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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)
Pilgrim Global Advisors
2801
Pilgrim Global Advisors
Nevada
USD 772 M +USD 233 M +43% 56.4% – 3 0% 1.9
D'Orazio & Associates
2802
D'Orazio & Associates
Virginia
USD 772 M -USD 10.3 M -1% 1.99% 66.7% 320 17.19% 3.2
Canyon Capital Advisors
2803
Canyon Capital Advisors
Texas
USD 772 M +USD 11.3 M +1% 1.09% 78% 21 47.62% 1.3
Hudson Valley Investment Advisors
2804
Hudson Valley Investment Advisors
New York
USD 772 M -USD 132 M -15% 1.9% 102% 152 6.58% 7.1
LexAurum Advisors
2805
LexAurum Advisors
Kansas
USD 771 M – – 0.61% – 400 – 3.2
CANC
2806
Culbertson A N & Co
Virginia
USD 771 M +USD 42 M +6% 1.41% 87.5% 144 18.75% 8
Concord Wealth Partners
2807
Concord Wealth Partners
Virginia
USD 770 M +USD 756 k +0.1% 0.22% 71.1% 849 76.09% 3.7
Wahed Invest
2808
Wahed Invest
New York
USD 770 M +USD 11.4 M +2% 0.43% 140% 232 11.21% 2.8
CRA Financial Services
2809
CRA Financial Services
New Jersey
USD 770 M +USD 5.94 M +0.8% 2.02% 91.9% 305 7.21% 3.8
Slow Capital
2810
Slow Capital
California
USD 770 M -USD 67.4 M -8% 4.31% 156% 118 16.1% 5.2
Revolve Wealth Partners
2811
Revolve Wealth Partners
New Jersey
USD 770 M -USD 80.8 M -10% 0.99% 67.4% 243 11.52% 2.5
Arbor Investment Advisors
2812
Arbor Investment Advisors
North Carolina
USD 768 M +USD 8.32 M +1% 0.19% 48.5% 120 12.5% 5.1
Premier Path Wealth Partners
2813
Premier Path Wealth Partners
New Jersey
USD 767 M -USD 7.01 M -0.9% 1.32% 98.8% 418 10.53% 1.8
Fiducient Advisors
2814
Fiducient Advisors
Illinois
USD 765 M -USD 41.8 M -5% 1.38% 52.3% 175 23.43% 2.5
Capital Advantage
2815
Capital Advantage
California
USD 765 M +USD 23.7 M +3% 0.43% 49.2% 152 6.58% 2.6
Camrose Capital Investment Partners
2816
Camrose Capital Investment Partners
United Kingdom
USD 764 M +USD 160 M +27% 5.09% – 10 0% 1.2
Fortis Capital Advisors
2817
Fortis Capital Advisors
Kansas
USD 763 M +USD 86 M +13% 0.85% 142% 428 40.65% 0.9
Skylands Capital
2818
Skylands Capital
Wisconsin
USD 763 M +USD 25.9 M +4% 1.79% 61% 168 18.45% 5.3
Parr McKnight Wealth Management Group
2819
Parr McKnight Wealth Management Group
Minnesota
USD 763 M +USD 263 k +0% 0.24% – 252 26.19% 1
Think Investments
2820
Think Investments
California
USD 762 M -USD 135 M -15% 6.8% 285% 40 57.5% 1.8
Freedom Together Foundation
2821
Freedom Together Foundation
New York
USD 762 M -USD 26.4 M -3% 3.3% – 2 0% 1.3
GWM
2822
Gibbs Wealth Management
Georgia
USD 762 M +USD 349 M +84% 0.96% – 456 33.99% 1.1
Boxer Capital Management
2823
Boxer Capital Management
California
USD 762 M +USD 305 M +67% 54% – 56 23.21% 0.5
Cannon Financial Strategists
2824
Cannon Financial Strategists
Georgia
USD 761 M +USD 41.5 M +6% 0.64% 56.7% 111 11.71% 3.6
OM
2825
Opaleye Management
Massachusetts
USD 759 M +USD 1.33 M +0.2% 15.6% 748% 63 28.57% 1.5