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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7376 |
7376
VanWeelden Wealth Management
West Chester Township,
Ohio
| USD 111 M | – | – | 0.25% | – | 22 | – | 0.3 |
|
| 7377 |
FF
7377
Fox Financial
Wyomissing,
Pennsylvania
| USD 111 M | -USD 3.99 M | -3% | 1.58% | 78.9% | 14 | 7.14% | 1 |
|
| 7378 |
7378
Commons Capital
Needham,
Massachusetts
| USD 111 M | +USD 19.9 M | +22% | 6.8% | 166% | 99 | 33.33% | 1.4 |
|
| 7379 |
TTA
7379
Thor Trading Advisors
Greensburg,
Pennsylvania
| USD 111 M | – | – | 2.98% | – | 8 | – | 0 |
|
| 7380 |
7380
Innovative Wealth Building
California,
Maryland
| USD 111 M | – | – | 0.69% | – | 52 | – | 0 |
|
| 7381 |
7381
Bonfire Financial
Colorado Springs,
Colorado
| USD 111 M | – | – | 2.69% | – | 51 | – | 0 |
|
| 7382 |
7382
William Howard & Co Financial Advisors
Memphis,
Tennessee
| USD 111 M | -USD 6.73 M | -6% | 1.7% | – | 59 | 15.25% | 0.7 |
|
| 7383 |
BAS
7383
Breakthru Advisory Services
Muskego,
Wisconsin
| USD 110 M | – | – | 1.76% | – | 54 | – | 0 |
|
| 7384 |
CTA
7384
Camelot Technology Advisors
San Francisco,
California
| USD 110 M | -USD 2.92 M | -3% | 0.37% | 71% | 64 | 12.5% | 0.9 |
|
| 7385 |
7385
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| USD 110 M | -USD 52.8 M | -32% | 4.43% | 78.7% | 34 | 32.35% | 1.6 |
|
| 7386 |
7386
Dahring Cusmano
Novi,
Michigan
| USD 110 M | – | – | 0.67% | – | 61 | – | 0 |
|
| 7387 |
7387
DMKC Advisory Services
Des Moines,
Iowa
| USD 110 M | – | – | 0.73% | – | 56 | – | 0 |
|
| 7388 |
7388
NewGen Asset Management
Toronto,
Ontario, Canada
| USD 110 M | -USD 90.6 M | -45% | 12.8% | 402% | 44 | 65.91% | 0.3 |
|
| 7389 |
7389
Sender Company & Partners
New York
| USD 110 M | +USD 29.2 M | +36% | 5.21% | 69.8% | 79 | 73.42% | 0.2 |
|
| 7390 |
7390
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| USD 110 M | – | – | 4.95% | – | 201 | – | 0 |
|
| 7391 |
7391
Joel Adams & Associates
Asheville,
North Carolina
| USD 110 M | – | – | 2.36% | – | 58 | – | 0 |
|
| 7392 |
7392
Fortune Financial Advisors
Overland Park,
Kansas
| USD 110 M | -USD 344 k | -0.3% | 0.94% | 76.8% | 92 | 8.7% | 1.4 |
|
| 7393 |
7393
Pin Oak Investment Advisors
Houston,
Texas
| USD 110 M | USD 0 | 0% | 1.4% | 62.7% | 498 | 5.62% | 3.9 |
|
| 7394 |
7394
Opulen Financial Group
Arlington,
Virginia
| USD 110 M | – | – | 0.17% | – | 87 | – | 0 |
|
| 7395 |
7395
Riverview Trust Company
Vancouver,
Washington
| USD 110 M | -USD 4.03 M | -4% | 0.75% | 87.6% | 920 | 21.63% | 1.1 |
|
| 7396 |
7396
Seelaus Asset Management
Chatham,
New Jersey
| USD 110 M | +USD 776 k | +0.7% | 2% | 134% | 185 | 16.22% | 3.3 |
|
| 7397 |
7397
PMG Wealth Management
Hawthorn Woods,
Illinois
| USD 110 M | – | – | 0.6% | – | 47 | – | 0 |
|
| 7398 |
WWS
7398
Wellington Wealth Strategies
Indianapolis,
Indiana
| USD 110 M | -USD 21.9 M | -17% | 0.1% | – | 93 | 52.69% | 0.3 |
|
| 7399 |
7399
Ramiah Investment Group
Brookfield,
Wisconsin
| USD 110 M | +USD 3.66 M | +3% | 1.93% | 62.2% | 68 | 17.65% | 2.3 |
|
| 7400 |
7400
MRP Capital Investments
Alpharetta,
Georgia
| USD 110 M | +USD 4.74 M | +5% | 12.1% | 222% | 242 | 19.83% | 0.7 |
|