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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8126 |
8126
BFI Wealth Solutions
Dallas,
Texas
| USD 104 M | -USD 702 k | -0.7% | 1.07% | – | 76 | 5.26% | 0.2 |
|
| 8127 |
8127
Trailhead Planners
Edina,
Minnesota
| USD 104 M | +USD 2.39 M | +2% | 2.38% | – | 52 | 7.69% | 0.2 |
|
| 8128 |
8128
Breachway Investments
Charlestown,
Rhode Island
| USD 104 M | +USD 9.36 M | +10% | 1.07% | – | 99 | 4.04% | 0.2 |
|
| 8129 |
8129
J.M. Arbour
Gardiner,
Maine
| USD 104 M | +USD 3.95 M | +4% | 1.08% | – | 131 | 23.66% | 0.2 |
|
| 8130 |
8130
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| USD 104 M | -USD 1.97 M | -2% | 18.3% | – | 103 | 27.18% | 0.4 |
|
| 8131 |
LCS
8131
Luma Capital SA
Luxembourg,
| USD 104 M | -USD 2.68 M | -3% | 10.6% | – | 12 | 8.33% | 0.2 |
|
| 8132 |
8132
FinArc Investments
Norwood,
Massachusetts
| USD 104 M | -USD 8.07 M | -7% | 1.67% | – | 59 | 30.51% | 0.2 |
|
| 8133 |
8133
Birchwood Financial Partners
Bloomington,
Minnesota
| USD 104 M | +USD 2.99 M | +3% | 1.55% | – | 372 | 11.83% | 0.2 |
|
| 8134 |
8134
Scalar Gauge Management
Dallas,
Texas
| USD 104 M | -USD 47.9 M | -32% | 25.3% | – | 48 | 79.17% | 0.3 |
|
| 8135 |
8135
Reality Financial Planning Services
Sarasota,
Florida
| USD 104 M | -USD 786 k | -0.8% | 1.26% | – | 20 | 0% | 0.3 |
|
| 8136 |
8136
High Point Wealth Management
Chester,
New Jersey
| USD 104 M | -USD 2.9 M | -3% | 1.13% | – | 276 | 19.93% | 0.2 |
|
| 8137 |
8137
Fulcrum Equity Management
Plano,
Texas
| USD 103 M | -USD 995 k | -1% | 1.59% | 116% | 154 | 41.56% | 1.3 |
|
| 8138 |
MS
8138
Monetary Solutions
Dayton,
Ohio
| USD 103 M | +USD 1.96 M | +2% | 0.91% | – | 322 | 3.42% | 0.2 |
|
| 8139 |
8139
Ruggiero Investments
West Palm Beach,
Florida
| USD 103 M | -USD 7.34 M | -7% | 3.13% | – | 88 | 22.73% | 0.2 |
|
| 8140 |
8140
Crescent Sterling
Metairie,
Louisiana
| USD 103 M | +USD 5.79 M | +6% | 5.59% | 68.6% | 83 | 9.64% | 2.4 |
|
| 8141 |
8141
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| USD 103 M | -USD 3.54 M | -3% | 0.07% | – | 413 | 20.82% | 0.2 |
|
| 8142 |
8142
Townsend Financial Planning
Mt Sterling,
Kentucky
| USD 103 M | +USD 3.4 M | +3% | 0.82% | – | 29 | 10.34% | 0.2 |
|
| 8143 |
8143
MY Wealth Management
Germantown,
Maryland
| USD 103 M | -USD 11.4 M | -10% | 1.22% | 41.2% | 38 | 34.21% | 3 |
|
| 8144 |
8144
Dalton Investments
Las Vegas,
Nevada
| USD 103 M | -USD 31.4 M | -23% | 19.2% | 125% | 21 | 28.57% | 2.9 |
|
| 8145 |
8145
SVRN Asset Management
Austin,
Texas
| USD 103 M | -USD 18.1 M | -15% | 0.22% | – | 43 | 13.95% | 0.3 |
|
| 8146 |
8146
Alan B. Lancz & Associates
Toledo,
Ohio
| USD 103 M | -USD 10.8 M | -9% | 1.76% | – | 141 | 14.89% | 3.1 |
|
| 8147 |
8147
Generations Wealth LLC
Mason,
Ohio
| USD 103 M | +USD 5.26 M | +5% | 0.41% | – | 30 | 10% | 0.2 |
|
| 8148 |
8148
Rangeley Capital
New Canaan,
Connecticut
| USD 103 M | -USD 17.5 M | -15% | 3.19% | – | 169 | 46.15% | 0.4 |
|
| 8149 |
EFT
8149
Envision Financial Transparency
Greensboro,
North Carolina
| USD 103 M | – | – | 0.72% | – | 56 | – | 0 |
|
| 8150 |
8150
Vavra Capital Management
Collegeville,
Pennsylvania
| USD 103 M | +USD 1.06 M | +1% | 1.24% | – | 24 | 4.17% | 0.2 |
|