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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)
Untitled Investments
3976
Untitled Investments
New York
USD 261 M +USD 27.2 M +12% 18% 79.6% 20 45% 1.3
San Luis Wealth Advisors
3977
San Luis Wealth Advisors
California
USD 261 M +USD 153 M +143% 8.01% 65% 173 68.21% 0.5
Nightview Capital
3978
Nightview Capital
Texas
USD 261 M +USD 108 M +70% 63.4% 170% 15 6.67% 1.8
Platte River Wealth Advisors
3979
Platte River Wealth Advisors
Colorado
USD 261 M +USD 24 M +10% 5.6% 28.6% 98 17.35% 2.4
Householder Group Estate & Retirement Specialist
3980
Householder Group Estate & Retirement Specialist
Arizona
USD 261 M +USD 194 M +289% 5.41% – 1,334 68.89% 0.2
JW Asset Management
3981
JW Asset Management
Florida
USD 261 M +USD 17.5 M +7% 1.77% 251% 10 40% 1.8
Fernwood Investment Management
3982
Fernwood Investment Management
Massachusetts
USD 261 M +USD 18.7 M +8% 11.8% 83.4% 189 6.35% 4.7
RS Crum Inc
3983
RS Crum Inc
California
USD 261 M +USD 47 M +22% 4.65% 54.2% 74 8.11% 1
Park Edge Advisors
3984
Park Edge Advisors
Ohio
USD 260 M +USD 32.7 M +14% 7.88% 61.1% 111 23.42% 0.2
University of Texas/Texas AM Investment Management Co (UTIMCO)
3985
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
USD 260 M -USD 5.39 M -2% 1.31% 94.2% 56 73.21% 3.3
Stewardship Advisors
3986
Stewardship Advisors
Pennsylvania
USD 260 M +USD 11.9 M +5% 4.2% 46.1% 55 34.55% 1.8
New World Advisors
3987
New World Advisors
Massachusetts
USD 260 M -USD 33.7 M -11% 0.68% 84.1% 72 22.22% 1.4
GJCM
3988
Grand Jean Capital Management
California
USD 260 M +USD 38.1 M +17% 11.5% 61.4% 45 4.44% 4.5
Financial Strategies Group
3989
Financial Strategies Group
Michigan
USD 260 M +USD 19 M +8% 4.99% 49.2% 83 12.05% 2.1
Measured Wealth Private Client Group
3990
Measured Wealth Private Client Group
New Hampshire
USD 260 M +USD 16.8 M +7% 5.31% 89.4% 184 16.85% 1.9
Arlington Financial Advisors
3991
Arlington Financial Advisors
California
USD 260 M +USD 22.5 M +9% 6.73% 67.6% 71 25.35% 3.3
Baker Boyer National Bank
3992
Baker Boyer National Bank
Washington
USD 260 M +USD 21.3 M +9% 5.74% 49.3% 81 3.7% 4.7
SL
3993
SWF LLC
Nebraska
USD 259 M -USD 59.4 M -19% 0.51% 82.9% 2 0% 5.3
Presilium Private Wealth
3994
Presilium Private Wealth
Pennsylvania
USD 259 M +USD 20.9 M +9% 5.21% 45.9% 52 7.69% 0.2
S.E.E.D. Planning Group
3995
S.E.E.D. Planning Group
New York
USD 259 M +USD 28.4 M +12% 7.66% 57.3% 91 9.89% 2
Astoria Strategic Wealth
3996
Astoria Strategic Wealth
Texas
USD 259 M +USD 20 M +8% 4.86% 46.1% 35 17.14% 2.3
Bridge Advisory
3997
Bridge Advisory
California
USD 259 M +USD 19.5 M +8% 5.5% 6.7% 138 18.84% 1.4
NewGen Asset Management
3998
NewGen Asset Management
Ontario, Canada
USD 259 M +USD 60.4 M +30% 7.27% 352% 35 62.86% 0.4
Wealth Dimensions Group
3999
Wealth Dimensions Group
Ohio
USD 258 M +USD 13.6 M +6% 4.62% 63.6% 136 7.35% 1.8
FCT
4000
Family Capital Trust
Massachusetts
USD 258 M +USD 11.9 M +5% 8.46% 39.1% 52 3.85% 7.4