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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)
CA
3901
Crumly & Associates
Illinois
USD 362 M -USD 5.03 M -1% 2.37% 58.1% 169 9.47% 2.2
Legacy Wealth Asset Management
3902
Legacy Wealth Asset Management
Minnesota
USD 362 M -USD 5.5 M -1% 1.03% 116% 368 13.32% 2.9
Waypoint Wealth Partners
3903
Waypoint Wealth Partners
California
USD 362 M -USD 4.94 M -1% 1.24% 52.1% 73 10.96% 2.5
Landaas & Company
3904
Landaas & Company
Wisconsin
USD 362 M +USD 537 k +0.1% 2.88% 68.3% 99 15.15% 3.5
LCM
3905
Lionstone Capital Management
New York
USD 362 M -USD 29.1 M -7% 6.87% 74.1% 11 0% 5.2
AXS Investments
3906
AXS Investments
New York
USD 362 M +USD 2.44 M +0.7% 0.83% 107% 243 27.98% 2
Convergence Investment Partners
3907
Convergence Investment Partners
Florida
USD 361 M -USD 86.1 M -19% 0.9% 304% 313 44.41% 3.1
Arjuna Capital
3908
Arjuna Capital
North Carolina
USD 361 M -USD 14.5 M -4% 2.98% 118% 124 29.03% 2.3
Wolff Financial Management
3909
Wolff Financial Management
Michigan
USD 361 M +USD 647 k +0.2% 0.32% 56.7% 99 7.07% 2.1
DI
3910
DDFG Inc
California
USD 361 M +USD 14.3 M +4% 0.18% 56.3% 79 5.06% 1.9
Clarity Wealth Advisors
3911
Clarity Wealth Advisors
California
USD 361 M -USD 6.25 M -2% 3.11% 94.1% 96 3.13% 3.2
Ashton Thomas Securities
3912
Ashton Thomas Securities
New York
USD 361 M -USD 3.66 M -1% 0.9% – 280 13.57% 0.6
FTV Management Company
3913
FTV Management Company
California
USD 360 M +USD 26.3 M +8% 8.25% 15.1% 1 0% 3.3
CWAG
3914
Compton Wealth Advisory Group
Virginia
USD 360 M -USD 27.1 M -7% 1.72% 76.1% 110 28.18% 4.3
Milestone Investment Advisors
3915
Milestone Investment Advisors
Wisconsin
USD 360 M -USD 7.86 M -2% 2.42% 56.9% 137 13.14% 1.9
Evergreen Advisors
3916
Evergreen Advisors
Tennessee
USD 360 M -USD 5.58 M -2% 0.63% – 20 15% 4
Precedent Wealth Partners
3917
Precedent Wealth Partners
Texas
USD 360 M +USD 53.7 M +18% 1.48% 61.1% 164 15.24% 1
Fruth Investment Management
3918
Fruth Investment Management
Texas
USD 360 M -USD 2.88 M -0.8% 1.17% 79.4% 223 6.28% 8.2
Cornerstone Wealth Advisors
3919
Cornerstone Wealth Advisors
Minnesota
USD 360 M -USD 4.17 M -1% 1.41% 46.1% 51 11.76% 3.2
Blue Zone Wealth Advisors
3920
Blue Zone Wealth Advisors
California
USD 360 M +USD 13.1 M +4% 1.16% 91.1% 109 10.09% 2.7
Monarch Capital Management
3921
Monarch Capital Management
Indiana
USD 360 M -USD 5.35 M -1% 0.97% 77% 117 4.27% 8.6
Outlook Wealth Advisors
3922
Outlook Wealth Advisors
Texas
USD 359 M +USD 11.2 M +3% 2.16% 76% 272 12.5% 2
Sollinda Capital Management
3923
Sollinda Capital Management
Florida
USD 359 M -USD 4.43 M -1% 0.65% 37.4% 76 22.37% 0.9
Rockline Wealth Management
3924
Rockline Wealth Management
New York
USD 359 M -USD 14.9 M -4% 4.95% 176% 103 10.68% 1.1
EPG Wealth Management
3925
EPG Wealth Management
Georgia
USD 359 M -USD 20.2 M -5% 2.18% 108% 446 11.66% 0.5