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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)
Wealth Effects
4426
Wealth Effects
Massachusetts
USD 271 M +USD 5.11 M +2% 15.5% 235% 240 15% 1.6
Nicollet Investment Management
4427
Nicollet Investment Management
Minnesota
USD 271 M +USD 25.8 M +11% 10.2% 104% 70 10% 4.1
Legacy Capital Group California
4428
Legacy Capital Group California
California
USD 271 M +USD 12.3 M +5% 8.01% 143% 328 25.61% 0.7
Auour Investments
4429
Auour Investments
Massachusetts
USD 271 M +USD 17.2 M +7% 4.57% 39.2% 81 11.11% 0.7
MP
4430
Mediatel Partners
Texas
USD 271 M -USD 2.74 M -1% 0.94% 11.6% 3 0% 7.8
Alpha DNA Investment Management
4431
Alpha DNA Investment Management
Maryland
USD 271 M +USD 14.3 M +6% 15% 134% 263 57.41% 0.5
AMG
4432
Ace Management Global
Brazil
USD 271 M – – 19.8% – 5 – 0
University of Illinois Foundation
4433
University of Illinois Foundation
Illinois
USD 270 M +USD 45 M +20% 6.04% – 4 25% 0.2
Washington University
4434
Washington University
Missouri
USD 270 M +USD 67.8 M +33% 33.5% 30.4% 5 20% 1.5
Hollow Brook Wealth Management
4435
Hollow Brook Wealth Management
New York
USD 270 M +USD 19.7 M +8% 10.9% 97.8% 90 16.67% 3.5
Weaver Consulting Group
4436
Weaver Consulting Group
California
USD 270 M +USD 24.2 M +10% 7.02% 56.4% 205 7.8% 3
Modus Advisors
4437
Modus Advisors
Minnesota
USD 270 M +USD 23.7 M +10% 8.87% 89.5% 107 12.15% 2.7
First United Bank & Trust
4438
First United Bank & Trust
Maryland
USD 270 M +USD 19.7 M +8% 8.96% 78% 454 12.11% 2.2
Quantum Private Wealth
4439
Quantum Private Wealth
Florida
USD 270 M +USD 31.1 M +13% 21.5% 240% 186 7.53% 1.8
West Wealth Group
4440
West Wealth Group
California
USD 270 M +USD 16.3 M +6% 7.57% 79.8% 101 39.6% 1.2
Front Row Advisors
4441
Front Row Advisors
California
USD 270 M +USD 52.1 M +24% 17.2% 142% 941 50.16% 2.4
PYA Waltman Capital
4442
PYA Waltman Capital
Tennessee
USD 270 M +USD 29.3 M +12% 10.3% 62.4% 68 5.88% 2.5
WealthBridge Investment Counsel
4443
WealthBridge Investment Counsel
Alberta, Canada
USD 270 M +USD 19.5 M +8% 9.87% 106% 44 4.55% 3.6
KPS Global Asset Management (UK)
4444
KPS Global Asset Management (UK)
United Kingdom
USD 269 M +USD 78.5 M +41% 45.4% 373% 4 0% 3.9
ACM
4445
Aljian Capital Management
Nevada
USD 269 M +USD 21.9 M +9% 15.7% 162% 40 15% 4.3
Seascape Capital Management
4446
Seascape Capital Management
New Hampshire
USD 269 M +USD 32.1 M +14% 11% 111% 105 4.76% 2.4
Prevail Innovative Wealth Advisors
4447
Prevail Innovative Wealth Advisors
Kansas
USD 269 M +USD 59.4 M +28% 5.22% 31.3% 195 49.74% 0.3
Cumberland Advisors
4448
Cumberland Advisors
Florida
USD 269 M +USD 35.9 M +15% 8.36% 80.7% 59 15.25% 3.8
Chase Investment Counsel
4449
Chase Investment Counsel
Virginia
USD 269 M +USD 42.3 M +19% 24.3% 380% 143 25.17% 1.3
Verde Servicos Internacionais
4450
Verde Servicos Internacionais
Brazil
USD 269 M +USD 18.4 M +7% 13.6% 130% 41 60.98% 0.5