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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)
MCM
4551
McMillion Capital Management
North Carolina
USD 133 M -USD 18.9 M -12% 11% 59.3% 72 5.56% 4.4
Strategic Wealth Investment Group
4552
Strategic Wealth Investment Group
Kentucky
USD 133 M +USD 30.9 M +30% 8.52% – 89 12.36% 0.4
Centric Wealth Management
4553
Centric Wealth Management
Illinois
USD 133 M -USD 58.1 M -30% 22% 44.4% 169 47.34% 0.9
Centerpoint Advisors
4554
Centerpoint Advisors
Massachusetts
USD 133 M +USD 9.24 M +7% 7.42% 82.6% 290 20.69% 2.1
EPIQ Partners
4555
EPIQ Partners
Minnesota
USD 133 M +USD 23.2 M +21% 6.87% 49.6% 77 19.48% 0.6
SCF Partners
4556
SCF Partners
Texas
USD 133 M -USD 28.7 M -18% 15.9% 2.1% 4 0% 3.7
OmniStar Financial Group
4557
OmniStar Financial Group
North Carolina
USD 133 M +USD 11.6 M +10% 7.2% 75.6% 126 20.63% 1.6
USA Financial Formulas
4558
USA Financial Formulas
Michigan
USD 133 M -USD 2.04 M -2% 13.2% 104% 375 40.27% 0.5
Sturgeon Ventures
4559
Sturgeon Ventures
United Kingdom
USD 132 M +USD 9.8 M +8% 14.1% 85.9% 41 12.2% 1.1
Rainwater Charitable Foundation
4560
Rainwater Charitable Foundation
Texas
USD 132 M -USD 14.4 M -10% 8.32% 44% 4 25% 1
Monte Financial Group
4561
Monte Financial Group
Connecticut
USD 132 M +USD 5.85 M +5% 8.67% 66.7% 58 1.72% 2.1
Caprin Asset Management
4562
Caprin Asset Management
Virginia
USD 132 M +USD 2.57 M +2% 0.33% 7.87% 20 5% 3.6
LFWA
4563
LBJ Family Wealth Advisors
Texas
USD 132 M +USD 7.56 M +6% 6.55% 64.9% 19 0% 5.2
Pecaut & Co
4564
Pecaut & Co
Iowa
USD 132 M +USD 4.26 M +3% 13.8% 62.8% 66 16.67% 3.4
AA
4565
Alta Advisers
United Kingdom
USD 132 M +USD 4.08 M +3% 3.67% 129% 4 0% 3
Landaas & Company
4566
Landaas & Company
Wisconsin
USD 132 M +USD 6.01 M +5% 7.66% 68.3% 57 7.02% 2.4
Resource Planning Group
4567
Resource Planning Group
Georgia
USD 132 M -USD 1.92 M -1% 4.32% 1.9% 61 11.48% 1.4
One Advisory Partners
4568
One Advisory Partners
Kansas
USD 132 M +USD 7.79 M +6% 5.52% 58.3% 28 17.86% 0.2
Eastover Investment Advisors
4569
Eastover Investment Advisors
North Carolina
USD 132 M +USD 10.6 M +9% 8.14% 105% 49 8.16% 0.5
Manchester Financial
4570
Manchester Financial
California
USD 132 M +USD 8.46 M +7% 12.7% 73% 632 18.2% 0.7
Verity Asset Management
4571
Verity Asset Management
North Carolina
USD 131 M +USD 22.9 M +21% 5.51% 87% 153 24.84% 1.5
Fullen Financial Group
4572
Fullen Financial Group
Ohio
USD 131 M +USD 10.7 M +9% 4.44% 28.4% 55 7.27% 0.2
PP
4573
Professional Planning
California
USD 131 M -USD 56.3 M -30% 12.9% 99.9% 116 70.69% 1.8
Demars Financial Group
4574
Demars Financial Group
Washington
USD 131 M +USD 10.7 M +9% 8.65% 69.1% 64 7.81% 0.5
Equitec Proprietary Markets
4575
Equitec Proprietary Markets
Illinois
USD 131 M – – 19.3% 352% 93 – 0.4