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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)
MLCM
3676
M & L Capital Management
United Kingdom
USD 411 M – – 6.49% – 21 – 0
Waterfront Wealth
3677
Waterfront Wealth
Kansas
USD 410 M +USD 2.38 M +0.6% 0.46% 77.2% 266 9.02% 2.8
ACPLP
3678
Amberjack Capital Partners, L.P.
Texas
USD 410 M – – 4.84% – 1 – 0
Untitled Investments
3679
Untitled Investments
New York
USD 410 M -USD 41.2 M -9% 2.97% 79.6% 20 30% 1.6
SR One Capital Management
3680
SR One Capital Management
Pennsylvania
USD 410 M -USD 88.7 M -18% 13.6% 656% 11 0% 1.3
Elwood & Goetz Wealth Advisory Group
3681
Elwood & Goetz Wealth Advisory Group
Georgia
USD 410 M +USD 6.1 M +2% 2.31% 63.7% 105 6.67% 2.5
Cutter & Co Brokerage
3682
Cutter & Co Brokerage
Missouri
USD 410 M -USD 32.3 M -7% 1.27% 40.4% 236 19.07% 3.9
West Paces Advisors
3683
West Paces Advisors
Georgia
USD 410 M +USD 1.38 M +0.3% 1.54% 57.7% 578 8.82% 5
Catalyst Funds Management
3684
Catalyst Funds Management
Australia
USD 409 M -USD 46.1 M -10% 13.1% – 1,371 85.85% 0.3
A6
3685
Anchor @ 65
Singapore
USD 409 M – – 29.9% – 2 – 0
Cliffwater
3686
Cliffwater
California
USD 409 M -USD 23.7 M -5% 1.4% 28.7% 25 32% 4.4
FSM Wealth Advisors
3687
FSM Wealth Advisors
Ohio
USD 409 M +USD 31.7 M +8% 0.24% 68.4% 209 16.75% 1.6
Harvest Investment Services
3688
Harvest Investment Services
Illinois
USD 408 M +USD 95.6 M +31% 10.3% 281% 329 44.07% 1.1
Wealth Dimensions Group
3689
Wealth Dimensions Group
Ohio
USD 408 M +USD 13.4 M +3% 0.87% 63.6% 157 7.64% 3
Bienville Capital Management
3690
Bienville Capital Management
New York
USD 408 M +USD 21.7 M +6% 0.26% 36.3% 90 28.89% 3.4
Raab & Moskowitz Asset Management
3691
Raab & Moskowitz Asset Management
New Jersey
USD 408 M +USD 13.1 M +3% 1.33% 84.7% 175 5.14% 6.4
Drive Wealth Management
3692
Drive Wealth Management
Utah
USD 408 M +USD 23.9 M +6% 3.35% 105% 385 27.79% 1.4
Eagle Health Investments
3693
Eagle Health Investments
Connecticut
USD 408 M -USD 120 M -23% 0.71% 288% 25 28% 2.3
Gifford Fong Associates
3694
Gifford Fong Associates
California
USD 408 M +USD 7.57 M +2% 5% 180% 128 1.56% 6.1
Schwarz Dygos Wheeler Investment Advisors
3695
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 407 M +USD 6.37 M +2% 0.49% 82.6% 164 10.37% 3.5
Rezny Wealth Management
3696
Rezny Wealth Management
Florida
USD 407 M +USD 10.4 M +3% 2.58% 99.6% 35 14.29% 2.1
Cornerstone Planning Group
3697
Cornerstone Planning Group
New Jersey
USD 407 M +USD 28.7 M +8% 0.98% 60% 1,513 20.89% 1.2
RAM Investment Partners
3698
RAM Investment Partners
Washington
USD 407 M +USD 22.7 M +6% 1.22% 61.9% 98 17.35% 1.3
Blankinship & Foster
3699
Blankinship & Foster
California
USD 407 M -USD 2.48 M -0.6% 0.37% 67.1% 74 6.76% 4.2
Quadrant Private Wealth Management
3700
Quadrant Private Wealth Management
Pennsylvania
USD 407 M +USD 2.95 M +0.7% 3.74% 100% 260 13.46% 3.3