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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)
Marble Wealth
2951
Marble Wealth
Alabama
USD 720 M – – 3.24% – 272 – 0
Walkner Condon Financial Advisors
2952
Walkner Condon Financial Advisors
Wisconsin
USD 720 M +USD 88.9 M +14% 2.47% 62.6% 320 10.31% 2.7
Capital Investment Counsel (Colorado)
2953
Capital Investment Counsel (Colorado)
Colorado
USD 720 M +USD 40.7 M +6% 1.76% 68.7% 151 17.22% 1.4
OTL
2954
Oak Thistle LLC
New York
USD 720 M +USD 63.9 M +10% 0.32% 58.3% 674 62.31% 0.3
Cannon Financial Strategists
2955
Cannon Financial Strategists
Georgia
USD 719 M +USD 20.5 M +3% 2.58% 56.7% 105 5.71% 3.7
Physician Wealth Advisors
2956
Physician Wealth Advisors
Utah
USD 719 M +USD 16.1 M +2% 2.47% 79.9% 2,181 19.99% 1
Palo Alto Investors
2957
Palo Alto Investors
California
USD 718 M +USD 178 M +33% 33% 157% 51 17.65% 3.4
Nottingham Advisors
2958
Nottingham Advisors
New York
USD 718 M -USD 2.56 M -0.4% 1.73% 47.6% 115 9.57% 4.8
Proffitt & Goodson
2959
Proffitt & Goodson
Tennessee
USD 718 M +USD 20.4 M +3% 1.84% 48.5% 463 39.31% 4.7
Evergreen Wealth Solutions
2960
Evergreen Wealth Solutions
Pennsylvania
USD 717 M +USD 539 M +304% 0.33% 70.9% 229 48.03% 1.2
Breakwater Capital Group
2961
Breakwater Capital Group
New Jersey
USD 717 M +USD 39.3 M +6% 2.21% 67.4% 370 9.73% 2
White Lighthouse Investment Management
2962
White Lighthouse Investment Management
Massachusetts
USD 716 M +USD 60.4 M +9% 1.95% 62.1% 151 8.61% 4.9
Southernsun Asset Management
2963
Southernsun Asset Management
Tennessee
USD 716 M -USD 55.4 M -7% 2.67% 54.7% 35 20% 4.8
Unique Wealth
2964
Unique Wealth
Florida
USD 716 M +USD 34.4 M +5% 1.52% 68.5% 194 12.37% 1.4
Fractal Investments
2965
Fractal Investments
Connecticut
USD 716 M +USD 23.5 M +3% 2.43% 74.2% 86 17.44% 2.2
Ironwood Investment Counsel
2966
Ironwood Investment Counsel
Arizona
USD 716 M +USD 30.2 M +4% 3.76% 78.2% 277 9.39% 5
Pinnbrook Capital Management
2967
Pinnbrook Capital Management
New York
USD 715 M -USD 189 M -21% 17.3% 913% 193 73.58% 0.2
Ellenbecker Investment Group
2968
Ellenbecker Investment Group
Wisconsin
USD 715 M +USD 37 M +5% 1.51% 56.3% 139 12.95% 3.9
Dimension Capital Management
2969
Dimension Capital Management
Florida
USD 715 M +USD 19.4 M +3% 2.92% 65.5% 126 19.05% 3.9
AG
2970
Artal Group
Luxembourg
USD 715 M -USD 43.6 M -6% 5.47% 181% 2 0% 7.5
United Capital Management of KS
2971
United Capital Management of KS
Kansas
USD 714 M -USD 21.2 M -3% 1.58% 295% 135 34.07% 2.7
LS Investment Advisors
2972
LS Investment Advisors
Michigan
USD 714 M +USD 3.8 M +0.5% 4.64% 98.7% 143 11.89% 8.8
South Street Advisors
2973
South Street Advisors
New York
USD 712 M -USD 50.8 M -7% 3.6% 169% 84 15.48% 3.9
Arvest Investments
2974
Arvest Investments
Arkansas
USD 712 M +USD 14.7 M +2% 1.96% 50% 198 12.63% 1.4
Auxier Asset Management
2975
Auxier Asset Management
Oregon
USD 711 M -USD 2.31 M -0.3% 2.07% 71.7% 186 10.75% 8.3