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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)
Tillman Hartley LLC
4176
Tillman Hartley LLC
Colorado
USD 251 M +USD 15.4 M +7% 3.1% 48.7% 76 2.63% 0.5
Centric Wealth Management
4177
Centric Wealth Management
Illinois
USD 251 M +USD 20.3 M +9% 5.52% 44.4% 125 23.2% 2.1
Navalign LLC
4178
Navalign LLC
California
USD 251 M +USD 11.5 M +5% 5.61% 58.7% 117 8.55% 2
AWA
4179
Aquire Wealth Advisors
Utah
USD 251 M +USD 22.1 M +10% 4.17% 60.2% 40 5% 1.3
Carr Financial Group
4180
Carr Financial Group
Massachusetts
USD 251 M +USD 23.6 M +10% 4.47% 71.6% 184 13.04% 0.4
PL Capital Advisors
4181
PL Capital Advisors
Florida
USD 250 M -USD 33.7 M -12% 7.6% 86.4% 40 15% 4.1
West Michigan Advisors
4182
West Michigan Advisors
Michigan
USD 250 M +USD 74.1 M +42% 4.6% 97.4% 263 47.15% 0.6
WealthBridge Capital Management
4183
WealthBridge Capital Management
Ohio
USD 250 M -USD 859 k -0.3% 7.39% 89.4% 202 15.84% 2.8
Jackson Creek Investment Advisors
4184
Jackson Creek Investment Advisors
Colorado
USD 250 M +USD 11.8 M +5% 10.1% 245% 378 41.01% 0.8
Fairfield Financial Advisors
4185
Fairfield Financial Advisors
Massachusetts
USD 250 M +USD 19.2 M +8% 6.76% – 334 10.48% 1.1
Auxano Advisors
4186
Auxano Advisors
Washington
USD 250 M -USD 55.9 k -0% 8.09% 103% 106 0.94% 1.8
WA
4187
WP Advisors
California
USD 250 M +USD 7.49 M +3% 10.3% 113% 105 11.43% 3.3
CA
4188
Crumly & Associates
Illinois
USD 250 M +USD 19.5 M +8% 3.62% 58.1% 124 18.55% 1.6
BBJS Financial Advisors
4189
BBJS Financial Advisors
Washington
USD 250 M +USD 4.28 M +2% 1.57% – 133 12.03% 0.5
RPg Family Wealth Advisory
4190
RPg Family Wealth Advisory
Massachusetts
USD 250 M +USD 67.6 M +37% 7.39% 117% 123 34.15% 2
SCP
4191
Syntal Capital Partners
Texas
USD 250 M -USD 24 M -9% 1.14% 102% 127 20.47% 2.1
Gradient Capital Advisors
4192
Gradient Capital Advisors
California
USD 249 M +USD 14.2 M +6% 6.29% 78.5% 142 4.93% 3.4
Core Wealth Advisors (Florida)
4193
Core Wealth Advisors (Florida)
Florida
USD 249 M -USD 1.54 M -0.6% 5.02% 59.7% 281 24.2% 1.9
Wiser Wealth Management
4194
Wiser Wealth Management
Georgia
USD 249 M +USD 15 M +6% 3.95% 53% 35 5.71% 1.7
Jackson Square Capital
4195
Jackson Square Capital
California
USD 249 M +USD 25.6 M +11% 13.1% 423% 131 32.82% 1.9
Family Legacy Inc
4196
Family Legacy Inc
South Carolina
USD 248 M +USD 14.7 M +6% 6.62% 89% 115 4.35% 4.3
Northern Right Capital Management
4197
Northern Right Capital Management
Connecticut
USD 248 M +USD 50.6 M +26% 13.9% 187% 28 32.14% 1.6
Kozak & Associates
4198
Kozak & Associates
Colorado
USD 248 M +USD 25.2 M +11% 12.1% 111% 367 10.35% 1.6
Keeler Thomas Management
4199
Keeler Thomas Management
Utah
USD 248 M +USD 34.8 M +16% 3.79% 52.1% 72 25% 1.8
Red Wave Investments
4200
Red Wave Investments
Pennsylvania
USD 247 M +USD 6.52 M +3% 5.27% 58% 94 5.32% 2.1