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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)
Sara-Bay Financial
4676
Sara-Bay Financial
Florida
USD 334 M -USD 23.3 M -7% 2.82% 233% 87 16.09% 2.9
CWM
4677
Cedar Wealth Management
California
USD 334 M +USD 7.99 M +2% 2.73% 68.1% 255 12.94% 3.9
CJM Wealth Advisers
4678
CJM Wealth Advisers
Virginia
USD 334 M +USD 8.85 M +3% 2.38% 76.8% 75 2.67% 2.8
Family Legacy Inc
4679
Family Legacy Inc
South Carolina
USD 334 M +USD 6.94 M +2% 3.98% 89% 124 4.03% 5.9
First National Bank Sioux Falls
4680
First National Bank Sioux Falls
South Dakota
USD 334 M +USD 13.3 M +4% 2.86% 70.3% 142 4.93% 4.9
BCWM LLC
4681
BCWM LLC
Kansas
USD 334 M -USD 2.13 k -0% 0.06% – 57 5.26% 4.7
SCM
4682
Stonehill Capital Management
New York
USD 334 M +USD 53.4 M +19% 9.99% 117% 23 39.13% 0.7
Joule Financial
4683
Joule Financial
Kentucky
USD 334 M -USD 47.3 k -0% 1.15% 55.5% 118 9.32% 2.3
Palo Duro Investment Partners
4684
Palo Duro Investment Partners
Illinois
USD 333 M +USD 18.1 M +6% 1.7% 62.8% 24 20.83% 1.1
DoubleLine ETF Adviser
4685
DoubleLine ETF Adviser
Florida
USD 333 M +USD 1.62 M +0.5% 0.5% 51.6% 196 38.27% 0.8
Watershed Private Wealth
4686
Watershed Private Wealth
Illinois
USD 333 M +USD 17 M +5% 1.81% 80.3% 119 9.24% 2.1
Arohi Asset Management
4687
Arohi Asset Management
Singapore
USD 333 M -USD 61.9 M -16% 7.72% – 7 57.14% 0.9
WealthBridge Investment Counsel
4688
WealthBridge Investment Counsel
Alberta, Canada
USD 333 M +USD 8.89 M +3% 3.81% 106% 47 12.77% 4.6
Wright Investors Service
4689
Wright Investors Service
Connecticut
USD 333 M -USD 12.3 M -4% 5.37% 161% 159 15.72% 4.3
VSM Wealth Advisory
4690
VSM Wealth Advisory
Maryland
USD 333 M +USD 11.4 M +4% 1.94% – 500 21.6% 0.9
Untitled Investments
4691
Untitled Investments
New York
USD 333 M -USD 37.5 M -10% 3.19% 79.6% 19 15.79% 1.5
Presidio Capital Management
4692
Presidio Capital Management
California
USD 333 M +USD 47.7 M +17% 1.74% 56.1% 82 21.95% 1.7
SVF Sponsor III
4693
SVF Sponsor III
California
USD 333 M -USD 157 M -32% 10.4% 133% 1 0% 3
Hibernia Wealth Partners
4694
Hibernia Wealth Partners
Louisiana
USD 332 M +USD 176 M +113% 1.62% 40.6% 110 57.27% 0.7
Portland Investment Counsel
4695
Portland Investment Counsel
Ontario, Canada
USD 332 M -USD 33.3 M -9% 4.77% 108% 55 9.09% 2.7
Courage Miller Partners
4696
Courage Miller Partners
Virginia
USD 332 M -USD 1.47 M -0.4% 1.18% 43.5% 85 1.18% 8.2
Pure Portfolios Holdings
4697
Pure Portfolios Holdings
Oregon
USD 332 M +USD 12.2 M +4% 2.56% – 107 6.54% 1.1
Equita Financial Network
4698
Equita Financial Network
Pennsylvania
USD 332 M +USD 36 M +12% 1.82% 50.5% 98 10.2% 1.5
Sterling Financial Planning
4699
Sterling Financial Planning
New Jersey
USD 332 M +USD 14.7 M +5% 2.85% 59.3% 121 4.96% 3.6
Aspen Investment Management
4700
Aspen Investment Management
Michigan
USD 332 M +USD 73 M +28% 2.92% 92.6% 182 20.88% 5.7