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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)
Summit Wealth Partners
3351
Summit Wealth Partners
Florida
USD 554 M +USD 29.7 M +6% 4.5% 44.9% 220 6.82% 3.5
Bourgeon Capital Management
3352
Bourgeon Capital Management
Connecticut
USD 554 M +USD 47.3 M +9% 9.45% 121% 119 18.49% 3.9
Kirr Marbach & Co
3353
Kirr Marbach & Co
Indiana
USD 554 M +USD 48.1 M +10% 9.36% 121% 59 10.17% 4.1
Arvin Capital Management
3354
Arvin Capital Management
Texas
USD 554 M +USD 65.4 M +13% 7.48% – 54 59.26% 0.4
Ellis Investment Partners
3355
Ellis Investment Partners
Pennsylvania
USD 554 M +USD 39.1 M +8% 8.23% 70.8% 248 8.47% 4.7
Legacy Financial Strategies
3356
Legacy Financial Strategies
Kansas
USD 554 M +USD 44.1 M +9% 6.97% 76.7% 140 12.86% 2.9
Truvestments Capital
3357
Truvestments Capital
Florida
USD 553 M +USD 53.4 M +11% 11.3% 131% 1,133 19.59% 1.4
SP
3358
Saranac Partners
USD 552 M +USD 364 M +193% 3.11% 69% 326 53.99% 0.2
Essex LLC
3359
Essex LLC
Illinois
USD 552 M +USD 43.7 M +9% 10.7% 91.4% 187 12.83% 2.7
Trigran Investments
3360
Trigran Investments
Illinois
USD 552 M -USD 24.3 M -4% 15.1% 30.2% 17 5.88% 4.3
Hiddenite Capital Partners
3361
Hiddenite Capital Partners
New York
USD 551 M +USD 169 M +44% 19.7% 466% 45 73.33% 0.4
CoreCommodity Management
3362
CoreCommodity Management
Connecticut
USD 551 M -USD 56.5 M -9% 18.6% 65.8% 149 21.48% 3.6
Brady Martz Wealth Solutions
3363
Brady Martz Wealth Solutions
North Dakota
USD 551 M +USD 33.9 M +7% 6.17% – 152 5.92% 0.7
Aire Advisors
3364
Aire Advisors
California
USD 551 M +USD 34.5 M +7% 8.82% 77.4% 173 8.09% 2.5
Sensible Financial Planning & Management
3365
Sensible Financial Planning & Management
Massachusetts
USD 551 M +USD 24 M +5% 2.92% 24.5% 37 16.22% 6.5
Elgethun Capital Management
3366
Elgethun Capital Management
South Dakota
USD 551 M +USD 53.7 M +11% 5.91% 61.5% 160 8.13% 4.7
Concord Asset Management (Virginia)
3367
Concord Asset Management (Virginia)
Virginia
USD 551 M -USD 114 M -17% 5.85% 69% 202 40.59% 2.1
Canvas Wealth Advisors
3368
Canvas Wealth Advisors
Kansas
USD 550 M +USD 42.8 M +8% 12.7% 133% 227 14.54% 1.9
DGS Capital Management
3369
DGS Capital Management
New Jersey
USD 550 M +USD 65.5 M +14% 8.7% 177% 460 25.43% 1.6
Inspire Trust Company
3370
Inspire Trust Company
Nevada
USD 549 M +USD 64.6 M +13% 6.67% 64.4% 113 7.96% 1.5
Affiance Financial
3371
Affiance Financial
Minnesota
USD 549 M +USD 56.9 M +12% 6.82% 57.8% 108 7.41% 5.6
OP
3372
ORG Partners
Indiana
USD 549 M +USD 79.7 M +17% 9.53% 69.5% 1,723 16.42% 1
Austin Asset Management
3373
Austin Asset Management
Texas
USD 548 M +USD 35 M +7% 6.76% 93.4% 76 5.26% 2.5
Wedgewood Partners
3374
Wedgewood Partners
Missouri
USD 548 M +USD 32.7 M +6% 8.13% 78.1% 19 0% 6.2
Quadrant Private Wealth Management
3375
Quadrant Private Wealth Management
Pennsylvania
USD 548 M +USD 65.4 M +14% 8.68% 100% 267 11.99% 3.5