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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)
Adamsbrown Wealth Consultants
4251
Adamsbrown Wealth Consultants
Kansas
USD 345 M +USD 26.4 M +8% 6.11% 60.6% 113 15.04% 2.1
Alfreton Capital
4252
Alfreton Capital
United Kingdom
USD 345 M +USD 29.7 M +9% 17.8% 40.5% 6 16.67% 1.2
United Wealth Management
4253
United Wealth Management
Virginia
USD 344 M +USD 25.1 M +8% 6.81% – 24 12.5% 0.4
Cypress Capital
4254
Cypress Capital
Tennessee
USD 344 M -USD 2.58 M -0.7% 4.22% 43.6% 89 11.24% 2.5
DL
4255
DOHJ LLC
Washington
USD 344 M -USD 93.6 M -21% 6.71% 51.5% 174 32.18% 2.6
Walter & Keenan Wealth Management
4256
Walter & Keenan Wealth Management
Indiana
USD 344 M +USD 12.1 M +4% 8.89% 92% 162 14.2% 4.9
Hollow Brook Wealth Management
4257
Hollow Brook Wealth Management
New York
USD 344 M +USD 3.29 M +1% 8.81% 97.8% 94 14.89% 4
Silverlake Wealth Management
4258
Silverlake Wealth Management
Vermont
USD 344 M +USD 79.4 M +30% 7.75% 73.3% 326 22.09% 2
CWS Financial Advisors
4259
CWS Financial Advisors
Michigan
USD 344 M +USD 27 M +9% 7.65% 55.7% 141 12.77% 3.4
James T. Borello
4260
James T. Borello
Illinois
USD 343 M +USD 31.5 M +10% 8.1% 71.2% 292 24.32% 0.9
Northeast Financial Group
4261
Northeast Financial Group
Pennsylvania
USD 343 M +USD 57.6 M +20% 5.97% 31.6% 104 23.08% 1.9
Windsor Capital Management
4262
Windsor Capital Management
Arizona
USD 343 M +USD 17.2 M +5% 6.51% 49.1% 122 4.92% 6.5
LPWM LLC
4263
LPWM LLC
Minnesota
USD 343 M +USD 32.4 M +10% 8.22% 59.4% 87 8.05% 3.4
Mach-1 Financial Group
4264
Mach-1 Financial Group
Arkansas
USD 342 M +USD 8.94 M +3% 11.2% 85.3% 317 56.78% 0.5
Roberts, Glore & Co
4265
Roberts, Glore & Co
Illinois
USD 342 M +USD 14.4 M +4% 6.25% 72.3% 213 8.92% 6.6
Siena Capital Partners
4266
Siena Capital Partners
Illinois
USD 342 M +USD 5.39 M +2% 2.64% 42.5% 100 5% 4.4
Birinyi Associates
4267
Birinyi Associates
Connecticut
USD 342 M +USD 32.3 M +10% 11.4% 134% 58 8.62% 7
HH
4268
HWG Holdings
Texas
USD 342 M +USD 118 M +52% 23.2% – 146 73.29% 2.3
Prasad Wealth Partners
4269
Prasad Wealth Partners
Ohio
USD 342 M +USD 35.3 M +12% 9.78% – 130 16.92% 0.4
MKC
4270
M. Kraus & Co
Vermont
USD 341 M +USD 11.8 M +4% 7.91% 65.9% 85 8.24% 6.1
Integrated Quantitative Investments
4271
Integrated Quantitative Investments
Washington
USD 340 M +USD 138 M +68% 14.9% – 456 59.65% 0.2
Bridge Creek Capital Management
4272
Bridge Creek Capital Management
Massachusetts
USD 340 M +USD 23.3 M +7% 7.19% 76.5% 112 7.14% 6.3
ArchPoint Investors
4273
ArchPoint Investors
Florida
USD 340 M +USD 36.2 M +12% 11.8% 111% 74 13.51% 4
RIA Advisory Group
4274
RIA Advisory Group
Iowa
USD 340 M +USD 32.8 M +11% 10.7% – 158 29.75% 1
WA
4275
WealthTrust Axiom
Pennsylvania
USD 340 M +USD 11.7 M +4% 9.55% 123% 268 7.09% 6.2