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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)
Financial Gravity Companies
3451
Financial Gravity Companies
Texas
USD 616 M – – 11.1% – 1,037 – 2.3
Birnam Oak Advisors
3452
Birnam Oak Advisors
New York
USD 616 M +USD 166 M +37% 11.5% – 45 33.33% 0.6
Intelligence Driven Advisers
3453
Intelligence Driven Advisers
California
USD 616 M +USD 42.4 M +7% 15% 65.6% 154 24.68% 2.2
Baring Fintech Fund III Managers
3454
Baring Fintech Fund III Managers
Guernsey
USD 616 M -USD 278 M -31% 17% – 1 0% 1.5
AGM
3455
Alpine Global Management
New York
USD 615 M -USD 52.6 M -8% 30.8% 149% 367 67.3% 0.4
TLWM Financial
3456
TLWM Financial
Texas
USD 615 M +USD 59.8 M +11% 11.9% 53.9% 78 17.95% 3.9
OL
3457
Odyssean LLC
Connecticut
USD 615 M +USD 341 M +124% 24.7% – 584 45.38% 0.2
Financial Security Advisor
3458
Financial Security Advisor
Virginia
USD 615 M +USD 70.3 M +13% 16.1% 83.5% 173 14.45% 1.8
Aire Advisors
3459
Aire Advisors
California
USD 615 M +USD 68.1 M +12% 13.4% 77.4% 190 17.89% 2.8
All Terrain Financial Advisors
3460
All Terrain Financial Advisors
Minnesota
USD 615 M +USD 189 M +45% 19.6% 81% 169 20.12% 3.2
Conrad Siegel Investment Advisors
3461
Conrad Siegel Investment Advisors
Pennsylvania
USD 615 M +USD 60.6 M +11% 12.1% 64.9% 75 17.33% 2
Sands Capital Ventures
3462
Sands Capital Ventures
Virginia
USD 614 M +USD 192 M +46% 17% 228% 24 12.5% 2.7
Turim 21 Investimentos
3463
Turim 21 Investimentos
Brazil
USD 613 M +USD 215 M +54% 4.96% 73.9% 125 9.6% 1.3
VisionPoint Advisory Group
3464
VisionPoint Advisory Group
Texas
USD 613 M +USD 82.2 M +15% 15.5% 79.3% 528 26.89% 1.3
M. Kulyk & Associates
3465
M. Kulyk & Associates
Georgia
USD 613 M +USD 77.1 M +14% 12.2% 74.8% 126 15.87% 3
Fonville Wealth Management
3466
Fonville Wealth Management
Virginia
USD 612 M +USD 87 M +17% 9.46% 53.9% 152 12.5% 1.8
Twele Capital Management
3467
Twele Capital Management
Minnesota
USD 612 M +USD 51.4 M +9% 8.01% 37.1% 40 2.5% 9.9
Jacobson & Schmitt Advisors
3468
Jacobson & Schmitt Advisors
Wisconsin
USD 612 M +USD 60.8 M +11% 12.4% 64.8% 86 15.12% 2.8
SkyOak Wealth
3469
SkyOak Wealth
Michigan
USD 612 M +USD 66 M +12% 14% 80.7% 276 16.3% 3.7
West Wealth Group
3470
West Wealth Group
California
USD 611 M +USD 105 M +21% 16.1% 79.8% 147 14.29% 1.8
Platform Technology Partners
3471
Platform Technology Partners
New York
USD 611 M +USD 92.5 M +18% 13.9% – 425 26.35% 2.5
Key Financial Inc
3472
Key Financial Inc
Pennsylvania
USD 611 M +USD 48.8 M +9% 11.2% 64.1% 1,466 12.41% 3.9
Integrated Quantitative Investments
3473
Integrated Quantitative Investments
Washington
USD 610 M +USD 59.2 M +11% 32.6% – 546 61.17% 0.4
Addison Capital
3474
Addison Capital
Pennsylvania
USD 610 M +USD 48.2 M +9% 8.84% 71.4% 189 6.35% 3.9
Grant Street Asset Management
3475
Grant Street Asset Management
Pennsylvania
USD 610 M +USD 91.3 M +18% 9.35% 47.2% 105 20.95% 2.8