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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)
Vance Wealth
4701
Vance Wealth
California
USD 266 M +USD 7.05 M +3% 2.06% 66.4% 110 13.64% 2.1
Bouvel Investment Partners
4702
Bouvel Investment Partners
Pennsylvania
USD 266 M -USD 11.6 M -4% 7.73% 199% 84 15.48% 2.7
Ameliora Wealth Management
4703
Ameliora Wealth Management
Switzerland
USD 266 M -USD 643 k -0.2% 0.51% 73.9% 251 10.36% 1.4
BCM
4704
Birmingham Capital Management
Alabama
USD 266 M -USD 4.09 M -2% 3.86% 103% 115 9.57% 8.4
Optimize Financial
4705
Optimize Financial
California
USD 266 M +USD 132 M +99% 8.38% – 301 49.17% 0.2
Blue Investment Partners
4706
Blue Investment Partners
California
USD 266 M -USD 6.84 M -3% 4.76% – 55 16.36% 1.4
WFI
4707
West Family Investments
California
USD 266 M -USD 21.4 M -7% 4.33% 131% 313 22.36% 1.9
Aurdan Capital Management
4708
Aurdan Capital Management
Pennsylvania
USD 265 M +USD 4.93 M +2% 1.08% – 88 13.64% 0.2
Gemsstock Ltd
4709
Gemsstock Ltd
United Kingdom
USD 265 M -USD 218 M -45% 5.69% 149% 22 45.45% 0.5
Fairfield Financial Advisors
4710
Fairfield Financial Advisors
Massachusetts
USD 265 M -USD 18.7 M -7% 1.6% – 265 75.85% 2.5
ValueWorks
4711
ValueWorks
New York
USD 265 M -USD 35.2 M -12% 8.95% 161% 34 2.94% 5.7
May Hill Capital
4712
May Hill Capital
Massachusetts
USD 265 M +USD 6.77 M +3% 2.12% – 201 26.87% 0.2
Enstar Group
4713
Enstar Group
Bermuda
USD 265 M -USD 22.5 M -8% 6.66% 29.5% 11 0% 2.8
Benchmark Financial Wealth Advisors
4714
Benchmark Financial Wealth Advisors
Florida
USD 265 M -USD 47.2 M -15% 3% 81.6% 111 21.62% 2.8
LAM
4715
Lountzis Asset Management
Pennsylvania
USD 265 M +USD 28.5 M +12% 2.67% 124% 55 20% 2.9
Manske Wealth Management
4716
Manske Wealth Management
Texas
USD 265 M +USD 12.9 M +5% 0.14% – 184 11.41% 0.2
Silverlake Wealth Management
4717
Silverlake Wealth Management
Vermont
USD 265 M +USD 3.61 M +1% 0.31% 73.3% 277 8.66% 2.2
PA
4718
Paragon Advisors
Texas
USD 264 M -USD 27 M -9% 5.54% 138% 92 19.57% 2
Hillman Company
4719
Hillman Company
Pennsylvania
USD 264 M +USD 28.2 M +12% 2.36% 118% 14 7.14% 2.1
5AM Venture Management
4720
5AM Venture Management
California
USD 264 M -USD 155 M -37% 28.6% 546% 32 6.25% 1.8
FSA
4721
Financial Services Advisory
Maryland
USD 264 M -USD 162 M -38% 2.44% 82.5% 61 39.34% 1.5
Quantum Private Wealth
4722
Quantum Private Wealth
Florida
USD 264 M -USD 48.2 M -15% 8.84% 240% 186 15.05% 2.5
Horan Securities
4723
Horan Securities
United States
USD 264 M +USD 750 k +0.3% 3.53% 50.1% 140 11.43% 3.3
Panview Capital
4724
Panview Capital
Hong Kong
USD 264 M -USD 205 M -44% 0.1% – 11 36.36% 0.2
Congress Park Capital
4725
Congress Park Capital
New York
USD 264 M -USD 11.3 M -4% 2.47% 99.9% 119 18.49% 4.2