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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)
Shakespeare Wealth Management
3926
Shakespeare Wealth Management
Wisconsin
USD 371 M -USD 11.6 M -3% 2.87% 55.5% 101 9.9% 3.7
DoubleLine ETF Adviser
3927
DoubleLine ETF Adviser
Florida
USD 371 M -USD 39.9 M -10% 3.63% 51.6% 219 43.84% 0.5
Nordflint Capital Partners Fondsmaeglerselskab
3928
Nordflint Capital Partners Fondsmaeglerselskab
Denmark
USD 371 M – – 8.92% – 1 – 0
Shulman DeMeo Asset Management
3929
Shulman DeMeo Asset Management
New York
USD 371 M -USD 36.9 M -9% 1.1% 79.3% 134 13.43% 2.9
Manhattan West Asset Management
3930
Manhattan West Asset Management
California
USD 370 M -USD 16.2 M -4% 1.47% 65.6% 146 15.07% 2
White Pine Investment Company
3931
White Pine Investment Company
Michigan
USD 370 M +USD 5.77 M +2% 0.98% 73.3% 69 11.59% 4.8
Centric Wealth Management
3932
Centric Wealth Management
Illinois
USD 370 M -USD 6.13 M -2% 0.14% 44.4% 191 23.04% 2.3
Polymer Capital Management
3933
Polymer Capital Management
New York
USD 370 M – – 5.34% – 352 – 0
Crestview Partners IV
3934
Crestview Partners IV
New York
USD 370 M +USD 284 M +332% 14.4% 106% 2 0% 2.4
BCA
3935
Bray Capital Advisors
Florida
USD 370 M -USD 38.6 M -9% 2.37% 36.6% 260 2.31% 6.4
Franklin, Parlapiano, Turner & Welch
3936
Franklin, Parlapiano, Turner & Welch
Texas
USD 370 M -USD 17.5 M -5% 2.63% 49.3% 54 9.26% 7.5
Thames Capital Management
3937
Thames Capital Management
New Jersey
USD 369 M +USD 47.9 M +15% 16.5% 1,177% 48 43.75% 1.7
LECAP Asset Management
3938
LECAP Asset Management
United Kingdom
USD 369 M -USD 94.2 M -20% 1.18% 35.6% 429 65.73% 0.3
GWM
3939
Gibbs Wealth Management
Georgia
USD 369 M +USD 60.1 M +19% 0.69% – 297 16.84% 0.5
EGA
3940
E&G Advisors
Texas
USD 368 M +USD 7.11 M +2% 1.98% 97.7% 228 10.09% 2.6
Builder Investment Group
3941
Builder Investment Group
Georgia
USD 368 M -USD 4.09 M -1% 1.04% 169% 106 9.43% 1.7
Milestone Investment Advisors
3942
Milestone Investment Advisors
Wisconsin
USD 368 M +USD 11.1 M +3% 0.23% 56.9% 133 6.77% 1.7
First Wilshire Securities Management
3943
First Wilshire Securities Management
California
USD 368 M +USD 12.2 M +3% 2.83% 135% 90 11.11% 4.8
Vickerman Investment Advisors
3944
Vickerman Investment Advisors
Washington
USD 368 M +USD 27.7 M +8% 0.61% 47.3% 67 2.99% 2.7
Legacy Wealth Asset Management
3945
Legacy Wealth Asset Management
Minnesota
USD 367 M -USD 5.27 M -1% 2.86% 116% 364 9.62% 2.7
Madrona Financial Services
3946
Madrona Financial Services
Washington
USD 367 M +USD 7.41 M +2% 1.73% 85.1% 123 18.7% 2.7
CA
3947
Crumly & Associates
Illinois
USD 367 M +USD 5.33 M +1% 0.04% 58.1% 158 8.23% 2.1
TM
3948
Tikvah Management
North Carolina
USD 367 M +USD 44.5 M +14% 14.9% 169% 25 8% 4.3
Elevated Capital Advisors
3949
Elevated Capital Advisors
Utah
USD 367 M -USD 9.39 M -2% 0.26% 50.2% 285 16.14% 1.7
Clarity Wealth Advisors
3950
Clarity Wealth Advisors
California
USD 367 M +USD 22.7 M +7% 3.39% 94.1% 96 4.17% 3