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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)
NYL Investors
4801
NYL Investors
New York
USD 304 M -USD 58.4 M -16% 2.86% 10.8% 37 2.7% 5
Tilson Financial Group
4802
Tilson Financial Group
New Jersey
USD 304 M +USD 39.2 M +15% 5.08% 42.9% 79 7.59% 1.5
OFCM
4803
One Fin Capital Management
California
USD 304 M +USD 8.23 M +3% 16.7% 92% 31 77.42% 0.3
FSB Premier Wealth Management
4804
FSB Premier Wealth Management
Iowa
USD 304 M +USD 23.8 M +9% 5.52% 61% 234 11.11% 2.7
Whitegate Investment Counselors
4805
Whitegate Investment Counselors
New Hampshire
USD 304 M +USD 9.26 M +3% 5.33% 51% 70 8.57% 6.5
LifeWealth Investments
4806
LifeWealth Investments
Florida
USD 304 M +USD 28.4 M +10% 6.94% – 169 23.67% 0.5
SC
4807
Schiavi & Co
Delaware
USD 303 M +USD 8.65 M +3% 3.68% 43.6% 45 13.33% 2.1
Flagship Wealth Advisors
4808
Flagship Wealth Advisors
Massachusetts
USD 303 M +USD 38.2 M +14% 7.99% – 442 19.46% 0.6
Essential Partners
4809
Essential Partners
California
USD 303 M +USD 52.7 M +21% 10.2% – 2,813 24.32% 0.2
BDA
4810
Borer Denton & Associates
Pennsylvania
USD 303 M +USD 14.7 M +5% 6.21% 54.4% 62 8.06% 2.9
Etesian Wealth Advisors
4811
Etesian Wealth Advisors
Oregon
USD 303 M +USD 34.6 M +13% 5.76% 60.6% 139 7.19% 2.1
Crestmont Private Wealth
4812
Crestmont Private Wealth
Texas
USD 303 M +USD 26 M +9% 6.54% 59.3% 96 14.58% 1.6
Bennett Selby Investments
4813
Bennett Selby Investments
Maine
USD 302 M +USD 21.5 M +8% 7.4% 82.1% 82 9.76% 3
Morling Financial Advisors
4814
Morling Financial Advisors
California
USD 302 M -USD 3.44 M -1% 6.49% 97.6% 117 23.08% 2.3
LI
4815
LHM Inc
Utah
USD 302 M +USD 510 k +0.2% 4.59% – 22 4.55% 1.1
MHP
4816
Manatuck Hill Partners
Connecticut
USD 302 M +USD 36.6 M +14% 24.2% 556% 148 53.38% 1.2
Baron Wealth Management
4817
Baron Wealth Management
Michigan
USD 302 M +USD 20 M +7% 8.34% 88.6% 272 18.38% 1.4
JVL Associates
4818
JVL Associates
Michigan
USD 302 M +USD 23.8 M +9% 9.32% 81% 68 10.29% 3.7
Omega Financial Group
4819
Omega Financial Group
California
USD 302 M +USD 21 M +7% 5.14% 47% 115 13.91% 3.5
Dorval Corp
4820
Dorval Corp
Minnesota
USD 302 M +USD 22.6 M +8% 3.44% 29.6% 42 4.76% 1.3
Client 1st Advisory Group
4821
Client 1st Advisory Group
Florida
USD 302 M +USD 26.3 M +10% 6.76% 64.5% 147 17.69% 2.7
Financial Insights
4822
Financial Insights
Washington
USD 302 M +USD 28.2 M +10% 7.13% 82.1% 148 17.57% 2.9
Key Client Fiduciary Advisors
4823
Key Client Fiduciary Advisors
New Jersey
USD 302 M +USD 54.7 M +22% 14.4% 107% 232 14.66% 2.2
Hendley & Co
4824
Hendley & Co
Ohio
USD 302 M +USD 15.4 M +5% 7.13% 64.9% 47 2.13% 6.1
Prairiewood Capital
4825
Prairiewood Capital
North Dakota
USD 302 M +USD 32.2 M +12% 6.05% 42.6% 83 10.84% 2.8