104 M | – | – | 7.57% | 50.3% | 29 | – | 0 |
|
| 6792 |
6792
Swisher Financial Concepts
Westerville,
Ohio
| USD 104 M | – | – | 10.4% | – | 81 | – | 0 |
|
| 6793 |
6793
HFG Advisors
Cincinatti,
Ohio
| USD 104 M | +USD 12.4 M | +14% | 11.2% | 69.7% | 110 | 20.91% | 1.3 |
|
| 6794 |
6794
Stage Harbor Financial
Westwood,
Massachusetts
| USD 104 M | – | – | 9.03% | 56.4% | 40 | – | 0 |
|
| 6795 |
DW
6795
Durante & Waters
Brewster,
New York
| USD 104 M | – | – | 9.59% | 59.1% | 30 | – | 0 |
|
| 6796 |
SIA
6796
Schear Investment Advisers
Cincinnati,
Ohio
| USD 104 M | +USD 11 M | +12% | 12.9% | 241% | 79 | 2.53% | 1 |
|
| 6797 |
6797
Madison Park Capital Advisors
Seattle,
Washington
| USD 104 M | – | – | 10.5% | 62.4% | 64 | – | 0 |
|
| 6798 |
6798
Armor Advisors
New York
| USD 104 M | -USD 123 M | -54% | 8.72% | 78.5% | 15 | 20% | 1.5 |
|
| 6799 |
6799
National Wealth Management Group
Cincinnati,
Ohio
| USD 103 M | +USD 11.4 M | +12% | 10.7% | 128% | 164 | 43.29% | 1 |
|
| 6800 |
6800
Gunma Bank
Gunma,
Japan
| USD 103 M | -USD 33.9 M | -25% | 7.12% | 24.5% | 28 | 28.57% | 1.9 |
|