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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)
Engle Capital Management
4601
Engle Capital Management
Connecticut
USD 277 M -USD 57.5 M -17% 6.11% 398% 30 43.33% 0.7
Accel Wealth Management
4602
Accel Wealth Management
Iowa
USD 277 M +USD 12.9 M +5% 1.3% 82.4% 266 9.4% 2.4
Redpoint Management
4603
Redpoint Management
California
USD 277 M -USD 40.9 M -13% 11.9% 20.6% 6 0% 2.5
Private Wealth Advisors (California)
4604
Private Wealth Advisors (California)
California
USD 277 M +USD 21.5 M +8% 4.59% 63.6% 94 15.96% 3.4
Zeno Equity Partners
4605
Zeno Equity Partners
United Kingdom
USD 277 M -USD 56.9 M -17% 5.45% – 13 15.38% 0.9
MWM
4606
MGB Wealth Management
Texas
USD 276 M -USD 45.8 M -14% 3.48% – 310 13.55% 1
IAS
4607
Investment Advisory Services
Texas
USD 276 M -USD 7.2 M -3% 0.97% 74.9% 120 7.5% 3.7
360 Financial
4608
360 Financial
Minnesota
USD 276 M -USD 274 k -0.1% 4.15% 86.1% 90 24.44% 3
ITIM
4609
Indiana Trust & Investment Management
Indiana
USD 276 M -USD 17.6 M -6% 3.54% 114% 489 5.11% 2.8
Impact Capital Partners
4610
Impact Capital Partners
Colorado
USD 276 M -USD 5.03 M -2% 0.67% – 274 15.33% 0.2
Auour Investments
4611
Auour Investments
Massachusetts
USD 276 M -USD 10 M -4% 0.21% 39.2% 86 11.63% 1.5
Sterling Financial Planning
4612
Sterling Financial Planning
New Jersey
USD 276 M +USD 3.94 M +1% 0.42% 59.3% 114 9.65% 3.2
Bond & Devick Financial Network
4613
Bond & Devick Financial Network
Minnesota
USD 276 M +USD 41.8 M +18% 0.21% 46.9% 171 14.04% 2.8
TFG Advisers
4614
TFG Advisers
Michigan
USD 276 M -USD 2.31 M -0.8% 0.68% 61.8% 212 4.25% 4.4
Wealth Management Resources
4615
Wealth Management Resources
Rhode Island
USD 276 M +USD 4.55 M +2% 0.19% 37.7% 33 6.06% 2.3
SFMG
4616
Sage Financial Management Group
Virginia
USD 276 M +USD 5.5 M +2% 0.75% 51.6% 56 3.57% 0.8
Prudent Man Advisors
4617
Prudent Man Advisors
Illinois
USD 275 M +USD 169 k +0.1% 1% 92.5% 180 11.11% 3
Global View Capital Management
4618
Global View Capital Management
Wisconsin
USD 275 M -USD 10 M -4% 2.42% – 141 39.01% 0.2
Pinnacle Financial Group
4619
Pinnacle Financial Group
Illinois
USD 275 M +USD 19.9 M +8% 1.07% 59.1% 99 19.19% 1.9
Centennial Wealth Advisory
4620
Centennial Wealth Advisory
Michigan
USD 275 M +USD 20.2 M +8% 1.2% 63% 153 12.42% 1.9
Evexia Wealth
4621
Evexia Wealth
Wisconsin
USD 275 M -USD 19.9 M -7% 1.39% 95% 76 2.63% 1.3
Lunt Capital Management
4622
Lunt Capital Management
Utah
USD 275 M +USD 17.9 M +7% 0.11% 36.9% 94 21.28% 1.3
WealthBridge Investment Counsel
4623
WealthBridge Investment Counsel
Alberta, Canada
USD 275 M +USD 2.27 M +0.8% 0.05% 106% 47 2.13% 4.2
Proathlete Wealth Management
4624
Proathlete Wealth Management
Florida
USD 274 M +USD 8.85 M +3% 3.99% 73.9% 212 71.7% 0.3
Skaana Management
4625
Skaana Management
New York
USD 274 M -USD 115 M -30% 2.29% 269% 205 39.51% 0.8