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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7451 |
7451
Trace Wealth Advisors
Los Angeles,
California
| USD 133 M | -USD 4.98 M | -4% | 1.28% | – | 75 | 18.67% | 1.1 |
|
| 7452 |
7452
Gainplan
Bloomfield Hills,
Michigan
| USD 133 M | -USD 133 M | -50% | 0.06% | 103% | 78 | 41.03% | 1.9 |
|
| 7453 |
7453
Financial Planning Fort Collins
Fort Collins,
Colorado
| USD 133 M | +USD 19.5 M | +17% | 1.9% | – | 34 | 14.71% | 0.2 |
|
| 7454 |
7454
Outbound Financial Inc
Boulder,
Colorado
| USD 133 M | +USD 4.95 M | +4% | 0.63% | – | 43 | 6.98% | 0.7 |
|
| 7455 |
7455
Williamson Legacy Group
Carmel,
Indiana
| USD 133 M | +USD 5.44 M | +4% | 38% | – | 111 | 44.14% | 0.7 |
|
| 7456 |
7456
Brickwood Asset Management
London,
United Kingdom
| USD 133 M | -USD 10.5 M | -7% | 10.5% | – | 10 | 20% | 0.5 |
|
| 7457 |
7457
Tenzing Financial
Williamsburg,
Virginia
| USD 133 M | +USD 10 M | +8% | 0.42% | – | 74 | 13.51% | 0.2 |
|
| 7458 |
7458
Littlejohn Financial Services
Roseburg,
Oregon
| USD 133 M | -USD 2.61 M | -2% | 1.55% | – | 68 | 25% | 0.8 |
|
| 7459 |
7459
Synergy Financial Group
San Ramon,
California
| USD 133 M | -USD 9.21 M | -6% | 9.2% | 133% | 137 | 26.28% | 2.3 |
|
| 7460 |
7460
Fiduciary Advisors Inc
St. Louis,
Missouri
| USD 133 M | +USD 1.63 M | +1% | 0.23% | – | 125 | 3.2% | 1 |
|
| 7461 |
7461
Strategic Value Partners
Greenwich,
Connecticut
| USD 133 M | -USD 75.4 M | -36% | 36.2% | – | 1 | 0% | 0.3 |
|
| 7462 |
7462
Phillips Wealth Planners
Starkville,
Mississippi
| USD 133 M | +USD 8.27 M | +7% | 1.83% | 82% | 227 | 24.67% | 1.8 |
|
| 7463 |
7463
Bonfire Financial
Colorado Springs,
Colorado
| USD 133 M | -USD 1.04 M | -0.8% | 2.7% | – | 59 | 5.08% | 1.1 |
|
| 7464 |
7464
Harbour Wealth Management Group
Daniel Island,
South Carolina
| USD 133 M | +USD 4.95 M | +4% | 3.9% | – | 104 | 26.92% | 0.2 |
|
| 7465 |
7465
Centerpoint Advisory Group
Overland Park,
Kansas
| USD 133 M | +USD 3.01 M | +2% | 2.46% | – | 114 | 11.4% | 1 |
|
| 7466 |
FTEA
7466
Forty-three Eighteen Advisors
Bentonville,
Arkansas
| USD 133 M | +USD 4.09 M | +3% | 7.77% | – | 90 | 35.56% | 0.2 |
|
| 7467 |
WT
7467
WHI Trust
Chicago,
Illinois
| USD 133 M | +USD 2.98 M | +2% | 1.23% | – | 95 | 8.42% | 0.2 |
|
| 7468 |
7468
Phoenix Asset Management Partners
London,
| USD 133 M | -USD 12.7 M | -9% | 6.72% | 139% | 10 | 0% | 2.5 |
|
| 7469 |
7469
Madrid Wealth Management
Albuquerque,
New Mexico
| USD 133 M | +USD 9.31 M | +8% | 0.31% | – | 75 | 10.67% | 0.2 |
|
| 7470 |
7470
Signal Tree Financial Partners
Copley,
Ohio
| USD 132 M | +USD 1.33 M | +1% | 0.1% | – | 49 | 6.12% | 1.1 |
|
| 7471 |
7471
9823 Capital
Dallas,
Texas
| USD 132 M | -USD 12.7 M | -9% | 6.15% | – | 87 | 80.46% | 0.1 |
|
| 7472 |
7472
Global Trust Wealth Management
West Palm Beach,
Florida
| USD 132 M | -USD 2.61 M | -2% | 1.14% | – | 88 | 9.09% | 0.2 |
|
| 7473 |
7473
Axos Invest
Las Vegas,
Nevada
| USD 132 M | -USD 3.73 M | -3% | 1.45% | – | 22 | 13.64% | 1.2 |
|
| 7474 |
7474
bLong Financial
Memphis,
Tennessee
| USD 132 M | -USD 11 M | -8% | 3.33% | – | 81 | 14.81% | 1.1 |
|
| 7475 |
AIP
7475
Alapocas Investment Partners
Beverly,
Massachusetts
| USD 132 M | -USD 17 M | -11% | 8.61% | 58.3% | 21 | 9.52% | 3.5 |
|