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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
7226
Exome Asset Management
New York
| USD 112 M | -USD 20.6 M | -15% | 6.45% | – | 84 | 59.52% | 0.4 |
|
| 7227 |
7227
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 112 M | -USD 6.64 M | -6% | 0.58% | 65.5% | 66 | 16.67% | 1.7 |
|
| 7228 |
7228
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| USD 112 M | +USD 12.5 M | +12% | 1.73% | – | 89 | 14.61% | 0.8 |
|
| 7229 |
7229
Summit Investment Advisors
Hunt Valley,
Maryland
| USD 112 M | -USD 81.1 k | -0.1% | 1.85% | – | 59 | 13.56% | 0.2 |
|
| 7230 |
7230
VanWeelden Wealth Management
West Chester Township,
Ohio
| USD 112 M | +USD 1.71 M | +2% | 0.09% | – | 26 | 46.15% | 0.6 |
|
| 7231 |
7231
Barden Capital Management
Austin,
Texas
| USD 112 M | -USD 4.18 M | -4% | 1.24% | 80.1% | 63 | 9.52% | 2.4 |
|
| 7232 |
7232
Birch Financial Group
Keene,
New Hampshire
| USD 112 M | +USD 23.4 M | +26% | 1.21% | – | 109 | 24.77% | 0.2 |
|
| 7233 |
7233
Emeth Value Capital
New Orleans,
Louisiana
| USD 112 M | -USD 11.8 M | -10% | 3.41% | – | 6 | 16.67% | 0.3 |
|
| 7234 |
7234
Square Peg Capital
Surry Hills, NSW,
Australia
| USD 112 M | +USD 3.17 M | +3% | 6.45% | – | 10 | 20% | 0.2 |
|
| 7235 |
7235
Trace Wealth Advisors
Los Angeles,
California
| USD 112 M | +USD 620 k | +0.6% | 1.2% | – | 59 | 8.47% | 0.2 |
|
| 7236 |
7236
NVP Associates
Menlo Park,
California
| USD 112 M | -USD 74.8 M | -40% | 16.3% | 953% | 7 | 14.29% | 1.7 |
|
| 7237 |
7237
Silver Oak Wealth Advisors Services
Los Angeles,
California
| USD 112 M | -USD 3.45 M | -3% | 0.33% | – | 40 | 22.5% | 0.3 |
|
| 7238 |
7238
Arbor Wealth Advisors
Troy,
Michigan
| USD 112 M | -USD 123 k | -0.1% | 0.57% | 58.7% | 52 | 7.69% | 1.1 |
|
| 7239 |
7239
Norwood Investment Partners
Mill Valley,
California
| USD 112 M | -USD 28 M | -20% | 9.44% | 25.2% | 16 | 37.5% | 1.6 |
|
| 7240 |
7240
Sound Financial Strategies Group
Madison,
Mississippi
| USD 112 M | -USD 7.86 M | -7% | 1.96% | 27.1% | 109 | 24.77% | 1.3 |
|
| 7241 |
7241
Cannon Wealth Management Services
Winston Salem,
North Carolina
| USD 112 M | -USD 4 M | -3% | 1.24% | – | 81 | 9.88% | 0.5 |
|
| 7242 |
7242
Cyr Financial
Hennepin,
Illinois
| USD 112 M | +USD 2.26 M | +2% | 0.66% | – | 57 | 10.53% | 0.5 |
|
| 7243 |
7243
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| USD 112 M | -USD 490 k | -0.4% | 2.55% | – | 124 | 12.1% | 0.2 |
|
| 7244 |
7244
Orca Wealth Management
New Port Richey,
Florida
| USD 112 M | +USD 642 k | +0.6% | 1.84% | – | 67 | 10.45% | 0.2 |
|
| 7245 |
7245
Soviero Asset Management
New York
| USD 112 M | -USD 48.1 M | -30% | 8.45% | 676% | 82 | 78.05% | 0.4 |
|
| 7246 |
7246
Catherine Avery Investment Management
Longboat Key,
Florida
| USD 112 M | -USD 1.67 M | -1% | 1.44% | – | 187 | 19.25% | 0.2 |
|
| 7247 |
7247
Pacific Asset Management
Gig Harbor,
Washington
| USD 112 M | +USD 5.17 M | +5% | 1.06% | – | 53 | 15.09% | 0.2 |
|
| 7248 |
7248
Hartmann Taylor Wealth Management
Dallas,
Texas
| USD 112 M | – | – | 1.47% | – | 51 | – | 0 |
|
| 7249 |
7249
E Fund Management (HK)
Central,
Hong Kong
| USD 112 M | -USD 13.8 M | -11% | 11.1% | 163% | 189 | 30.16% | 0.9 |
|
| 7250 |
7250
Seven Six Capital Management
New York
| USD 111 M | -USD 3.61 M | -3% | 9.01% | – | 30 | 23.33% | 0.2 |
|