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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)
Delta Financial Advisors
4401
Delta Financial Advisors
Louisiana
USD 206 M +USD 17.9 M +10% 12.7% 107% 114 5.26% 3.1
FP
4402
Fiduciary Planning
Florida
USD 206 M +USD 11.4 M +6% 5.05% 71.4% 46 26.09% 1.5
Advisor Resource Council
4403
Advisor Resource Council
Texas
USD 206 M +USD 58.2 M +39% 5.27% 84.8% 184 27.72% 1
D. Scott Neal
4404
D. Scott Neal
Kentucky
USD 206 M -USD 31.9 M -13% 3.1% 105% 62 11.29% 2.6
Patient Capital Management
4405
Patient Capital Management
Maryland
USD 206 M +USD 5.56 M +3% 4.05% 131% 45 11.11% 0.8
Bishop & Co Investment Management
4406
Bishop & Co Investment Management
Pennsylvania
USD 206 M +USD 16 M +8% 7.97% 53.7% 24 4.17% 4.8
WT Wealth Management
4407
WT Wealth Management
Arizona
USD 206 M +USD 7.05 M +4% 3.1% 72% 110 33.64% 1.7
Industry Ventures
4408
Industry Ventures
California
USD 206 M +USD 129 M +166% 70.5% 77.4% 12 50% 0.6
BCGM Wealth Management
4409
BCGM Wealth Management
Indiana
USD 206 M +USD 5.41 M +3% 7.79% 54.9% 113 7.96% 1.6
Eclectic Associates
4410
Eclectic Associates
California
USD 205 M +USD 53 M +35% 7.34% 53.8% 81 22.22% 1.4
Detalus Advisors
4411
Detalus Advisors
Missouri
USD 205 M +USD 38.1 M +23% 8.17% 75.7% 144 15.28% 1.9
Paulson Wealth Management
4412
Paulson Wealth Management
Illinois
USD 205 M +USD 19.2 M +10% 6.78% 62.6% 95 29.47% 2.6
First United Bank & Trust
4413
First United Bank & Trust
Maryland
USD 205 M +USD 6.06 M +3% 8.38% 78% 146 4.79% 5.2
Symmetry Peak Management
4414
Symmetry Peak Management
Pennsylvania
USD 205 M +USD 120 M +143% 9.14% 320% 164 89.02% 0.1
MSD Capital
4415
MSD Capital
New York
USD 205 M +USD 21.8 M +12% 16.3% 11.5% 5 20% 4.9
Anfield Capital Management
4416
Anfield Capital Management
California
USD 205 M -USD 5.12 M -2% 6.85% 65.3% 100 26% 1.2
Jacobs Asset Management
4417
Jacobs Asset Management
New York
USD 205 M +USD 8.6 M +4% 5.57% 114% 47 36.17% 1.6
SWMG
4418
Signature Wealth Management Group
Georgia
USD 204 M +USD 7.68 M +4% 8.82% – 95 11.58% 2.5
DI
4419
Disciplined Investments
Oklahoma
USD 204 M -USD 13.2 M -6% 6.97% 51.4% 1,721 8.48% 1.1
Snow Lake Capital
4420
Snow Lake Capital
Hong Kong
USD 204 M -USD 3.28 M -2% 11.5% – 16 56.25% 0.2
Abound Wealth Management
4421
Abound Wealth Management
Tennessee
USD 204 M +USD 19 M +10% 7.96% 65.7% 800 16.25% 0.3
Lumbard & Kellner
4422
Lumbard & Kellner
New Hampshire
USD 204 M +USD 10.1 M +5% 8.73% 137% 93 15.05% 3.6
Terril Brothers
4423
Terril Brothers
Missouri
USD 204 M -USD 126 M -38% 6.89% 112% 56 17.86% 3.9
First Washington Corp
4424
First Washington Corp
Washington
USD 204 M +USD 5.78 M +3% 3.9% 142% 69 26.09% 3.9
Sanchez Wealth Management Group
4425
Sanchez Wealth Management Group
Florida
USD 204 M +USD 20.8 M +11% 7.15% 61.1% 34 8.82% 2.8