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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)
KA
4651
Kooman & Associates
Pennsylvania
USD 338 M +USD 13.8 M +4% 2.66% 66% 55 9.09% 2.1
Verger Capital Management
4652
Verger Capital Management
North Carolina
USD 338 M +USD 29.6 M +10% 2.28% 58.3% 14 0% 7.6
Mendon Capital Advisors
4653
Mendon Capital Advisors
Florida
USD 338 M +USD 76.9 M +30% 12.2% – 79 31.65% 1.6
Provident Wealth Management
4654
Provident Wealth Management
Tennessee
USD 338 M +USD 6.98 M +2% 2.16% 61.1% 140 2.86% 2.7
Sandy Cove Advisors
4655
Sandy Cove Advisors
Massachusetts
USD 338 M +USD 24.8 M +8% 3.86% 78% 151 13.91% 2.4
VU
4656
Valence8 US
Massachusetts
USD 337 M +USD 45.8 M +16% 2.78% 76.6% 15 6.67% 1.6
Pension & Wealth Management Advisors
4657
Pension & Wealth Management Advisors
Massachusetts
USD 337 M +USD 20.1 M +6% 1.21% 49.9% 616 25.65% 1.5
Impact Capital Partners
4658
Impact Capital Partners
Colorado
USD 337 M +USD 4.95 M +1% 1.51% – 287 12.2% 0.8
Silverleafe Capital Partners
4659
Silverleafe Capital Partners
Tennessee
USD 337 M +USD 10.4 M +3% 0.63% 87.7% 107 22.43% 2.1
Accretive Wealth Partners
4660
Accretive Wealth Partners
New Jersey
USD 337 M +USD 9.2 M +3% 1.98% 64.4% 162 11.73% 2.9
O'Brien Greene & Co
4661
O'Brien Greene & Co
Pennsylvania
USD 337 M +USD 11.7 M +4% 2.34% 90.9% 145 17.93% 4.1
Vance Wealth
4662
Vance Wealth
California
USD 337 M +USD 11.4 M +4% 2.19% 66.4% 119 5.04% 2.6
AB
4663
Atlas Brown
Kentucky
USD 336 M -USD 1.96 M -0.6% 3.14% 115% 235 7.23% 6.5
HT Partners
4664
HT Partners
Connecticut
USD 336 M +USD 9.17 M +3% 3% 71.1% 56 8.93% 5.7
Red Wave Investments
4665
Red Wave Investments
Pennsylvania
USD 336 M +USD 10.2 M +3% 1.75% 68.8% 115 7.83% 3.5
Lawson Kroeker Investment Management
4666
Lawson Kroeker Investment Management
Nebraska
USD 336 M -USD 212 M -39% 1.86% 69.7% 100 39% 6.2
Mars Jewett Financial Group
4667
Mars Jewett Financial Group
Washington
USD 336 M – – 1.48% – 39 – 0
Meredith Wealth Planning
4668
Meredith Wealth Planning
Illinois
USD 336 M +USD 20.4 M +6% 2.31% 66.5% 66 10.61% 2
Oldfather Financial Services
4669
Oldfather Financial Services
Nebraska
USD 336 M +USD 14.7 M +5% 2.06% 60.8% 106 20.75% 3.3
Cove Private Wealth
4670
Cove Private Wealth
New York
USD 336 M +USD 20.2 M +6% 4.95% 126% 165 9.7% 1.2
Hudson Value Partners
4671
Hudson Value Partners
Florida
USD 336 M +USD 12.9 M +4% 5.08% 124% 115 10.43% 2.8
Chesapeake Wealth Management
4672
Chesapeake Wealth Management
Virginia
USD 336 M +USD 7.96 M +2% 2.16% 74.9% 166 7.23% 5.8
Continental Grain Company
4673
Continental Grain Company
New York
USD 336 M -USD 10.3 M -3% 0.71% 18.5% 4 0% 2.6
Acorn Wealth Advisors
4674
Acorn Wealth Advisors
Michigan
USD 336 M +USD 16.6 M +5% 2.23% 58.8% 293 12.63% 3.3
Quattro Financial Advisors
4675
Quattro Financial Advisors
Texas
USD 335 M +USD 18.8 M +6% 2.27% 77.6% 94 23.4% 2