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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)
Cadent Capital Advisors
4376
Cadent Capital Advisors
Oklahoma
USD 219 M +USD 15.5 M +8% 0.28% 106% 151 18.54% 1.3
ForthRight Wealth Management
4377
ForthRight Wealth Management
Georgia
USD 218 M +USD 22.9 M +12% 3.81% 50.4% 59 16.95% 1.4
Endeavour Capital Advisors
4378
Endeavour Capital Advisors
Connecticut
USD 218 M -USD 154 M -41% 18.2% 76.7% 46 26.09% 2.9
Weaver Consulting Group
4379
Weaver Consulting Group
California
USD 218 M +USD 22.3 M +11% 4.89% 56.4% 190 12.11% 2.5
SHFA
4380
SS&H Financial Advisors
Michigan
USD 218 M +USD 8.26 M +4% 5.3% – 120 7.5% 0.9
GAMC
4381
Garner Asset Management Corp
Texas
USD 218 M +USD 9.8 M +5% 9.39% 103% 168 7.14% 4.2
Roberts Wealth Advisors
4382
Roberts Wealth Advisors
California
USD 218 M +USD 10.8 M +5% 8.78% 81.1% 86 4.65% 1.3
Coyle Financial Counsel
4383
Coyle Financial Counsel
Illinois
USD 217 M +USD 9.7 M +5% 6.9% 67.3% 61 6.56% 3.1
Websterrogers Financial Advisors
4384
Websterrogers Financial Advisors
South Carolina
USD 217 M +USD 10.9 M +5% 4.31% 46% 61 1.64% 1.4
Richard W. Paul & Associates
4385
Richard W. Paul & Associates
Michigan
USD 217 M +USD 18.6 M +9% 8.48% 65.2% 572 8.57% 0.2
Modus Advisors
4386
Modus Advisors
Minnesota
USD 217 M +USD 10.7 M +5% 6.76% 89.5% 106 7.55% 2.3
RIA Advisory Group
4387
RIA Advisory Group
Iowa
USD 217 M +USD 44.6 M +26% 3.03% – 143 48.95% 0.2
Bishop & Co Investment Management
4388
Bishop & Co Investment Management
Pennsylvania
USD 217 M +USD 11.2 M +5% 5.04% 53.7% 24 0% 5.1
AB
4389
Atlas Brown
Kentucky
USD 217 M +USD 13.4 M +7% 6.93% 115% 180 7.22% 5.9
Altiora Financial Group
4390
Altiora Financial Group
Ohio
USD 217 M +USD 16.4 M +8% 3.81% 41.1% 53 7.55% 0.2
Veracity Capital
4391
Veracity Capital
Georgia
USD 217 M +USD 8.06 M +4% 6.02% 149% 217 17.51% 1.9
Omega Financial Group
4392
Omega Financial Group
California
USD 217 M +USD 22.7 M +12% 4.1% 47% 85 8.24% 2.8
WPWealth
4393
WPWealth
Texas
USD 217 M +USD 25.4 M +13% 4.26% 38.2% 50 30% 0.2
Atlas Private Wealth Advisors
4394
Atlas Private Wealth Advisors
New Jersey
USD 216 M +USD 28.6 M +15% 5.48% 57.8% 137 13.14% 1.9
Westmount Partners
4395
Westmount Partners
California
USD 216 M +USD 23.9 M +12% 10.7% 101% 186 8.6% 0.2
Hurlow Wealth Management Group
4396
Hurlow Wealth Management Group
Indiana
USD 216 M +USD 24.2 M +13% 5.28% 60.7% 102 5.88% 3.3
Anfield Capital Management
4397
Anfield Capital Management
California
USD 216 M +USD 11.5 M +6% 2.88% 65.3% 95 38.95% 1.3
Cowbird Capital
4398
Cowbird Capital
New York
USD 216 M +USD 21.4 M +11% 12.3% 21.3% 10 20% 1.6
First Pacific Financial
4399
First Pacific Financial
Washington
USD 216 M +USD 13.3 M +7% 6.04% 53.6% 108 2.78% 1.8
West Wealth Group
4400
West Wealth Group
California
USD 216 M +USD 14.8 M +7% 8.54% 79.8% 84 27.38% 0.9