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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)
Precept Management
3851
Precept Management
Texas
USD 247 M -USD 161 M -39% 16.7% 110% 84 59.52% 1
Sovereign Investment Advisors
3852
Sovereign Investment Advisors
Arizona
USD 247 M -USD 8.67 M -3% 10.6% 46.6% 31 3.23% 0.8
Retirement Capital Strategies
3853
Retirement Capital Strategies
California
USD 247 M +USD 30.2 M +14% 18.4% 65.8% 77 32.47% 1.6
Point View Wealth Management
3854
Point View Wealth Management
New Jersey
USD 246 M +USD 34.9 M +16% 18.6% 27% 280 8.93% 4.2
Harvey Capital Management
3855
Harvey Capital Management
Florida
USD 246 M +USD 22.3 M +10% 13.1% 147% 86 25.58% 2.7
Thomas Story & Son
3856
Thomas Story & Son
Indiana
USD 246 M +USD 22.5 M +10% 10.1% 101% 65 6.15% 4.2
Mathes Company
3857
Mathes Company
New York
USD 246 M +USD 31.7 M +15% 14.4% 121% 123 9.76% 4.1
EnerVest
3858
EnerVest
Texas
USD 246 M +USD 65.9 M +37% 36.6% 20.5% 1 0% 2
ACM
3859
AIGH Capital Management
Maryland
USD 246 M – – 46.5% 3,026% 45 – 0
Affinity Capital Advisors
3860
Affinity Capital Advisors
California
USD 246 M +USD 69.4 M +39% 14.5% 72.7% 117 12.82% 0.8
Morgan Dempsey Capital Management
3861
Morgan Dempsey Capital Management
Wisconsin
USD 246 M -USD 14.6 M -6% 8.24% 55.4% 149 36.24% 4.9
Seven Post Investment Office
3862
Seven Post Investment Office
California
USD 246 M -USD 7.76 M -3% 8.19% 44.4% 52 28.85% 1.7
Brightlight Capital Management
3863
Brightlight Capital Management
Connecticut
USD 246 M +USD 34.1 M +16% 32.8% 202% 11 9.09% 0.9
NME
3864
Notis-McConarty Edward
USD 246 M +USD 18.3 M +8% 12% 104% 98 5.1% 5.3
NinePointTwo Capital
3865
NinePointTwo Capital
California
USD 246 M – – 10.2% 1.62% 56 – 0
KFO
3866
Kopp Family Office
Minnesota
USD 246 M +USD 61.4 M +33% 41.6% 47.9% 13 0% 0.5
Stewardship Advisors
3867
Stewardship Advisors
Pennsylvania
USD 246 M +USD 45.7 M +23% 8.86% 46.1% 47 25.53% 0.6
MinichMacGregor Wealth Management
3868
MinichMacGregor Wealth Management
New York
USD 245 M +USD 33.5 M +16% 11.8% 130% 82 28.05% 0.6
SGH
3869
Sivik Global Healthcare
Connecticut
USD 245 M +USD 12.8 M +6% 12.9% 83.8% 47 38.3% 1.2
Globe Life
3870
Globe Life
Texas
USD 245 M +USD 27.5 M +13% 11.7% 67.5% 1 0% 4
Advisors Management Group
3871
Advisors Management Group
Wisconsin
USD 245 M +USD 4.49 M +2% 8.05% 132% 115 17.39% 2.9
Beacon Harbor Wealth Advisors
3872
Beacon Harbor Wealth Advisors
Virginia
USD 245 M +USD 40.2 M +20% 16.9% 150% 79 58.23% 0.5
IAG Wealth Partners
3873
IAG Wealth Partners
Wisconsin
USD 245 M +USD 28.1 M +13% 13.6% 54.1% 367 7.9% 0.9
Clear Perspective Advisors
3874
Clear Perspective Advisors
Illinois
USD 245 M +USD 31.7 M +15% 12.1% 88.5% 150 14.67% 2.2
Providence Capital Advisors
3875
Providence Capital Advisors
North Carolina
USD 245 M +USD 55 M +29% 13.1% 60% 343 37.9% 1.2