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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)
Natural Investments
4051
Natural Investments
California
USD 403 M +USD 16.7 M +4% 7.24% – 296 33.45% 0.6
Safeguard Investment Advisory Group
4052
Safeguard Investment Advisory Group
California
USD 403 M +USD 2.46 M +0.6% 8.47% 84.3% 160 16.25% 2.4
MBM Wealth Consultants
4053
MBM Wealth Consultants
Missouri
USD 403 M +USD 29.2 M +8% 5.51% 57.1% 111 6.31% 3.9
Milestone Investment Advisors
4054
Milestone Investment Advisors
Wisconsin
USD 403 M +USD 19.2 M +5% 5.41% 56.9% 127 3.94% 2.3
Arjuna Capital
4055
Arjuna Capital
North Carolina
USD 402 M +USD 22.9 M +6% 7.49% 118% 129 27.13% 2.5
Uncommon Cents Investing
4056
Uncommon Cents Investing
Wisconsin
USD 402 M +USD 28.5 M +8% 10.5% 91.4% 211 4.27% 4.7
Elevated Capital Advisors
4057
Elevated Capital Advisors
Utah
USD 402 M +USD 45.2 M +13% 6.07% 50.2% 263 6.08% 2.3
Goodman Advisory Group
4058
Goodman Advisory Group
Massachusetts
USD 402 M +USD 108 M +37% 8.56% 101% 211 42.65% 0.7
Sentry LLC
4059
Sentry LLC
Tennessee
USD 402 M -USD 100 M -20% 5.39% 52.6% 132 6.06% 2.2
Northeast Financial Group
4060
Northeast Financial Group
Pennsylvania
USD 402 M +USD 58.6 M +17% 5.98% 31.6% 100 23% 2.1
Outlook Wealth Advisors
4061
Outlook Wealth Advisors
Texas
USD 401 M +USD 12.5 M +3% 6.74% 76% 329 30.09% 2.1
TPWM
4062
Twelve Points Wealth Management
Massachusetts
USD 401 M +USD 29.8 M +8% 7.53% 56.8% 201 10.95% 2.7
Operose Advisors
4063
Operose Advisors
Wisconsin
USD 401 M +USD 46.5 M +13% 7.32% 75.4% 472 19.07% 2.2
Eldred Rock Partners
4064
Eldred Rock Partners
Texas
USD 401 M +USD 71.9 M +22% 9.12% 109% 30 3.33% 1.5
Hill Island Financial
4065
Hill Island Financial
Michigan
USD 401 M +USD 42 M +12% 7.72% 78.3% 80 10% 1.9
Montanaro Asset Management
4066
Montanaro Asset Management
United Kingdom
USD 400 M +USD 12.5 M +3% 1.98% 59.3% 42 9.52% 3
Kelleher Financial Advisors
4067
Kelleher Financial Advisors
New York
USD 400 M +USD 112 M +39% 6.4% 80.3% 667 81.11% 0.9
Frontier Asset Management
4068
Frontier Asset Management
Wyoming
USD 400 M +USD 33 M +9% 7.33% 57.1% 77 7.79% 2
Globe Life
4069
Globe Life
Texas
USD 400 M +USD 35.2 M +10% 7.06% 67.5% 2 0% 5.4
MSA Advisors
4070
MSA Advisors
California
USD 400 M +USD 1.5 M +0.4% 3.15% – 30 6.67% 1.3
CA
4071
Clune & Associates
Illinois
USD 400 M +USD 34.8 M +10% 6.38% – 162 5.56% 0.7
Monument Capital Management
4072
Monument Capital Management
Virginia
USD 400 M +USD 16.1 M +4% 9.48% 170% 259 28.19% 2.1
Oak Family Advisors
4073
Oak Family Advisors
Illinois
USD 400 M +USD 82.7 M +26% 8.79% 81.9% 119 21.85% 2.2
Kimmeridge Energy Management
4074
Kimmeridge Energy Management
New York
USD 400 M -USD 674 M -63% 14.1% 9.48% 4 50% 1.3
All Terrain Financial Advisors
4075
All Terrain Financial Advisors
Minnesota
USD 400 M +USD 50.9 M +15% 9.54% 81% 143 21.68% 3.2