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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)
KPP Advisory Services
2976
KPP Advisory Services
Kentucky
USD 675 M +USD 69.2 M +11% 8.36% 87.9% 340 12.65% 1.2
Kelman-Lazarov Inc
2977
Kelman-Lazarov Inc
Tennessee
USD 674 M +USD 57.2 M +9% 5.98% 51.6% 137 14.6% 4.4
ShawSpring Partners
2978
ShawSpring Partners
Massachusetts
USD 673 M -USD 120 M -15% 9.35% 3.53% 11 9.09% 1.3
Faithward Advisors
2979
Faithward Advisors
Pennsylvania
USD 673 M +USD 28.1 M +4% 10.9% 119% 311 17.04% 2.1
Impact Partnership Wealth
2980
Impact Partnership Wealth
Georgia
USD 672 M +USD 130 M +24% 6.06% 50.9% 378 41.01% 0.8
James J. Burns & Company
2981
James J. Burns & Company
New York
USD 671 M +USD 57.7 M +9% 8.06% 70.2% 163 6.75% 1.8
Permanens Capital
2982
Permanens Capital
New York
USD 671 M -USD 62.8 M -9% 8.94% 76.9% 94 61.7% 1.4
Foresight Group
2983
Foresight Group
United Kingdom
USD 670 M -USD 35 M -5% 6.63% – 60 3.33% 1.1
Newbridge Financial Services Group
2984
Newbridge Financial Services Group
Florida
USD 669 M +USD 53 M +9% 12.1% 189% 1,400 14.07% 1.6
Peterson Wealth Advisors
2985
Peterson Wealth Advisors
Utah
USD 669 M +USD 62.8 M +10% 5.5% 50.9% 101 5.94% 3.5
TAA
2986
TB Alternative Assets
Cayman Islands
USD 668 M +USD 128 M +24% 23.8% 312% 58 46.55% 0.9
Asio Capital
2987
Asio Capital
Kentucky
USD 668 M +USD 67.7 M +11% 7.65% 98% 116 12.07% 2.7
WealthPLAN Partners
2988
WealthPLAN Partners
Nebraska
USD 667 M +USD 45.8 M +7% 8.35% 71.6% 273 15.75% 4.4
Kera Capital Partners
2989
Kera Capital Partners
California
USD 667 M +USD 159 M +31% 13.7% – 457 30.63% 0.3
Klaas Financial Asset Advisors
2990
Klaas Financial Asset Advisors
Illinois
USD 666 M +USD 34.6 M +5% 4.65% 39.5% 47 0% 3.4
Calton & Associates
2991
Calton & Associates
Florida
USD 666 M +USD 87.8 M +15% 7.54% 73.9% 463 25.05% 1.1
Canal Capital Management
2992
Canal Capital Management
Virginia
USD 666 M +USD 31.8 M +5% 6.37% 69.5% 199 12.06% 4
First Turn Management
2993
First Turn Management
California
USD 666 M +USD 130 M +24% 64.4% – 42 47.62% 0.8
Convergence Financial
2994
Convergence Financial
Missouri
USD 666 M +USD 84.3 M +14% 6.52% 70.6% 200 16.5% 1.2
CFGSD
2995
Compass Financial Group (South Dakota)
South Dakota
USD 665 M +USD 55.5 M +9% 6.58% 72% 104 5.77% 2.2
Capital Advantage
2996
Capital Advantage
California
USD 665 M +USD 33.5 M +5% 4.95% 49.2% 142 4.93% 2.4
Leelyn Smith
2997
Leelyn Smith
Illinois
USD 664 M +USD 54.4 M +9% 6.24% 86% 146 9.59% 3.4
Thrive Wealth Management
2998
Thrive Wealth Management
Pennsylvania
USD 663 M +USD 43.6 M +7% 7.72% 84.1% 254 15.35% 2.3
Delta Air Lines
2999
Delta Air Lines
Georgia
USD 663 M +USD 265 M +66% 66.9% 5.3% 2 0% 3.3
Triasima Portfolio Management
3000
Triasima Portfolio Management
Quebec, Canada
USD 663 M +USD 115 M +21% 17.1% 224% 180 46.11% 1