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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)
Martel Wealth Advisors
3151
Martel Wealth Advisors
Washington
USD 369 M +USD 19.7 M +6% 5.55% 43.4% 53 20.75% 3.1
White Lighthouse Investment Management
3152
White Lighthouse Investment Management
Massachusetts
USD 368 M +USD 24.7 M +7% 6.24% 62.1% 115 9.57% 3.7
Abundance Wealth Counselors
3153
Abundance Wealth Counselors
Pennsylvania
USD 367 M +USD 17.7 M +5% 7.08% 107% 156 14.74% 1.2
Ellis Investment Partners
3154
Ellis Investment Partners
Pennsylvania
USD 367 M +USD 6.41 M +2% 8.34% 70.8% 833 74.79% 3.4
Semper Augustus Investments Group
3155
Semper Augustus Investments Group
Colorado
USD 367 M +USD 36.6 M +11% 13.5% 95.4% 34 2.94% 5.8
WestBridge Capital Management
3156
WestBridge Capital Management
Mauritius
USD 367 M +USD 73.5 M +25% 11.1% 21.9% 3 0% 1.5
Cranbrook Wealth Management
3157
Cranbrook Wealth Management
Michigan
USD 367 M -USD 19.7 M -5% 7.51% 54.3% 323 10.53% 5.5
Cove Street Capital
3158
Cove Street Capital
California
USD 367 M +USD 8.86 M +2% 9.6% 84.2% 81 2.47% 3.2
Occidental Asset Management
3159
Occidental Asset Management
California
USD 367 M +USD 33.2 M +10% 6.45% 97.4% 212 17.92% 3.3
AMCA
3160
Arthur M. Cohen & Associates
Illinois
USD 366 M +USD 2.6 M +0.7% 6.03% 129% 135 11.85% 4.2
Glen Eagle Advisors
3161
Glen Eagle Advisors
New Jersey
USD 366 M +USD 21.9 M +6% 7.86% 68.5% 1,190 11.51% 2.9
Brilliance Asset Management
3162
Brilliance Asset Management
Hong Kong
USD 366 M +USD 18.6 M +5% 4.89% 39.2% 9 66.67% 0.5
Colonial Trust
3163
Colonial Trust
South Carolina
USD 366 M +USD 52.5 M +17% 9.7% 75.5% 907 71% 0.1
FA
3164
Financial Advisors
Massachusetts
USD 366 M +USD 78.3 M +27% 6.22% 71.5% 84 15.48% 2.7
Canal Insurance Company
3165
Canal Insurance Company
South Carolina
USD 366 M +USD 30.4 M +9% 12.6% 114% 111 22.52% 3.8
Abacus Planning Group
3166
Abacus Planning Group
South Carolina
USD 366 M +USD 34.4 M +10% 7.96% 67.8% 202 22.28% 3
Iron Gate Global Advisors
3167
Iron Gate Global Advisors
Utah
USD 366 M +USD 8.47 M +2% 6.71% 106% 106 21.7% 2.4
High Probability Advisors
3168
High Probability Advisors
New York
USD 365 M +USD 45.8 M +14% 8.55% 52.6% 45 8.89% 1.5
Sands Capital Ventures
3169
Sands Capital Ventures
Virginia
USD 365 M +USD 21.1 M +6% 12.3% 167% 25 32% 0.8
Naviter Wealth
3170
Naviter Wealth
Arkansas
USD 364 M +USD 119 M +49% 8.04% 87.1% 204 17.16% 0.6
Leelyn Smith
3171
Leelyn Smith
Illinois
USD 364 M +USD 74.5 M +26% 9.04% 86% 518 16.22% 1.8
PL Capital Advisors
3172
PL Capital Advisors
Florida
USD 364 M +USD 22.2 M +6% 4.88% 100% 48 25% 3.4
JMAC Enterprises
3173
JMAC Enterprises
Pennsylvania
USD 364 M +USD 7.42 M +2% 9.09% 68.5% 180 7.78% 0.9
MRCM
3174
M&R Capital Management
New Jersey
USD 364 M +USD 9.44 M +3% 8.2% 52.6% 624 29.81% 3.9
Berry Street Capital Management
3175
Berry Street Capital Management
United Kingdom
USD 363 M -USD 86.9 M -19% 22.9% 331% 48 83.33% 0.2