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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7426 |
7426
Murphy & Mullick Capital Management
Smithtown,
New York
| USD 103 M | -USD 5.24 M | -5% | 3.51% | – | 721 | 9.43% | 0.2 |
|
| 7427 |
7427
Lepercq De Neuflize Asset Management
New York
| USD 103 M | -USD 36.2 M | -26% | 0.11% | – | 16 | 25% | 0.2 |
|
| 7428 |
7428
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| USD 103 M | -USD 6.29 M | -6% | 0.26% | – | 84 | 38.1% | 1.8 |
|
| 7429 |
7429
Frisco Financial Planning
Frisco,
Texas
| USD 103 M | +USD 1.97 M | +2% | 0.53% | – | 21 | 19.05% | 0.2 |
|
| 7430 |
7430
Morangie Management
Vero Beach,
Florida
| USD 103 M | -USD 21.9 M | -17% | 13.7% | – | 31 | 22.58% | 0.2 |
|
| 7431 |
7431
DKM Wealth Management
Stockton,
California
| USD 103 M | -USD 2.38 M | -2% | 2.19% | – | 56 | 16.07% | 0.2 |
|
| 7432 |
S2L
7432
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| USD 103 M | +USD 22.6 M | +28% | 14.3% | 86% | 5 | 40% | 0.8 |
|
| 7433 |
7433
Sherwood Financial Partners
Westlake Village,
California
| USD 103 M | +USD 2.28 M | +2% | 0.3% | – | 8 | 12.5% | 0.2 |
|
| 7434 |
7434
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| USD 103 M | +USD 1.41 M | +1% | 0.38% | 62.7% | 102 | 4.9% | 2.1 |
|
| 7435 |
7435
Michael A Dubis Financial Planning
Middleton,
Wisconsin
| USD 103 M | -USD 400 k | -0.4% | 0.73% | – | 49 | 10.2% | 0.2 |
|
| 7436 |
7436
Golden Bell Financial Planning
Alpharetta,
Georgia
| USD 103 M | +USD 3.45 M | +3% | 2.16% | – | 35 | 5.71% | 0.2 |
|
| 7437 |
7437
Heritage Wealth Architects
Mendota Heights,
Minnesota
| USD 103 M | – | – | 1.5% | – | 33 | – | 0 |
|
| 7438 |
7438
RCF Management
Denver,
Colorado
| USD 103 M | -USD 25.3 M | -20% | 21.1% | – | 1 | 0% | 0.3 |
|
| 7439 |
CFP
7439
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| USD 103 M | -USD 15.6 M | -13% | 4.35% | – | 369 | 13.01% | 0.2 |
|
| 7440 |
7440
Stonepine Capital Management
Bend,
Oregon
| USD 103 M | -USD 21.1 M | -17% | 3.86% | 231% | 75 | 42.67% | 0.6 |
|
| 7441 |
7441
Financial Life Planners
Tempe,
Arizona
| USD 103 M | -USD 16.6 M | -14% | 6% | – | 402 | 80.1% | 0.2 |
|
| 7442 |
7442
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| USD 102 M | +USD 4.19 M | +4% | 4.39% | – | 194 | 14.43% | 0.2 |
|
| 7443 |
7443
NDWM LLC
La Jolla,
California
| USD 102 M | -USD 17.3 M | -14% | 2.03% | 50.3% | 36 | 22.22% | 1 |
|
| 7444 |
7444
Accordant Advisory Group
Annapolis,
Maryland
| USD 102 M | -USD 1.41 M | -1% | 4.43% | – | 157 | 17.2% | 0.7 |
|
| 7445 |
7445
Roxbury Financial
Mount Arlington,
New Jersey
| USD 102 M | -USD 1.49 M | -1% | 0.97% | – | 403 | 17.62% | 0.2 |
|
| 7446 |
7446
Williams & Novak
Westlake Village,
California
| USD 102 M | -USD 1.53 M | -1% | 0.04% | 61.6% | 150 | 32% | 0.8 |
|
| 7447 |
7447
Alexander Randolph Advisory
Mclean,
Virginia
| USD 102 M | -USD 5.73 M | -5% | 1.05% | 56% | 53 | 1.89% | 1.2 |
|
| 7448 |
7448
Caitlin John
Brighton,
Michigan
| USD 102 M | -USD 49.3 M | -33% | 0.53% | – | 861 | 85.13% | 1.1 |
|
| 7449 |
7449
K2 Financial
Glendora,
California
| USD 102 M | +USD 1.3 M | +1% | 0.62% | – | 60 | 0% | 0.3 |
|
| 7450 |
7450
Navis Wealth Advisors
Rye Brook,
New York
| USD 102 M | +USD 10.3 M | +11% | 2.23% | 107% | 110 | 11.82% | 2.4 |
|