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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)
Inspire Trust Company
4176
Inspire Trust Company
Nevada
USD 303 M +USD 124 M +69% 0.19% 64.4% 112 6.25% 0.4
Stewardship Advisors
4177
Stewardship Advisors
Pennsylvania
USD 303 M +USD 10.3 M +4% 0.23% 46.1% 67 10.45% 1.8
Georgetown University
4178
Georgetown University
District of Columbia
USD 303 M -USD 10.1 M -3% 5.08% 79.9% 19 5.26% 2.8
Mokosak Advisory Group
4179
Mokosak Advisory Group
Iowa
USD 303 M -USD 441 k -0.1% 0.41% 59.2% 31 6.45% 3.8
Empire Financial Management Company
4180
Empire Financial Management Company
New York
USD 302 M -USD 261 k -0.1% 1.77% 78.3% 218 14.68% 1
Keystone Financial Planning
4181
Keystone Financial Planning
Ohio
USD 302 M -USD 6.17 M -2% 2.65% 46% 54 18.52% 5.4
ClearAlpha Technologies
4182
ClearAlpha Technologies
Connecticut
USD 302 M +USD 64.7 M +27% 1.39% – 341 68.33% 0.2
Chan Zuckerberg Initiative
4183
Chan Zuckerberg Initiative
California
USD 302 M -USD 33 M -10% 0.99% 59% 2 0% 0.8
Fairhaven Wealth Management
4184
Fairhaven Wealth Management
Illinois
USD 302 M +USD 10.5 M +4% 2.28% – 128 10.16% 3
CCP
4185
Camelot Capital Partners
California
USD 302 M +USD 88.1 M +41% 43% – 3 0% 1.7
WA
4186
WealthTrust Axiom
Pennsylvania
USD 302 M -USD 8.78 M -3% 0.52% 123% 267 5.99% 5.9
ACM
4187
Aljian Capital Management
Nevada
USD 301 M +USD 32.3 M +12% 14.7% 162% 36 2.78% 4.4
Syntrinsic
4188
Syntrinsic
Colorado
USD 301 M +USD 2.9 M +1% 0.35% – 87 12.64% 0.7
Jentner Corp
4189
Jentner Corp
Ohio
USD 301 M +USD 16.4 M +6% 0.91% 38.9% 54 7.41% 3.7
SM
4190
Scoggin Management
New York
USD 301 M +USD 8.69 M +3% 8.32% 889% 92 67.39% 0.6
IAA
4191
Ironsides Asset Advisors
North Carolina
USD 301 M +USD 8.61 M +3% 3.49% 49.3% 99 41.41% 3.1
GraniteShares Advisors
4192
GraniteShares Advisors
New York
USD 300 M +USD 111 M +59% 21.1% 88.4% 103 23.3% 1
Beam Wealth Advisors
4193
Beam Wealth Advisors
Louisiana
USD 300 M +USD 134 M +80% 3.1% 69.2% 160 64.38% 1.5
Vista Investment Partners
4194
Vista Investment Partners
Oklahoma
USD 300 M +USD 6.02 M +2% 1.66% 112% 174 24.71% 0.4
Kendall Capital Management
4195
Kendall Capital Management
Maryland
USD 300 M +USD 9.25 M +3% 1.97% 130% 222 11.26% 3.1
Morgan Dempsey Capital Management
4196
Morgan Dempsey Capital Management
Wisconsin
USD 300 M -USD 12.8 M -4% 2.11% 52.1% 123 21.95% 3.4
Atlantic Edge Private Wealth Management
4197
Atlantic Edge Private Wealth Management
Florida
USD 299 M +USD 8.57 M +3% 1.14% 84.4% 518 12.36% 0.5
Zimmermann Investment Management & Planning
4198
Zimmermann Investment Management & Planning
Pennsylvania
USD 299 M +USD 21.7 M +8% 4.98% 31.6% 145 17.24% 1.2
MSH Capital Advisors
4199
MSH Capital Advisors
Arizona
USD 299 M +USD 14.6 M +5% 0.86% 77.4% 234 13.68% 1.8
Midwest Professional Planners Ltd (MPPL)
4200
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 299 M +USD 14.2 M +5% 4.4% 136% 154 9.09% 3.1