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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)
Kozak & Associates
3576
Kozak & Associates
Colorado
USD 513 M -USD 4.7 M -0.9% 4.82% 111% 462 10.82% 2.9
GoalVest Advisory
3577
GoalVest Advisory
New York
USD 512 M -USD 10.1 M -2% 1.84% 94.8% 557 28.01% 2.1
Cedar Mountain Advisors
3578
Cedar Mountain Advisors
Oregon
USD 511 M -USD 7.02 M -1% 1.81% 57.7% 1,217 43.14% 1.4
Manhattan West Asset Management
3579
Manhattan West Asset Management
California
USD 511 M +USD 22.6 M +5% 2.73% 75.7% 155 12.9% 2.6
ABLE Financial Group
3580
ABLE Financial Group
Arizona
USD 511 M +USD 18.8 M +4% 1.66% 64.2% 231 19.91% 1.8
CTAF
3581
Call To Action Foundation
Utah
USD 511 M -USD 23.6 M -4% 4.72% – 1 0% 2.3
Bernardo Wealth Planning
3582
Bernardo Wealth Planning
Pennsylvania
USD 511 M -USD 13.9 M -3% 2.59% 56.9% 136 11.76% 3.6
HughesLittle Investment Management
3583
HughesLittle Investment Management
USD 511 M -USD 92.9 M -15% 8.32% 113% 14 0% 6
Nalanda India Equity Fund
3584
Nalanda India Equity Fund
Mauritius
USD 510 M -USD 131 M -20% 20.4% 13.6% 1 0% 7.3
JSF Financial
3585
JSF Financial
California
USD 510 M +USD 27.6 M +6% 1.96% 91% 139 14.39% 3.1
BetterWealth
3586
BetterWealth
California
USD 510 M +USD 71.2 M +16% 0.27% 63.3% 86 19.77% 1.9
Paloma Partners
3587
Paloma Partners
Connecticut
USD 510 M -USD 39.6 M -7% 3.19% 314% 83 61.45% 0.5
Prestige Wealth Management Group
3588
Prestige Wealth Management Group
New Jersey
USD 509 M -USD 14.8 M -3% 1.3% 55.8% 1,182 19.63% 4.4
High Note Wealth
3589
High Note Wealth
Minnesota
USD 509 M -USD 1.88 M -0.4% 1.88% 82.8% 1,012 17.09% 1.2
HPC
3590
Hobart Private Capital
North Carolina
USD 509 M -USD 3.71 M -0.7% 1.64% 60% 146 21.23% 1.6
Magnolia Capital Advisors
3591
Magnolia Capital Advisors
Mississippi
USD 509 M +USD 33 M +7% 0.39% 78.7% 306 20.59% 1.4
Oasis Advisors
3592
Oasis Advisors
Iowa
USD 509 M +USD 320 M +170% 0.99% – 240 81.25% 0.1
Machina Capital
3593
Machina Capital
France
USD 508 M -USD 15.5 M -3% 0.67% 42.5% 471 52.65% 0.5
Wealth Dimensions Group
3594
Wealth Dimensions Group
Ohio
USD 508 M +USD 4.35 M +0.9% 0.19% 63.6% 179 10.06% 3.6
MFA Wealth Advisors
3595
MFA Wealth Advisors
Pennsylvania
USD 508 M +USD 35 M +7% 1.49% 68.6% 94 17.02% 2.6
ORG Wealth Partners
3596
ORG Wealth Partners
Texas
USD 508 M +USD 82.5 M +19% 2.87% – 716 18.44% 1
Bricktown Capital
3597
Bricktown Capital
Michigan
USD 508 M -USD 86.1 M -15% 2.61% 46.2% 32 21.88% 1.8
Maltese Capital Management
3598
Maltese Capital Management
New York
USD 508 M -USD 55.6 M -10% 0.82% 114% 116 18.1% 3.1
WESCAP Management Group
3599
WESCAP Management Group
California
USD 508 M +USD 14.2 M +3% 2.5% 50.6% 108 3.7% 5.4
BCM Advisors
3600
BCM Advisors
Louisiana
USD 507 M -USD 15 M -3% 2.8% 66.3% 79 8.86% 4.6