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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)
ForthRight Wealth Management
4476
ForthRight Wealth Management
Georgia
USD 353 M +USD 4.68 M +1% 0.75% 50.4% 77 10.39% 3.2
Stolper & Co
4477
Stolper & Co
Oklahoma
USD 352 M +USD 13 M +4% 3.18% 77.1% 92 3.26% 4.3
MIC Capital Management (UK)
4478
MIC Capital Management (UK)
United Kingdom
USD 352 M -USD 88.8 M -20% 9.86% 67.2% 15 20% 2.5
Elmind Capital
4479
Elmind Capital
New York
USD 352 M +USD 13.4 M +4% 12.8% – 36 11.11% 0.2
PCJ Investment Counsel
4480
PCJ Investment Counsel
Ontario, Canada
USD 352 M -USD 52.2 M -13% 7.46% 164% 72 33.33% 3.3
Brown Miller Wealth Management
4481
Brown Miller Wealth Management
Virginia
USD 352 M -USD 10.1 M -3% 2.55% 121% 205 12.68% 2.7
ACA
4482
Acorn Capital Advisors
New York
USD 352 M +USD 56.7 M +19% 20.6% – 23 13.04% 1
Vision Retirement
4483
Vision Retirement
New Jersey
USD 352 M -USD 21.5 M -6% 3.86% – 695 20.72% 0.2
HTG Investment Advisors
4484
HTG Investment Advisors
Connecticut
USD 352 M +USD 26.1 M +8% 0.78% 57.4% 87 13.79% 2.1
Enavate Sciences
4485
Enavate Sciences
California
USD 352 M -USD 155 M -31% 17.4% – 7 0% 1.1
Cypress Capital
4486
Cypress Capital
Tennessee
USD 351 M -USD 5.67 M -2% 0.3% 43.6% 101 12.87% 2.9
Colton Groome Financial Advisors
4487
Colton Groome Financial Advisors
North Carolina
USD 351 M +USD 2.4 M +0.7% 1.19% 65.8% 145 11.03% 2.8
Alaethes Wealth
4488
Alaethes Wealth
Nevada
USD 351 M -USD 4.06 M -1% 0.57% 96.4% 131 17.56% 2.5
Trinity Financial Advisors
4489
Trinity Financial Advisors
Ohio
USD 351 M -USD 6.38 M -2% 1.26% 74.5% 97 10.31% 2.7
LWMM
4490
Legacy Wealth Management (Mississippi)
Mississippi
USD 351 M -USD 23.7 M -6% 4.95% 105% 115 20.87% 3.2
Fiduciary Family Office
4491
Fiduciary Family Office
Florida
USD 351 M +USD 2.96 M +0.9% 3.05% 97.3% 201 19.9% 0.9
PhiloSmith Capital
4492
PhiloSmith Capital
Connecticut
USD 351 M -USD 13 M -4% 4.95% 47% 23 4.35% 7.7
Spider Management Company
4493
Spider Management Company
Virginia
USD 351 M +USD 126 M +56% 0.38% – 6 66.67% 0.9
SC
4494
Steph & Co
Wisconsin
USD 351 M +USD 3.58 M +1% 0.73% 61.6% 323 10.84% 3.4
HA
4495
Hamel Associates
New Jersey
USD 351 M +USD 18.8 M +6% 7.83% 59.4% 85 11.76% 6.5
Umpqua Bank
4496
Umpqua Bank
Oregon
USD 350 M -USD 9.6 M -3% 0.2% – 162 7.41% 1.7
Ping Capital Management
4497
Ping Capital Management
New York
USD 350 M +USD 2.53 M +0.7% 3.18% – 99 37.37% 1
SWMG LLC
4498
SWMG LLC
Texas
USD 350 M -USD 10 M -3% 2.16% 68.7% 134 20.9% 1.9
Wealth Management Partners
4499
Wealth Management Partners
Arizona
USD 350 M -USD 342 k -0.1% 0.02% 194% 157 12.74% 2.8
Retirement Financial Solutions
4500
Retirement Financial Solutions
Tennessee
USD 350 M +USD 8.19 M +2% 1.86% 52.5% 56 21.43% 1.1