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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
4451
Delta Financial Advisors
Louisiana
USD 234 M -USD 11.1 M -5% 2.9% 107% 122 5.74% 2.3
EnCap Energy Capital Fund IX
4452
EnCap Energy Capital Fund IX
Texas
USD 234 M -USD 244 M -51% 42.2% 69.2% 4 25% 2
Exos Asset Management
4453
Exos Asset Management
New York
USD 234 M +USD 39.2 M +20% 0.66% – 412 32.77% 0.6
Keating Investment Counselors
4454
Keating Investment Counselors
Florida
USD 233 M +USD 7.46 M +3% 6.56% 50% 63 6.35% 5.8
Freedom Day Solutions
4455
Freedom Day Solutions
Texas
USD 233 M -USD 14.8 M -6% 4.57% 86.6% 128 11.72% 2.1
Bank OZK
4456
Bank OZK
Arkansas
USD 233 M -USD 12 M -5% 1.56% 112% 131 6.87% 5.6
WFA
4457
Wade Financial Advisory
California
USD 233 M +USD 40.8 M +21% 5.52% 15.9% 83 21.69% 1.7
SAM
4458
Security Asset Management
New York
USD 233 M -USD 24.5 M -10% 7.34% 67.4% 88 11.36% 4.7
G2 Capital Management
4459
G2 Capital Management
Ohio
USD 233 M -USD 35.6 M -13% 4.24% 55.1% 97 51.55% 0.2
Legacy Capital Wealth Partners
4460
Legacy Capital Wealth Partners
Arkansas
USD 233 M -USD 9.5 M -4% 4.13% 70.4% 63 53.97% 0.4
SYM Financial Corp
4461
SYM Financial Corp
Indiana
USD 233 M -USD 24.4 M -10% 4.52% 64.3% 120 18.33% 1.9
HBL
4462
Higo Bank, Ltd.
USD 232 M -USD 83.9 M -27% 7.12% 155% 44 34.09% 1.2
Equius Partners
4463
Equius Partners
California
USD 232 M -USD 5.29 M -2% 1.92% – 21 38.1% 0.2
Unio Capital
4464
Unio Capital
New Jersey
USD 232 M +USD 211 M +1,034% 6.04% 97.8% 61 3.28% 2.9
Guardian Wealth Advisors (North Carolina)
4465
Guardian Wealth Advisors (North Carolina)
North Carolina
USD 232 M -USD 759 k -0.3% 3.31% 58.9% 289 28.03% 0.2
Constellation Investimentos e Participacoes
4466
Constellation Investimentos e Participacoes
Brazil
USD 232 M -USD 35.8 M -13% 3.21% 172% 10 50% 1.2
E
4467
ETFidea
New York
USD 232 M -USD 17 M -7% 5.57% 22.7% 115 11.3% 0.2
PFA
4468
Professional Financial Advisors
Nebraska
USD 232 M +USD 338 k +0.1% 4.71% 59.2% 533 16.7% 1.1
Bishop & Co Investment Management
4469
Bishop & Co Investment Management
Pennsylvania
USD 232 M -USD 10.2 M -4% 6.23% 53.7% 23 8.7% 4.7
Quantum Private Wealth
4470
Quantum Private Wealth
Florida
USD 232 M -USD 32.2 M -12% 8.49% 240% 215 12.56% 0.2
Peoples Financial Services Corp
4471
Peoples Financial Services Corp
Pennsylvania
USD 231 M -USD 25.9 M -10% 1.27% 104% 290 6.9% 5.9
SA
4472
SAM Advisors
California
USD 231 M +USD 12.1 M +6% 4.72% 64.3% 37 32.43% 0.3
CC
4473
Corton Capital
Ontario, Canada
USD 231 M +USD 5.66 M +3% 8.73% 225% 515 76.31% 0.1
Northern Right Capital Management
4474
Northern Right Capital Management
Connecticut
USD 231 M -USD 99.3 M -30% 10.4% 187% 84 69.05% 1.1
Triumph Capital Management
4475
Triumph Capital Management
Colorado
USD 231 M -USD 13 k -0% 7.16% 55.5% 275 51.27% 0.4