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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8226 |
8226
Safe Harbor Wealth Advisors
Dublin,
Ohio
| USD 103 M | – | – | 1.84% | – | 96 | – | 0 |
|
| 8227 |
8227
JHP Wealth Management
Centennial,
Colorado
| USD 103 M | – | – | 2.46% | – | 33 | – | 0 |
|
| 8228 |
8228
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 103 M | +USD 805 k | +0.8% | 4.46% | 91.4% | 198 | 12.63% | 2.9 |
|
| 8229 |
8229
Athena Wealth Management
Reno,
Nevada
| USD 103 M | – | – | 3.44% | – | 106 | – | 0 |
|
| 8230 |
FRIHG
8230
Fund Resources Investment Holding Group
Hong Kong,
| USD 103 M | – | – | 34.4% | – | 1 | – | 0 |
|
| 8231 |
8231
Hobbs Wealth Management
Zionsville,
Indiana
| USD 103 M | -USD 16.5 M | -14% | 1.92% | – | 58 | 65.52% | 0.8 |
|
| 8232 |
NVIM
8232
New Vernon Investment Management
Highland Park,
Illinois
| USD 103 M | -USD 4.46 M | -4% | 2.2% | 83.1% | 42 | 16.67% | 4.1 |
|
| 8233 |
8233
Delphi Management
Brookline,
Massachusetts
| USD 103 M | -USD 5.11 M | -5% | 4.59% | 107% | 87 | 19.54% | 3.6 |
|
| 8234 |
HI
8234
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| USD 103 M | +USD 34.3 M | +50% | 4.25% | 74.8% | 72 | 98.61% | 0.1 |
|
| 8235 |
8235
Midway Capital Research & Management
Chicago,
Illinois
| USD 103 M | – | – | 5.37% | – | 47 | – | 0 |
|
| 8236 |
8236
Vines Capital Management
Monroe,
Louisiana
| USD 103 M | – | – | 1.93% | – | 73 | – | 0 |
|
| 8237 |
WG
8237
Wealth Group
Raleigh,
North Carolina
| USD 103 M | – | – | 4.9% | – | 84 | – | 1.5 |
|
| 8238 |
FCM
8238
Fell Capital Management
Newport Beach,
California
| USD 103 M | – | – | 3.54% | – | 90 | – | 0 |
|
| 8239 |
8239
Karras Company
Roy,
Utah
| USD 103 M | – | – | 4.17% | – | 57 | – | 0 |
|
| 8240 |
8240
River's Edge Wealth Management
Beaver,
Pennsylvania
| USD 102 M | – | – | 1.52% | – | 44 | – | 0 |
|
| 8241 |
8241
PeakShares LLC
Tampa,
Florida
| USD 102 M | – | – | 2.6% | – | 107 | – | 0 |
|
| 8242 |
8242
Corecam AG
Zurich,
| USD 102 M | – | – | 10.3% | – | 46 | – | 0 |
|
| 8243 |
8243
Valued Retirements
Houston,
Texas
| USD 102 M | +USD 13.7 M | +15% | 3.04% | 84.6% | 97 | 13.4% | 1.4 |
|
| 8244 |
BG
8244
BRX Global
New York
| USD 102 M | -USD 2.5 M | -2% | 1.7% | 65.8% | 3 | 0% | 4.1 |
|
| 8245 |
8245
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| USD 102 M | -USD 80.5 M | -44% | 1.52% | 78.7% | 34 | 91.18% | 1.8 |
|
| 8246 |
8246
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| USD 102 M | -USD 3 M | -3% | 1.9% | – | 92 | 13.04% | 0.8 |
|
| 8247 |
8247
Hyposwiss Advisors
Geneva,
| USD 102 M | – | – | 3.01% | – | 112 | – | 0 |
|
| 8248 |
8248
ATLas Financial Planning
Alpharetta,
Georgia
| USD 102 M | – | – | 2.28% | – | 63 | – | 0 |
|
| 8249 |
8249
Red Mountain Financial
Fort Collins,
Colorado
| USD 102 M | +USD 3.35 M | +3% | 2.66% | – | 81 | 12.35% | 1.5 |
|
| 8250 |
8250
Investment Insight Wealth Management
North Massapequa,
New York
| USD 102 M | – | – | 4.05% | – | 36 | – | 0 |
|