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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Wealth Architects
2751
Wealth Architects
California
USD 369 M +USD 12 M +3% 8.15% 85.1% 154 9.09% 3.4
Acuta Capital Partners
2752
Acuta Capital Partners
California
USD 368 M +USD 22.1 M +6% 41.8% 7,269% 62 56.45% 0.5
Sanders Morris Harris
2753
Sanders Morris Harris
Texas
USD 368 M +USD 162 M +79% 8.12% 85.8% 282 57.09% 0.7
Blue Edge Capital
2754
Blue Edge Capital
Virginia
USD 367 M +USD 33.7 M +10% 7.68% 73.2% 97 4.12% 3.6
Spirit of America Management Corp
2755
Spirit of America Management Corp
New York
USD 367 M -USD 22.5 M -6% 0.22% 113% 237 8.02% 4.1
Good Life Advisors
2756
Good Life Advisors
Pennsylvania
USD 367 M +USD 34 M +10% 7.57% 60% 272 15.44% 2.3
Slow Capital
2757
Slow Capital
California
USD 367 M +USD 26.5 M +8% 14.1% 156% 299 45.48% 1.1
RI
2758
RPTC Inc
Wyoming
USD 367 M +USD 26.3 M +8% 7.63% 66.4% 6 0% 3.1
Pinkerton Retirement Specialists
2759
Pinkerton Retirement Specialists
Idaho
USD 367 M +USD 52.1 M +17% 8.8% 98% 95 18.95% 1.8
Zevin Asset Management
2760
Zevin Asset Management
Massachusetts
USD 367 M +USD 37.5 M +11% 8.32% 71.7% 91 15.38% 3.9
Sound Income Strategies
2761
Sound Income Strategies
Florida
USD 366 M +USD 31.5 M +9% 3.48% 31.4% 980 15.92% 1.8
Cornerstone Wealth Group
2762
Cornerstone Wealth Group
North Carolina
USD 366 M -USD 32.6 M -8% 7.77% 108% 154 31.17% 0.8
Evolution Wealth Advisors
2763
Evolution Wealth Advisors
Florida
USD 366 M +USD 60.7 M +20% 9.55% 96% 623 20.22% 0.6
Farmers Trust Company
2764
Farmers Trust Company
Ohio
USD 365 M +USD 18.8 M +5% 8.19% 73.5% 158 7.59% 4.3
Capital Planning Advisors
2765
Capital Planning Advisors
California
USD 365 M +USD 29.1 M +9% 10.9% 64.2% 135 13.33% 2.6
Donoghue Forlines
2766
Donoghue Forlines
Massachusetts
USD 365 M -USD 18.4 M -5% 8.73% 229% 152 82.24% 0.1
Mengis Capital Management
2767
Mengis Capital Management
Oregon
USD 365 M +USD 27.8 M +8% 9.44% 104% 160 3.13% 3.4
SAM
2768
Skyline Asset Management
Illinois
USD 364 M +USD 9.06 M +3% 6.26% 26.1% 58 6.9% 4
ARS Wealth Advisors
2769
ARS Wealth Advisors
Florida
USD 364 M +USD 43.5 M +14% 7.69% 62.5% 110 12.73% 3.5
Means Investment Company
2770
Means Investment Company
Maine
USD 364 M +USD 44.7 M +14% 12.2% 106% 165 16.36% 1.3
Altavista Wealth Management
2771
Altavista Wealth Management
North Carolina
USD 364 M +USD 18.4 M +5% 7.74% 80.6% 176 11.93% 3.9
SOL Capital Management
2772
SOL Capital Management
Maryland
USD 363 M +USD 10.3 M +3% 6.54% 56.6% 223 5.38% 5.2
Sky Investment Group
2773
Sky Investment Group
Connecticut
USD 363 M +USD 72.7 M +25% 8.85% 81.4% 115 14.78% 4
Inspire Investing
2774
Inspire Investing
Idaho
USD 363 M +USD 73.8 M +26% 6.64% 107% 604 48.18% 1.2
Lindbrook Capital
2775
Lindbrook Capital
California
USD 363 M +USD 26.2 M +8% 10.9% 35.8% 1,920 15.42% 1.2