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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)
Brio Consultants
3151
Brio Consultants
California
USD 412 M +USD 20.7 M +5% 0.4% 42.7% 77 5.19% 2
Lake Street Private Wealth
3152
Lake Street Private Wealth
Illinois
USD 412 M +USD 18.9 M +5% 0.51% 105% 240 15% 1.4
Sargent Investment Group
3153
Sargent Investment Group
Maryland
USD 412 M -USD 9.7 M -2% 1.25% 113% 220 14.09% 1.8
Certified Advisory Corp
3154
Certified Advisory Corp
Florida
USD 412 M +USD 13.8 M +3% 0.65% 62.9% 252 19.44% 2.8
Center for Financial Planning
3155
Center for Financial Planning
Michigan
USD 411 M +USD 4.98 M +1% 0.58% 64.4% 545 11.56% 1.3
Haverford Financial Services
3156
Haverford Financial Services
Pennsylvania
USD 411 M +USD 1.82 M +0.4% 0.58% 57.9% 72 13.89% 3.5
TFS
3157
Thoroughbred Financial Services
Tennessee
USD 411 M +USD 11.7 M +3% 0.19% 179% 332 14.76% 1.5
D'Orazio & Associates
3158
D'Orazio & Associates
Virginia
USD 411 M +USD 22.9 M +6% 5.2% 66.7% 795 53.21% 1.8
Hudson Way Capital Management
3159
Hudson Way Capital Management
Texas
USD 411 M +USD 14.8 M +4% 4.61% 51.3% 19 21.05% 1.7
Cambridge Advisors
3160
Cambridge Advisors
Nebraska
USD 410 M -USD 3.05 M -0.7% 1.09% 58.6% 179 4.47% 4.1
Berkshire Bank
3161
Berkshire Bank
Massachusetts
USD 410 M -USD 4.03 M -1% 0.01% 76.2% 128 5.47% 0.9
Klaas Financial Asset Advisors
3162
Klaas Financial Asset Advisors
Illinois
USD 410 M +USD 12.1 M +3% 0.8% 39.5% 91 10.99% 0.7
Private Advisory Group
3163
Private Advisory Group
Washington
USD 410 M +USD 12.7 M +3% 1.44% 187% 151 37.09% 1.3
BSPF
3164
British Steel Pension Fund
United Kingdom
USD 410 M -USD 19.3 M -5% 2.93% 29.7% 23 0% 6.2
Wilsey Asset Management
3165
Wilsey Asset Management
California
USD 410 M +USD 34.2 M +9% 3.3% 66.9% 31 19.35% 2.1
Wilkins Investment Counsel
3166
Wilkins Investment Counsel
Massachusetts
USD 409 M +USD 2.6 M +0.6% 2.51% 71.3% 79 5.06% 6.4
Susquehanna Foundation
3167
Susquehanna Foundation
Pennsylvania
USD 409 M -USD 45.9 M -10% 4.52% 36.7% 5 0% 3
PAX Financial Group
3168
PAX Financial Group
Texas
USD 409 M +USD 13.3 M +3% 0.4% 56% 188 15.43% 1
One Day In July LLC
3169
One Day In July LLC
Vermont
USD 408 M +USD 22.6 M +6% 1.21% 48.2% 74 10.81% 1.5
Strategic Point Investment Advisors
3170
Strategic Point Investment Advisors
Rhode Island
USD 408 M -USD 3.14 M -0.8% 0.51% 58.2% 30 10% 3.1
Legacy Financial Advisors
3171
Legacy Financial Advisors
Kentucky
USD 408 M +USD 12.9 M +3% 0.13% 97.8% 187 9.63% 1.2
Matthew Goff Investment Advisor
3172
Matthew Goff Investment Advisor
Texas
USD 408 M +USD 13.8 M +3% 0.09% 89.6% 93 6.45% 2.6
Octagon Capital Advisors
3173
Octagon Capital Advisors
New York
USD 406 M -USD 76.7 M -16% 3.85% 2,969% 37 27.03% 0.5
State of New Jersey Common Pension Fund E
3174
State of New Jersey Common Pension Fund E
New Jersey
USD 406 M -USD 20 M -5% 1.05% 26.4% 4 75% 2
Dorchester Wealth Management
3175
Dorchester Wealth Management
Quebec, Canada
USD 406 M -USD 30.7 M -7% 1.25% 18.3% 161 15.53% 3.7