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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7276 |
7276
Immersion
Aventura,
Florida
| USD 146 M | -USD 16 M | -10% | 9.21% | – | 9 | 33.33% | 0.6 |
|
| 7277 |
7277
Nova Wealth Management
Bonita Springs,
Florida
| USD 146 M | +USD 3.88 M | +3% | 1.67% | – | 609 | 8.54% | 0.8 |
|
| 7278 |
7278
Flavin Financial Services
Melbourne,
Florida
| USD 146 M | +USD 5.12 M | +4% | 1.4% | – | 73 | 9.59% | 0.9 |
|
| 7279 |
7279
Gibson Wealth Advisors
Tyler,
Texas
| USD 146 M | +USD 5.26 M | +4% | 1.6% | – | 34 | 5.88% | 3.3 |
|
| 7280 |
7280
CVFG LLC
Shelbyville,
Indiana
| USD 146 M | +USD 7.41 M | +5% | 3.5% | – | 106 | 8.49% | 0.9 |
|
| 7281 |
7281
Rolek Wealth Management
Berwyn,
Pennsylvania
| USD 146 M | +USD 12.7 M | +10% | 2.08% | – | 21 | 23.81% | 0.7 |
|
| 7282 |
7282
JDH Wealth Management
Santa Rosa,
California
| USD 146 M | +USD 4.98 M | +4% | 3.41% | – | 52 | 3.85% | 0.9 |
|
| 7283 |
7283
Northern Lights Advisors
Seattle,
Washington
| USD 146 M | – | – | 1.78% | – | 54 | – | 0 |
|
| 7284 |
7284
WinCap Financial
Boston,
Massachusetts
| USD 146 M | +USD 926 k | +0.6% | 3.63% | – | 86 | 5.81% | 0.8 |
|
| 7285 |
7285
Avant Capital
Lafayette,
Louisiana
| USD 146 M | +USD 3.52 M | +2% | 1.25% | – | 79 | 0% | 2.8 |
|
| 7286 |
7286
Menard Financial Group
Houston,
Texas
| USD 146 M | -USD 3.1 M | -2% | 0.78% | 141% | 88 | 15.91% | 2.5 |
|
| 7287 |
7287
Koa Wealth Management
Encinitas,
California
| USD 146 M | +USD 10.8 M | +8% | 4.69% | 74.8% | 65 | 23.08% | 1.4 |
|
| 7288 |
7288
Dentgroup
Baton Rouge,
Louisiana
| USD 146 M | -USD 9.09 M | -6% | 1.75% | 53.6% | 98 | 9.18% | 2.5 |
|
| 7289 |
HCM
7289
Helios Capital Management
Singapore
| USD 146 M | -USD 1.86 M | -1% | 0.81% | 124% | 37 | 2.7% | 2.2 |
|
| 7290 |
7290
M37 Management
Menlo Park,
California
| USD 146 M | – | – | 13.5% | – | 12 | – | 0 |
|
| 7291 |
7291
Milestones Private Investment Advisors
Fairport,
New York
| USD 145 M | -USD 976 k | -0.7% | 1.95% | – | 123 | 3.25% | 0.5 |
|
| 7292 |
7292
Hunting Hill Global Capital
New York
| USD 145 M | -USD 214 M | -60% | 6.84% | 132% | 160 | 50.63% | 1 |
|
| 7293 |
7293
Phoenix Asset Management Partners
London,
| USD 145 M | +USD 29.1 M | +25% | 2.63% | 165% | 10 | 10% | 2.2 |
|
| 7294 |
7294
Davis Capital Management
Jacksonville,
Florida
| USD 145 M | +USD 1.01 M | +0.7% | 2.37% | – | 663 | 16.29% | 2.1 |
|
| 7295 |
7295
9823 Capital
Dallas,
Texas
| USD 145 M | – | – | 5.84% | – | 59 | – | 0 |
|
| 7296 |
7296
Clark & Stuart Inc
Portland,
Maine
| USD 145 M | +USD 5.23 M | +4% | 2.63% | – | 55 | 12.73% | 0.8 |
|
| 7297 |
EL
7297
ES4 LLC
Newport Beach,
California
| USD 145 M | – | – | 2.93% | – | 32 | – | 0 |
|
| 7298 |
7298
Seek First
Campbell,
California
| USD 145 M | +USD 6.02 M | +4% | 4.98% | – | 61 | 6.56% | 0.7 |
|
| 7299 |
7299
Comprehensive Money Management Services
Coral Gables,
Florida
| USD 145 M | +USD 3.76 M | +3% | 2.63% | – | 192 | 4.17% | 0.9 |
|
| 7300 |
7300
Seed Wealth Management
Evanston,
Illinois
| USD 145 M | +USD 202 k | +0.1% | 1.27% | 62% | 119 | 18.49% | 2.4 |
|