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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7851 |
7851
Golden Bell Financial Planning
Alpharetta,
Georgia
| USD 120 M | +USD 5.05 M | +4% | 1.26% | – | 36 | 2.78% | 0.9 |
|
| 7852 |
7852
Semitam Bonam
Goshen,
New York
| USD 120 M | +USD 8.27 M | +7% | 1.36% | – | 48 | 10.42% | 0.4 |
|
| 7853 |
7853
Valor Advisors
Miami,
Florida
| USD 120 M | – | – | 2.05% | – | 36 | – | 0 |
|
| 7854 |
7854
Alterna Wealth Management
Houston,
Texas
| USD 120 M | -USD 1.52 M | -1% | 2.28% | 52.9% | 113 | 24.78% | 2.6 |
|
| 7855 |
7855
Vista Cima Wealth Management
Surprise,
Arizona
| USD 120 M | -USD 71.8 k | -0.1% | 1.6% | – | 79 | 40.51% | 0.9 |
|
| 7856 |
7856
Global Strategic Management
San Juan,
Puerto Rico
| USD 120 M | – | – | 10.6% | – | 27 | – | 4 |
|
| 7857 |
CCM
7857
Clutterbuck Capital Management
Cleveland,
Ohio
| USD 120 M | – | – | 19.5% | – | 8 | – | 0 |
|
| 7858 |
7858
Saber Capital Management
Fuquay Varina,
North Carolina
| USD 120 M | – | – | 0.94% | – | 31 | – | 1.4 |
|
| 7859 |
MH
7859
Mishpacha Holdings
Road Town,
| USD 120 M | – | – | 10.1% | – | 13 | – | 0 |
|
| 7860 |
7860
Cook & Bynum Capital Management
Birmingham,
Alabama
| USD 120 M | -USD 5.53 M | -4% | 1.31% | 46.8% | 6 | 0% | 7.2 |
|
| 7861 |
7861
Frisco Financial Planning
Frisco,
Texas
| USD 120 M | +USD 2.46 M | +2% | 0.7% | – | 27 | 7.41% | 0.8 |
|
| 7862 |
7862
Wiregrass Investment Management
Thomasville,
Georgia
| USD 120 M | – | – | 2.63% | – | 98 | – | 0 |
|
| 7863 |
7863
Peak Wealth Management
Nashua,
New Hampshire
| USD 120 M | – | – | 2.77% | – | 51 | – | 0 |
|
| 7864 |
7864
CDKV Holdings
Denver,
Colorado
| USD 120 M | – | – | 2.41% | – | 277 | – | 0 |
|
| 7865 |
7865
Nest Investments
Conshohocken,
Pennsylvania
| USD 120 M | – | – | 0.48% | – | 30 | – | 0 |
|
| 7866 |
7866
Bretton Capital Management
San Francisco,
California
| USD 119 M | +USD 865 k | +0.7% | 3.74% | – | 19 | 5.26% | 1.3 |
|
| 7867 |
7867
Chesapeake Capital Corp
Tampa,
Florida
| USD 119 M | +USD 8.07 M | +7% | 7.35% | – | 180 | 28.89% | 0.7 |
|
| 7868 |
7868
Delta Wealth Advisors
Indianapolis,
Indiana
| USD 119 M | -USD 8.34 M | -7% | 1.82% | – | 52 | 21.15% | 1.2 |
|
| 7869 |
7869
R.H. Investment Group
Scottsdale,
Arizona
| USD 119 M | +USD 4.22 M | +4% | 5.56% | – | 34 | 5.88% | 0.9 |
|
| 7870 |
7870
MRP Capital Investments
Alpharetta,
Georgia
| USD 119 M | +USD 2.87 M | +2% | 1.95% | 222% | 226 | 20.35% | 1.4 |
|
| 7871 |
7871
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| USD 119 M | -USD 2.89 M | -2% | 2.3% | 58.2% | 78 | 10.26% | 2.2 |
|
| 7872 |
7872
Cauble & Harre Wealth Management
Saint Louis,
Missouri
| USD 119 M | – | – | 4.2% | – | 70 | – | 0 |
|
| 7873 |
MJPC
7873
Michael J. Porro & Co
Old Tappan,
New Jersey
| USD 119 M | – | – | 8.32% | – | 130 | – | 0 |
|
| 7874 |
7874
Investment Management Corporation
Roanoke,
Virginia
| USD 119 M | +USD 2.88 M | +2% | 1.83% | – | 57 | 21.05% | 0.8 |
|
| 7875 |
7875
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| USD 119 M | -USD 5.21 M | -4% | 0.63% | 62.7% | 108 | 7.41% | 2.5 |
|