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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)
Barry Investment Advisors
3626
Barry Investment Advisors
Massachusetts
USD 305 M -USD 11.6 M -4% 1.79% 66.7% 115 6.96% 3.1
Concentric Capital Strategies
3627
Concentric Capital Strategies
Connecticut
USD 305 M +USD 86.2 M +39% 9.55% 165% 209 75.6% 0.2
Coppell Advisory Solutions Corp
3628
Coppell Advisory Solutions Corp
Texas
USD 305 M +USD 9.7 M +3% 4.17% – 1,216 84.38% 0.2
Coppell Advisory Solutions
3629
Coppell Advisory Solutions
Texas
USD 305 M +USD 9.7 M +3% 4.17% – 1,216 84.38% 1.1
Engle Capital Management
3630
Engle Capital Management
Connecticut
USD 305 M +USD 82.7 M +37% 18.6% 398% 28 39.29% 0.6
Exor N.V.
3631
Exor N.V.
Netherlands
USD 305 M +USD 166 M +119% 12.6% 8.34% 1 0% 0.3
MM
3632
Meridian Management
Arkansas
USD 305 M +USD 31.1 M +11% 7.45% 65.3% 94 26.6% 4.2
Corrigan Financial
3633
Corrigan Financial
Rhode Island
USD 305 M +USD 31.5 M +12% 6.36% 9.54% 85 16.47% 3.9
Black Diamond Financial
3634
Black Diamond Financial
Maryland
USD 305 M +USD 28 M +10% 5.82% 68.3% 120 10% 2.3
MI
3635
M3F Inc
Utah
USD 304 M -USD 22.5 M -7% 14.3% 139% 45 26.67% 3
Liberty Capital Management
3636
Liberty Capital Management
Michigan
USD 304 M +USD 15.6 M +5% 7.59% – 144 9.72% 5.7
Financial & Tax Architects
3637
Financial & Tax Architects
Missouri
USD 304 M +USD 10.8 M +4% 2.54% 50.2% 88 21.59% 1.2
MFA Wealth Advisors
3638
MFA Wealth Advisors
Pennsylvania
USD 304 M +USD 27.6 M +10% 5.15% 68.6% 80 35% 1.2
Goldstone Financial Group
3639
Goldstone Financial Group
Illinois
USD 303 M – – 5.04% 60.5% 153 – 0
PCM
3640
Prime Capital Management
Hong Kong
USD 303 M +USD 53.9 M +22% 52.8% 569% 10 80% 1
Affinity Asset Advisors
3641
Affinity Asset Advisors
New York
USD 303 M +USD 48 M +19% 11.9% 1,487% 88 44.32% 0.6
AXS Investments
3642
AXS Investments
New York
USD 303 M +USD 22.7 M +8% 8.65% 107% 424 29.95% 0.6
Concentric Wealth Management
3643
Concentric Wealth Management
California
USD 302 M +USD 9.42 M +3% 4.1% 33.4% 122 6.56% 4.6
Abacus Wealth Partners
3644
Abacus Wealth Partners
California
USD 302 M +USD 21.2 M +8% 4.17% 49.5% 98 26.53% 1.3
Parkside Advisors
3645
Parkside Advisors
California
USD 302 M +USD 16.4 M +6% 5.58% 36.7% 86 16.28% 3.5
MinichMacGregor Wealth Management
3646
MinichMacGregor Wealth Management
New York
USD 302 M +USD 25.1 M +9% 5.6% 130% 705 87.94% 1.5
Rollins Financial
3647
Rollins Financial
Georgia
USD 302 M +USD 38.4 M +15% 17.6% – 135 24.44% 1.4
Mattern Wealth Management
3648
Mattern Wealth Management
Kansas
USD 302 M +USD 54.7 M +22% 4.32% 62.2% 178 14.04% 2.2
First International Bank & Trust
3649
First International Bank & Trust
North Dakota
USD 302 M +USD 8.23 M +3% 2.45% 38.6% 95 21.05% 1
B&I Capital
3650
B&I Capital
Switzerland
USD 302 M +USD 16.9 M +6% 1.04% 30.5% 28 17.86% 1.7