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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)
KM
4276
KP Management
Minnesota
USD 319 M +USD 9.17 M +3% 5.89% – 84 21.43% 0.7
Aristotle Pacific Capital
4277
Aristotle Pacific Capital
California
USD 319 M -USD 29.2 M -8% 0.96% 1.84% 6 0% 2.4
Modus Advisors
4278
Modus Advisors
Minnesota
USD 319 M +USD 14.8 M +5% 3.63% 89.5% 325 65.23% 1.1
Parus Finance (UK)
4279
Parus Finance (UK)
United Kingdom
USD 319 M +USD 8.06 M +3% 3.24% 199% 36 16.67% 3.3
WT Wealth Management
4280
WT Wealth Management
Arizona
USD 319 M +USD 5.74 M +2% 2.45% 72% 148 22.3% 2.1
Strata Wealth Advisors
4281
Strata Wealth Advisors
Texas
USD 319 M +USD 7.62 M +2% 0.09% 73.6% 82 15.85% 1.2
tru Independence
4282
tru Independence
Oregon
USD 318 M -USD 23.3 M -7% 2.57% 67.4% 116 7.76% 2.7
Colony Family Offices
4283
Colony Family Offices
North Carolina
USD 318 M -USD 3.93 M -1% 2.5% 53.9% 80 22.5% 1.7
Butensky & Cohen Financial Security
4284
Butensky & Cohen Financial Security
Florida
USD 318 M -USD 19.1 M -6% 4.31% 81% 98 6.12% 6
Triune Financial Partners
4285
Triune Financial Partners
Kansas
USD 318 M -USD 920 k -0.3% 2.49% 66.6% 38 15.79% 2.3
MSH Capital Advisors
4286
MSH Capital Advisors
Arizona
USD 318 M -USD 9.39 M -3% 0.07% 77.4% 236 8.05% 2.2
Redpoint Management
4287
Redpoint Management
California
USD 317 M -USD 218 M -41% 13.2% 20.6% 7 14.29% 2.3
Fischer Financial Services
4288
Fischer Financial Services
Pennsylvania
USD 317 M – – 3.92% – 64 – 0
GSG Advisors
4289
GSG Advisors
New Jersey
USD 317 M +USD 14.9 M +5% 4.3% 99.3% 118 13.56% 1
Ruedi Wealth Management
4290
Ruedi Wealth Management
Illinois
USD 317 M +USD 25.5 M +9% 1.98% 44.9% 347 5.19% 1.4
Beam Wealth Advisors
4291
Beam Wealth Advisors
Louisiana
USD 316 M -USD 13.8 M -4% 1.55% 69.2% 108 9.26% 1.9
Arcus Capital Partners
4292
Arcus Capital Partners
Georgia
USD 316 M +USD 39.9 M +14% 13% 69.2% 130 28.46% 3.4
Coyle Financial Counsel
4293
Coyle Financial Counsel
Illinois
USD 316 M +USD 29.3 M +10% 1.36% 67.3% 77 14.29% 3.4
Matthew 25 Management Corp
4294
Matthew 25 Management Corp
Pennsylvania
USD 315 M +USD 17.7 M +6% 11.3% 141% 19 5.26% 6.4
BCGM Wealth Management
4295
BCGM Wealth Management
Indiana
USD 315 M +USD 6.97 M +2% 0.11% 54.9% 161 11.8% 2.3
Roman Butler Fullerton & Co
4296
Roman Butler Fullerton & Co
Missouri
USD 315 M -USD 17.1 M -5% 3.23% 134% 277 27.44% 3.1
Punch Card Management
4297
Punch Card Management
Florida
USD 315 M -USD 19.5 M -6% 2.78% 41% 5 40% 3.4
Silverleafe Capital Partners
4298
Silverleafe Capital Partners
Tennessee
USD 315 M +USD 26.7 M +9% 9.62% 87.7% 114 41.23% 1.8
Brave Asset Management
4299
Brave Asset Management
New Jersey
USD 315 M -USD 96.8 M -24% 2.69% 76.3% 184 17.93% 4.7
Parisi Gray Wealth Management
4300
Parisi Gray Wealth Management
New Jersey
USD 315 M +USD 11.7 M +4% 6.39% 137% 113 10.62% 4.1