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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)
EPG Wealth Management
3926
EPG Wealth Management
Georgia
USD 359 M -USD 20.2 M -5% 2.18% 108% 446 11.66% 0.5
Park Edge Advisors
3927
Park Edge Advisors
Ohio
USD 359 M +USD 15.4 M +4% 2.12% 61.1% 155 21.29% 1.4
Harvest Investment Services
3928
Harvest Investment Services
Illinois
USD 359 M -USD 49.3 M -12% 0.2% 281% 367 45.5% 1.3
Evelyn Partners Asset Management
3929
Evelyn Partners Asset Management
USD 359 M -USD 12.5 M -3% 0.67% – 252 4.37% 0.2
Founders Grove Wealth Partners
3930
Founders Grove Wealth Partners
Virginia
USD 359 M +USD 13.5 M +4% 1.29% – 123 6.5% 0.2
SM
3931
Scoggin Management
New York
USD 359 M -USD 134 M -27% 11.6% 889% 85 57.65% 0.7
Arch Capital Group
3932
Arch Capital Group
Bermuda
USD 359 M -USD 69.4 M -16% 0.29% 2.89% 4 25% 2.6
VeraBank
3933
VeraBank
Texas
USD 358 M +USD 3.78 M +1% 0.27% 69.5% 147 2.72% 4.6
Light Street Capital Management
3934
Light Street Capital Management
California
USD 358 M -USD 186 M -34% 18.6% 377% 33 45.45% 1.1
Castellan Group
3935
Castellan Group
Kentucky
USD 358 M +USD 127 M +55% 0.65% 184% 80 42.5% 1.4
Capital Planning
3936
Capital Planning
Washington
USD 358 M -USD 23.7 M -6% 4.49% 81.2% 98 11.22% 2.5
SL
3937
SWF LLC
Nebraska
USD 358 M +USD 62.4 M +21% 17% 82.9% 5 60% 1.7
Financial Sense Advisors
3938
Financial Sense Advisors
California
USD 357 M +USD 54.7 M +18% 1.42% 152% 131 27.48% 1.7
Mitchell Sinkler & Starr
3939
Mitchell Sinkler & Starr
Pennsylvania
USD 357 M -USD 17.6 M -5% 1.21% 85.6% 192 21.88% 4.8
Progressive Investment Management
3940
Progressive Investment Management
Oregon
USD 357 M -USD 32.3 M -8% 5.67% 139% 58 5.17% 5.1
Interchange Capital Partners
3941
Interchange Capital Partners
Pennsylvania
USD 357 M +USD 79.7 M +29% 4.49% 106% 320 24.06% 1.4
St. Clair Advisors
3942
St. Clair Advisors
Ohio
USD 357 M +USD 8.66 M +2% 1.52% 77.5% 82 3.66% 2.7
Elevated Capital Advisors
3943
Elevated Capital Advisors
Utah
USD 357 M -USD 10.1 M -3% 0.77% 50.2% 263 5.32% 1.9
Watchman Group
3944
Watchman Group
Texas
USD 357 M -USD 24 M -6% 2.13% 54% 89 15.73% 2.9
Dumont & Blake Investment Advisors
3945
Dumont & Blake Investment Advisors
New Jersey
USD 357 M -USD 15.8 M -4% 2.96% 86.1% 211 6.64% 6.7
Sunflower Bank
3946
Sunflower Bank
Texas
USD 357 M -USD 3.05 M -0.8% 0.71% 42.7% 130 3.85% 3.3
ABLE Financial Group
3947
ABLE Financial Group
Arizona
USD 357 M +USD 18 M +5% 0.54% 64.2% 212 16.98% 1.3
Whitaker-Myers Wealth Managers
3948
Whitaker-Myers Wealth Managers
Ohio
USD 357 M +USD 13.6 M +4% 2.2% 75.2% 148 42.57% 1.3
P. Schoenfeld Asset Management (PSAM)
3949
P. Schoenfeld Asset Management (PSAM)
New York
USD 357 M -USD 26.7 M -7% 14.8% 367% 49 55.1% 0.7
Sentinus LLC
3950
Sentinus LLC
Illinois
USD 357 M +USD 14.6 M +4% 1.25% – 211 19.91% 1.5