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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)
Steginsky Capital
3301
Steginsky Capital
New York
USD 593 M +USD 48.8 M +9% 8.88% 99.4% 8 0% 7.8
Brickley Wealth Management
3302
Brickley Wealth Management
California
USD 593 M +USD 19.5 M +3% 2.93% 75.9% 56 7.14% 4.1
Principal Street Partners
3303
Principal Street Partners
Tennessee
USD 593 M -USD 33.7 M -5% 3.58% 91% 282 17.38% 3.1
D.L. Carlson Investment Group
3304
D.L. Carlson Investment Group
New Hampshire
USD 593 M -USD 3.04 M -0.5% 3.07% 113% 145 11.72% 4.6
West Financial Advisors
3305
West Financial Advisors
Iowa
USD 593 M -USD 12.3 M -2% 1.54% 49.1% 242 22.73% 2.2
Scarborough Advisors
3306
Scarborough Advisors
Maryland
USD 592 M +USD 25.5 M +5% 2.23% 63.3% 490 9.8% 0.7
Abundance Wealth Counselors
3307
Abundance Wealth Counselors
Pennsylvania
USD 592 M +USD 8.76 M +2% 0.41% 107% 183 18.58% 1.9
SOA Wealth Advisors
3308
SOA Wealth Advisors
New York
USD 592 M +USD 8.95 M +2% 2.33% 94.4% 918 8.06% 3.8
Huntleigh Advisors
3309
Huntleigh Advisors
Missouri
USD 592 M +USD 5.82 M +1% 5.17% – 303 19.14% 0.8
Brasada Capital Management
3310
Brasada Capital Management
Texas
USD 592 M -USD 1.64 M -0.3% 1.4% 76.5% 159 22.01% 2.7
North Point Portfolio Managers
3311
North Point Portfolio Managers
Ohio
USD 591 M -USD 14 M -2% 1.15% 72.8% 78 11.54% 4.8
Longbow Finance
3312
Longbow Finance
Switzerland
USD 591 M -USD 423 M -42% 5.16% 162% 77 29.87% 1.2
Partners in Financial Planning
3313
Partners in Financial Planning
Virginia
USD 591 M +USD 12.1 M +2% 1.06% 42% 119 6.72% 3.4
KFS
3314
Kurt F. Somerville
USD 590 M -USD 15.5 M -3% 5.25% 92.9% 116 15.52% 7
Retirement Income Solutions
3315
Retirement Income Solutions
Michigan
USD 590 M +USD 4.8 M +0.8% 2.36% 67.6% 174 7.47% 3.7
Ironwood Financial
3316
Ironwood Financial
Arizona
USD 590 M +USD 25.2 M +4% 2.69% 54.1% 173 8.09% 5.5
MIG Capital
3317
MIG Capital
California
USD 589 M -USD 99 M -14% 3.49% 118% 47 14.89% 1.1
Canvas Wealth Advisors
3318
Canvas Wealth Advisors
Kansas
USD 589 M +USD 39 M +7% 2.01% 133% 232 12.07% 2
FCM
3319
Fieldview Capital Management
Michigan
USD 589 M -USD 22.8 M -4% 1.62% – 684 75% 0.2
Almanack Investment Partners
3320
Almanack Investment Partners
Pennsylvania
USD 589 M -USD 58.1 M -9% 1.98% 82.2% 218 31.19% 2.6
Clifford Capital Partners
3321
Clifford Capital Partners
Utah
USD 588 M +USD 9.9 M +2% 2.78% 77.3% 45 11.11% 2.5
Gibraltar Capital Management
3322
Gibraltar Capital Management
Oklahoma
USD 588 M +USD 30.9 M +6% 3.89% 65% 122 13.11% 2.3
Peak Asset Management
3323
Peak Asset Management
Colorado
USD 587 M +USD 14.6 M +3% 2.95% 70.1% 159 8.81% 5.9
GenWealth Group
3324
GenWealth Group
New Jersey
USD 586 M +USD 49.4 M +9% 2.21% 73.9% 83 9.64% 4.6
Maia Wealth
3325
Maia Wealth
Colorado
USD 586 M -USD 7.9 M -1% 2.28% – 376 19.15% 1.2