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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)
SignalPoint Asset Management
3726
SignalPoint Asset Management
Missouri
USD 265 M +USD 24.5 M +10% 9.89% 36% 208 8.17% 3.9
Mattern Wealth Management
3727
Mattern Wealth Management
Kansas
USD 264 M +USD 30.8 M +13% 9.23% 62.2% 159 15.72% 0.8
Insight Advisors
3728
Insight Advisors
Pennsylvania
USD 264 M – – 13.6% 74% 271 – 0
AJU IB Investment Company
3729
AJU IB Investment Company
South Korea
USD 264 M – – 50.7% – 11 – 0
Southern Wealth Management
3730
Southern Wealth Management
Texas
USD 264 M -USD 7.61 M -3% 14.1% 50% 57 8.77% 0.8
Summit Wealth & Retirement Planning
3731
Summit Wealth & Retirement Planning
California
USD 264 M +USD 30.7 M +13% 10.8% 75.7% 115 13.04% 1.4
Bridge City Capital
3732
Bridge City Capital
Oregon
USD 263 M +USD 54.1 M +26% 29.1% 120% 93 3.23% 2.7
LM
3733
Lasry Marc
USD 263 M +USD 109 M +70% 83.7% 14.8% 7 42.86% 1.4
Brave Asset Management
3734
Brave Asset Management
New Jersey
USD 263 M +USD 52.3 M +25% 15% 76.3% 157 33.76% 3.1
Firestone Capital Management
3735
Firestone Capital Management
Florida
USD 263 M +USD 39.7 M +18% 12.3% 56.9% 477 12.58% 0.8
PWM
3736
Praetorian Wealth Management
California
USD 262 M +USD 35.3 M +16% 12.2% 60.4% 65 12.31% 0.4
Aspire Private Capital
3737
Aspire Private Capital
North Carolina
USD 262 M +USD 17.6 M +7% 8.89% 55.3% 563 17.23% 0.9
AlphaMark Advisors
3738
AlphaMark Advisors
Kentucky
USD 262 M +USD 20.2 M +8% 13.2% 26.4% 602 18.44% 3.3
EnCap Energy Capital Fund IX
3739
EnCap Energy Capital Fund IX
Texas
USD 261 M +USD 90.4 M +53% 63.1% 69.2% 5 40% 1.8
JWCA
3740
J.W. Coons Advisors
Ohio
USD 261 M +USD 20.8 M +9% 11.4% 61.2% 209 8.61% 0.7
Kelman-Lazarov Inc
3741
Kelman-Lazarov Inc
Tennessee
USD 261 M +USD 40.5 M +18% 14.5% 51.6% 85 15.29% 3
Blue Grotto Capital
3742
Blue Grotto Capital
Georgia
USD 261 M +USD 57.4 M +28% 27.9% 296% 28 39.29% 0.4
Bank of Stockton
3743
Bank of Stockton
California
USD 260 M +USD 21 M +9% 14.2% 99.2% 119 10.92% 4.4
Taylor Wealth Management Partners
3744
Taylor Wealth Management Partners
Massachusetts
USD 260 M +USD 41.9 M +19% 17.4% 62% 65 18.46% 1.8
Lunia Capital
3745
Lunia Capital
Texas
USD 260 M +USD 31.8 M +14% 16.5% 115% 42 42.86% 0.9
Legacy Financial Group (Iowa)
3746
Legacy Financial Group (Iowa)
Iowa
USD 260 M – – 10.1% 48.8% 57 – 0
Jackson Square Capital
3747
Jackson Square Capital
California
USD 260 M +USD 33 M +15% 18% 423% 358 62.01% 0.8
Cape Ann Asset Management
3748
Cape Ann Asset Management
United Kingdom
USD 260 M +USD 12.2 M +5% 44.4% 244% 12 25% 0.7
Harrell Investment Partners
3749
Harrell Investment Partners
Texas
USD 260 M +USD 30.4 M +13% 12.3% 121% 90 11.11% 0.8
First Bankers Trust
3750
First Bankers Trust
Kentucky
USD 260 M +USD 24.4 M +10% 10.3% 89.6% 120 8.33% 5.2