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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)
Bellwether Advisors
3301
Bellwether Advisors
Nebraska
USD 590 M -USD 36.5 M -6% 1.46% 128% 181 38.12% 2.3
Fourthstone LLC
3302
Fourthstone LLC
Missouri
USD 590 M +USD 55.6 M +10% 6.35% 104% 71 36.62% 1.4
Ritter Daniher Financial Advisory
3303
Ritter Daniher Financial Advisory
Ohio
USD 589 M -USD 6.77 M -1% 1.45% 56.7% 623 9.79% 2
Elwood & Goetz Wealth Advisory Group
3304
Elwood & Goetz Wealth Advisory Group
Georgia
USD 589 M +USD 20.4 M +4% 0.09% 63.7% 147 14.29% 2.7
West Financial Advisors
3305
West Financial Advisors
Iowa
USD 589 M -USD 3.55 M -0.6% 0.31% 49.1% 247 25.91% 2.9
Patton Fund Management
3306
Patton Fund Management
Texas
USD 589 M -USD 157 M -21% 9.27% 211% 518 14.67% 0.9
Blume Capital Management
3307
Blume Capital Management
California
USD 588 M +USD 38.4 M +7% 1.96% 102% 356 11.24% 5.6
Canvas Wealth Advisors
3308
Canvas Wealth Advisors
Kansas
USD 588 M -USD 920 k -0.2% 3.92% 133% 259 21.62% 2
Diadema Partners
3309
Diadema Partners
New Jersey
USD 588 M +USD 7.2 M +1% 6.92% – 220 68.64% 0.3
Martel Wealth Advisors
3310
Martel Wealth Advisors
Washington
USD 587 M +USD 1.89 M +0.3% 1.41% 43.4% 77 14.29% 3.6
Martin & Co
3311
Martin & Co
Tennessee
USD 587 M +USD 4.72 M +0.8% 0.86% 67.8% 101 0.99% 9.6
Premier Financial Group
3312
Premier Financial Group
California
USD 587 M +USD 204 M +53% 2.46% – 62 40.32% 0.5
Perennial Advisors
3313
Perennial Advisors
New York
USD 587 M -USD 9.18 M -2% 2.37% – 133 9.77% 4.4
Frec Markets Inc
3314
Frec Markets Inc
California
USD 587 M +USD 245 M +72% 0.49% – 658 50% 0.1
Brady Martz Wealth Solutions
3315
Brady Martz Wealth Solutions
North Dakota
USD 587 M +USD 18.9 M +3% 0.9% – 201 16.92% 0.9
Converium Capital
3316
Converium Capital
USD 586 M -USD 27.9 M -5% 0.64% – 43 39.53% 0.2
PAX Financial Group
3317
PAX Financial Group
Texas
USD 586 M +USD 6.31 M +1% 1.38% 56% 225 19.56% 3.5
Garden Investment Management
3318
Garden Investment Management
Connecticut
USD 586 M +USD 83.1 M +17% 13.5% – 2 50% 0.6
Talos Asset Management
3319
Talos Asset Management
New York
USD 585 M +USD 20.2 M +4% 38.2% – 35 65.71% 0.3
CM
3320
Capital Management
Virginia
USD 585 M -USD 24.9 M -4% 3.95% 63.6% 77 11.69% 5.1
Retirement Income Solutions
3321
Retirement Income Solutions
Michigan
USD 585 M -USD 4.52 M -0.8% 2.3% 67.6% 183 12.57% 3.9
Capital Group Investment Management
3322
Capital Group Investment Management
Singapore
USD 585 M -USD 30.9 M -5% 3.35% 145% 150 14% 2.2
Huntleigh Advisors
3323
Huntleigh Advisors
Missouri
USD 585 M -USD 7.32 M -1% 2.74% – 311 22.51% 0.9
Edge Wealth Management
3324
Edge Wealth Management
New York
USD 585 M +USD 18.4 M +3% 1.67% 75.3% 91 16.48% 5.7
GenWealth Group
3325
GenWealth Group
New Jersey
USD 584 M -USD 2.01 M -0.3% 1.41% 73.9% 92 17.39% 4.7