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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
CAG
7501
Cypress Advisory Group
Scottsdale,
Arizona
| USD 136 M | +USD 1.09 M | +0.8% | 3.24% | – | 74 | 12.16% | 0.8 |
|
| 7502 |
7502
Sacks & Associates
Warren,
New Jersey
| USD 136 M | – | – | 1.99% | – | 79 | – | 0 |
|
| 7503 |
7503
Michels Family Financial
Fort Worth,
Texas
| USD 136 M | +USD 7.7 M | +6% | 2.43% | – | 138 | 4.35% | 0.9 |
|
| 7504 |
7504
Haven Global Partners
Atlanta,
Georgia
| USD 136 M | -USD 3.44 M | -2% | 7.64% | – | 11 | 9.09% | 0.9 |
|
| 7505 |
7505
Redpoint Management
Woodside,
California
| USD 136 M | -USD 30.2 M | -18% | 9.61% | 20.6% | 5 | 40% | 2.7 |
|
| 7506 |
7506
Axos Invest
Las Vegas,
Nevada
| USD 136 M | +USD 2.54 M | +2% | 1.94% | – | 24 | 16.67% | 1 |
|
| 7507 |
7507
Pollock Investment Advisors
Ann Arbor,
Michigan
| USD 136 M | +USD 8.32 M | +7% | 1.05% | – | 41 | 2.44% | 1 |
|
| 7508 |
7508
Kennondale Capital Management
Richmond,
Virginia
| USD 136 M | +USD 5.32 M | +4% | 4.37% | – | 88 | 12.5% | 0.9 |
|
| 7509 |
7509
Barrier Capital Management
San Francisco,
California
| USD 136 M | +USD 837 k | +0.6% | 3.03% | 216% | 20 | 65% | 0.7 |
|
| 7510 |
7510
Seneschal Advisors
Tacoma,
Washington
| USD 136 M | -USD 1.97 M | -1% | 1.27% | – | 619 | 9.53% | 0.3 |
|
| 7511 |
7511
Vantus Wealth
Lancaster,
Pennsylvania
| USD 136 M | – | – | 3.16% | – | 196 | – | 0 |
|
| 7512 |
7512
Accuvest Global Advisors
Provo,
Utah
| USD 136 M | -USD 24.7 M | -15% | 4.84% | 163% | 102 | 50% | 0.8 |
|
| 7513 |
7513
Littlejohn Financial Services
Roseburg,
Oregon
| USD 136 M | -USD 1.45 M | -1% | 1.7% | – | 68 | 25% | 0.7 |
|
| 7514 |
7514
Soapstone Management
Bethesda,
Maryland
| USD 136 M | -USD 11.6 M | -8% | 5.46% | 30.3% | 15 | 26.67% | 2.9 |
|
| 7515 |
7515
Wallace Hart
Lexington,
Kentucky
| USD 136 M | -USD 270 k | -0.2% | 2.74% | – | 65 | 41.54% | 0.5 |
|
| 7516 |
7516
Center for Wealth Management Advisory
Milford,
Ohio
| USD 136 M | – | – | 2.57% | – | 61 | – | 0 |
|
| 7517 |
7517
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| USD 136 M | +USD 7.48 M | +6% | 4.37% | – | 95 | 36.84% | 1.4 |
|
| 7518 |
7518
Networth Advisors
Canonsburg,
Pennsylvania
| USD 135 M | – | – | 1.84% | – | 385 | – | 0 |
|
| 7519 |
7519
Fortress Financial Group
Rochester,
Minnesota
| USD 135 M | +USD 5.03 M | +4% | 2.45% | – | 87 | 12.64% | 0.8 |
|
| 7520 |
7520
Clearwave Capital
Upland,
California
| USD 135 M | – | – | 3.31% | – | 138 | – | 0 |
|
| 7521 |
BGI
7521
B Group Inc
Dallas,
Texas
| USD 135 M | -USD 514 k | -0.4% | 85.2% | – | 22 | 36.36% | 0.8 |
|
| 7522 |
7522
Womack Financial
Dallas,
Texas
| USD 135 M | +USD 3.66 M | +3% | 3.61% | – | 70 | 8.57% | 0.9 |
|
| 7523 |
7523
Winnow Wealth
Waco,
Texas
| USD 135 M | +USD 7.64 M | +6% | 1.25% | – | 662 | 24.62% | 0.3 |
|
| 7524 |
7524
Platt Investment Counsel
Lake Mary,
Florida
| USD 135 M | +USD 8.36 M | +7% | 1.34% | 62.9% | 13 | 15.38% | 2.6 |
|
| 7525 |
7525
CVS Health
Woonsocket,
Rhode Island
| USD 135 M | +USD 32.4 M | +32% | 1.72% | 50% | 9 | 66.67% | 1.2 |
|