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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)
SC
4576
Steph & Co
Wisconsin
USD 347 M +USD 19.5 M +6% 1.67% 61.6% 342 17.25% 3.1
Bouvel Investment Partners
4577
Bouvel Investment Partners
Pennsylvania
USD 347 M +USD 20.2 M +6% 3.98% 199% 88 20.45% 2.3
EL
4578
EQ LLC
Washington
USD 347 M +USD 52.2 M +18% 2.15% 80% 79 8.86% 2.4
Avidity Partners Management
4579
Avidity Partners Management
Texas
USD 347 M -USD 92.7 M -21% 14.4% 492% 54 48.15% 1.1
Blueshift Asset Management
4580
Blueshift Asset Management
New Jersey
USD 347 M +USD 22.1 M +7% 1.12% 41.1% 684 72.51% 0.3
Boyd Watterson Asset Management
4581
Boyd Watterson Asset Management
Ohio
USD 346 M +USD 10.6 M +3% 5.78% 116% 427 3.51% 4.4
Neumann Capital Management
4582
Neumann Capital Management
California
USD 346 M +USD 4.23 M +1% 2.18% 89.9% 105 5.71% 7.7
PineBridge Investments Asia
4583
PineBridge Investments Asia
USD 346 M – – 0.38% – 7 – 0
NKCFO LLC
4584
NKCFO LLC
Illinois
USD 346 M +USD 13.7 M +4% 7.45% 237% 125 48.8% 0.9
Prevatt Capital
4585
Prevatt Capital
Bahamas
USD 346 M +USD 51.6 M +18% 2.77% – 12 33.33% 1.5
JRM Investment Counsel
4586
JRM Investment Counsel
Nebraska
USD 346 M +USD 11.7 M +3% 2.3% 65.1% 21 0% 5.8
MCG
4587
McCollum Christoferson Group
New York
USD 346 M -USD 3.3 M -0.9% 0.38% 59.4% 75 2.67% 4.4
Kaydan Wealth Management
4588
Kaydan Wealth Management
Michigan
USD 346 M -USD 4.53 M -1% 2.83% 58% 114 2.63% 2.9
Oxler Private Wealth
4589
Oxler Private Wealth
New York
USD 345 M +USD 1.63 M +0.5% 1.78% 119% 92 4.35% 3.6
Beirne Wealth Consulting Services
4590
Beirne Wealth Consulting Services
Connecticut
USD 345 M -USD 71.5 M -17% 2.69% 81.9% 229 54.59% 3.7
LOM Asset Management
4591
LOM Asset Management
USD 345 M +USD 17.3 M +5% 4.7% – 282 14.18% 0.4
Cornell Pochily Investment Advisors
4592
Cornell Pochily Investment Advisors
New York
USD 345 M +USD 10 M +3% 3.11% 97% 189 10.05% 4.9
Pathway Financial Advisers
4593
Pathway Financial Advisers
Indiana
USD 345 M +USD 2.15 M +0.6% 2.9% 88.2% 377 57.03% 2.5
FP
4594
FFG Partners
Florida
USD 345 M -USD 24 M -7% 1.5% 277% 40 12.5% 1
Keystone Financial Planning
4595
Keystone Financial Planning
Ohio
USD 345 M +USD 676 k +0.2% 1.23% 46% 48 12.5% 7.1
SGH
4596
Sivik Global Healthcare
Connecticut
USD 345 M +USD 902 k +0.3% 11.5% 83.8% 65 56.92% 1.8
Pinnacle Financial Group
4597
Pinnacle Financial Group
Illinois
USD 345 M +USD 13.8 M +4% 2.48% 59.1% 115 8.7% 2.2
Websterrogers Financial Advisors
4598
Websterrogers Financial Advisors
South Carolina
USD 344 M +USD 11 M +3% 1.8% 46% 96 7.29% 2.6
Freedom Investment Management
4599
Freedom Investment Management
Connecticut
USD 344 M -USD 34.3 M -9% 2.54% 71.9% 149 27.52% 3.6
Flagship Wealth Advisors
4600
Flagship Wealth Advisors
Massachusetts
USD 344 M +USD 40.5 M +13% 2.49% – 447 15.44% 0.9