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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7576 |
SIM
7576
Summitas Investment Management
Mckinney,
Texas
| USD 128 M | -USD 5.38 M | -4% | 1.24% | – | 10 | 0% | 0.3 |
|
| 7577 |
7577
Storgate
Dallas,
Texas
| USD 127 M | +USD 5.81 M | +5% | 1.46% | – | 191 | 30.89% | 0.2 |
|
| 7578 |
7578
Clear Retirement Advice
San Mateo,
California
| USD 127 M | -USD 1.19 M | -0.9% | 0.14% | – | 54 | 1.85% | 0.2 |
|
| 7579 |
7579
Concorde Financial
Dallas,
Texas
| USD 127 M | -USD 1.67 M | -1% | 11.8% | 81.3% | 27 | 3.7% | 2.8 |
|
| 7580 |
7580
Ares Financial Consulting
Calabasas,
California
| USD 127 M | +USD 22.3 M | +21% | 0.17% | – | 1,091 | 20.44% | 0.2 |
|
| 7581 |
7581
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
| USD 127 M | -USD 73.8 k | -0.1% | 3.57% | – | 117 | 18.8% | 0.2 |
|
| 7582 |
7582
ACT Capital Management
Wayne,
Pennsylvania
| USD 127 M | +USD 3.56 M | +3% | 18.3% | – | 78 | 53.85% | 0.8 |
|
| 7583 |
7583
Madison Park Capital Advisors
Seattle,
Washington
| USD 127 M | +USD 4 M | +3% | 2.31% | 62.4% | 66 | 12.12% | 1.8 |
|
| 7584 |
MJPC
7584
Michael J. Porro & Co
Old Tappan,
New Jersey
| USD 127 M | +USD 7.92 M | +7% | 8.74% | – | 140 | 10.71% | 0.2 |
|
| 7585 |
7585
Peregrine Investment Management
Toronto,
Ontario, Canada
| USD 127 M | -USD 33.8 M | -21% | 10.5% | – | 26 | 50% | 0.6 |
|
| 7586 |
7586
Sun Group Wealth Partners
Irvine,
California
| USD 127 M | +USD 2.63 M | +2% | 0.78% | – | 82 | 35.37% | 0.2 |
|
| 7587 |
7587
Midwestern Financial
Iowa City,
Iowa
| USD 127 M | +USD 6.25 M | +5% | 0.81% | – | 54 | 3.7% | 0.7 |
|
| 7588 |
7588
Strategic Advisory Partners
Greensboro,
North Carolina
| USD 127 M | +USD 6.58 M | +5% | 2.14% | – | 99 | 66.67% | 0.1 |
|
| 7589 |
PIP
7589
PB Investment Partners
Burlingame,
California
| USD 127 M | -USD 30.4 M | -19% | 18.2% | 81.1% | 11 | 27.27% | 2.3 |
|
| 7590 |
7590
Van Diest Capital
Poly City,
Iowa
| USD 127 M | +USD 60 M | +90% | 1.77% | – | 212 | 45.28% | 0.2 |
|
| 7591 |
7591
Persium Advisors
Atlanta,
Georgia
| USD 127 M | -USD 11.6 M | -8% | 0.34% | – | 65 | 12.31% | 1.1 |
|
| 7592 |
7592
Value Base
Tel Aviv,
Israel
| USD 127 M | -USD 6.6 M | -5% | 10.1% | – | 8 | 12.5% | 1.2 |
|
| 7593 |
7593
True Blue Financial
Stevensville,
Michigan
| USD 127 M | +USD 5.72 M | +5% | 1.11% | – | 54 | 9.26% | 0.2 |
|
| 7594 |
7594
Hegarty Advisors
Garden City,
New York
| USD 127 M | +USD 11.6 M | +10% | 0.19% | – | 62 | 19.35% | 0.2 |
|
| 7595 |
TIM
7595
Timelo Investment Management
Aurora,
Ontario, Canada
| USD 127 M | -USD 155 M | -55% | 3.52% | 104% | 73 | 67.12% | 0.3 |
|
| 7596 |
7596
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
| USD 127 M | -USD 3.88 M | -3% | 1.57% | – | 101 | 13.86% | 0.2 |
|
| 7597 |
7597
Travelers Companies
Saint Paul,
Minnesota
| USD 127 M | -USD 25.1 M | -17% | 2.35% | 55.3% | 3 | 66.67% | 2.3 |
|
| 7598 |
7598
Benningfield Financial Advisors
San Francisco,
California
| USD 127 M | -USD 1.03 M | -0.8% | 0.21% | – | 18 | 0% | 1 |
|
| 7599 |
7599
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| USD 127 M | -USD 85.6 k | -0.1% | 5.01% | – | 157 | 29.3% | 0.8 |
|
| 7600 |
AA
7600
Alpha Advisors
Richmond,
Virginia
| USD 127 M | -USD 3 M | -2% | 0.97% | – | 49 | 8.16% | 1 |
|