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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7476 |
7476
Wall Street Financial Group
Carlinville,
Illinois
| USD 137 M | +USD 1.08 M | +0.8% | 3.14% | – | 109 | 19.27% | 0.7 |
|
| 7477 |
7477
Opulen Financial Group
Arlington,
Virginia
| USD 137 M | +USD 5.36 M | +4% | 1.47% | – | 109 | 3.67% | 0.9 |
|
| 7478 |
7478
Illumine Investment Management
Poulsbo,
Washington
| USD 137 M | -USD 3.19 M | -2% | 1% | – | 92 | 2.17% | 0.9 |
|
| 7479 |
7479
Innovative Wealth Building
California,
Maryland
| USD 137 M | +USD 8.87 M | +7% | 1.64% | – | 62 | 12.9% | 0.8 |
|
| 7480 |
7480
J2 Capital Management
Troy,
Michigan
| USD 137 M | +USD 4.16 M | +3% | 1.68% | – | 128 | 10.94% | 1.7 |
|
| 7481 |
CWMA
7481
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| USD 137 M | +USD 7.12 M | +5% | 3.58% | – | 50 | 4% | 0.9 |
|
| 7482 |
7482
Cygnus Capital Advisors
Atlanta,
Georgia
| USD 137 M | – | – | 2.85% | – | 158 | – | 0 |
|
| 7483 |
7483
Stonepine Capital Management
Bend,
Oregon
| USD 137 M | +USD 14 M | +11% | 20.8% | 321% | 89 | 60.67% | 0.6 |
|
| 7484 |
7484
Eagle Bay Advisors
New York
| USD 137 M | +USD 9.6 M | +8% | 2.74% | 85% | 262 | 60.31% | 1.4 |
|
| 7485 |
7485
Paladin Advisory Group
Clive,
Iowa
| USD 137 M | +USD 8.67 M | +7% | 3.51% | 78.7% | 249 | 5.62% | 2.3 |
|
| 7486 |
7486
Transmarket Holdings
Chicago,
Illinois
| USD 137 M | – | – | 3.93% | – | 40 | – | 0 |
|
| 7487 |
7487
Argyle Capital Partners
Los Angeles,
California
| USD 137 M | -USD 2.59 M | -2% | 2.57% | – | 169 | 9.47% | 0.9 |
|
| 7488 |
7488
South Shore Capital Advisors
Cohasset,
Massachusetts
| USD 137 M | – | – | 5.52% | – | 136 | – | 1.3 |
|
| 7489 |
7489
Kore Advisors
Boynton Beach,
Florida
| USD 137 M | -USD 52.7 M | -28% | 19.6% | – | 20 | 20% | 0.9 |
|
| 7490 |
7490
Canaan Partners XI
Menlo Park,
California
| USD 137 M | +USD 33.9 M | +33% | 54.2% | 798% | 4 | 25% | 3 |
|
| 7491 |
7491
Cooksen Wealth
The Woodlands,
Texas
| USD 137 M | +USD 2.77 M | +2% | 1.86% | 70.7% | 47 | 8.51% | 1.9 |
|
| 7492 |
7492
Chapman Investment Management
San Anselmo,
California
| USD 137 M | -USD 3.88 M | -3% | 2.03% | 57.3% | 29 | 6.9% | 4 |
|
| 7493 |
7493
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| USD 137 M | +USD 9.7 M | +8% | 3.17% | 111% | 102 | 24.51% | 2.2 |
|
| 7494 |
7494
WFA of San Diego
San Diego,
California
| USD 137 M | -USD 9.8 M | -7% | 3.08% | – | 424 | 7.31% | 2.5 |
|
| 7495 |
CFG
7495
Compass Financial Group
Dublin,
Ohio
| USD 137 M | – | – | 0.47% | – | 47 | – | 0 |
|
| 7496 |
TGY2IT
7496
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
| USD 137 M | – | – | 2.74% | – | 53 | – | 0 |
|
| 7497 |
7497
Morgens Waterfall Vintiadis & Co
New York
| USD 137 M | -USD 9.21 M | -6% | 8.5% | 594% | 31 | 54.84% | 2 |
|
| 7498 |
OIA
7498
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| USD 137 M | – | – | 11% | – | 118 | – | 0 |
|
| 7499 |
7499
Rik Saylor Financial
Fairfield,
Ohio
| USD 136 M | -USD 246 k | -0.2% | 2.71% | – | 85 | 4.71% | 0.9 |
|
| 7500 |
7500
PMG Wealth Management
Hawthorn Woods,
Illinois
| USD 136 M | +USD 5.18 M | +4% | 1.49% | – | 57 | 5.26% | 0.8 |
|