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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8301 |
8301
IFC & Insurance Marketing
Auburn,
California
| USD 95.8 M | -USD 5.03 M | -5% | 0.65% | – | 766 | 91.51% | 0.2 |
|
| 8302 |
8302
Fortress Financial Solutions
Tucson,
Arizona
| USD 95.7 M | -USD 2.03 M | -2% | 0.91% | – | 65 | 23.08% | 0.9 |
|
| 8303 |
8303
Red Reef Advisors
Boca Raton,
Florida
| USD 95.5 M | -USD 2.66 M | -3% | 2.61% | – | 186 | 12.37% | 0.2 |
|
| 8304 |
SCCL
8304
Split Creek Capital LLC
Charlottesville,
Virginia
| USD 95.3 M | +USD 795 k | +0.8% | 1.41% | – | 143 | 25.17% | 0.2 |
|
| 8305 |
8305
SFI Advisors
Montclair,
New Jersey
| USD 95.2 M | -USD 60.7 M | -39% | 0.62% | 95.9% | 67 | 29.85% | 2.8 |
|
| 8306 |
8306
Pacific Excel Wealth Advisors
Walnut Creek,
California
| USD 95.1 M | +USD 42.2 M | +80% | 0.08% | – | 143 | 39.16% | 0.2 |
|
| 8307 |
HCM
8307
Helios Capital Management
Singapore
| USD 95.1 M | -USD 50.5 M | -35% | 10.1% | 124% | 38 | 47.37% | 2.2 |
|
| 8308 |
8308
Premier Private Wealth Management
Palm Harbor,
Florida
| USD 94.8 M | -USD 1.67 M | -2% | 0.98% | – | 56 | 16.07% | 0.2 |
|
| 8309 |
8309
SaddleRock Capital Management
New York
| USD 94.8 M | -USD 11.3 M | -11% | 3.82% | – | 24 | 41.67% | 0.2 |
|
| 8310 |
8310
Aflac Inc
Columbus,
Georgia
| USD 94.8 M | -USD 44 M | -32% | 31.7% | 13.4% | 4 | 25% | 2.7 |
|
| 8311 |
8311
Ankerstar Wealth
Leander,
Texas
| USD 94.7 M | -USD 5.71 M | -6% | 3.69% | – | 1,114 | 21.81% | 0.2 |
|
| 8312 |
8312
Galaxy Digital Capital Management
New York
| USD 94.5 M | -USD 1.65 M | -2% | 5.22% | – | 70 | 55.71% | 0.4 |
|
| 8313 |
JC
8313
JCSD Capital
Walnut Creek,
California
| USD 94.5 M | +USD 9.8 M | +12% | 8.06% | – | 42 | 61.9% | 0.8 |
|
| 8314 |
BV
8314
Boxwood Ventures
Chicago,
Illinois
| USD 94.3 M | -USD 5.02 M | -5% | 0.44% | 101% | 35 | 8.57% | 2.6 |
|
| 8315 |
8315
Boyer Financial Services
Newport Beach,
California
| USD 94.3 M | +USD 35.9 k | +0% | 1.77% | – | 53 | 20.75% | 0.2 |
|
| 8316 |
8316
Shelter Rock Management
Jericho,
New York
| USD 94.3 M | -USD 5.28 M | -5% | 1.36% | – | 44 | 25% | 0.2 |
|
| 8317 |
8317
Briggs Wealth Management
Glastonbury,
Connecticut
| USD 94.3 M | +USD 1.29 M | +1% | 2.3% | – | 61 | 16.39% | 0.2 |
|
| 8318 |
NVIM
8318
New Vernon Investment Management
Highland Park,
Illinois
| USD 94.2 M | -USD 8.54 M | -8% | 6.6% | 83.1% | 43 | 23.26% | 3.9 |
|
| 8319 |
8319
FirstWave Capital Management
Miami,
Florida
| USD 94.1 M | -USD 74.3 M | -44% | 15.8% | – | 79 | 73.42% | 0.2 |
|
| 8320 |
8320
Montchanin Asset Management
Montchanin,
Delaware
| USD 94.1 M | -USD 10.6 M | -10% | 1.13% | 120% | 58 | 15.52% | 2.4 |
|
| 8321 |
8321
WealthCare Asset Management
Springfield,
Missouri
| USD 94 M | -USD 64.2 M | -41% | 9.28% | – | 45 | 51.11% | 0.2 |
|
| 8322 |
8322
Arrow Investment Advisors
Laurel,
Maryland
| USD 93.9 M | +USD 3.92 M | +4% | 1.89% | 38.1% | 70 | 45.71% | 0.9 |
|
| 8323 |
8323
Wall Capital Group
Phoenix,
Arizona
| USD 93.7 M | -USD 11.4 M | -11% | 1.75% | – | 27 | 22.22% | 2.7 |
|
| 8324 |
8324
LWM Advisory Services
Plantation,
Florida
| USD 93.7 M | -USD 77 M | -45% | 2.85% | 64.9% | 90 | 23.33% | 2.4 |
|
| 8325 |
8325
Gritstone Asset Management
Bethesda,
Maryland
| USD 93.6 M | -USD 11.2 M | -11% | 0.03% | – | 193 | 43.52% | 0.5 |
|