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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)
Wealth Alliance Advisory Group
3926
Wealth Alliance Advisory Group
Kansas
USD 267 M +USD 5.83 M +2% 5.53% 72.7% 179 10.61% 3.1
Kiley Juergens Wealth Management
3927
Kiley Juergens Wealth Management
Washington
USD 267 M +USD 28.6 M +12% 11.8% 106% 75 6.67% 2.8
O'Brien Greene & Co
3928
O'Brien Greene & Co
Pennsylvania
USD 267 M +USD 3.27 M +1% 3.99% 90.9% 128 5.47% 2.9
Seafarer Capital Partners
3929
Seafarer Capital Partners
California
USD 267 M +USD 40.1 M +18% 3.05% 61.3% 6 0% 1.7
FCA Corp
3930
FCA Corp
Texas
USD 267 M +USD 17.8 M +7% 3.83% 57.4% 172 9.3% 4.2
Bridge Creek Capital Management
3931
Bridge Creek Capital Management
Massachusetts
USD 266 M +USD 10.4 M +4% 4.66% 76.5% 103 5.83% 5.1
Trinity Legacy Partners
3932
Trinity Legacy Partners
Texas
USD 266 M +USD 15.1 M +6% 4.43% 63.3% 93 19.35% 1.9
SimplyRich
3933
SimplyRich
California
USD 266 M +USD 14.7 M +6% 6.54% 105% 177 5.65% 2.9
Vertex Planning Partners
3934
Vertex Planning Partners
Illinois
USD 266 M +USD 9.3 M +4% 3.88% 55.4% 153 30.07% 0.2
CVI Holdings
3935
CVI Holdings
Delaware
USD 266 M -USD 519 M -66% 6.43% 25.8% 657 43.07% 1.1
TC
3936
Teilinger Capital
Texas
USD 265 M -USD 200 M -43% 0.39% 30.2% 51 54.9% 0.3
CIC Wealth
3937
CIC Wealth
Maryland
USD 265 M +USD 23 M +9% 8.81% – 169 7.1% 0.2
NinePointTwo Capital
3938
NinePointTwo Capital
California
USD 265 M +USD 24.2 M +10% 3.52% 1.62% 321 62.31% 0.5
Weybosset Research & Management
3939
Weybosset Research & Management
Rhode Island
USD 265 M +USD 6.21 M +2% 4.24% 74.8% 60 6.67% 3.8
Diana Davis Spencer Foundation
3940
Diana Davis Spencer Foundation
Maryland
USD 265 M +USD 8.5 M +3% 3.32% 13.4% 3 0% 8.3
Balboa Wealth Partners
3941
Balboa Wealth Partners
Arizona
USD 265 M +USD 42.9 M +19% 22% 214% 330 24.24% 0.4
Keating Investment Counselors
3942
Keating Investment Counselors
Florida
USD 265 M +USD 9.05 M +4% 0.55% 50% 86 15.12% 4.9
Bourne Lent Asset Management
3943
Bourne Lent Asset Management
New York
USD 265 M +USD 31.2 M +13% 15.3% 95.1% 63 3.17% 5.7
KCS Wealth Advisory
3944
KCS Wealth Advisory
California
USD 264 M +USD 23.7 M +10% 9.81% 45.3% 157 16.56% 3
General Pension Society PZU Joint Stock
3945
General Pension Society PZU Joint Stock
Poland
USD 264 M +USD 35.1 M +15% 10.8% 116% 19 0% 6.5
ETF Portfolio Partners
3946
ETF Portfolio Partners
Kansas
USD 264 M +USD 26.4 M +11% 5.38% 50.2% 52 9.62% 3.8
Hillman Capital Management
3947
Hillman Capital Management
Maryland
USD 264 M +USD 9.8 M +4% 10.3% 20.2% 53 3.77% 2.6
Whitcomb & Hess
3948
Whitcomb & Hess
Ohio
USD 264 M +USD 13.4 M +5% 4.26% 54% 42 14.29% 1.2
Summit Financial Group
3949
Summit Financial Group
West Virginia
USD 264 M +USD 11.4 M +5% 2.46% 26.1% 197 5.58% 3.6
WA
3950
Wealthstar Advisors
Texas
USD 264 M +USD 43.8 M +20% 7.14% – 96 5.21% 2.6