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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)
Apeiron RIA
3676
Apeiron RIA
Texas
USD 493 M +USD 48.3 M +11% 2.73% 68.5% 225 14.67% 2.3
Entrust Global Partners
3677
Entrust Global Partners
New York
USD 493 M -USD 6.65 M -1% 3.62% 82.3% 6 33.33% 1.5
Berkshire Bank
3678
Berkshire Bank
Massachusetts
USD 493 M +USD 28.4 M +6% 2.84% 76.2% 171 10.53% 3.5
Vantage Financial Partners (Wisconsin)
3679
Vantage Financial Partners (Wisconsin)
Wisconsin
USD 493 M +USD 17.8 M +4% 1.95% 53.8% 224 8.93% 1.8
ABLE Financial Group
3680
ABLE Financial Group
Arizona
USD 492 M +USD 30.9 M +7% 1.64% 64.2% 223 13.9% 1.6
REAP Financial Group
3681
REAP Financial Group
Texas
USD 492 M +USD 32 M +7% 2.79% 63% 605 22.31% 1.4
Holderness Investments Company
3682
Holderness Investments Company
North Carolina
USD 492 M +USD 1.72 M +0.4% 3.27% 152% 262 6.87% 5.7
Harbour Capital Advisors
3683
Harbour Capital Advisors
Virginia
USD 491 M +USD 2.47 M +0.5% 5.73% 168% 309 21.36% 3.2
PHC
3684
Palidye Holdings (Caymans)
Cayman Islands
USD 491 M +USD 286 M +139% 5.67% – 14 100% 0
Gagnon Securities
3685
Gagnon Securities
New York
USD 491 M -USD 7.42 M -1% 7.62% 210% 88 4.55% 4.9
Rockline Wealth Management
3686
Rockline Wealth Management
New York
USD 491 M +USD 7.44 M +2% 0.69% 176% 111 12.61% 1.5
Clarity Wealth Advisors
3687
Clarity Wealth Advisors
California
USD 490 M +USD 36.4 M +8% 3.58% 94.1% 114 15.79% 3.3
McRae Capital Management
3688
McRae Capital Management
New Jersey
USD 490 M -USD 13.9 M -3% 1.51% 78.2% 104 1.92% 6.5
PFA
3689
Professional Financial Advisors
Nebraska
USD 490 M +USD 14.3 M +3% 2% 59.2% 137 13.87% 2.7
AAM
3690
AR Asset Management
California
USD 490 M +USD 15.1 M +3% 3.32% 78.2% 116 5.17% 8.3
Westwind Capital
3691
Westwind Capital
New Mexico
USD 489 M +USD 10.7 M +2% 1.53% 87.6% 50 40% 2.5
Fonville Wealth Management
3692
Fonville Wealth Management
Virginia
USD 489 M +USD 44.6 M +10% 1.95% 53.9% 131 6.11% 1.6
Solidarity Wealth
3693
Solidarity Wealth
Utah
USD 489 M +USD 24 M +5% 4.19% 85.9% 89 21.35% 2.4
Poehling Capital Management
3694
Poehling Capital Management
Wisconsin
USD 489 M +USD 13 M +3% 3.52% 83% 145 8.97% 3.9
Manhattan West Asset Management
3695
Manhattan West Asset Management
California
USD 489 M +USD 15.2 M +3% 2% 75.7% 148 10.14% 2.5
Grey Fox Wealth Advisors
3696
Grey Fox Wealth Advisors
Delaware
USD 489 M -USD 2.01 M -0.4% 1.42% 45.3% 656 79.57% 2.1
Olstein Capital Management
3697
Olstein Capital Management
New York
USD 488 M -USD 42 M -8% 3.65% 16.6% 105 5.71% 5.9
Once Capital Management
3698
Once Capital Management
New York
USD 487 M +USD 36.5 M +8% 10.9% 627% 30 30% 2.3
CBTWT
3699
Community Bank & Trust (Waco, Texas)
Texas
USD 487 M +USD 2.43 M +0.5% 3.7% 124% 158 8.86% 6.3
Journey Retirement Planning & Investment Management
3700
Journey Retirement Planning & Investment Management
Idaho
USD 487 M – – 2.16% – 248 – 0