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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)
Goodman Financial
3326
Goodman Financial
Texas
USD 438 M +USD 65.2 M +17% 5.95% 51.2% 56 19.64% 2.7
Untitled Investments
3327
Untitled Investments
New York
USD 438 M +USD 147 M +50% 17.2% 79.6% 21 38.1% 1.2
Sand Grove Capital Management
3328
Sand Grove Capital Management
United Kingdom
USD 437 M +USD 61 M +16% 11.7% 410% 30 66.67% 0.3
Wooster Corthell Wealth Management
3329
Wooster Corthell Wealth Management
Connecticut
USD 437 M +USD 21.7 M +5% 5.7% 39.1% 50 2% 5
United Capital Management of KS
3330
United Capital Management of KS
Kansas
USD 437 M +USD 106 M +32% 31.5% 295% 85 16.47% 2.8
Brickley Wealth Management
3331
Brickley Wealth Management
California
USD 436 M +USD 21.7 M +5% 5.58% 75.9% 45 4.44% 3.5
ARG
3332
Advisory Resource Group
Oklahoma
USD 436 M +USD 34.7 M +9% 8.97% 72% 165 13.33% 2.2
Goldstone Financial Group
3333
Goldstone Financial Group
Illinois
USD 436 M +USD 48.6 M +13% 6.61% 60.5% 176 14.77% 0.8
Renaissance Investment Group
3334
Renaissance Investment Group
Massachusetts
USD 436 M +USD 33.7 M +8% 10.1% 110% 87 8.05% 6.3
Great Diamond Partners
3335
Great Diamond Partners
Maine
USD 435 M +USD 29.7 M +7% 9.88% 86.1% 243 14.81% 2.6
LTS One Management
3336
LTS One Management
New York
USD 435 M +USD 7.48 M +2% 9.06% 67.9% 22 54.55% 0.5
ML&R Wealth Management
3337
ML&R Wealth Management
Texas
USD 435 M -USD 6.49 M -1% 8.2% – 76 11.84% 1.6
Ironwood Financial
3338
Ironwood Financial
Arizona
USD 435 M +USD 22.2 M +5% 5% 54.1% 153 5.88% 4.8
Pasadena Private Wealth
3339
Pasadena Private Wealth
California
USD 435 M +USD 25 M +6% 5.54% 60.8% 165 15.15% 1.7
Coastal Bridge Advisors
3340
Coastal Bridge Advisors
Connecticut
USD 434 M +USD 44.2 M +11% 8.84% 88.1% 185 9.19% 4
Abundance Wealth Counselors
3341
Abundance Wealth Counselors
Pennsylvania
USD 434 M +USD 49.7 M +13% 13.5% 107% 145 9.66% 1.3
Essex LLC
3342
Essex LLC
Illinois
USD 434 M +USD 32.3 M +8% 6.86% 91.4% 160 10.63% 2
Tucker Asset Management
3343
Tucker Asset Management
Colorado
USD 434 M +USD 33.6 M +8% 7.08% 71.6% 1,954 38.33% 1
Schneider Downs Wealth Management Advisors
3344
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 434 M +USD 49.2 M +13% 6.16% 61.5% 143 20.28% 3.1
Kathryn A. Hall
3345
Kathryn A. Hall
USD 434 M +USD 79.3 M +22% 13.9% 95.2% 54 9.26% 3.5
LWMG LLC
3346
LWMG LLC
Minnesota
USD 433 M +USD 25.9 M +6% 6.23% – 93 13.98% 1.1
Correct Capital Wealth Management
3347
Correct Capital Wealth Management
Missouri
USD 433 M +USD 37.9 M +10% 9.33% 83.6% 150 20% 0.2
Sweet Financial Partners
3348
Sweet Financial Partners
Minnesota
USD 433 M +USD 12.7 M +3% 7.8% 22.4% 202 12.87% 1.6
Opes Wealth Management
3349
Opes Wealth Management
California
USD 433 M +USD 16.4 M +4% 2.63% 54.1% 137 11.68% 2.6
LA
3350
Lynch & Associates
Indiana
USD 433 M +USD 21.5 M +5% 8.97% 73.5% 125 5.6% 7