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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)
Freedom Day Solutions
4151
Freedom Day Solutions
Texas
USD 327 M -USD 7.6 M -2% 0.66% 86.6% 106 16.98% 3.4
Butensky & Cohen Financial Security
4152
Butensky & Cohen Financial Security
Florida
USD 327 M +USD 8.65 M +3% 3.55% 81% 96 2.08% 6.2
VDBMI
4153
Van Den Berg Management I
Texas
USD 327 M -USD 20.4 M -6% 0.4% 187% 113 13.27% 3.2
Summit Wealth & Retirement Planning
4154
Summit Wealth & Retirement Planning
California
USD 326 M +USD 3.2 M +1% 1.4% 67.6% 81 11.11% 2.7
Windsor Capital Management
4155
Windsor Capital Management
Arizona
USD 326 M -USD 11.3 M -3% 1.3% 49.1% 122 5.74% 6.5
Ironwood Wealth Management (Arizona)
4156
Ironwood Wealth Management (Arizona)
Arizona
USD 326 M +USD 3.44 M +1% 1.59% 34.2% 45 6.67% 6
ORG Wealth Partners
4157
ORG Wealth Partners
Texas
USD 326 M +USD 1.54 M +0.5% 9.82% – 834 48.44% 0.3
Mandatum Life Insurance Company
4158
Mandatum Life Insurance Company
Finland
USD 326 M -USD 11.7 M -3% 3.55% 108% 84 15.48% 5.6
CA
4159
Clune & Associates
Illinois
USD 326 M +USD 24.4 M +8% 0.64% – 144 7.64% 0.2
BCGM Wealth Management
4160
BCGM Wealth Management
Indiana
USD 325 M +USD 10.2 M +3% 0.51% 54.9% 158 8.86% 2.5
Monument Capital Management
4161
Monument Capital Management
Virginia
USD 325 M -USD 37.4 M -10% 0.33% 170% 232 31.47% 2.3
Prism Advisors
4162
Prism Advisors
California
USD 325 M -USD 8.59 M -3% 0.16% 54.6% 63 6.35% 3.3
Maytus Capital Management
4163
Maytus Capital Management
New York
USD 325 M +USD 38.8 M +14% 1.16% 442% 76 60.53% 0.3
AWA
4164
Aquire Wealth Advisors
Utah
USD 325 M +USD 1.97 M +0.6% 1.32% 60.2% 51 7.84% 2.5
Haverford Financial Services
4165
Haverford Financial Services
Pennsylvania
USD 325 M -USD 3.33 M -1% 1.27% 57.9% 43 4.65% 6.4
NovaPoint Capital
4166
NovaPoint Capital
Georgia
USD 325 M -USD 3.16 M -1% 0.91% 94% 145 17.93% 3.1
Proquility Private Wealth Partners
4167
Proquility Private Wealth Partners
Nevada
USD 324 M +USD 14 M +5% 1.87% 19.4% 97 24.74% 3
Opal Wealth Advisors
4168
Opal Wealth Advisors
New York
USD 324 M -USD 8.75 M -3% 1.59% 62.3% 536 64.93% 0.7
All-Stars Investment
4169
All-Stars Investment
Hong Kong
USD 324 M +USD 51.3 M +19% 16% 30.1% 3 0% 2.1
Roberts Wealth Advisors
4170
Roberts Wealth Advisors
California
USD 324 M -USD 4.88 M -1% 2.6% 81.1% 108 15.74% 1.9
Brooklyn FI
4171
Brooklyn FI
New York
USD 324 M +USD 23.6 M +8% 1.16% 60.4% 67 7.46% 1.9
Rock Point Advisors
4172
Rock Point Advisors
Vermont
USD 324 M -USD 18.8 M -5% 2.39% 82.8% 112 11.61% 4.8
RJA Asset Management
4173
RJA Asset Management
Connecticut
USD 324 M -USD 92.2 M -22% 12% 80.2% 4 0% 2.4
CCP
4174
Caden Capital Partners
California
USD 324 M -USD 3.85 M -1% 3.56% 19.1% 13 23.08% 1.2
SRH Advisors
4175
SRH Advisors
Kansas
USD 324 M -USD 13.2 M -4% 1.68% 55.7% 290 10.34% 6.9