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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)
4101
Ironwood Wealth Management (Arizona)
Arizona
USD 308 M +USD 8.7 M +3% 2.99% 34.2% 45 4.44% 5
Brady Family Wealth
4102
Brady Family Wealth
Missouri
USD 308 M +USD 16.5 M +6% 6.04% 74.7% 120 3.33% 1.2
Keystone Financial Planning
4103
Keystone Financial Planning
Ohio
USD 308 M +USD 5.67 M +2% 5.58% 46% 51 7.84% 5.8
Second Line Capital
4104
Second Line Capital
Louisiana
USD 308 M +USD 58.4 M +23% 8.19% 68.4% 123 24.39% 0.2
Collective Family Office
4105
Collective Family Office
Pennsylvania
USD 308 M +USD 23.7 M +8% 5.73% 52.5% 186 11.29% 2
St. Clair Advisors
4106
St. Clair Advisors
Ohio
USD 308 M +USD 17.8 M +6% 8.8% 77.5% 82 7.32% 1.9
ValueWorks
4107
ValueWorks
New York
USD 308 M +USD 13.4 M +5% 7.39% 161% 33 0% 5.2
Grant Street Asset Management
4108
Grant Street Asset Management
Pennsylvania
USD 308 M +USD 25.4 M +9% 6.65% 47.2% 69 13.04% 1.9
Keystone Wealth Services
4109
Keystone Wealth Services
California
USD 308 M +USD 16 M +5% 7.53% 91.1% 229 9.17% 1.5
West Michigan Advisors
4110
West Michigan Advisors
Michigan
USD 308 M +USD 43.8 M +17% 10.3% 97.4% 184 20.65% 1.3
Landaas & Company
4111
Landaas & Company
Wisconsin
USD 307 M +USD 37.9 M +14% 8.04% 68.3% 90 16.67% 3.1
CG
4112
Cutler Group
California
USD 307 M -USD 811 M -73% 17.2% 57.7% 3,982 51.18% 2.5
Gavilan Investment Partners
4113
Gavilan Investment Partners
California
USD 307 M +USD 38.1 M +14% 16.7% 113% 13 0% 1.2
High Note Wealth
4114
High Note Wealth
Minnesota
USD 307 M +USD 41.3 M +16% 8.77% 82.8% 97 11.34% 2.3
Fourthstone LLC
4115
Fourthstone LLC
Missouri
USD 307 M -USD 187 M -38% 13.3% 93.6% 66 57.58% 1.8
BetterWealth
4116
BetterWealth
California
USD 307 M +USD 14.5 M +5% 4.77% 63.3% 67 14.93% 1.3
Safeguard Financial
4117
Safeguard Financial
Wisconsin
USD 307 M +USD 42.8 M +16% 8.76% 21.9% 86 13.95% 1.3
Birinyi Associates
4118
Birinyi Associates
Connecticut
USD 307 M +USD 25.2 M +9% 10.4% 134% 60 15% 6.4
Capital Planning
4119
Capital Planning
Washington
USD 307 M +USD 25.4 M +9% 7.78% 81.2% 85 17.65% 2.1
Guidance Point Advisors
4120
Guidance Point Advisors
Massachusetts
USD 307 M +USD 36.1 M +13% 9.42% 71.8% 86 20.93% 3
Atticus Wealth Management
4121
Atticus Wealth Management
Florida
USD 306 M +USD 22.4 M +8% 7.26% 73.9% 589 11.21% 2.4
Whitener Capital Management
4122
Whitener Capital Management
North Carolina
USD 305 M +USD 29.1 M +11% 11.1% 113% 163 12.27% 4
SG Capital Management
4123
SG Capital Management
Illinois
USD 305 M -USD 31.6 M -9% 10.3% 175% 76 75% 0.2
Walter & Keenan Wealth Management
4124
Walter & Keenan Wealth Management
Indiana
USD 305 M +USD 25.6 M +9% 10.8% 92% 150 11.33% 4.4
Roanoke Asset Management
4125
Roanoke Asset Management
New Jersey
USD 305 M +USD 35.2 M +13% 15.4% 50.3% 108 6.48% 6.5