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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)
KFA Private Wealth Group
4401
KFA Private Wealth Group
Virginia
USD 350 M +USD 27.4 M +8% 7% 62.8% 143 11.89% 2.3
Kaydan Wealth Management
4402
Kaydan Wealth Management
Michigan
USD 350 M +USD 44.6 M +15% 7.52% 58% 119 10.92% 2.7
Kaleidoscope Capital
4403
Kaleidoscope Capital
Massachusetts
USD 350 M +USD 98.1 M +39% 22.9% – 11 18.18% 2.5
Pineridge Advisors
4404
Pineridge Advisors
Missouri
USD 350 M +USD 73.9 M +27% 3.62% – 597 28.98% 1.4
Ogorek Anthony Joseph
4405
Ogorek Anthony Joseph
New York
USD 350 M +USD 26.1 M +8% 6.78% 61.1% 705 8.37% 2.1
Cypress Capital
4406
Cypress Capital
Tennessee
USD 350 M +USD 5.23 M +2% 5.3% 43.6% 98 13.27% 2.6
Siena Capital Partners
4407
Siena Capital Partners
Illinois
USD 349 M +USD 7.31 M +2% 3.07% 44.2% 101 10.89% 4.4
Redwood Grove Capital
4408
Redwood Grove Capital
California
USD 349 M +USD 47.9 M +16% 23.3% 79.8% 24 20.83% 2.5
Virtus Investment Advisers
4409
Virtus Investment Advisers
Connecticut
USD 349 M +USD 53.4 M +18% 9.85% 172% 478 16.11% 0.5
Sandbox Financial Partners
4410
Sandbox Financial Partners
Maryland
USD 349 M +USD 32.2 M +10% 8.43% 69.6% 135 14.07% 2.4
White Pine Capital
4411
White Pine Capital
Minnesota
USD 349 M +USD 34.2 M +11% 12.8% 155% 230 6.09% 6.4
MCG
4412
McCollum Christoferson Group
New York
USD 349 M +USD 12.9 M +4% 4.71% 59.4% 79 20.25% 4.1
SWK
4413
Stephen W. Kidder
USD 349 M +USD 16.3 M +5% 7.85% 94.7% 77 9.09% 7
Highland Financial Advisors
4414
Highland Financial Advisors
New Jersey
USD 349 M +USD 37.2 M +12% 7.75% 70% 60 13.33% 2.1
Seascape Capital Management
4415
Seascape Capital Management
New Hampshire
USD 349 M +USD 31.5 M +10% 10.3% 111% 103 13.59% 3.3
Morton Brown Family Wealth
4416
Morton Brown Family Wealth
Pennsylvania
USD 348 M +USD 19.7 M +6% 6.68% 54.5% 331 23.56% 2.3
FC
4417
Fore Capital
New York
USD 348 M +USD 67.8 M +24% 4.96% 25.4% 71 53.52% 0.5
Syquant Capital SAS
4418
Syquant Capital SAS
France
USD 348 M +USD 46.8 M +16% 13.1% 160% 27 85.19% 0.1
WHGC
4419
Wealth High Governance Capital
Brazil
USD 348 M +USD 25.8 M +8% 13.6% 622% 50 64% 0.2
FFG
4420
Fortem Financial Group
California
USD 348 M +USD 38 M +12% 14.2% 183% 181 13.26% 2.6
WT Wealth Management
4421
WT Wealth Management
Arizona
USD 347 M +USD 9.8 M +3% 7.64% 72% 158 18.99% 2.2
Proathlete Wealth Management
4422
Proathlete Wealth Management
Florida
USD 347 M +USD 33 M +11% 7.36% 73.9% 335 34.33% 0.7
Concentrum Wealth Management
4423
Concentrum Wealth Management
California
USD 347 M +USD 27.9 M +9% 10% 200% 80 10% 3.1
Phraction Management
4424
Phraction Management
Connecticut
USD 346 M +USD 33.8 M +11% 8.53% 106% 76 17.11% 2.4
Elevatus Welath Management
4425
Elevatus Welath Management
New York
USD 346 M +USD 46.5 M +15% 13.8% 270% 136 22.79% 1.1