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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)
Carolinas Wealth Consulting
3126
Carolinas Wealth Consulting
North Carolina
USD 460 M +USD 58.6 M +15% 11.2% 24.6% 1,064 10.9% 2.5
Probity Advisors
3127
Probity Advisors
Texas
USD 459 M +USD 25.3 M +6% 9.59% 61.7% 208 16.83% 4.7
Hutchinson Capital Management
3128
Hutchinson Capital Management
California
USD 459 M +USD 33.3 M +8% 9.97% 60.9% 83 4.82% 4.6
Benjamin Edwards Inc
3129
Benjamin Edwards Inc
Missouri
USD 459 M +USD 36.4 M +9% 9.97% 72.6% 681 10.57% 2.5
PI
3130
Pennant Investors
New Jersey
USD 458 M +USD 181 M +65% 13.9% 372% 45 73.33% 0.8
PO
3131
PBCay One
United Arab Emirates
USD 458 M – – 10.7% – 13 – 0
Edge Wealth Management
3132
Edge Wealth Management
New York
USD 457 M +USD 29.4 M +7% 11.7% 75.3% 83 9.64% 5.6
White Lighthouse Investment Management
3133
White Lighthouse Investment Management
Massachusetts
USD 457 M +USD 45.1 M +11% 9.87% 62.1% 124 7.26% 4.4
NBW Capital
3134
NBW Capital
Massachusetts
USD 457 M +USD 48.4 M +12% 11% 86% 121 22.31% 3.7
Blue Grotto Capital
3135
Blue Grotto Capital
Georgia
USD 457 M +USD 30.3 M +7% 17.3% 296% 31 41.94% 1.1
Meridian Wealth Advisors
3136
Meridian Wealth Advisors
Texas
USD 457 M +USD 56.5 M +14% 9.69% 91.2% 184 7.07% 3.7
XTX Topco
3137
XTX Topco
Cayman Islands
USD 457 M -USD 129 M -22% 12.9% 87.3% 2,338 70.49% 0.2
Leelyn Smith
3138
Leelyn Smith
Illinois
USD 457 M +USD 46.8 M +11% 9.93% 86% 127 18.11% 2.9
Sargent Investment Group
3139
Sargent Investment Group
Maryland
USD 457 M +USD 41.4 M +10% 11.2% 113% 218 8.72% 2.9
Cisco Systems
3140
Cisco Systems
California
USD 456 M +USD 46.8 M +11% 11.5% 210% 4 25% 1.4
Spirit of America Management Corp
3141
Spirit of America Management Corp
New York
USD 456 M +USD 13.1 M +3% 6.46% 113% 270 12.96% 5.2
Horst & Graben Wealth Management
3142
Horst & Graben Wealth Management
Oregon
USD 455 M +USD 48.7 M +12% 9.03% 62.2% 153 23.53% 2.3
Gries Financial
3143
Gries Financial
Ohio
USD 455 M +USD 83.9 M +23% 9.77% 71.3% 228 27.63% 1.3
Vantage Wealth
3144
Vantage Wealth
California
USD 455 M +USD 55.7 M +14% 7.68% 56.1% 43 13.95% 4.2
Peak Asset Management
3145
Peak Asset Management
Colorado
USD 454 M +USD 40.3 M +10% 9.41% 70.1% 143 6.29% 5.2
Schnieders Capital Management
3146
Schnieders Capital Management
California
USD 454 M +USD 7.28 M +2% 11.5% 118% 206 15.05% 5.3
Citizens Business Bank
3147
Citizens Business Bank
California
USD 454 M +USD 28.2 M +7% 12% 120% 116 17.24% 5.4
First Fiduciary Investment Counsel
3148
First Fiduciary Investment Counsel
Ohio
USD 453 M +USD 26.8 M +6% 7.67% 60% 65 9.23% 4.5
Bourgeon Capital Management
3149
Bourgeon Capital Management
Connecticut
USD 453 M +USD 26.5 M +6% 11% 121% 424 11.32% 2.6
Premier Path Wealth Partners
3150
Premier Path Wealth Partners
New Jersey
USD 452 M – – 12.2% 98.8% 333 – 0