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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Rexford Capital
Bellaire,
Texas
| USD 140 M | +USD 8.18 M | +6% | 5.59% | – | 326 | 18.71% | 0.6 |
|
| 7302 |
CPC
7302
CFC Planning Company
Cicero,
Indiana
| USD 140 M | +USD 8.45 M | +6% | 1.43% | – | 85 | 30.59% | 0.8 |
|
| 7303 |
JD6
7303
J Digital 6
Chicago,
Illinois
| USD 140 M | -USD 46.3 M | -25% | 20.9% | – | 2 | 0% | 0.5 |
|
| 7304 |
7304
WealthTrak Capital Management
Virginia Beach,
Virginia
| USD 140 M | +USD 370 k | +0.3% | 1.09% | – | 83 | 16.87% | 1 |
|
| 7305 |
NWA
7305
Northwest Wealth Advisors
Bellingham,
Washington
| USD 140 M | +USD 11.5 M | +9% | 2.33% | – | 65 | 7.69% | 0.2 |
|
| 7306 |
7306
Superstring Capital Management
New York
| USD 140 M | -USD 46.8 M | -25% | 16.4% | – | 59 | 64.41% | 0.5 |
|
| 7307 |
7307
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 140 M | -USD 41.6 M | -23% | 1.32% | 167% | 28 | 35.71% | 1.2 |
|
| 7308 |
7308
Guild Investment Management
Los Angeles,
California
| USD 140 M | +USD 5.1 M | +4% | 1.83% | 119% | 60 | 40% | 2.2 |
|
| 7309 |
7309
Stone Loft Wealth Management
West Chester,
Pennsylvania
| USD 140 M | +USD 33.4 M | +31% | 1.51% | – | 29 | 17.24% | 0.2 |
|
| 7310 |
CCP
7310
Crocodile Capital Partners
Ursensollen,
Germany
| USD 140 M | -USD 27.5 M | -16% | 5.88% | 126% | 15 | 20% | 0.9 |
|
| 7311 |
CFG
7311
Chapman Financial Group
Kailua,
Hawaii
| USD 140 M | -USD 7.02 M | -5% | 2.55% | – | 274 | 9.85% | 1 |
|
| 7312 |
7312
Summit Financial Consulting
Sterling Heights,
Michigan
| USD 140 M | +USD 1.99 M | +1% | 0.38% | – | 48 | 25% | 0.8 |
|
| 7313 |
7313
Ridgeline Wealth
Mesa,
Arizona
| USD 140 M | -USD 4.59 M | -3% | 0.06% | – | 55 | 10.91% | 1.1 |
|
| 7314 |
7314
Shade Tree Advisors
Saratoga Springs,
New York
| USD 140 M | +USD 7.98 M | +6% | 9.6% | – | 45 | 51.11% | 0.8 |
|
| 7315 |
KLCM
7315
KG&L Capital Management
Saint Francisville,
Louisiana
| USD 139 M | -USD 264 M | -65% | 2.26% | 91.9% | 225 | 47.11% | 4 |
|
| 7316 |
7316
Rolek Wealth Management
Berwyn,
Pennsylvania
| USD 139 M | -USD 6.45 M | -4% | 5.62% | – | 23 | 13.04% | 0.8 |
|
| 7317 |
7317
Sky-Mountain Capital Management
Ketchum,
Idaho
| USD 139 M | -USD 11 M | -7% | 0.4% | – | 39 | 10.26% | 0.8 |
|
| 7318 |
7318
Landmark Investment Partners
West Palm Beach,
Florida
| USD 139 M | -USD 74.6 M | -35% | 13.6% | – | 54 | 62.96% | 0.6 |
|
| 7319 |
7319
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| USD 139 M | -USD 3.97 M | -3% | 5.52% | – | 31 | 9.68% | 1.5 |
|
| 7320 |
7320
Chartist Inc
Seal Beach,
California
| USD 139 M | -USD 8.33 M | -6% | 2.81% | – | 20 | 0% | 6.9 |
|
| 7321 |
7321
Buckley Capital Advisors
Miami Beach,
Florida
| USD 139 M | -USD 2.94 M | -2% | 0.6% | – | 18 | 33.33% | 0.2 |
|
| 7322 |
7322
Welch Financial Planning
Boulder,
Colorado
| USD 139 M | +USD 1.77 M | +1% | 2.79% | – | 70 | 18.57% | 0.2 |
|
| 7323 |
7323
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| USD 139 M | +USD 8.09 M | +6% | 2.44% | 110% | 52 | 3.85% | 1.4 |
|
| 7324 |
7324
Center for Wealth Management Advisory
Milford,
Ohio
| USD 139 M | +USD 3.19 M | +2% | 3.34% | – | 69 | 21.74% | 0.2 |
|
| 7325 |
7325
Argyle Capital Partners
Los Angeles,
California
| USD 139 M | +USD 1.97 M | +1% | 0.86% | – | 171 | 14.62% | 1.1 |
|