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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)
CM Wealth Advisors
4651
CM Wealth Advisors
Ohio
USD 233 M -USD 26.8 M -10% 13.2% 76.5% 84 17.86% 0.9
SL
4652
SWF LLC
Nebraska
USD 233 M +USD 23.4 M +11% 1.85% 82.9% 3 66.67% 3
Financial Life Advisors
4653
Financial Life Advisors
Texas
USD 232 M +USD 31.8 k +0% 8.76% 47% 63 20.63% 2.4
Adirondack Trust Company
4654
Adirondack Trust Company
New York
USD 232 M +USD 32 M +16% 10.7% 96.7% 523 12.43% 5.3
WHGC
4655
Wealth High Governance Capital
Brazil
USD 232 M -USD 55.4 M -19% 17.3% 622% 35 85.71% 0.1
IC
4656
Immersion Capital
United Kingdom
USD 232 M -USD 951 k -0.4% 21.2% 63.4% 9 22.22% 1.8
Sectoral Asset Management
4657
Sectoral Asset Management
Quebec, Canada
USD 232 M -USD 281 M -55% 16.1% 189% 133 29.32% 2.1
TTP Investments
4658
TTP Investments
California
USD 232 M +USD 80.5 M +53% 14.3% 232% 33 18.18% 1.4
Camarda Financial Advisors
4659
Camarda Financial Advisors
Florida
USD 232 M +USD 77.2 M +50% 12.6% 196% 82 28.05% 1.2
Benchmark Financial Wealth Advisors
4660
Benchmark Financial Wealth Advisors
Florida
USD 232 M +USD 19.3 M +9% 11.2% 81.6% 81 19.75% 2.4
Vert Asset Management
4661
Vert Asset Management
California
USD 232 M +USD 34.6 M +18% 18.1% 43.1% 42 2.38% 1.8
ABLE Financial Group
4662
ABLE Financial Group
Arizona
USD 231 M +USD 31.2 M +16% 9.83% 64.2% 156 17.95% 0.6
CPA
4663
Capital Performance Advisors
California
USD 231 M +USD 34.9 M +18% 11.5% 77.1% 80 31.25% 1.1
Intergy Private Wealth
4664
Intergy Private Wealth
Colorado
USD 231 M +USD 31.4 M +16% 11.1% 73.8% 75 8% 1.5
Stonepine Capital Management
4665
Stonepine Capital Management
Oregon
USD 231 M -USD 69.8 M -23% 11.3% 321% 23 30.43% 1.4
Robinswood Financial
4666
Robinswood Financial
Washington
USD 231 M +USD 21.5 M +10% 8.25% 43.1% 272 15.81% 0.4
Insight Folios
4667
Insight Folios
North Carolina
USD 231 M +USD 26.5 M +13% 7.66% 32.9% 120 8.33% 2.2
FNWM
4668
Financial Network Wealth Management
Utah
USD 231 M +USD 26.1 M +13% 10.9% – 116 19.83% 2
Mount Capital
4669
Mount Capital
United Kingdom
USD 231 M -USD 2.62 M -1% 12.6% 66.1% 19 10.53% 1.7
Sterling Financial Planning
4670
Sterling Financial Planning
New Jersey
USD 231 M +USD 35.7 M +18% 9.89% 59.3% 102 8.82% 2.3
Peloton Wealth Strategists
4671
Peloton Wealth Strategists
Indiana
USD 231 M +USD 14 M +6% 10.4% 58.1% 97 13.4% 3.1
Peoples Financial Services Corp
4672
Peoples Financial Services Corp
Pennsylvania
USD 231 M +USD 18.4 M +9% 11.3% 104% 260 3.46% 7.6
Retirement Capital Strategies
4673
Retirement Capital Strategies
California
USD 231 M +USD 17.1 M +8% 10.2% 65.8% 76 32.89% 1.8
IAA
4674
Ironsides Asset Advisors
North Carolina
USD 231 M +USD 11 M +5% 8.96% 49.3% 94 18.09% 2.6
Delta Financial Advisors
4675
Delta Financial Advisors
Louisiana
USD 231 M +USD 8.81 M +4% 10.2% 107% 124 8.87% 3.8