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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)
Bell & Brown Wealth Advisors
4476
Bell & Brown Wealth Advisors
California
USD 138 M +USD 10.4 M +8% 14.1% 125% 71 4.23% 2.1
Briaud Financial Planning
4477
Briaud Financial Planning
Texas
USD 138 M +USD 7.37 M +6% 4.83% 113% 21 28.57% 0.6
FFG
4478
Fortem Financial Group
California
USD 138 M +USD 8.7 M +7% 9.26% 183% 167 37.72% 1
Salem Capital Management
4479
Salem Capital Management
Massachusetts
USD 138 M -USD 1.49 M -1% 7.89% 32.3% 65 12.31% 5.6
NERM
4480
New England Research & Management
Illinois
USD 138 M -USD 1.65 M -1% 8.39% 65% 168 36.9% 2.7
American Trust Investment Advisors
4481
American Trust Investment Advisors
New Hampshire
USD 138 M +USD 14.5 M +12% 11% 91% 72 15.28% 2.4
Institutional Venture Management XIV
4482
Institutional Venture Management XIV
California
USD 138 M -USD 25.4 M -16% 5.49% 18.1% 4 0% 2.1
Seafarer Capital Partners
4483
Seafarer Capital Partners
California
USD 138 M -USD 5.44 M -4% 15.1% 61.3% 5 60% 1.4
1776 Wealth
4484
1776 Wealth
Georgia
USD 138 M -USD 7.89 M -5% 10.9% 90.4% 342 68.42% 0.7
CTC (Chicago Trading Company)
4485
CTC (Chicago Trading Company)
Illinois
USD 138 M +USD 10.2 M +8% 13.1% 192% 70 14.29% 1.7
Compass Financial Group (Florida)
4486
Compass Financial Group (Florida)
Florida
USD 138 M +USD 18.3 M +15% 5.75% 47.5% 26 34.62% 1.8
AllSquare Wealth Management
4487
AllSquare Wealth Management
New York
USD 138 M +USD 4.85 M +4% 5.87% 62.4% 496 7.06% 3
C-J Advisory
4488
C-J Advisory
California
USD 138 M +USD 5.07 M +4% 5.1% 39.2% 31 3.23% 3.4
AW
4489
Alpha Windward
Massachusetts
USD 137 M +USD 7.15 M +5% 8.09% 33.6% 442 16.06% 3
HighVista Strategies
4490
HighVista Strategies
Massachusetts
USD 137 M +USD 16.5 M +14% 18.9% 622% 147 55.1% 0.4
WC
4491
Weil Company
California
USD 137 M +USD 18.9 M +16% 12.7% 71.7% 117 18.8% 1.6
Adalta Capital Management
4492
Adalta Capital Management
New York
USD 137 M +USD 11.5 M +9% 11.1% 80.4% 76 22.37% 2
Detalus Advisors
4493
Detalus Advisors
Missouri
USD 137 M +USD 7.56 M +6% 6.56% 75.7% 95 8.42% 0.7
Kiley Juergens Wealth Management
4494
Kiley Juergens Wealth Management
Washington
USD 137 M +USD 17.1 M +14% 11.5% 106% 49 12.24% 2
Investment Counsel
4495
Investment Counsel
Michigan
USD 137 M +USD 2.94 M +2% 7.47% 50.1% 56 5.36% 4.1
SL
4496
SOF Ltd
Cayman Islands
USD 137 M +USD 19.9 M +17% 17% 42.3% 1 0% 3.8
Murphy Middleton Hinkle & Parker
4497
Murphy Middleton Hinkle & Parker
Georgia
USD 137 M +USD 1.14 M +0.8% 6.69% 66.8% 135 8.89% 2.3
Lincoln Capital Corp
4498
Lincoln Capital Corp
Rhode Island
USD 137 M +USD 8.89 M +7% 8.23% 82% 59 23.73% 1.7
StrongBox Wealth
4499
StrongBox Wealth
Missouri
USD 137 M +USD 26.8 M +24% 5.94% 63.9% 86 12.79% 0.4
S.E.E.D. Planning Group
4500
S.E.E.D. Planning Group
New York
USD 136 M +USD 8.5 M +7% 5.77% 57.3% 60 10% 0.6