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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)
Decheng Capital
3951
Decheng Capital
California
USD 356 M -USD 110 M -24% 23.7% 496% 29 10.34% 0.9
Wiser Wealth Management
3952
Wiser Wealth Management
Georgia
USD 356 M +USD 172 k +0% 2.37% 53% 49 2.04% 2
Frisch Financial Group
3953
Frisch Financial Group
New York
USD 356 M +USD 26 M +8% 0.98% 72.9% 137 12.41% 3.4
Coleford Investment Management
3954
Coleford Investment Management
Canada
USD 356 M -USD 22.5 M -6% 3.2% – 20 0% 0.3
BetterWealth
3955
BetterWealth
California
USD 356 M -USD 6.62 M -2% 2.03% 63.3% 72 20.83% 1.8
Seeds Investor
3956
Seeds Investor
New York
USD 356 M +USD 5.41 M +2% 0.76% 98.8% 297 23.91% 0.8
Shulman DeMeo Asset Management
3957
Shulman DeMeo Asset Management
New York
USD 356 M -USD 14.5 M -4% 3.03% 79.3% 122 8.2% 3.1
Waller Financial Planning Group
3958
Waller Financial Planning Group
Ohio
USD 356 M -USD 40.8 M -10% 1.42% 47.5% 76 14.47% 3.8
Doliver Advisors
3959
Doliver Advisors
Texas
USD 356 M -USD 3.97 M -1% 1.87% 92.3% 171 12.87% 3.6
Drake & Associates
3960
Drake & Associates
Wisconsin
USD 356 M +USD 4.5 M +1% 1.18% 47.9% 90 3.33% 1.5
Gavilan Investment Partners
3961
Gavilan Investment Partners
California
USD 356 M -USD 5.04 M -1% 3.15% 113% 13 0% 2
Paulson Wealth Management
3962
Paulson Wealth Management
Illinois
USD 355 M -USD 11.2 M -3% 2.47% 62.6% 141 8.51% 3.5
Fosun International
3963
Fosun International
China
USD 355 M +USD 35.5 M +11% 9.68% 37.8% 52 17.31% 2.2
Citizens & Northern Corp
3964
Citizens & Northern Corp
Pennsylvania
USD 355 M -USD 10.4 M -3% 2.59% 84.6% 130 12.31% 5.6
Farmers National Bank
3965
Farmers National Bank
Kentucky
USD 354 M +USD 11.7 M +3% 0.46% – 167 4.79% 6.3
BDT Capital Partners
3966
BDT Capital Partners
Illinois
USD 354 M -USD 36.6 M -9% 20.2% 25.5% 2 0% 1.9
Tradewinds LLC
3967
Tradewinds LLC
North Carolina
USD 354 M -USD 5.4 M -2% 0.53% – 229 13.97% 0.8
EGA
3968
E&G Advisors
Texas
USD 354 M -USD 14 M -4% 2.26% 97.7% 220 7.73% 2.8
High Net Worth Advisory Group
3969
High Net Worth Advisory Group
Florida
USD 354 M -USD 3.68 M -1% 0.77% 75.7% 224 6.25% 2.5
WealthBridge Capital Management
3970
WealthBridge Capital Management
Ohio
USD 354 M -USD 6.08 M -2% 1.68% 89.4% 212 10.85% 3.7
EVR Research
3971
EVR Research
Virginia
USD 354 M +USD 55 M +18% 7.15% 155% 52 59.62% 0.7
Ballast Inc
3972
Ballast Inc
Kentucky
USD 353 M +USD 3.65 M +1% 0.84% 71.3% 129 10.85% 4.4
Whitener Capital Management
3973
Whitener Capital Management
North Carolina
USD 353 M -USD 3.54 M -1% 1.06% 113% 159 3.77% 4.6
Helen Stephens Group
3974
Helen Stephens Group
Texas
USD 353 M +USD 16 M +5% 1.53% 53.4% 89 6.74% 2.2
Trustees of Dartmouth College
3975
Trustees of Dartmouth College
New Hampshire
USD 353 M +USD 15.5 M +5% 3.82% 63.8% 7 57.14% 2.2