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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)
HST Ventures
4676
HST Ventures
Utah
USD 247 M -USD 36.2 M -13% 10.3% 8.24% 71 63.38% 0.4
Sterling Financial Planning
4677
Sterling Financial Planning
New Jersey
USD 247 M +USD 15.8 M +7% 5.9% 59.3% 108 8.33% 2.5
RBA Wealth Management
4678
RBA Wealth Management
California
USD 247 M +USD 17.7 M +8% 9.11% 91% 96 11.46% 2
Pine Brook Road Advisors
4679
Pine Brook Road Advisors
New York
USD 247 M +USD 44.5 M +22% 33.2% – 3 0% 0.3
Bill Few Associates
4680
Bill Few Associates
Pennsylvania
USD 247 M +USD 27.3 M +12% 11.6% 91.5% 172 11.05% 1.6
Reston Wealth Management
4681
Reston Wealth Management
Virginia
USD 246 M +USD 27.7 M +13% 7.3% 66.4% 57 22.81% 3.4
Peloton Wealth Strategists
4682
Peloton Wealth Strategists
Indiana
USD 246 M +USD 15.3 M +7% 6.85% 58.1% 97 10.31% 3.2
MWM
4683
MGB Wealth Management
Texas
USD 246 M +USD 47.2 M +24% 17.9% – 268 5.22% 0.2
Estuary Capital Management
4684
Estuary Capital Management
Minnesota
USD 246 M +USD 80.8 M +49% 9.6% – 22 45.45% 0.2
Dodds Wealth
4685
Dodds Wealth
Colorado
USD 246 M +USD 50.8 M +26% 3.64% 35.4% 59 10.17% 0.2
AllGen Financial Advisors
4686
AllGen Financial Advisors
Florida
USD 246 M +USD 53.4 M +28% 3.74% 39.7% 40 25% 1.7
Private Wealth Advisors (California)
4687
Private Wealth Advisors (California)
California
USD 246 M -USD 10.7 M -4% 6.22% 63.6% 81 17.28% 3
Vista Investment Management
4688
Vista Investment Management
Pennsylvania
USD 246 M +USD 30.4 M +14% 5.68% 54.4% 184 10.33% 4
Malaga Cove Capital
4689
Malaga Cove Capital
California
USD 245 M +USD 8.43 M +4% 8.97% 97.3% 192 14.58% 2.3
Highline Wealth Partners
4690
Highline Wealth Partners
California
USD 245 M +USD 38.9 M +19% 12.8% 93.8% 458 16.16% 1.1
Triumph Capital Management
4691
Triumph Capital Management
Colorado
USD 245 M +USD 9.7 M +4% 5.2% 55.5% 270 37.04% 1.1
MPM Asset Management
4692
MPM Asset Management
Massachusetts
USD 245 M +USD 41.7 M +20% 57.2% 5.89% 7 14.29% 2.8
Somerset Trust
4693
Somerset Trust
Pennsylvania
USD 245 M +USD 17 M +7% 6.43% 80.5% 150 8.67% 5.3
Lion Street Advisors
4694
Lion Street Advisors
Texas
USD 245 M +USD 651 k +0.3% 7.71% 38% 251 0.4% 1.3
SCI
4695
Silver Coast Investments
United States
USD 245 M +USD 24.8 M +11% 4.58% – 98 29.59% 0.2
Sharp Capital Gestora de Recursos
4696
Sharp Capital Gestora de Recursos
Brazil
USD 245 M +USD 49.8 M +26% 23.4% 61.4% 6 33.33% 1.6
Windward Private Wealth Management
4697
Windward Private Wealth Management
Kansas
USD 245 M +USD 6.13 M +3% 3.92% 38.5% 49 6.12% 2.8
Retirement Capital Strategies
4698
Retirement Capital Strategies
California
USD 245 M +USD 13.9 M +6% 6.49% 59% 87 40.23% 1.9
RL
4699
Rogco LP
Oklahoma
USD 245 M +USD 15.8 M +7% 6.9% 53.3% 264 15.53% 0.5
Allegiance Financial Group Advisory Services
4700
Allegiance Financial Group Advisory Services
Virginia
USD 244 M +USD 31.9 M +15% 6.28% 71.1% 72 9.72% 1.1