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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7901 |
7901
First Financial Group
Raleigh,
North Carolina
| USD 118 M | +USD 2.15 M | +2% | 1.11% | – | 77 | 10.39% | 0.9 |
|
| 7902 |
7902
Donalies Financial Planning
Washington,
District of Columbia
| USD 117 M | – | – | 2.68% | – | 70 | – | 0 |
|
| 7903 |
GWSG
7903
GPS Wealth Strategies Group
Centennial,
Colorado
| USD 117 M | -USD 830 M | -88% | 2.4% | 118% | 1,677 | 66.07% | 2.6 |
|
| 7904 |
7904
Bridgelight Financial Advisors
Shelton,
Connecticut
| USD 117 M | – | – | 4.87% | – | 40 | – | 0 |
|
| 7905 |
7905
Bond Capital Management
San Francisco,
California
| USD 117 M | -USD 89.2 M | -43% | 25.8% | 47.5% | 6 | 50% | 2.8 |
|
| 7906 |
7906
MeadowBrook Investment Advisors
Livonia,
Michigan
| USD 117 M | +USD 846 k | +0.7% | 1.63% | 81.5% | 196 | 5.61% | 1.7 |
|
| 7907 |
7907
Eagle Wealth Advisors
Westport,
Connecticut
| USD 117 M | – | – | 3.95% | – | 91 | – | 0 |
|
| 7908 |
7908
Flight Deck Capital
San Francisco,
California
| USD 117 M | -USD 14.8 M | -11% | 0.92% | 379% | 14 | 28.57% | 1.2 |
|
| 7909 |
7909
Heights Point Management
New York
| USD 117 M | – | – | 6.49% | – | 21 | – | 0 |
|
| 7910 |
7910
Dynamic Financial Group
Cedar Falls,
Iowa
| USD 117 M | +USD 2.04 M | +2% | 0.67% | – | 72 | 12.5% | 0.8 |
|
| 7911 |
NCNMGF
7911
Nano-Cap New Millennium Growth Fund
Staten Island,
New York
| USD 117 M | – | – | 2.74% | – | 170 | – | 0 |
|
| 7912 |
7912
4Wealth Advisors
Burr Ridge,
Illinois
| USD 117 M | +USD 5.23 M | +5% | 2.69% | – | 150 | 11.33% | 0.8 |
|
| 7913 |
7913
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
| USD 117 M | – | – | 2.69% | – | 51 | – | 0 |
|
| 7914 |
7914
Propel Bio Management
Los Angeles,
California
| USD 117 M | +USD 17.2 M | +17% | 23.7% | – | 24 | 50% | 0.6 |
|
| 7915 |
7915
Asset Value Investors
London,
United Kingdom
| USD 117 M | -USD 20.5 M | -15% | 14.5% | – | 3 | 0% | 1 |
|
| 7916 |
7916
RD Lewis Holdings
Maitland,
Florida
| USD 117 M | +USD 10.4 M | +10% | 5.2% | – | 91 | 12.09% | 0.8 |
|
| 7917 |
7917
Nestegg Advisors
Hauppauge,
New York
| USD 117 M | +USD 4.43 M | +4% | 1.78% | – | 51 | 3.92% | 0.9 |
|
| 7918 |
7918
Harbor Asset Planning
Belmont,
Massachusetts
| USD 117 M | +USD 5.25 M | +5% | 2.52% | – | 446 | 9.19% | 0.5 |
|
| 7919 |
7919
New Dimensions Wealth Management
Allen,
Texas
| USD 117 M | +USD 2.81 M | +2% | 2.29% | – | 20 | 0% | 0.7 |
|
| 7920 |
7920
Strategic Wealth Advisors
Scottsdale,
Arizona
| USD 117 M | – | – | 1.48% | – | 260 | – | 0 |
|
| 7921 |
S2L
7921
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| USD 117 M | +USD 7.4 M | +7% | 9.92% | 86% | 9 | 44.44% | 0.6 |
|
| 7922 |
7922
Point Break Capital Management
Miami,
Florida
| USD 117 M | – | – | 1.32% | – | 17 | – | 1.1 |
|
| 7923 |
7923
Axon Capital
New York
| USD 117 M | – | – | 3.82% | – | 14 | – | 0.3 |
|
| 7924 |
7924
APS Management Group
Torrance,
California
| USD 117 M | +USD 3.92 M | +3% | 1.48% | – | 79 | 10.13% | 0.2 |
|
| 7925 |
7925
Chatterton & Associates
Anaheim,
California
| USD 117 M | – | – | 2.98% | – | 84 | – | 0 |
|