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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)
Buckley Wealth Management
4101
Buckley Wealth Management
Nevada
USD 288 M +USD 20.8 M +8% 8.67% 88% 104 10.58% 4.3
Bridge Creek Capital Management
4102
Bridge Creek Capital Management
Massachusetts
USD 288 M +USD 24.2 M +9% 10.4% 76.5% 99 3.03% 6
BBJS Financial Advisors
4103
BBJS Financial Advisors
Washington
USD 288 M +USD 24.1 M +9% 12.9% – 134 11.94% 0.9
Supplemental Annuity Collective Trust (SACT) of New Jersey
4104
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
USD 288 M +USD 22.3 M +8% 12.8% 166% 219 4.57% 6.1
Wittenberg Investment Management
4105
Wittenberg Investment Management
Massachusetts
USD 288 M +USD 14.9 M +5% 9.65% 89.9% 85 8.24% 4.5
Main Street Group
4106
Main Street Group
Virginia
USD 288 M – – 9.8% 98.3% 1,326 – 0
MSA Advisors
4107
MSA Advisors
California
USD 287 M – – 9.64% – 20 – 0
Cobalt Capital Management
4108
Cobalt Capital Management
New Jersey
USD 287 M +USD 25.1 M +10% 11.3% 235% 36 58.33% 0.8
Coston McIsaac & Partners
4109
Coston McIsaac & Partners
Maine
USD 287 M +USD 23.5 M +9% 6.04% 40.6% 843 5.34% 1.3
RAM Investment Partners
4110
RAM Investment Partners
Washington
USD 287 M +USD 50.4 M +21% 11.5% 61.9% 69 30.43% 0.7
Navalign LLC
4111
Navalign LLC
California
USD 287 M +USD 23.3 M +9% 10.2% 58.7% 145 19.31% 2.1
Rather & Kittrell
4112
Rather & Kittrell
Tennessee
USD 287 M +USD 38.6 M +16% 11% 41.1% 72 16.67% 1.4
BC
4113
Bruce & Co
Illinois
USD 287 M -USD 6.85 M -2% 12.9% 94.5% 37 0% 5.6
Wealth Advisory Solutions
4114
Wealth Advisory Solutions
Indiana
USD 286 M -USD 224 M -44% 10.6% 60.5% 116 31.9% 2
SRH Advisors
4115
SRH Advisors
Kansas
USD 286 M +USD 81.3 M +40% 12.1% 55.7% 305 6.56% 6
Oakwell Private Wealth Management
4116
Oakwell Private Wealth Management
Texas
USD 286 M +USD 50.4 M +21% 10.5% 68.2% 64 15.63% 2.1
Matthew 25 Management Corp
4117
Matthew 25 Management Corp
Pennsylvania
USD 286 M +USD 23.3 M +9% 14.5% 155% 23 8.7% 5.5
Outlook Wealth Advisors
4118
Outlook Wealth Advisors
Texas
USD 286 M +USD 24.1 M +9% 9.36% 76% 269 34.57% 1.5
Engle Capital Management
4119
Engle Capital Management
Connecticut
USD 285 M +USD 9.8 M +4% 12% 398% 37 59.46% 0.4
Arch Capital Group
4120
Arch Capital Group
Bermuda
USD 285 M +USD 7.92 M +3% 2.87% 2.89% 3 0% 2.2
Old Mission Investment Co
4121
Old Mission Investment Co
Michigan
USD 285 M +USD 27.9 M +11% 10.4% 82% 116 6.03% 3
Xcel Wealth Management
4122
Xcel Wealth Management
Florida
USD 285 M +USD 31.7 M +13% 14.3% 98.8% 115 7.83% 3.1
Defender Capital
4123
Defender Capital
North Carolina
USD 285 M +USD 8.75 M +3% 3.35% 101% 41 19.51% 2.5
DeDora Capital
4124
DeDora Capital
California
USD 285 M +USD 31 M +12% 11.3% 91.2% 102 3.92% 2.3
Avalon Global Asset Management
4125
Avalon Global Asset Management
California
USD 285 M +USD 29.3 M +11% 23.9% 278% 39 43.59% 3.8