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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)
NKCFO LLC
4601
NKCFO LLC
Illinois
USD 337 M -USD 8.46 M -2% 10.2% 237% 131 49.62% 0.8
WIM
4602
WIM Investment Management
Hong Kong
USD 337 M -USD 49.6 M -13% 11.2% – 24 25% 0.8
Sterling Financial Planning
4603
Sterling Financial Planning
New Jersey
USD 337 M +USD 5.45 M +2% 1.77% 59.3% 123 7.32% 3.8
Pension & Wealth Management Advisors
4604
Pension & Wealth Management Advisors
Massachusetts
USD 337 M -USD 85.8 k -0% 1.74% 49.9% 576 17.53% 1.6
Freedom Investment Management
4605
Freedom Investment Management
Connecticut
USD 337 M -USD 6.97 M -2% 1.25% 71.9% 122 17.21% 3.7
Shoker Investment Counsel
4606
Shoker Investment Counsel
Ohio
USD 337 M -USD 4.42 M -1% 5.43% 88.9% 114 7.02% 6.3
SC
4607
Schiavi & Co
Delaware
USD 337 M +USD 25.6 M +8% 2.64% 41.4% 51 15.69% 2.1
IWN
4608
Independent Wealth Network
Iowa
USD 337 M +USD 9.31 M +3% 1.66% 78.2% 350 31.71% 2.3
Comprehensive Financial Consultants Institutional
4609
Comprehensive Financial Consultants Institutional
Indiana
USD 337 M +USD 5.31 M +2% 1.49% 78% 202 9.41% 2.7
Team Hewins
4610
Team Hewins
California
USD 337 M +USD 26.2 M +8% 4.55% 60.5% 42 7.14% 1.9
Standard General
4611
Standard General
New York
USD 336 M -USD 222 M -40% 37.8% 259% 3 33.33% 6.5
WT Wealth Management
4612
WT Wealth Management
Arizona
USD 336 M -USD 11.4 M -3% 0.78% 72% 153 23.53% 2.4
Leeward Financial Partners
4613
Leeward Financial Partners
Washington
USD 336 M -USD 19.6 M -5% 4.26% 97.9% 100 7% 2.7
Sanofi
4614
Sanofi
France
USD 336 M +USD 25.5 M +8% 2.95% – 9 11.11% 0.9
Haverford Financial Services
4615
Haverford Financial Services
Pennsylvania
USD 336 M -USD 21.2 M -6% 1.64% 57.9% 49 8.16% 6.2
KA
4616
Kooman & Associates
Pennsylvania
USD 335 M -USD 2.67 M -0.8% 0.58% 66% 54 11.11% 2.4
Hudson Value Partners
4617
Hudson Value Partners
Florida
USD 335 M -USD 740 k -0.2% 2.02% 124% 114 16.67% 3
LifeWealth Investments
4618
LifeWealth Investments
Florida
USD 335 M +USD 19.3 M +6% 1.62% – 169 25.44% 0.9
Passive Capital Management
4619
Passive Capital Management
Maryland
USD 335 M +USD 15.1 M +5% 0.17% 41% 109 18.35% 2.1
VSM Wealth Advisory
4620
VSM Wealth Advisory
Maryland
USD 335 M +USD 1.87 M +0.6% 1.3% – 524 18.89% 0.9
Red Wave Investments
4621
Red Wave Investments
Pennsylvania
USD 335 M -USD 1.41 M -0.4% 1.5% 68.8% 124 18.55% 3.7
Private Client Services
4622
Private Client Services
Kentucky
USD 334 M +USD 14.5 M +5% 0.21% 72% 231 26.41% 1.3
Parus Finance (UK)
4623
Parus Finance (UK)
United Kingdom
USD 334 M -USD 46 M -12% 9.01% 199% 38 13.16% 3.4
Tucker Asset Management
4624
Tucker Asset Management
Colorado
USD 334 M -USD 8.96 M -3% 1.11% 71.6% 1,106 68.17% 1.9
Hobbs Group Advisors
4625
Hobbs Group Advisors
South Carolina
USD 334 M +USD 3.01 M +0.9% 1.03% – 176 15.91% 1.5