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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)
HIH
4776
HRS Investment Holdings
New York
USD 87.9 M -USD 43.2 M -33% 20.1% 21.5% 1 0% 1.3
Okabena Investment Services
4777
Okabena Investment Services
Minnesota
USD 87.8 M -USD 19.8 M -18% 13.5% 83.9% 78 24.36% 0.2
MorganRosel Wealth Management
4778
MorganRosel Wealth Management
Colorado
USD 87.7 M -USD 44 M -33% 17.9% 67.5% 82 30.49% 0.8
OCM
4779
Ogborne Capital Management
California
USD 87.6 M -USD 133 M -60% 20.7% 251% 16 62.5% 0.4
CornerStone Partners
4780
CornerStone Partners
Virginia
USD 87.5 M -USD 38.4 M -30% 24.7% – 12 16.67% 0.3
Abacus FCF Advisors
4781
Abacus FCF Advisors
Florida
USD 87.5 M -USD 39.1 M -31% 13.5% 197% 108 41.67% 1.4
Insight Folios
4782
Insight Folios
North Carolina
USD 87.4 M -USD 25.3 M -22% 24.9% 32.9% 46 28.26% 0.2
LFGH
4783
Lee Financial Group Hawaii
Hawaii
USD 87.2 M -USD 39.5 M -31% 14% 12.9% 31 35.48% 1.4
Pacific Sun Financial
4784
Pacific Sun Financial
California
USD 87.1 M -USD 26.3 M -23% 23.2% 79.1% 144 14.58% 1.8
Eagle Capital Management (Louisiana)
4785
Eagle Capital Management (Louisiana)
Louisiana
USD 87 M -USD 104 M -54% 9.03% 103% 42 40.48% 3.8
Spreng Capital Management
4786
Spreng Capital Management
Ohio
USD 87 M -USD 20.7 M -19% 15.7% 84.4% 83 14.46% 0.2
Tranquility Partners
4787
Tranquility Partners
Tennessee
USD 86.9 M -USD 23.9 M -22% 19.3% 77.3% 173 35.84% 0.6
LifeSteps Financial
4788
LifeSteps Financial
California
USD 86.9 M -USD 19.1 M -18% 13.6% 98.4% 95 22.11% 0.2
Somerset Group
4789
Somerset Group
Minnesota
USD 86.9 M -USD 28 M -24% 19.4% 95.6% 70 20% 4.4
Birch Capital Management
4790
Birch Capital Management
Texas
USD 86.9 M -USD 15.2 M -15% 14.4% 62% 92 14.13% 0.2
Chronos Wealth Management
4791
Chronos Wealth Management
Florida
USD 86.7 M -USD 15.1 M -15% 12.9% 92.3% 45 17.78% 0.2
Mangham Associates
4792
Mangham Associates
Virginia
USD 86.7 M -USD 30.3 M -26% 19.6% 24.4% 5 40% 1.1
CoreCommodity Management
4793
CoreCommodity Management
Connecticut
USD 86.6 M -USD 92.7 M -52% 35.6% 65.8% 184 25% 3
JC
4794
JCSD Capital
California
USD 86.5 M -USD 47.5 M -35% 23.8% – 49 20.41% 1.9
Carolina Wealth Advisors
4795
Carolina Wealth Advisors
South Carolina
USD 86.5 M -USD 19.1 M -18% 19.1% 62% 218 32.11% 0.2
Royal Harbor Partners
4796
Royal Harbor Partners
Texas
USD 86.4 M -USD 17.6 M -17% 16.5% 54.6% 87 55.17% 0.1
Brooktree Capital Management
4797
Brooktree Capital Management
Michigan
USD 86.3 M -USD 22.7 M -21% 21.3% 92.6% 117 25.64% 0.2
Mine & Arao Wealth Creation & Management
4798
Mine & Arao Wealth Creation & Management
California
USD 86.2 M -USD 20.4 M -19% 16.1% 105% 254 14.96% 0.2
DigitalBridge Group
4799
DigitalBridge Group
Florida
USD 86.1 M -USD 23.6 M -22% 15.4% 161% 46 60.87% 0.2
New Silk Road Investment
4800
New Silk Road Investment
Singapore
USD 86.1 M -USD 34.9 M -29% 21.3% 21.2% 17 58.82% 1