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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)
Lloyd Advisory Services
4076
Lloyd Advisory Services
Georgia
USD 159 M +USD 23.8 M +18% 9.76% 51.1% 355 28.45% 0.4
Legend Financial Advisors
4077
Legend Financial Advisors
Pennsylvania
USD 159 M +USD 47.6 M +43% 27.7% 117% 38 47.37% 0.7
Ballast Inc
4078
Ballast Inc
Kentucky
USD 159 M +USD 18.2 M +13% 17.9% 71.3% 89 4.49% 2.1
Hapanowicz & Associates Financial Services
4079
Hapanowicz & Associates Financial Services
Pennsylvania
USD 159 M +USD 18.6 M +13% 12.1% 65% 19 10.53% 2.5
DLG
4080
Daniel L. Goodwin
USD 159 M +USD 35 M +28% 27.7% 72.6% 94 10.64% 3.4
Strategic Family Wealth Counselors
4081
Strategic Family Wealth Counselors
New Jersey
USD 159 M +USD 25 M +19% 15.3% 83.8% 85 22.35% 1
Nationwide Asset Management
4082
Nationwide Asset Management
Ohio
USD 159 M +USD 87.3 M +122% 11.1% 8.56% 10 20% 0.4
Peloton Wealth Strategists
4083
Peloton Wealth Strategists
Indiana
USD 159 M +USD 36 M +29% 27.7% 51.3% 78 12.82% 2.7
Beacon Wealthcare Inc
4084
Beacon Wealthcare Inc
North Carolina
USD 159 M +USD 17.9 M +13% 12% 31.6% 11 9.09% 2.2
Biechele Royce Advisors
4085
Biechele Royce Advisors
Indiana
USD 159 M +USD 28.5 M +22% 24.6% 39.2% 44 13.64% 1.9
Peddock Capital Advisors
4086
Peddock Capital Advisors
Massachusetts
USD 159 M +USD 24.8 M +19% 20.9% 113% 106 11.32% 4.8
HCM
4087
Highlander Capital Management
New Jersey
USD 159 M +USD 19.5 M +14% 20.8% 34.4% 660 11.67% 4.4
MFC
4088
Miramar Fiduciary Corp
Nevada
USD 159 M +USD 67.4 M +74% 10.5% – 4 0% 1.5
Bryn Mawr Capital Management
4089
Bryn Mawr Capital Management
Pennsylvania
USD 158 M +USD 11.3 M +8% 21.7% 81.3% 90 17.78% 2.1
Bison Wealth
4090
Bison Wealth
Georgia
USD 158 M +USD 20.4 M +15% 20.6% 37.4% 377 19.1% 2
Round Hill Asset Management
4091
Round Hill Asset Management
California
USD 158 M +USD 15.2 M +11% 21.1% 43.2% 59 6.78% 3
Asio Capital
4092
Asio Capital
Kentucky
USD 158 M +USD 40.6 M +35% 23.5% 98% 144 50% 0.2
Sonata Capital Group
4093
Sonata Capital Group
Washington
USD 158 M +USD 24.8 M +19% 18.9% 66.5% 113 9.73% 3.8
AB
4094
Atlas Brown
Kentucky
USD 158 M +USD 29.7 M +23% 19.1% 115% 153 13.07% 4.3
Allred Capital Management
4095
Allred Capital Management
Texas
USD 158 M +USD 28.7 M +22% 18.2% 73.5% 163 18.4% 1.2
SCM
4096
Symons Capital Management
Pennsylvania
USD 158 M -USD 13.4 M -8% 12.8% 25.4% 108 47.22% 1.1
Elizabeth Park Capital Advisors
4097
Elizabeth Park Capital Advisors
Ohio
USD 157 M +USD 25.3 M +19% 16.3% 119% 47 36.17% 1.4
Pragma Gestao de Patrimonio
4098
Pragma Gestao de Patrimonio
Brazil
USD 157 M +USD 40.3 M +34% 26.1% 75.2% 22 27.27% 0.4
Kestrel Investment Management
4099
Kestrel Investment Management
California
USD 157 M +USD 28.2 M +22% 31.3% 99.8% 48 35.42% 1.4
Wolff Financial Management
4100
Wolff Financial Management
Michigan
USD 157 M +USD 24.8 M +19% 16.3% 56.7% 81 3.7% 1.3