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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)
Proquility Private Wealth Partners
4251
Proquility Private Wealth Partners
Nevada
USD 293 M +USD 1.2 M +0.4% 0.03% 19.4% 89 7.87% 2.5
WT Wealth Management
4252
WT Wealth Management
Arizona
USD 293 M +USD 13.1 M +5% 3.28% 72% 131 22.14% 2
Pineridge Advisors
4253
Pineridge Advisors
Missouri
USD 293 M +USD 8.83 M +3% 1.54% – 686 19.1% 0.4
D.B. Root & Company
4254
D.B. Root & Company
Pennsylvania
USD 293 M -USD 2.78 M -0.9% 1.9% 63% 197 17.26% 3.6
MBM Wealth Consultants
4255
MBM Wealth Consultants
Missouri
USD 293 M +USD 8.76 M +3% 1.96% 57.1% 107 4.67% 3.2
Roberts Wealth Advisors
4256
Roberts Wealth Advisors
California
USD 293 M +USD 25.4 M +10% 3.87% 81.1% 95 6.32% 1.5
Seafarer Capital Partners
4257
Seafarer Capital Partners
California
USD 293 M -USD 49.1 M -14% 15% 61.3% 6 0% 2.9
Enterprise Bank & Trust
4258
Enterprise Bank & Trust
Massachusetts
USD 293 M +USD 1.49 M +0.5% 4.16% 65.9% 126 5.56% 3
Defender Capital
4259
Defender Capital
North Carolina
USD 293 M -USD 1.27 M -0.4% 0.35% 101% 39 17.95% 2.7
Chapin Davis
4260
Chapin Davis
Maryland
USD 293 M +USD 18.8 M +7% 7.09% 339% 250 16% 1.1
Prosperity Planning
4261
Prosperity Planning
Missouri
USD 293 M +USD 3.79 M +1% 0.21% 43.5% 103 28.16% 2.2
Tillman Hartley LLC
4262
Tillman Hartley LLC
Colorado
USD 293 M +USD 2.07 M +0.7% 0.43% 48.7% 84 8.33% 1.3
TrueMark Investments
4263
TrueMark Investments
Illinois
USD 293 M +USD 184 M +168% 1.53% 87.7% 227 64.32% 0.2
NatWest Group
4264
NatWest Group
United Kingdom
USD 292 M +USD 32.7 M +13% 9.9% 221% 39 17.95% 3.3
Sea Cliff Partners Management
4265
Sea Cliff Partners Management
California
USD 292 M -USD 12.2 M -4% 7.48% – 17 29.41% 0.4
Argonautica Private Wealth Management
4266
Argonautica Private Wealth Management
Massachusetts
USD 292 M +USD 13.4 M +5% 4.94% 167% 212 14.15% 1.1
Sequent Planning
4267
Sequent Planning
Nebraska
USD 292 M +USD 15.9 M +6% 2.59% – 150 14% 0.2
Silverleafe Capital Partners
4268
Silverleafe Capital Partners
Tennessee
USD 292 M +USD 42.1 M +17% 1.32% 87.7% 84 30.95% 2
Triune Financial Partners
4269
Triune Financial Partners
Kansas
USD 292 M +USD 3.82 M +1% 0.29% 66.6% 34 5.88% 2.1
AFS
4270
Aft Forsyth & Sober
Florida
USD 292 M +USD 7.97 M +3% 4.02% 94.6% 83 7.23% 3.5
Core Wealth Advisors (Florida)
4271
Core Wealth Advisors (Florida)
Florida
USD 292 M -USD 2.49 M -0.8% 1.79% 59.7% 262 79.77% 2.5
Oak Family Advisors
4272
Oak Family Advisors
Illinois
USD 292 M +USD 31.6 M +12% 2.67% 81.9% 136 19.85% 2.1
Inclusive Capital Partners
4273
Inclusive Capital Partners
California
USD 292 M -USD 38.6 M -12% 14.4% 14.3% 3 0% 2.4
Meritech Capital Associates V
4274
Meritech Capital Associates V
California
USD 292 M -USD 7.4 M -2% 0.93% 133% 3 0% 3.4
Detalus Advisors
4275
Detalus Advisors
Missouri
USD 292 M +USD 11.1 M +4% 2.93% 75.7% 156 9.62% 2.7