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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)
Summit Creek Advisors
3676
Summit Creek Advisors
Minnesota
USD 487 M -USD 149 M -23% 7.05% 84.6% 72 16.67% 4.1
Clarity Wealth Advisors
3677
Clarity Wealth Advisors
California
USD 486 M -USD 3.78 M -0.8% 3.16% 94.1% 117 12.82% 3.5
PCM Encore
3678
PCM Encore
Colorado
USD 486 M +USD 16.1 M +3% 0.2% – 475 16.21% 0.2
DCF
3679
Daffy Charitable Fund
California
USD 486 M +USD 41.2 M +9% 4.85% – 71 19.72% 0.7
Riggs Asset Management
3680
Riggs Asset Management
Pennsylvania
USD 486 M -USD 10.2 M -2% 4.98% 219% 144 22.92% 3.6
Stordahl Capital Management
3681
Stordahl Capital Management
Colorado
USD 486 M -USD 300 k -0.1% 0.18% 54% 65 6.15% 5.2
Legacy Capital Wealth Partners
3682
Legacy Capital Wealth Partners
Arkansas
USD 485 M +USD 19.5 M +4% 1.35% 70.4% 415 16.63% 1.4
Crusonia Wealth Advisors
3683
Crusonia Wealth Advisors
Colorado
USD 485 M +USD 30 M +7% 0.21% – 199 13.07% 0.2
Golden Reserve Retirement
3684
Golden Reserve Retirement
Ohio
USD 485 M -USD 56.9 M -11% 3.1% – 152 46.05% 0.3
Noble Family Wealth
3685
Noble Family Wealth
Florida
USD 484 M +USD 10 M +2% 1.85% 60% 81 7.41% 2.4
Wedgewood Partners
3686
Wedgewood Partners
Missouri
USD 484 M -USD 51.2 M -10% 5.55% 78.1% 23 13.04% 5.2
AW
3687
Avion Wealth
Texas
USD 484 M +USD 7.18 M +2% 0.64% 48.8% 1,679 14.71% 2.3
Old Second National Bank of Aurora
3688
Old Second National Bank of Aurora
Illinois
USD 484 M -USD 16.1 M -3% 0.16% 93.7% 294 6.8% 7.4
MWM
3689
Mascoma Wealth Management
New Hampshire
USD 484 M +USD 17.5 M +4% 1.48% 43.7% 544 14.52% 3.4
Lantz Financial
3690
Lantz Financial
Illinois
USD 484 M +USD 9.8 M +2% 0.88% 74.3% 258 11.63% 3.7
Montis Financial
3691
Montis Financial
Massachusetts
USD 484 M -USD 22.4 M -4% 1.57% 53.8% 162 11.11% 2.3
Basecamp Wealth Advisors
3692
Basecamp Wealth Advisors
Washington
USD 483 M +USD 13.9 M +3% 1.27% – 2,198 28.71% 0.2
BOCHK Asset Management
3693
BOCHK Asset Management
Hong Kong
USD 483 M +USD 109 M +29% 1.97% 503% 142 60.56% 0.4
Phraction Management
3694
Phraction Management
Connecticut
USD 483 M +USD 108 M +29% 0.16% 106% 74 21.62% 2.5
Net Worth Advisory Group
3695
Net Worth Advisory Group
Utah
USD 482 M -USD 12.2 M -2% 0.77% – 481 17.67% 1
Bridgewealth Advisory Group
3696
Bridgewealth Advisory Group
California
USD 482 M +USD 29.2 M +6% 0.98% 40.3% 136 5.15% 1.3
McRae Capital Management
3697
McRae Capital Management
New Jersey
USD 482 M -USD 7.74 M -2% 4.78% 78.2% 109 8.26% 6.5
Ithaka Group
3698
Ithaka Group
Virginia
USD 482 M -USD 79.1 M -14% 12.8% 180% 41 12.2% 4.3
Schwarz Dygos Wheeler Investment Advisors
3699
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 482 M -USD 2.43 M -0.5% 0.21% 82.6% 177 6.78% 4.2
Evernest Financial Advisors
3700
Evernest Financial Advisors
Indiana
USD 481 M +USD 4.3 M +0.9% 0.88% – 192 9.9% 2.7