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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)
Ironwood Wealth Management (Arizona)
4051
Ironwood Wealth Management (Arizona)
Arizona
USD 239 M +USD 15.9 M +7% 7.72% 34.2% 56 21.43% 3.9
Brown University
4052
Brown University
Rhode Island
USD 239 M -USD 7.25 M -3% 12.3% 40.1% 7 42.86% 1.3
WealthBridge Capital Management
4053
WealthBridge Capital Management
Ohio
USD 239 M +USD 4.91 M +2% 7.45% 89.4% 214 16.36% 2.3
Allegheny Financial Group
4054
Allegheny Financial Group
Pennsylvania
USD 239 M +USD 26.7 M +13% 11.7% 72.7% 175 10.86% 1.4
Canvas Wealth Advisors
4055
Canvas Wealth Advisors
Kansas
USD 239 M +USD 4.32 M +2% 5.08% 133% 154 25.32% 1.1
Astoria Strategic Wealth
4056
Astoria Strategic Wealth
Texas
USD 239 M +USD 20 M +9% 5.43% 46.1% 33 9.09% 2.2
Ignite Planners
4057
Ignite Planners
California
USD 239 M +USD 114 M +91% 7.62% 83.8% 257 38.13% 0.6
MPM Asset Management
4058
MPM Asset Management
Massachusetts
USD 239 M -USD 23.5 M -9% 4.92% 5.89% 9 0% 2.3
Kize Capital
4059
Kize Capital
New York
USD 239 M +USD 22.5 M +10% 13.8% 7.74% 8 37.5% 1.5
Investment Management Associates
4060
Investment Management Associates
Colorado
USD 239 M +USD 26.2 M +12% 8.05% 50.4% 45 11.11% 1.7
BCS Wealth Management
4061
BCS Wealth Management
Tennessee
USD 239 M +USD 26.4 M +12% 7.01% 51% 197 12.69% 1.8
High Note Wealth
4062
High Note Wealth
Minnesota
USD 239 M -USD 11.5 M -5% 7.6% 82.8% 100 12% 1.4
Harvey Capital Management
4063
Harvey Capital Management
Florida
USD 239 M +USD 7.89 M +3% 4.74% 147% 82 10.98% 3.4
Cornerstone Planning Group
4064
Cornerstone Planning Group
New Jersey
USD 239 M – – 6.65% 60% 1,561 – 0
LWA
4065
LWS Wealth Advisors
New Jersey
USD 239 M -USD 22.5 M -9% 7.63% 8.87% 61 9.84% 2.4
Kiley Juergens Wealth Management
4066
Kiley Juergens Wealth Management
Washington
USD 239 M +USD 26 M +12% 7.23% 121% 74 9.46% 2.7
FountainVest China Capital Partners GP3
4067
FountainVest China Capital Partners GP3
Cayman Islands
USD 239 M +USD 88.3 M +59% 58.8% 96.7% 1 0% 3
Denali Advisors
4068
Denali Advisors
California
USD 239 M +USD 27 M +13% 13.2% 106% 465 33.98% 1.4
Somerset Trust
4069
Somerset Trust
Pennsylvania
USD 238 M +USD 23.7 M +11% 12.1% 80.5% 153 9.8% 4.8
Compton Financial Group
4070
Compton Financial Group
Maryland
USD 238 M +USD 21 M +10% 6.35% 39.4% 36 16.67% 1.4
Sovereign Investment Advisors
4071
Sovereign Investment Advisors
Arizona
USD 238 M +USD 14.9 M +7% 5.59% 46.6% 33 6.06% 2.3
Presilium Private Wealth
4072
Presilium Private Wealth
Pennsylvania
USD 238 M – – 7.32% 45.9% 48 – 0
Baker Boyer National Bank
4073
Baker Boyer National Bank
Washington
USD 238 M +USD 12.9 M +6% 8.33% 49.3% 81 4.94% 4.6
Medicxi Ventures Management
4074
Medicxi Ventures Management
Jersey
USD 238 M -USD 2.1 M -0.9% 16% 369% 6 16.67% 1.8
Athyrium Capital Management
4075
Athyrium Capital Management
New York
USD 238 M -USD 29.1 M -11% 4.37% 25.1% 11 0% 1.1