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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
Signal Tree Financial Partners
Copley,
Ohio
| USD 132 M | +USD 1.33 M | +1% | 0.1% | – | 49 | 6.12% | 1.1 |
|
| 7477 |
7477
9823 Capital
Dallas,
Texas
| USD 132 M | -USD 12.7 M | -9% | 6.15% | – | 87 | 80.46% | 0.1 |
|
| 7478 |
7478
Global Trust Wealth Management
West Palm Beach,
Florida
| USD 132 M | -USD 2.61 M | -2% | 1.14% | – | 88 | 9.09% | 0.2 |
|
| 7479 |
7479
Axos Invest
Las Vegas,
Nevada
| USD 132 M | -USD 3.73 M | -3% | 1.45% | – | 22 | 13.64% | 1.2 |
|
| 7480 |
7480
bLong Financial
Memphis,
Tennessee
| USD 132 M | -USD 11 M | -8% | 3.33% | – | 81 | 14.81% | 1.1 |
|
| 7481 |
AIP
7481
Alapocas Investment Partners
Beverly,
Massachusetts
| USD 132 M | -USD 17 M | -11% | 8.61% | 58.3% | 21 | 9.52% | 3.5 |
|
| 7482 |
7482
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| USD 132 M | +USD 1.85 M | +1% | 0.17% | 58.1% | 61 | 6.56% | 3 |
|
| 7483 |
7483
Macco Financial Group
Green Bay,
Wisconsin
| USD 132 M | +USD 15.7 M | +14% | 1.17% | – | 27 | 51.85% | 0.2 |
|
| 7484 |
7484
Penbrook Management
New York
| USD 132 M | -USD 12.9 M | -9% | 1.08% | 107% | 105 | 19.05% | 5.9 |
|
| 7485 |
7485
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| USD 132 M | +USD 12.7 M | +11% | 0.26% | 58.2% | 83 | 13.25% | 2.3 |
|
| 7486 |
7486
Alterna Wealth Management
Houston,
Texas
| USD 132 M | +USD 12.1 M | +10% | 1.59% | 52.9% | 115 | 20.87% | 2.7 |
|
| 7487 |
DQRIM
7487
Dale Q Rice Investment Management
Vancouver,
Washington
| USD 132 M | -USD 7.61 M | -5% | 5.77% | – | 69 | 7.25% | 1.2 |
|
| 7488 |
7488
Sincerus Advisory
New York
| USD 132 M | +USD 7.55 M | +6% | 1.08% | – | 79 | 10.13% | 1.1 |
|
| 7489 |
7489
Phillip James Consulting
Plymouth,
Minnesota
| USD 132 M | +USD 126 M | +2,227% | 0.78% | – | 392 | 81.38% | 0 |
|
| 7490 |
GCM
7490
Gunpowder Capital Management
Towson,
Maryland
| USD 132 M | +USD 3.37 M | +3% | 0.82% | – | 447 | 10.51% | 0.2 |
|
| 7491 |
7491
Twin City Private Wealth
Winston-Salem,
North Carolina
| USD 132 M | -USD 367 k | -0.3% | 1.81% | – | 102 | 13.73% | 1.7 |
|
| 7492 |
7492
Reicon Wealth Advisors
Atlanta,
Georgia
| USD 132 M | -USD 6.35 M | -5% | 3.11% | – | 78 | 32.05% | 0.2 |
|
| 7493 |
7493
Richard Young Associates
Augusta,
Georgia
| USD 132 M | +USD 3.65 M | +3% | 2.67% | – | 27 | 14.81% | 0.2 |
|
| 7494 |
SGH
7494
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 132 M | -USD 213 M | -62% | 5.27% | 83.8% | 55 | 49.09% | 2.3 |
|
| 7495 |
7495
Rik Saylor Financial
Fairfield,
Ohio
| USD 132 M | -USD 4.83 M | -4% | 1.22% | – | 86 | 4.65% | 1.2 |
|
| 7496 |
7496
Visa Foundation
San Francisco,
California
| USD 132 M | -USD 10.2 M | -7% | 7.18% | 58.1% | 1 | 0% | 4.3 |
|
| 7497 |
7497
ATX Financial Planning
Austin,
Texas
| USD 132 M | +USD 1.95 M | +2% | 3.22% | – | 100 | 32% | 0.2 |
|
| 7498 |
7498
Graver Capital Management
Columbus,
Ohio
| USD 132 M | +USD 5.07 M | +4% | 1.12% | – | 25 | 4% | 1.2 |
|
| 7499 |
7499
Fairway Financial
Casselberry,
Florida
| USD 132 M | -USD 962 k | -0.7% | 0.46% | – | 23 | 4.35% | 1.2 |
|
| 7500 |
7500
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| USD 131 M | +USD 7.89 M | +6% | 5.34% | 54.4% | 11 | 36.36% | 1.4 |
|