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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)
Allegheny Financial Group
4101
Allegheny Financial Group
Pennsylvania
USD 248 M +USD 8.35 M +3% 6.86% 72.7% 172 6.4% 1.7
ST
4102
Skorpios Trust
Cyprus
USD 247 M -USD 66.9 M -21% 19.9% 174% 4 0% 1.3
MPS Loria Financial Planners
4103
MPS Loria Financial Planners
Illinois
USD 247 M +USD 22.4 M +10% 9.14% 80% 74 6.76% 4.1
KI
4104
Kensington Investments
Netherlands
USD 247 M +USD 51.6 M +26% 26.4% – 1 0% 0.3
PI
4105
Pennant Investors
New Jersey
USD 247 M +USD 47.6 M +24% 8.17% 372% 18 16.67% 2.2
Thomas J. Herzfeld Advisors
4106
Thomas J. Herzfeld Advisors
Florida
USD 247 M +USD 3.13 M +1% 0.46% 12.7% 345 14.78% 2.9
Fortis Capital Management
4107
Fortis Capital Management
Washington
USD 247 M +USD 112 M +83% 13% 111% 104 13.46% 1.4
BetterWealth
4108
BetterWealth
California
USD 247 M +USD 24.9 M +11% 7.22% 63.3% 45 15.56% 0.8
Carronade Capital Management
4109
Carronade Capital Management
Connecticut
USD 247 M -USD 212 M -46% 1.44% 215% 32 59.38% 0.5
Pantechnicon Advisors
4110
Pantechnicon Advisors
United Kingdom
USD 247 M +USD 60.2 M +32% 12.8% – 21 42.86% 0.2
Madrona Venture Group
4111
Madrona Venture Group
Washington
USD 247 M +USD 38.9 M +19% 20% 233% 6 0% 1.5
IAM
4112
Innovis Asset Management
Illinois
USD 247 M +USD 25.2 M +11% 8.36% – 176 23.3% 0.2
Grant Street Asset Management
4113
Grant Street Asset Management
Pennsylvania
USD 246 M +USD 14.7 M +6% 4.9% 47.2% 62 22.58% 1.4
OneAscent Financial Services
4114
OneAscent Financial Services
Alabama
USD 246 M +USD 11 M +5% 5.52% 68.2% 213 33.33% 0.7
Claar Advisors
4115
Claar Advisors
New York
USD 246 M +USD 18.9 M +8% 8.71% 65.5% 34 14.71% 2.8
MFGP
4116
Marshall Financial Group (Pennsylvania)
Pennsylvania
USD 246 M +USD 13.3 M +6% 5.59% 65.5% 51 0% 3.7
Boyd Watterson Asset Management
4117
Boyd Watterson Asset Management
Ohio
USD 246 M +USD 3.18 M +1% 5.88% 116% 428 2.57% 1.9
Financial Insights
4118
Financial Insights
Washington
USD 246 M +USD 34.5 M +16% 8.91% 82.1% 177 27.68% 1.6
High Net Worth Advisory Group
4119
High Net Worth Advisory Group
Florida
USD 245 M -USD 11.8 M -5% 5.81% 75.7% 624 69.23% 1.2
BBJS Financial Advisors
4120
BBJS Financial Advisors
Washington
USD 245 M +USD 23.5 M +11% 13% – 144 14.58% 0.2
Empire Financial Management Company
4121
Empire Financial Management Company
New York
USD 245 M – – 3.29% 78.3% 189 – 0
MBM Wealth Consultants
4122
MBM Wealth Consultants
Missouri
USD 245 M +USD 29.1 M +13% 5.33% 57.1% 350 18.86% 2.7
Ogorek Anthony Joseph
4123
Ogorek Anthony Joseph
New York
USD 245 M +USD 14.8 M +6% 3.65% 66.3% 287 22.65% 2.9
Cavalier Investments
4124
Cavalier Investments
Georgia
USD 245 M -USD 34 M -12% 6.46% 171% 105 47.62% 1.7
Accel Wealth Management
4125
Accel Wealth Management
Iowa
USD 245 M +USD 35.6 M +17% 2.5% 82.4% 1,275 3.14% 1.4