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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
White Wing Wealth Management
The Wodlands,
Texas
| USD 167 M | -USD 899 k | -0.5% | 1.61% | 62.9% | 37 | 5.41% | 1.5 |
|
| 6777 |
6777
Brown Shipley & Co
London,
United Kingdom
| USD 167 M | -USD 20.4 M | -11% | 8.06% | 125% | 82 | 19.51% | 2.2 |
|
| 6778 |
BWM
6778
BCO Wealth Management
Carlsbad,
New Mexico
| USD 166 M | +USD 3.41 M | +2% | 0% | – | 42 | 2.38% | 1 |
|
| 6779 |
MBWA
6779
Marin Bay Wealth Advisors
San Anselmo,
California
| USD 166 M | -USD 8.26 M | -5% | 0.62% | – | 141 | 24.82% | 0.2 |
|
| 6780 |
6780
Pring Turner Capital Group
Alamo,
California
| USD 166 M | +USD 4.56 M | +3% | 3.72% | 70.8% | 75 | 13.33% | 4.6 |
|
| 6781 |
6781
Bucket List Wealth Management
The Villages,
Florida
| USD 166 M | -USD 1.32 M | -0.8% | 1.12% | – | 74 | 37.84% | 0.2 |
|
| 6782 |
6782
Gentry Private Wealth
Wichita,
Kansas
| USD 166 M | +USD 7.32 M | +5% | 2.54% | – | 98 | 9.18% | 0.9 |
|
| 6783 |
6783
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| USD 166 M | -USD 30.4 M | -15% | 6.23% | 27.4% | 4 | 0% | 2.8 |
|
| 6784 |
LF
6784
Lighthouse Financial
Largo,
Florida
| USD 166 M | +USD 12.8 M | +8% | 2.69% | – | 80 | 15% | 1 |
|
| 6785 |
6785
LFG Wealth Partners
Elizabethtown,
Kentucky
| USD 166 M | +USD 8.93 M | +6% | 1.41% | – | 96 | 22.92% | 0.2 |
|
| 6786 |
6786
Copley Financial Group
San Diego,
California
| USD 166 M | +USD 4.12 M | +3% | 3.58% | – | 116 | 4.31% | 0.9 |
|
| 6787 |
FSBI
6787
Fearless Solutions (Best Invest)
San Antonio,
Texas
| USD 166 M | +USD 649 k | +0.4% | 0.61% | – | 129 | 7.75% | 1 |
|
| 6788 |
6788
Fee-Only Financial Planning
Okatie,
South Carolina
| USD 166 M | -USD 5.89 M | -3% | 1.78% | 72.6% | 44 | 6.82% | 2.8 |
|
| 6789 |
6789
Moon Capital Management
New York
| USD 166 M | +USD 4.9 M | +3% | 6.6% | 76.3% | 17 | 58.82% | 3.4 |
|
| 6790 |
6790
Savoir Faire Capital Management
Norwalk,
Connecticut
| USD 166 M | -USD 45.4 M | -22% | 1.74% | 0.01% | 51 | 31.37% | 1.2 |
|
| 6791 |
6791
Eight 31 Financial
Midland,
Texas
| USD 166 M | -USD 16.8 M | -9% | 3.39% | – | 74 | 8.11% | 1.5 |
|
| 6792 |
6792
Luminus Management
Houston,
Texas
| USD 166 M | +USD 51.3 M | +45% | 24.1% | 8.7% | 33 | 60.61% | 0.9 |
|
| 6793 |
SHC
6793
SALT Holding Corp
Wilmington,
Delaware
| USD 165 M | +USD 36.4 M | +28% | 7.73% | – | 26 | 26.92% | 0.5 |
|
| 6794 |
6794
SFM LLC
Manchester,
New Hampshire
| USD 165 M | -USD 5.18 M | -3% | 3.99% | 67.5% | 64 | 7.81% | 1.8 |
|
| 6795 |
6795
Twin Lions Management
Stamford,
Connecticut
| USD 165 M | +USD 17.2 M | +12% | 2.23% | – | 10 | 20% | 0.9 |
|
| 6796 |
6796
Fort Henry Capital
Wheeling,
West Virginia
| USD 165 M | +USD 2.11 M | +1% | 0.6% | 39.3% | 17 | 5.88% | 4.1 |
|
| 6797 |
6797
Zynergy Retirement Planning
Red Bank,
New Jersey
| USD 165 M | +USD 2.82 M | +2% | 0.29% | – | 27 | 3.7% | 1.7 |
|
| 6798 |
AMAL
6798
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 165 M | -USD 6.34 k | -0% | 2.23% | 125% | 19 | 5.26% | 4.8 |
|
| 6799 |
6799
Granite Group Advisors
Stamford,
Connecticut
| USD 165 M | -USD 11.2 M | -6% | 5.65% | 74% | 98 | 20.41% | 1.5 |
|
| 6800 |
6800
Obsido Oy
Tampere,
| USD 165 M | +USD 2.56 M | +2% | 1.76% | – | 20 | 0% | 1.3 |
|