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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7701 |
FF
7701
Fox Financial
Wyomissing,
Pennsylvania
| USD 123 M | -USD 2.89 M | -2% | 2.01% | 78.9% | 12 | 8.33% | 2.2 |
|
| 7702 |
CWD
7702
Clarity Wealth Development
Corvallis,
Oregon
| USD 123 M | +USD 4.31 M | +4% | 0.43% | – | 47 | 10.64% | 1.1 |
|
| 7703 |
7703
Virtus Fixed Income Advisers
Hartford,
Connecticut
| USD 123 M | -USD 9.8 M | -7% | 0.63% | – | 27 | 14.81% | 0.6 |
|
| 7704 |
7704
Lakeshore Capital Group
Rolling Meadows,
Illinois
| USD 123 M | -USD 2.46 M | -2% | 1.82% | – | 78 | 3.85% | 1.1 |
|
| 7705 |
7705
ArborFi Advisors
Ann Arbor,
Michigan
| USD 122 M | -USD 702 k | -0.6% | 1.56% | – | 51 | 15.69% | 1.1 |
|
| 7706 |
7706
Sankala Group
Lyons,
Colorado
| USD 122 M | -USD 2.63 M | -2% | 0.53% | – | 581 | 6.37% | 0.2 |
|
| 7707 |
7707
First Financial Group
Raleigh,
North Carolina
| USD 122 M | +USD 4.94 M | +4% | 1.69% | – | 80 | 8.75% | 1 |
|
| 7708 |
7708
A4 Wealth Advisors
Huntersville,
North Carolina
| USD 122 M | +USD 6.85 M | +6% | 1.38% | – | 148 | 40.54% | 0.4 |
|
| 7709 |
7709
Semitam Bonam
Goshen,
New York
| USD 122 M | +USD 2.3 M | +2% | 1.35% | – | 47 | 6.38% | 0.7 |
|
| 7710 |
7710
Reyes Financial Architecture
San Diego,
California
| USD 122 M | -USD 41.8 M | -25% | 1.15% | – | 459 | 39.87% | 0.8 |
|
| 7711 |
7711
Dynamic Financial Group
Cedar Falls,
Iowa
| USD 122 M | +USD 5.07 M | +4% | 1.76% | – | 72 | 8.33% | 1.1 |
|
| 7712 |
RWIA
7712
Roger Wittlin Investment Advisory
San Francisco,
California
| USD 122 M | -USD 20.7 M | -14% | 2.51% | 61.3% | 40 | 5% | 2.6 |
|
| 7713 |
7713
Athena Wealth Management
Reno,
Nevada
| USD 122 M | +USD 19.3 M | +19% | 3.32% | – | 121 | 24.79% | 0.2 |
|
| 7714 |
GAFA
7714
Garton & Associates Financial Advisors
Louisville,
Kentucky
| USD 122 M | -USD 56.3 M | -32% | 0.97% | – | 1,199 | 90.33% | 0.2 |
|
| 7715 |
7715
Karani Asset Management
New York
| USD 122 M | -USD 31.6 k | -0% | 2.72% | – | 60 | 50% | 1.6 |
|
| 7716 |
7716
Kennon-Green & Company
New Albany,
Ohio
| USD 122 M | -USD 3.91 M | -3% | 1.94% | 58.4% | 41 | 9.76% | 2.7 |
|
| 7717 |
7717
PrairieView Wealth Partners
Orland Park,
Illinois
| USD 122 M | +USD 11.8 M | +11% | 1.57% | – | 31 | 6.45% | 1.5 |
|
| 7718 |
MFC
7718
Miramar Fiduciary Corp
Reno,
Nevada
| USD 122 M | -USD 7.27 M | -6% | 3.05% | – | 5 | 0% | 4.3 |
|
| 7719 |
7719
Targeted Financial Services
Seminole,
Florida
| USD 122 M | +USD 5.84 M | +5% | 2.22% | – | 55 | 7.27% | 0.2 |
|
| 7720 |
7720
Valliance Asset Management
Central,
Hong Kong
| USD 122 M | -USD 119 M | -49% | 93.6% | 2,198% | 16 | 81.25% | 0.1 |
|
| 7721 |
7721
Peapod Lane Capital
Bedford Hills,
New York
| USD 122 M | +USD 4.36 M | +4% | 9.94% | – | 68 | 22.06% | 0.9 |
|
| 7722 |
HRC
7722
Hoertkorn Richard Charles
| USD 122 M | -USD 136 M | -53% | 1.54% | 182% | 79 | 6.33% | 8.7 |
|
| 7723 |
7723
Peak Wealth Management
Nashua,
New Hampshire
| USD 122 M | +USD 2.24 M | +2% | 0.73% | – | 56 | 12.5% | 0.2 |
|
| 7724 |
7724
Western Reserve Capital Management
Hudson,
Ohio
| USD 122 M | +USD 14.6 M | +14% | 3.83% | – | 51 | 7.84% | 0.2 |
|
| 7725 |
7725
Sierra Ocean
Ripon,
California
| USD 122 M | +USD 1.01 M | +0.8% | 0.35% | – | 62 | 4.84% | 1.1 |
|