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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)
Cloverfields Capital Group
4401
Cloverfields Capital Group
Minnesota
USD 255 M +USD 33 M +15% 10.9% 101% 105 32.38% 1.2
Wind River Trust Company
4402
Wind River Trust Company
Wyoming
USD 255 M +USD 22.6 M +10% 10.5% 62.1% 9 0% 8.4
Blue Pool Management
4403
Blue Pool Management
Hong Kong
USD 255 M -USD 279 M -52% 0.3% 72.8% 2 50% 1.3
Financial Security Advisor
4404
Financial Security Advisor
Virginia
USD 255 M +USD 37 M +17% 9.75% 83.5% 109 18.35% 0.2
Whitford Management
4405
Whitford Management
New York
USD 254 M +USD 178 M +231% 11.1% 76.2% 24 75% 0.3
Centerpoint Advisors
4406
Centerpoint Advisors
Massachusetts
USD 254 M +USD 18.7 M +8% 11% 82.6% 626 31.31% 2.9
LCNB Corp
4407
LCNB Corp
Ohio
USD 254 M +USD 28.3 M +13% 9.58% 83.1% 175 6.86% 4.3
LCM
4408
Lynx1 Capital Management
Puerto Rico
USD 254 M +USD 103 M +68% 71% 883% 18 16.67% 1
Hilltop Partners
4409
Hilltop Partners
Indiana
USD 254 M +USD 16.5 M +7% 8.73% 64.9% 101 8.91% 0.7
RI
4410
Rinkey Investments
California
USD 254 M +USD 35.7 M +16% 6.96% 42.1% 68 41.18% 0.9
Strata Wealth Advisors
4411
Strata Wealth Advisors
Texas
USD 254 M +USD 46.2 M +22% 9.08% 73.6% 73 35.62% 0.5
Red Wave Investments
4412
Red Wave Investments
Pennsylvania
USD 254 M +USD 19.8 M +8% 9.74% 68.8% 102 9.8% 2.3
Opal Wealth Advisors
4413
Opal Wealth Advisors
New York
USD 254 M +USD 82.9 M +49% 9.64% 62.3% 176 22.73% 1.3
Apollon Financial
4414
Apollon Financial
South Carolina
USD 254 M – – 11.7% 103% 139 – 0
Auour Investments
4415
Auour Investments
Massachusetts
USD 254 M +USD 16.7 M +7% 6.62% 39.2% 75 8% 0.5
SA
4416
SAM Advisors
California
USD 254 M +USD 23.2 M +10% 10.2% 64.3% 39 17.95% 1.5
West Wealth Group
4417
West Wealth Group
California
USD 254 M +USD 24.5 M +11% 10.4% 79.8% 87 17.24% 1.1
Keeler Thomas Management
4418
Keeler Thomas Management
Utah
USD 254 M -USD 16.8 M -6% 9.24% 52.1% 68 11.76% 1.8
Madrona Financial Services
4419
Madrona Financial Services
Washington
USD 254 M +USD 34.6 M +16% 11.3% 85.1% 104 28.85% 2.9
IAS
4420
Investment Advisory Services
Texas
USD 254 M +USD 21.1 M +9% 9.1% 74.9% 115 7.83% 2.7
Columbus Macro
4421
Columbus Macro
Pennsylvania
USD 253 M +USD 16.1 M +7% 8.1% 48.7% 194 27.84% 2.5
WT Wealth Management
4422
WT Wealth Management
Arizona
USD 253 M +USD 19.8 M +8% 8.38% 72% 127 32.28% 1.8
Boyd Watterson Asset Management
4423
Boyd Watterson Asset Management
Ohio
USD 253 M +USD 24.3 M +11% 12.4% 116% 426 1.88% 2.6
LPWM LLC
4424
LPWM LLC
Minnesota
USD 253 M +USD 30.6 M +14% 10.4% 59.4% 74 14.86% 2.6
Verum Partners
4425
Verum Partners
North Carolina
USD 253 M +USD 29.1 M +13% 8.66% 57.7% 144 9.72% 0.6