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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)
Lawson Kroeker Investment Management
3226
Lawson Kroeker Investment Management
Nebraska
USD 271 M +USD 7.86 M +3% 6.7% 69.7% 62 1.61% 5.4
Nicolet Bankshares
3227
Nicolet Bankshares
Wisconsin
USD 270 M +USD 20.6 M +8% 8.63% 75.5% 187 6.95% 2.9
Affinity Wealth Management
3228
Affinity Wealth Management
Delaware
USD 270 M +USD 21.3 M +9% 7.84% 116% 111 22.52% 1.5
Kavar Capital Partners Group
3229
Kavar Capital Partners Group
Kansas
USD 270 M +USD 13.9 M +5% 7.18% 86.8% 141 12.06% 3.2
Matthew Goff Investment Advisor
3230
Matthew Goff Investment Advisor
Texas
USD 270 M +USD 27.9 M +12% 6.15% 89.6% 60 8.33% 2.1
IMA Advisory Services
3231
IMA Advisory Services
Colorado
USD 269 M +USD 4.68 M +2% 8.87% 74.5% 292 6.16% 2.1
McNamara Financial Services
3232
McNamara Financial Services
Massachusetts
USD 269 M +USD 22.9 M +9% 5.93% 42.6% 42 7.14% 2.9
SGH
3233
Sivik Global Healthcare
Connecticut
USD 269 M +USD 71.2 M +36% 19.6% 83.8% 57 35.09% 1.4
EGA
3234
E&G Advisors
Texas
USD 269 M +USD 19.7 M +8% 6.66% 97.7% 189 6.35% 2.8
SXL
3235
Summit X LLC
Missouri
USD 269 M +USD 19.7 M +8% 7.63% 62.9% 244 9.02% 1.7
Vantage Wealth
3236
Vantage Wealth
California
USD 269 M +USD 24 M +10% 9.41% 56.1% 36 16.67% 3.3
PRC
3237
Pearl River Capital
Michigan
USD 269 M +USD 234 M +669% 6.22% 20.3% 745 75.7% 0.1
First National Corp
3238
First National Corp
Massachusetts
USD 269 M +USD 20.6 M +8% 7.12% 56.3% 150 9.33% 0.9
Hardy Reed
3239
Hardy Reed
Mississippi
USD 268 M +USD 18.1 M +7% 6.41% 77.5% 74 14.86% 0.8
Patten Group
3240
Patten Group
Tennessee
USD 268 M +USD 22.2 M +9% 7.05% 99% 218 11.93% 3.6
Bridgeworth
3241
Bridgeworth
Alabama
USD 268 M +USD 5.66 M +2% 6.51% 19.3% 141 12.77% 1.6
Think Investments
3242
Think Investments
California
USD 268 M +USD 4.51 M +2% 16.3% 285% 16 31.25% 1.6
DC
3243
Derby & Company
Massachusetts
USD 268 M +USD 58.8 M +28% 6.19% 33.7% 59 49.15% 0.7
PTB
3244
Pioneer Trust Bank
Oregon
USD 268 M +USD 23.9 M +10% 9.9% 75.7% 75 9.33% 5.2
Asset Allocation & Management Company
3245
Asset Allocation & Management Company
Illinois
USD 268 M – – 5.55% 58.5% 69 – 0
PWMAG
3246
Pinnacle Wealth Management Advisory Group
New Jersey
USD 267 M +USD 28.7 M +12% 7.5% 90.7% 199 15.58% 2.6
RK Capital Management (Colorado)
3247
RK Capital Management (Colorado)
Colorado
USD 267 M -USD 6.32 M -2% 10% 89% 61 19.67% 1.5
Marcum Wealth
3248
Marcum Wealth
Ohio
USD 267 M – – 6.55% 20% 108 – 0
Redhawk Wealth Advisors
3249
Redhawk Wealth Advisors
Minnesota
USD 267 M +USD 33.6 M +14% 6.78% 116% 204 49.02% 0.5
Patriot Financial Group Insurance Agency
3250
Patriot Financial Group Insurance Agency
Massachusetts
USD 267 M +USD 44.2 M +20% 9.76% 97.3% 1,536 13.93% 1.4