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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7776 |
7776
Broussard Financial Group
Kaplan,
Louisiana
| USD 123 M | – | – | 3.31% | – | 34 | – | 0 |
|
| 7777 |
7777
Koenig Investment Advisory
Ashland,
Oregon
| USD 123 M | – | – | 0.63% | – | 37 | – | 0 |
|
| 7778 |
7778
FourWorld Capital Management
New York
| USD 123 M | +USD 60 M | +95% | 35.7% | 132% | 31 | 51.61% | 1 |
|
| 7779 |
7779
Tenzing Financial
Williamsburg,
Virginia
| USD 123 M | – | – | 2.37% | – | 68 | – | 0 |
|
| 7780 |
7780
Madrid Wealth Management
Albuquerque,
New Mexico
| USD 123 M | – | – | 2.05% | – | 72 | – | 0 |
|
| 7781 |
7781
Madison Park Capital Advisors
Seattle,
Washington
| USD 123 M | +USD 1.36 M | +1% | 0.71% | 62.4% | 65 | 9.23% | 1.6 |
|
| 7782 |
7782
Washington Capital Management
Seattle,
Washington
| USD 123 M | -USD 16.9 M | -12% | 5.53% | 81.8% | 132 | 27.27% | 2.6 |
|
| 7783 |
7783
ArborFi Advisors
Ann Arbor,
Michigan
| USD 123 M | +USD 382 k | +0.3% | 1.48% | – | 52 | 11.54% | 0.8 |
|
| 7784 |
BCP
7784
Balance Capital Partners
New York
| USD 123 M | – | – | 91.7% | – | 3 | – | 0 |
|
| 7785 |
7785
Blue Jean Financial
Albany,
New York
| USD 123 M | – | – | 6.37% | – | 74 | – | 0 |
|
| 7786 |
7786
Maxele Advisors
Webster Groves,
Missouri
| USD 123 M | +USD 7.14 M | +6% | 3.47% | – | 100 | 5% | 2.9 |
|
| 7787 |
IA
7787
IF Advisors
San Antonio,
Texas
| USD 123 M | – | – | 1.27% | – | 41 | – | 0 |
|
| 7788 |
7788
Freestate Advisors
Overland Park,
Kansas
| USD 123 M | +USD 3.83 M | +3% | 1.24% | – | 43 | 6.98% | 1.3 |
|
| 7789 |
7789
Ares Systematic Credit
London,
| USD 123 M | – | – | 0.54% | – | 145 | – | 0 |
|
| 7790 |
LIC
7790
Laurus Investment Counsel
Toronto,
Canada
| USD 123 M | -USD 23.4 M | -16% | 6.27% | 14.1% | 47 | 14.89% | 3.3 |
|
| 7791 |
MWM
7791
M3 Wealth Management
Cincinnati,
Ohio
| USD 123 M | – | – | 2.21% | – | 31 | – | 0 |
|
| 7792 |
HM
7792
HCEP Management
Hong Kong
| USD 123 M | -USD 53.5 M | -30% | 18.5% | 182% | 11 | 72.73% | 0.5 |
|
| 7793 |
7793
Blueline Advisors
Exeter,
New Hampshire
| USD 123 M | – | – | 0.77% | – | 213 | – | 0 |
|
| 7794 |
7794
Adelphi Trust
Saint Petersburg,
Florida
| USD 123 M | – | – | 3.35% | – | 99 | – | 0 |
|
| 7795 |
UAML
7795
US Asset Management LLC
Pittsburgh,
Pennsylvania
| USD 122 M | +USD 760 k | +0.6% | 3.84% | – | 118 | 2.54% | 3.7 |
|
| 7796 |
7796
MH & Associates Securities Management
Carlsbad,
California
| USD 122 M | – | – | 9.81% | – | 102 | – | 0 |
|
| 7797 |
7797
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| USD 122 M | +USD 16.3 M | +15% | 3.89% | 75.9% | 50 | 10% | 3 |
|
| 7798 |
7798
SCP Investment
Orinda,
California
| USD 122 M | -USD 1.65 M | -1% | 1.21% | 32.8% | 52 | 44.23% | 1.6 |
|
| 7799 |
7799
Chung Wu Investment Group
Sugar Land,
Texas
| USD 122 M | +USD 2.2 M | +2% | 4.65% | – | 289 | 20.76% | 0.5 |
|
| 7800 |
7800
Red Crane Wealth Management
San Francisco,
California
| USD 122 M | +USD 3.7 M | +3% | 2.14% | – | 66 | 0% | 0.9 |
|