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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
Ahara Advisors
Jersey City,
New Jersey
| USD 120 M | +USD 9.6 M | +9% | 9.44% | – | 56 | 16.07% | 0.2 |
|
| 7777 |
CM
7777
CM Management
Gulf Breeze,
Florida
| USD 120 M | +USD 996 k | +0.8% | 2.99% | 107% | 79 | 31.65% | 1.9 |
|
| 7778 |
7778
Commons Capital
Needham,
Massachusetts
| USD 120 M | -USD 29.6 M | -20% | 1.39% | 148% | 126 | 43.65% | 2 |
|
| 7779 |
7779
Yorktown Management & Research Company
Forest,
Virginia
| USD 120 M | -USD 5.54 M | -4% | 5.86% | 211% | 254 | 29.53% | 1.6 |
|
| 7780 |
7780
Integrated Wealthcare
Durham,
North Carolina
| USD 120 M | +USD 594 k | +0.5% | 1.28% | – | 29 | 6.9% | 0.2 |
|
| 7781 |
7781
Ball & Co Wealth Management
Franklin,
Tennessee
| USD 120 M | -USD 35.8 M | -23% | 2.36% | – | 90 | 26.67% | 1 |
|
| 7782 |
7782
WealthPoint Financial
Cramerton,
North Carolina
| USD 119 M | +USD 4.54 M | +4% | 0.76% | – | 129 | 15.5% | 0.2 |
|
| 7783 |
7783
Clio Asset Management
Charlottesville,
Virginia
| USD 119 M | -USD 9.44 M | -7% | 0.81% | 60.6% | 19 | 42.11% | 1.6 |
|
| 7784 |
7784
Lubar & Co
Milwaukee,
Wisconsin
| USD 119 M | -USD 15.2 M | -11% | 10.9% | – | 3 | 0% | 8.6 |
|
| 7785 |
7785
Commerce Advisors
Memphis,
Tennessee
| USD 119 M | – | – | 0.04% | – | 122 | – | 0 |
|
| 7786 |
7786
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 119 M | -USD 2.13 M | -2% | 0.56% | 38.5% | 64 | 4.69% | 3.5 |
|
| 7787 |
7787
Marrick Wealth
Irvine,
California
| USD 119 M | -USD 3.25 M | -3% | 0.04% | – | 58 | 15.52% | 0.2 |
|
| 7788 |
7788
Valor Advisors
Miami,
Florida
| USD 119 M | -USD 1.11 M | -0.9% | 3.02% | – | 36 | 2.78% | 0.3 |
|
| 7789 |
7789
Harbor Asset Planning
Belmont,
Massachusetts
| USD 119 M | +USD 1.86 M | +2% | 1.17% | – | 455 | 10.33% | 0.7 |
|
| 7790 |
TCM
7790
Tao Capital Management
San Francisco,
California
| USD 119 M | +USD 2.65 M | +2% | 9.59% | 286% | 8 | 0% | 4.9 |
|
| 7791 |
SF
7791
Schaeffer Financial
Rockville,
Maryland
| USD 119 M | +USD 4.21 M | +4% | 0.57% | 52.2% | 25 | 16% | 2.3 |
|
| 7792 |
7792
M Wealth Management LLC
San Diego,
California
| USD 119 M | +USD 3.89 M | +3% | 0.68% | – | 56 | 16.07% | 1 |
|
| 7793 |
7793
McCartney Wealth Management
Clayton,
Missouri
| USD 119 M | +USD 2.89 M | +2% | 1.39% | – | 65 | 6.15% | 0.2 |
|
| 7794 |
HPM
7794
Hudson Portfolio Management
Garrison,
New York
| USD 119 M | +USD 2.57 M | +2% | 1.69% | – | 113 | 6.19% | 3.6 |
|
| 7795 |
7795
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| USD 119 M | -USD 18 M | -13% | 3.79% | 111% | 96 | 22.92% | 2.5 |
|
| 7796 |
7796
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
| USD 119 M | +USD 3.07 M | +3% | 0.06% | – | 178 | 17.98% | 0.2 |
|
| 7797 |
7797
Kane Co Wealth Management
Johnston,
Iowa
| USD 119 M | +USD 5.19 M | +5% | 1.54% | – | 54 | 12.96% | 0.2 |
|
| 7798 |
KL
7798
Keenan LLC
Boston,
Massachusetts
| USD 119 M | +USD 4.81 M | +4% | 2.45% | – | 42 | 2.38% | 0.2 |
|
| 7799 |
7799
ClientFirst Wealth Management
Little Rock,
Arkansas
| USD 118 M | -USD 6.07 M | -5% | 4.62% | – | 52 | 7.69% | 2.8 |
|
| 7800 |
7800
Worldly Partners Management
Needham,
Massachusetts
| USD 118 M | -USD 15.7 M | -12% | 3.01% | 19.2% | 3 | 0% | 3.3 |
|