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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)
Arohi Asset Management
3951
Arohi Asset Management
Singapore
USD 367 M +USD 63.6 M +21% 27.2% – 5 0% 0.7
Waypoint Wealth Partners
3952
Waypoint Wealth Partners
California
USD 367 M -USD 9.9 M -3% 1.43% 52.1% 71 9.86% 2.4
Hanlon Investment Management
3953
Hanlon Investment Management
New Jersey
USD 366 M +USD 9.6 M +3% 0.73% 80.6% 197 22.84% 1.7
Paulson Wealth Management
3954
Paulson Wealth Management
Illinois
USD 366 M -USD 7.3 M -2% 0.41% 62.6% 155 14.84% 3.1
MilWealth Group
3955
MilWealth Group
Wisconsin
USD 366 M +USD 25.5 M +7% 2.08% 39.6% 99 33.33% 2.9
Walmart Inc
3956
Walmart Inc
Arkansas
USD 366 M – – 2.97% – 2 – 0
Sanchez Wealth Management Group
3957
Sanchez Wealth Management Group
Florida
USD 366 M +USD 37.9 M +12% 0.57% 61.1% 50 22% 3.1
TruNorth Capital Management
3958
TruNorth Capital Management
Michigan
USD 366 M +USD 28.3 M +8% 1.39% – 424 17.69% 0.6
Evergreen Advisors
3959
Evergreen Advisors
Tennessee
USD 366 M +USD 3.67 M +1% 1.86% – 20 15% 3.2
VARA
3960
Value Aligned Research Advisors
New Jersey
USD 366 M -USD 19.2 M -5% 31.1% 1,641% 55 76.36% 0.3
SM
3961
Sciencast Management
New Jersey
USD 365 M +USD 28 M +8% 1.25% 72.5% 377 74.54% 0.2
Paradigm Asset Management
3962
Paradigm Asset Management
New York
USD 365 M -USD 16.7 M -4% 1.51% 79.2% 626 40.42% 2.4
DeDora Capital
3963
DeDora Capital
California
USD 365 M +USD 7.17 M +2% 4.15% 91.2% 109 0.92% 3
Monarch Capital Management
3964
Monarch Capital Management
Indiana
USD 365 M -USD 6.28 M -2% 0.21% 77% 119 5.04% 8.4
Citizens & Northern Corp
3965
Citizens & Northern Corp
Pennsylvania
USD 365 M +USD 32 M +10% 0.67% 84.6% 137 16.06% 5.3
Numerai
3966
Numerai
California
USD 365 M -USD 10 M -3% 5.42% 52.7% 510 56.08% 0.3
Grey Fox Wealth Advisors
3967
Grey Fox Wealth Advisors
Delaware
USD 365 M +USD 5.88 M +2% 1.21% 45.3% 144 16.67% 1.3
GoalVest Advisory
3968
GoalVest Advisory
New York
USD 365 M +USD 16.8 M +5% 3.92% 94.8% 441 30.16% 1.7
Safeguard Investment Advisory Group
3969
Safeguard Investment Advisory Group
California
USD 365 M +USD 13.9 M +4% 2.32% 84.3% 128 15.63% 2.4
Collective Family Office
3970
Collective Family Office
Pennsylvania
USD 365 M -USD 3.6 M -1% 2.67% 52.5% 173 6.94% 2.7
Cornerstone Wealth Advisors
3971
Cornerstone Wealth Advisors
Minnesota
USD 364 M +USD 4.6 M +1% 0.39% 46.1% 52 5.77% 2.8
Martin Investment Management
3972
Martin Investment Management
Florida
USD 364 M -USD 44.1 M -11% 2.38% 50% 51 9.8% 5
Ashton Thomas Securities
3973
Ashton Thomas Securities
New York
USD 364 M -USD 150 M -29% 2.98% – 1,246 79.61% 0.4
Sollinda Capital Management
3974
Sollinda Capital Management
Florida
USD 364 M +USD 9.5 M +3% 1.6% 37.4% 80 30% 0.7
Founders Financial Alliance
3975
Founders Financial Alliance
North Carolina
USD 364 M +USD 4.51 M +1% 1.92% 95.7% 603 6.97% 2.8