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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)
Wall Capital Group
3526
Wall Capital Group
Arizona
USD 233 M +USD 8.27 M +4% 8.72% – 20 25% 2.9
Meridian Wealth Advisors
3527
Meridian Wealth Advisors
Texas
USD 233 M +USD 16.3 M +8% 8.33% 79.9% 177 15.25% 1.2
SGH
3528
Sivik Global Healthcare
Connecticut
USD 232 M -USD 69.4 M -23% 13.3% 83.8% 63 58.73% 1.1
LFG
3529
LifePlan Financial Group
Ohio
USD 232 M +USD 12.9 M +6% 5.57% 20.2% 612 6.37% 2.7
Concentric Wealth Management
3530
Concentric Wealth Management
California
USD 232 M +USD 19.2 M +9% 8.56% 33.4% 120 5% 2.6
WA
3531
WealthTrust Axiom
Pennsylvania
USD 232 M +USD 4.96 M +2% 6.12% 125% 219 10.96% 4.6
Smart Money Group
3532
Smart Money Group
Texas
USD 232 M +USD 63 M +37% 5.67% 58.9% 96 22.92% 1.1
JT Stratford LLC
3533
JT Stratford LLC
Georgia
USD 232 M +USD 37.7 M +19% 7.97% 103% 177 28.81% 1.6
Glade Brook Capital Partners
3534
Glade Brook Capital Partners
Connecticut
USD 232 M +USD 31.5 M +16% 16.3% – 2 0% 1.4
VisionPoint Advisory Group
3535
VisionPoint Advisory Group
Texas
USD 232 M -USD 15.2 M -6% 5.59% 79.3% 132 24.24% 0.8
Peak Financial Management
3536
Peak Financial Management
Massachusetts
USD 232 M +USD 18.7 M +9% 6.49% 58.2% 61 13.11% 2.6
Diversified Portfolios Inc
3537
Diversified Portfolios Inc
Michigan
USD 231 M +USD 22.2 M +11% 6.14% 40.2% 75 22.67% 2.9
Global Wealth Management Investment Advisory
3538
Global Wealth Management Investment Advisory
Florida
USD 231 M -USD 3.02 M -1% 7.56% 75.1% 681 34.8% 1.4
APSP
3539
Asset Planning Services (Pennsylvania)
Pennsylvania
USD 231 M -USD 567 k -0.2% 6.6% 62.1% 84 9.52% 4
Oakcliff Capital Partners
3540
Oakcliff Capital Partners
New York
USD 231 M +USD 42.8 M +23% 24.9% 133% 11 9.09% 2.3
Rice Partnership
3541
Rice Partnership
Hawaii
USD 230 M +USD 35.5 M +18% 14.1% 135% 100 23% 1.7
NKCFO LLC
3542
NKCFO LLC
Illinois
USD 230 M +USD 82.4 M +56% 3.75% 237% 129 62.02% 0.4
Crossvault Capital Management
3543
Crossvault Capital Management
Texas
USD 230 M +USD 14.6 M +7% 10.8% 56.4% 73 6.85% 3.7
Holloway Wealth Management
3544
Holloway Wealth Management
Florida
USD 230 M +USD 14.4 M +7% 5.29% 50.7% 244 0% 1.7
BT Wealth Management
3545
BT Wealth Management
Georgia
USD 230 M +USD 32.8 M +17% 9.08% 34.8% 64 21.88% 1.1
Frisch Financial Group
3546
Frisch Financial Group
New York
USD 230 M +USD 18.1 M +9% 6.83% 66.6% 108 12.96% 1.3
Day & Ennis
3547
Day & Ennis
Georgia
USD 230 M +USD 27.3 M +13% 5.94% 15.2% 103 12.62% 2.5
Ninepoint Partners
3548
Ninepoint Partners
Ontario, Canada
USD 230 M -USD 19.7 M -8% 9.5% 82.6% 76 43.42% 0.8
Harrell Investment Partners
3549
Harrell Investment Partners
Texas
USD 229 M +USD 33 M +17% 8.84% 121% 87 19.54% 0.6
Wilsey Asset Management
3550
Wilsey Asset Management
California
USD 229 M -USD 12 M -5% 9.38% 66.9% 24 29.17% 2.8