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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)
CWAG
4726
Compton Wealth Advisory Group
Virginia
USD 175 M +USD 14.3 M +9% 5.33% 76.1% 75 8% 1.6
Beacon Financial Advisory
4727
Beacon Financial Advisory
Ohio
USD 175 M +USD 20.9 M +14% 5.33% 76.8% 237 21.94% 0.8
EPIQ Partners
4728
EPIQ Partners
Minnesota
USD 175 M +USD 30.9 M +21% 5.02% 49.6% 87 13.79% 0.9
Client 1st Advisory Group
4729
Client 1st Advisory Group
Florida
USD 175 M +USD 20.6 M +13% 2.55% 64.5% 70 20% 0.8
HR
4730
Hayden Royal
North Carolina
USD 175 M -USD 9.29 M -5% 8.46% 100% 594 86.03% 0.5
LP
4731
LGL Partners
Pennsylvania
USD 175 M +USD 1.55 M +0.9% 7.18% 68.9% 98 16.33% 2.4
BC Gestao de Recursos
4732
BC Gestao de Recursos
Brazil
USD 174 M -USD 107 M -38% 12.5% – 5 40% 0.2
Vest Financial
4733
Vest Financial
Virginia
USD 174 M +USD 25.1 M +17% 8.93% 68.4% 68 8.82% 0.2
Acuitas Investments
4734
Acuitas Investments
Washington
USD 174 M +USD 20.4 M +13% 33.5% 120% 77 23.38% 0.5
Mark Sheptoff Financial Planning
4735
Mark Sheptoff Financial Planning
Connecticut
USD 174 M -USD 1.53 M -0.9% 3.41% 92.4% 403 16.63% 3.6
Bennicas & Associates
4736
Bennicas & Associates
California
USD 174 M +USD 2.64 M +2% 2% 40.3% 101 3.96% 4.8
Total Clarity Wealth Management
4737
Total Clarity Wealth Management
Illinois
USD 174 M +USD 30.1 M +21% 5.81% 73.2% 829 82.27% 0.2
Peachtree Investment Partners
4738
Peachtree Investment Partners
Florida
USD 174 M +USD 2.22 M +1% 1.87% 111% 107 21.5% 1.3
KCM
4739
Kempner Capital Management
Texas
USD 174 M +USD 22.6 M +15% 16.9% 60.9% 50 14% 4.3
TriaGen Wealth Management
4740
TriaGen Wealth Management
California
USD 174 M +USD 3.27 M +2% 5.55% 132% 190 24.21% 0.2
Palmer Knight Company
4741
Palmer Knight Company
Florida
USD 174 M +USD 42.4 M +32% 7.44% 90.5% 28 3.57% 1.7
SYM Financial Corp
4742
SYM Financial Corp
Indiana
USD 174 M +USD 37.4 M +27% 6.89% 64.3% 96 33.33% 1.8
Oldfather Financial Services
4743
Oldfather Financial Services
Nebraska
USD 174 M +USD 5.24 M +3% 7.99% 60.8% 66 13.64% 1.1
St. Johns Investment Management
4744
St. Johns Investment Management
Florida
USD 174 M +USD 11.7 M +7% 7.43% 91.9% 187 17.11% 4.5
Wolf Group Capital Advisors
4745
Wolf Group Capital Advisors
Virginia
USD 174 M +USD 12.1 M +7% 6.35% 28.2% 105 14.29% 2.2
Central Asset Investments & Management Holdings
4746
Central Asset Investments & Management Holdings
Hong Kong
USD 174 M -USD 148 M -46% 13.9% 3,078% 73 54.79% 0.4
Avory & Company
4747
Avory & Company
Florida
USD 174 M +USD 24.9 M +17% 12.1% 74.9% 16 31.25% 0.2
Sculati Wealth Management
4748
Sculati Wealth Management
Michigan
USD 174 M +USD 21.3 M +14% 7.57% 80.3% 123 21.95% 0.9
Tieton Capital Management
4749
Tieton Capital Management
Washington
USD 174 M +USD 36.9 M +27% 30% 172% 36 16.67% 3.4
Collaborative Wealth Management
4750
Collaborative Wealth Management
Florida
USD 173 M – – 3.96% 46.6% 189 – 0