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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)
Bernardo Wealth Planning
3576
Bernardo Wealth Planning
Pennsylvania
USD 418 M -USD 9.8 k -0% 2.74% 56.9% 117 10.26% 3.3
SCHF (GPE)
3577
SCHF (GPE)
Wyoming
USD 418 M – – 2.31% – 3 – 0.6
Sterling Investment Advisors (Pennsylvania)
3578
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 417 M +USD 4.05 M +1% 1.49% 111% 180 13.89% 4.4
Systelligence LLC
3579
Systelligence LLC
Minnesota
USD 416 M +USD 11.2 M +3% 0.66% 58.3% 51 25.49% 1.3
Core Alternative Capital
3580
Core Alternative Capital
Georgia
USD 416 M -USD 62.4 M -13% 0.58% 89% 365 6.85% 3.3
UAM
3581
UAS Asset Management
New York
USD 416 M +USD 1 M +0.2% 3.89% 103% 16 37.5% 5
Burke & Herbert Bank & Trust
3582
Burke & Herbert Bank & Trust
Virginia
USD 416 M -USD 6.1 M -1% 0.01% 81.5% 235 6.38% 4.7
Parkside Advisors
3583
Parkside Advisors
California
USD 415 M -USD 9.01 M -2% 1.31% 36.7% 83 6.02% 4.5
Hamilton Wealth
3584
Hamilton Wealth
California
USD 415 M +USD 2.64 M +0.6% 0.4% 108% 135 50.37% 1.6
Gardner Lewis Asset Management
3585
Gardner Lewis Asset Management
Pennsylvania
USD 415 M +USD 2.54 M +0.6% 4.57% 264% 99 43.43% 2.2
Marietta Investment Partners
3586
Marietta Investment Partners
Wisconsin
USD 415 M -USD 39 M -9% 0.89% 181% 167 12.57% 5.2
LT
3587
Legacy Trust
Michigan
USD 415 M -USD 16 M -4% 3.72% 110% 163 6.13% 2
GWM
3588
Gibbs Wealth Management
Georgia
USD 415 M +USD 46.2 M +13% 0.82% – 321 15.58% 0.7
Shelter Mutual Insurance
3589
Shelter Mutual Insurance
Missouri
USD 415 M +USD 13.6 M +3% 4.26% 53.4% 57 0% 6.5
Cherry Tree Wealth Management
3590
Cherry Tree Wealth Management
Minnesota
USD 415 M +USD 10.6 M +3% 0.76% 38.9% 765 16.99% 1.3
Balboa Wealth Partners
3591
Balboa Wealth Partners
Arizona
USD 414 M -USD 24.1 M -5% 6.8% 214% 380 25.26% 1.3
NAMP
3592
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 414 M -USD 22.4 M -5% 4.37% 90.2% 146 2.74% 6.9
Owls Nest Partners IA
3593
Owls Nest Partners IA
Pennsylvania
USD 414 M -USD 36.9 M -8% 7.19% 112% 17 17.65% 2.3
FCPM III Services
3594
FCPM III Services
Netherlands
USD 414 M -USD 179 M -30% 28.8% – 8 12.5% 1
Patton Fund Management
3595
Patton Fund Management
Texas
USD 413 M -USD 97.4 M -19% 1.61% 211% 91 32.97% 1.4
Founders Financial Alliance
3596
Founders Financial Alliance
North Carolina
USD 413 M +USD 48.9 M +13% 1.61% 95.7% 657 18.72% 2.7
Arista Wealth Management
3597
Arista Wealth Management
Nevada
USD 413 M -USD 4.5 M -1% 3.07% 67% 68 5.88% 1.3
Hussman Strategic Advisors
3598
Hussman Strategic Advisors
Maryland
USD 413 M +USD 74.1 M +22% 1.26% 43.1% 327 57.49% 1.9
Francis Financial
3599
Francis Financial
USD 412 M +USD 17.4 M +4% 1.64% 62% 98 13.27% 2.1
Bienville Capital Management
3600
Bienville Capital Management
New York
USD 412 M +USD 4.15 M +1% 5.91% 36.3% 84 28.57% 3.3