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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
7101
Valley Brook Capital Group
Venetia,
Pennsylvania
| USD 149 M | -USD 1.96 M | -1% | 1.54% | 122% | 123 | 11.38% | 3.9 |
|
| 7102 |
7102
Forthright Family Wealth Advisory
Houston,
Texas
| USD 149 M | -USD 10 M | -6% | 2.33% | 60.2% | 78 | 58.97% | 1.1 |
|
| 7103 |
7103
Rainier Family Wealth
Tacoma,
Washington
| USD 149 M | +USD 16.4 M | +12% | 1.09% | – | 104 | 23.08% | 0.9 |
|
| 7104 |
7104
Mainstream Capital Management
Los Angeles,
California
| USD 149 M | -USD 3.69 M | -2% | 2.61% | – | 93 | 10.75% | 1.3 |
|
| 7105 |
7105
Systrade
Vaduz,
Liechtenstein
| USD 149 M | -USD 14.9 M | -9% | 2.04% | 152% | 15 | 26.67% | 1.1 |
|
| 7106 |
7106
Cathy Pareto & Associates
Coral Gables,
Florida
| USD 149 M | +USD 4.93 M | +3% | 0.38% | – | 98 | 8.16% | 1 |
|
| 7107 |
7107
Graphene Investments SAS
Paris,
France
| USD 149 M | -USD 10.5 M | -7% | 1.35% | 103% | 44 | 0% | 2.3 |
|
| 7108 |
7108
Atala Financial
Calabasas,
California
| USD 149 M | -USD 7.87 M | -5% | 3.64% | – | 131 | 17.56% | 1.1 |
|
| 7109 |
ACM
7109
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| USD 149 M | -USD 150 M | -50% | 95.1% | 2,106% | 25 | 84% | 0.3 |
|
| 7110 |
7110
Northeast Planning Associates NH
Bedford,
New Hampshire
| USD 149 M | +USD 7.37 M | +5% | 1.52% | – | 58 | 15.52% | 0.9 |
|
| 7111 |
7111
Rockbridge Capital Management
Alexandria,
Virginia
| USD 149 M | -USD 16.7 M | -10% | 7.7% | – | 32 | 18.75% | 1 |
|
| 7112 |
7112
Clark Wealth Partners
O'fallon,
Illinois
| USD 149 M | -USD 15.3 M | -9% | 1.43% | – | 654 | 22.17% | 0.9 |
|
| 7113 |
7113
Dutch Asset Corp
Selkirk,
New York
| USD 149 M | +USD 19 M | +15% | 1.49% | – | 102 | 23.53% | 0.2 |
|
| 7114 |
7114
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| USD 149 M | +USD 2 M | +1% | 2.76% | – | 87 | 24.14% | 0.9 |
|
| 7115 |
7115
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| USD 149 M | +USD 1.84 M | +1% | 1.84% | – | 58 | 6.9% | 1 |
|
| 7116 |
7116
KM Capital Management
Austin,
Texas
| USD 149 M | -USD 47.1 M | -24% | 2.13% | 60.8% | 96 | 71.88% | 0.8 |
|
| 7117 |
7117
Flavin Financial Services
Melbourne,
Florida
| USD 149 M | +USD 2.73 M | +2% | 0.54% | – | 72 | 4.17% | 1.1 |
|
| 7118 |
7118
McAlvany Wealth Management
Durango,
Colorado
| USD 148 M | +USD 17.7 M | +14% | 17% | – | 44 | 15.91% | 0.2 |
|
| 7119 |
PWM
7119
Pinnacle Wealth Management
Roseville,
California
| USD 148 M | -USD 18.4 k | -0% | 1.99% | 194% | 42 | 47.62% | 1.9 |
|
| 7120 |
7120
Hopwood Financial Services
Reston,
Virginia
| USD 148 M | +USD 6.38 M | +4% | 0.3% | – | 92 | 11.96% | 1.2 |
|
| 7121 |
7121
Bannerman Wealth Management Group
Lewisville,
Texas
| USD 148 M | +USD 7.35 M | +5% | 0.55% | – | 34 | 8.82% | 1.1 |
|
| 7122 |
7122
Clark & Stuart Inc
Portland,
Maine
| USD 148 M | +USD 3.29 M | +2% | 4.33% | – | 53 | 11.32% | 1.1 |
|
| 7123 |
BTC
7123
Bank & Trust Company
Litchfield,
Illinois
| USD 148 M | +USD 6.78 M | +5% | 5.23% | – | 304 | 2.63% | 1.6 |
|
| 7124 |
BAWM
7124
Bennett Associates Wealth Management
Butler,
Pennsylvania
| USD 148 M | +USD 4.09 M | +3% | 1.61% | 51% | 66 | 28.79% | 1.2 |
|
| 7125 |
MCM
7125
Magnolia Capital Management
Cold Spring,
New York
| USD 148 M | +USD 13.9 M | +10% | 1.65% | 85.9% | 76 | 3.95% | 4.2 |
|