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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)
Ellis Investment Partners
3351
Ellis Investment Partners
Pennsylvania
USD 576 M +USD 2.82 M +0.5% 1.64% 70.8% 277 12.27% 4.3
Simcoe Capital Management
3352
Simcoe Capital Management
New York
USD 576 M +USD 17.2 M +3% 5.56% 39.8% 19 47.37% 1
Gould Asset Management
3353
Gould Asset Management
California
USD 576 M +USD 11.5 M +2% 0.99% 48.3% 176 7.39% 6
Sovereign Financial Group
3354
Sovereign Financial Group
Connecticut
USD 576 M -USD 4.81 M -0.8% 0.61% 98% 392 17.6% 2.8
Patten Group
3355
Patten Group
Tennessee
USD 575 M +USD 34.6 M +6% 0.67% 99% 323 17.65% 5.4
Intelligence Driven Advisers
3356
Intelligence Driven Advisers
California
USD 574 M -USD 126 M -18% 1.64% 65.6% 152 23.68% 2.3
Tempo Wealth
3357
Tempo Wealth
Ohio
USD 573 M +USD 12.1 M +2% 2.89% – 225 10.22% 0.2
Drucker Wealth 3.0
3358
Drucker Wealth 3.0
New Jersey
USD 573 M +USD 3.93 M +0.7% 0.88% – 277 9.75% 1.1
Ironwood Financial
3359
Ironwood Financial
Arizona
USD 573 M -USD 16.9 M -3% 1.87% 54.1% 170 3.53% 5.7
Eagle Health Investments
3360
Eagle Health Investments
Connecticut
USD 572 M +USD 117 M +26% 6.58% 288% 37 43.24% 1.3
Nordwand Advisors
3361
Nordwand Advisors
Pennsylvania
USD 572 M -USD 585 k -0.1% 1.96% 103% 157 11.46% 1.1
FRM
3362
Fox Run Management
Connecticut
USD 572 M -USD 76.3 M -12% 1.84% 71.7% 1,307 68.17% 0.3
McLean Asset Management
3363
McLean Asset Management
Virginia
USD 572 M +USD 13.3 M +2% 0.38% 69.4% 174 6.9% 3.4
Marble Wealth
3364
Marble Wealth
Alabama
USD 571 M -USD 149 M -21% 1.69% – 288 28.47% 0.2
Black Swift Group
3365
Black Swift Group
Colorado
USD 571 M -USD 28.8 M -5% 0.15% 145% 145 38.62% 1.2
RI
3366
RPTC Inc
Wyoming
USD 571 M -USD 24.9 M -4% 4.39% 66.4% 7 0% 6.3
XXEC Inc
3367
XXEC Inc
Oklahoma
USD 571 M +USD 471 M +470% 10.8% 30.1% 25 20% 2.5
Tulsa Wealth Advisors
3368
Tulsa Wealth Advisors
Oklahoma
USD 570 M +USD 270 M +90% 0.18% – 177 53.11% 0.1
RAM Investment Partners
3369
RAM Investment Partners
Washington
USD 569 M +USD 16.3 M +3% 2.09% 61.9% 129 15.5% 1.8
Activest Wealth Management
3370
Activest Wealth Management
Florida
USD 569 M +USD 33.8 M +6% 3.67% 117% 1,360 26.4% 1.1
New World Advisors
3371
New World Advisors
Massachusetts
USD 569 M -USD 15.7 M -3% 2.39% 66.5% 91 17.58% 2
Chemistry Wealth Management
3372
Chemistry Wealth Management
New York
USD 569 M +USD 34 M +6% 4.31% 77.1% 213 10.33% 2.7
CFSG
3373
Community Financial Services Group
Vermont
USD 568 M +USD 23.6 M +4% 0.18% – 460 78.48% 1.1
ASK Capital Management
3374
ASK Capital Management
California
USD 568 M -USD 185 M -25% 10.5% – 4 0% 1.1
Broad Run Investment Management
3375
Broad Run Investment Management
Virginia
USD 568 M +USD 29.4 M +5% 0.82% 202% 25 8% 6.8