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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
Penbrook Management
New York
| USD 132 M | -USD 14.3 M | -10% | 5.7% | 107% | 115 | 11.3% | 5.7 |
|
| 6802 |
6802
Salus Financial Advisors
Colorado Springs,
Colorado
| USD 132 M | +USD 4.5 M | +4% | 0.68% | – | 36 | 13.89% | 0.2 |
|
| 6803 |
MG
6803
McHugh Group
Bratenahl,
Ohio
| USD 132 M | -USD 1.77 M | -1% | 2.73% | – | 71 | 11.27% | 0.2 |
|
| 6804 |
6804
McAlister Sweet & Associates
Houston,
Texas
| USD 132 M | -USD 8.47 M | -6% | 4.2% | 83.6% | 33 | 48.48% | 1.3 |
|
| 6805 |
6805
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| USD 132 M | -USD 1.13 M | -0.8% | 1.96% | 72.3% | 93 | 12.9% | 2.1 |
|
| 6806 |
6806
Next Level Wealth Planning
Meridian,
Idaho
| USD 132 M | +USD 4.91 M | +4% | 2.87% | – | 53 | 26.42% | 0.2 |
|
| 6807 |
6807
Providence Wealth Advisors
Frankfort,
Illinois
| USD 132 M | -USD 91.3 k | -0.1% | 0.57% | 121% | 88 | 15.91% | 4.6 |
|
| 6808 |
6808
Arlington Capital Management
Arlington Heights,
Illinois
| USD 132 M | -USD 12.7 M | -9% | 1% | 146% | 98 | 30.61% | 1.1 |
|
| 6809 |
6809
Hurley Capital
New York
| USD 132 M | +USD 7.53 M | +6% | 0.52% | – | 538 | 31.04% | 0.2 |
|
| 6810 |
6810
Silvia McColl Wealth Management
San Diego,
California
| USD 132 M | -USD 1.55 M | -1% | 0.72% | 82.7% | 113 | 9.73% | 1.9 |
|
| 6811 |
6811
Landing Point Financial Group
Avon,
Ohio
| USD 132 M | +USD 845 k | +0.6% | 3.38% | – | 75 | 16% | 0.2 |
|
| 6812 |
6812
Alterna Wealth Management
Houston,
Texas
| USD 132 M | +USD 13.3 M | +11% | 1.26% | 52.9% | 121 | 24.79% | 2.2 |
|
| 6813 |
6813
Promus Capital
Chicago,
Illinois
| USD 132 M | +USD 1.37 M | +1% | 0.01% | – | 315 | 5.71% | 0.2 |
|
| 6814 |
6814
Diamant Asset Management
Ridgefield,
Connecticut
| USD 132 M | -USD 24.6 M | -16% | 0.92% | 66.9% | 74 | 2.7% | 5.6 |
|
| 6815 |
6815
Bradyco Inc
Cambridge,
Massachusetts
| USD 132 M | -USD 30.2 M | -19% | 0.34% | – | 52 | 5.77% | 0.3 |
|
| 6816 |
6816
Banco de Sabadell
Miami,
Florida
| USD 132 M | +USD 4.08 M | +3% | 0.94% | 75.1% | 59 | 6.78% | 5.7 |
|
| 6817 |
6817
DecisionMap Wealth Management
Great Falls,
Virginia
| USD 131 M | +USD 5.29 M | +4% | 1.46% | – | 122 | 12.3% | 0.2 |
|
| 6818 |
6818
OxenFree Capital
Satellite Beach,
Florida
| USD 131 M | -USD 1.69 M | -1% | 2.78% | 56.4% | 43 | 4.65% | 1.1 |
|
| 6819 |
6819
ACAS LLC
Rancho Santa Fe,
California
| USD 131 M | -USD 3.65 M | -3% | 1.54% | – | 89 | 7.87% | 2.8 |
|
| 6820 |
6820
Alpha Zero
Boca Raton,
Florida
| USD 131 M | -USD 3.24 M | -2% | 2.55% | – | 74 | 21.62% | 0.2 |
|
| 6821 |
6821
Richardson Financial Services
Medway,
Massachusetts
| USD 131 M | -USD 10.9 M | -8% | 0.37% | 77.4% | 652 | 14.72% | 1 |
|
| 6822 |
6822
Redwood Financial Network
Solon,
Ohio
| USD 131 M | -USD 2.91 M | -2% | 3.42% | 82.2% | 169 | 11.83% | 2 |
|
| 6823 |
6823
Define Financial
San Diego,
California
| USD 131 M | -USD 1.21 M | -0.9% | 0.32% | – | 35 | 8.57% | 0.2 |
|
| 6824 |
6824
Base Wealth Management
Lakewood Ranch,
Florida
| USD 131 M | – | – | 0.48% | – | 52 | – | 0 |
|
| 6825 |
6825
Argus Investors Counsel
New York
| USD 131 M | -USD 18.5 M | -12% | 2.91% | 132% | 120 | 7.5% | 5.1 |
|