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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)
Insight Advisors
2951
Insight Advisors
Pennsylvania
USD 575 M -USD 17.6 M -3% 2.4% 74% 305 11.8% 3
Fourpath Capital Management
2952
Fourpath Capital Management
Oklahoma
USD 575 M +USD 34.8 M +6% 4.36% 82.1% 243 13.99% 1.4
Optas LLC
2953
Optas LLC
Texas
USD 575 M +USD 111 M +24% 3.22% 132% 342 26.32% 2.2
KFS
2954
Kurt F. Somerville
USD 574 M -USD 21.1 M -4% 1.46% 92.9% 113 18.58% 6.5
Faithward Advisors
2955
Faithward Advisors
Pennsylvania
USD 574 M -USD 13 M -2% 0.99% 119% 271 10.33% 2.1
Rollins Financial Advisors
2956
Rollins Financial Advisors
New York
USD 574 M -USD 66.2 M -10% 8.35% 122% 146 17.81% 1
Capital Insight Partners
2957
Capital Insight Partners
Arizona
USD 573 M -USD 5.39 M -0.9% 0.49% 51.7% 167 11.98% 3.6
Ophir Asset Management
2958
Ophir Asset Management
Australia
USD 573 M -USD 99.1 M -15% 5.84% 282% 39 43.59% 0.7
Intellus Advisors
2959
Intellus Advisors
Florida
USD 572 M -USD 5.42 M -0.9% 1.36% – 132 19.7% 0.2
Sloy Dahl & Holst
2960
Sloy Dahl & Holst
Washington
USD 572 M -USD 217 M -27% 24.8% 132% 115 10.43% 2.4
Hudock Inc
2961
Hudock Inc
Pennsylvania
USD 572 M -USD 719 k -0.1% 1.39% 69.7% 183 7.65% 6.4
Baron Silver Stevens Financial Advisors
2962
Baron Silver Stevens Financial Advisors
Florida
USD 572 M -USD 17.7 M -3% 1.86% 58.1% 132 9.85% 2.4
Abacus Planning Group
2963
Abacus Planning Group
South Carolina
USD 571 M +USD 2.26 M +0.4% 1.4% 67.8% 247 13.77% 3.8
Mirador Capital Partners
2964
Mirador Capital Partners
California
USD 571 M +USD 19.1 M +3% 2.1% 120% 213 15.49% 3.8
North Point Portfolio Managers
2965
North Point Portfolio Managers
Ohio
USD 570 M -USD 4.43 M -0.8% 0.37% 72.8% 78 20.51% 4.8
Arlington Financial Advisors
2966
Arlington Financial Advisors
California
USD 569 M +USD 66 M +13% 0.79% 67.6% 115 26.09% 2.7
American Investment Services
2967
American Investment Services
Massachusetts
USD 568 M +USD 3.15 M +0.6% 1.35% 63.1% 162 6.17% 5.5
Human Investing
2968
Human Investing
Oregon
USD 568 M +USD 4.02 M +0.7% 1.16% 56.9% 330 72.73% 3.6
Marquette Asset Management
2969
Marquette Asset Management
Minnesota
USD 567 M -USD 45.3 M -7% 2.46% 69.6% 209 38.76% 3.7
Advisory Research
2970
Advisory Research
Illinois
USD 567 M -USD 34.4 M -6% 3.24% 144% 156 7.69% 3.6
CFM Wealth Partners
2971
CFM Wealth Partners
Texas
USD 567 M -USD 25.8 M -4% 3.46% 175% 144 6.94% 3.8
Capital Advisors Wealth Management
2972
Capital Advisors Wealth Management
Washington
USD 566 M +USD 4.36 M +0.8% 1.71% 70.5% 188 11.7% 2.1
JT Stratford LLC
2973
JT Stratford LLC
Georgia
USD 566 M -USD 42.7 M -7% 1.78% 103% 338 32.25% 2.7
Montecito Bank & Trust
2974
Montecito Bank & Trust
California
USD 565 M -USD 12.4 M -2% 1.4% – 283 3.89% 5.6
PAX Financial Group
2975
PAX Financial Group
Texas
USD 564 M +USD 5.44 M +1% 1.3% 56% 262 19.47% 2.5