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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)
High Note Wealth
4201
High Note Wealth
Minnesota
USD 242 M -USD 3.41 M -1% 2.74% 82.8% 97 12.37% 2
WA
4202
WP Advisors
California
USD 242 M -USD 8.07 M -3% 1.54% 113% 104 8.65% 3.5
Nikulski Financial
4203
Nikulski Financial
Iowa
USD 242 M -USD 190 k -0.1% 2.77% 107% 134 13.43% 3.4
SSI
4204
Scott & Selber Inc
Texas
USD 242 M -USD 14.1 M -6% 3.65% 202% 103 4.85% 4
Bard Associates
4205
Bard Associates
Illinois
USD 242 M -USD 16.2 M -6% 4.81% 241% 190 4.21% 4.9
Mach-1 Financial Group
4206
Mach-1 Financial Group
Arkansas
USD 241 M -USD 112 M -32% 2.06% 85.3% 268 55.6% 0.6
Golden Gate Private Equity
4207
Golden Gate Private Equity
California
USD 241 M +USD 41.8 M +21% 21.4% 8.72% 3 33.33% 2.5
Pennsylvania Capital Management
4208
Pennsylvania Capital Management
Pennsylvania
USD 241 M +USD 7.95 M +3% 5.14% 90.8% 93 7.53% 2.1
Three Bridge Wealth Advisors
4209
Three Bridge Wealth Advisors
California
USD 241 M +USD 4.75 M +2% 4.11% 162% 95 4.21% 1.2
Cadent Capital Advisors
4210
Cadent Capital Advisors
Oklahoma
USD 241 M +USD 73.2 M +44% 0.75% 106% 146 17.81% 1.6
US Financial Advisors
4211
US Financial Advisors
Massachusetts
USD 241 M +USD 5.41 M +2% 3.42% 12.6% 75 12% 2.5
KFA Private Wealth Group
4212
KFA Private Wealth Group
Virginia
USD 241 M -USD 550 k -0.2% 2.94% 62.8% 78 5.13% 2.6
Artia Global Partners
4213
Artia Global Partners
Florida
USD 241 M -USD 49.5 M -17% 5.43% 725% 34 20.59% 0.6
Buckhead Capital Management
4214
Buckhead Capital Management
Georgia
USD 240 M -USD 179 M -43% 1.73% 76.1% 129 19.38% 4.9
Humankind Investments
4215
Humankind Investments
New York
USD 240 M -USD 15.6 M -6% 3.89% 62.5% 123 7.32% 1.8
BCS Wealth Management
4216
BCS Wealth Management
Tennessee
USD 240 M +USD 103 M +75% 2.62% 51% 203 46.8% 0.9
RG
4217
Retirement Group
California
USD 240 M -USD 284 k -0.1% 0.62% 33.7% 841 11.77% 2
Symetra Investment Management
4218
Symetra Investment Management
Connecticut
USD 240 M +USD 15 M +7% 3.57% 37.3% 4 25% 1.5
AWA
4219
Aquire Wealth Advisors
Utah
USD 240 M -USD 10.8 M -4% 3.57% 60.2% 39 0% 1.5
Chesapeake Wealth Management
4220
Chesapeake Wealth Management
Virginia
USD 240 M -USD 13.9 M -5% 3.18% 74.9% 155 5.16% 4.5
Mandatum Life Insurance Company
4221
Mandatum Life Insurance Company
Finland
USD 240 M -USD 2.12 M -0.9% 2.25% 108% 74 8.11% 4.8
Investment Management Associates
4222
Investment Management Associates
Colorado
USD 240 M -USD 35.1 M -13% 2.51% 50.4% 41 26.83% 2
Hollow Brook Wealth Management
4223
Hollow Brook Wealth Management
New York
USD 240 M +USD 8.3 M +4% 0.62% 97.8% 89 8.99% 3.2
MorganRosel Wealth Management
4224
MorganRosel Wealth Management
Colorado
USD 240 M -USD 5.62 M -2% 3.74% 67.5% 108 25.93% 1.8
Unique Wealth
4225
Unique Wealth
Florida
USD 240 M +USD 10.6 M +5% 2.68% 68.5% 86 16.28% 0.5