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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)
San Luis Wealth Advisors
4826
San Luis Wealth Advisors
California
USD 155 M – – 25.9% 65% 122 – 0
TLW Wealth Management
4827
TLW Wealth Management
Florida
USD 155 M +USD 20.5 M +15% 16.8% 98.3% 19 0% 1.6
Selective Wealth Management
4828
Selective Wealth Management
Virginia
USD 155 M +USD 27.4 M +21% 16.3% 74.4% 387 20.93% 0.9
Magnolia Capital Advisors
4829
Magnolia Capital Advisors
Mississippi
USD 155 M +USD 27.8 M +22% 12.1% 78.7% 122 14.75% 0.7
Ayrshire Capital Management
4830
Ayrshire Capital Management
Connecticut
USD 155 M +USD 18.3 M +13% 10.3% 84.8% 60 6.67% 0.9
Oregon Health & Science University
4831
Oregon Health & Science University
Oregon
USD 155 M – – 13.5% – 1 – 0
Helikon Investments
4832
Helikon Investments
United Kingdom
USD 155 M – – 29.9% 272% 4 – 0
New World Advisors
4833
New World Advisors
Massachusetts
USD 155 M -USD 1.99 M -1% 20.8% 66.5% 30 3.33% 1.2
StrongBox Wealth
4834
StrongBox Wealth
Missouri
USD 154 M +USD 17.8 M +13% 6.99% 63.9% 90 12.22% 0.6
Curated Wealth Partners
4835
Curated Wealth Partners
California
USD 154 M – – 35% 39.9% 134 – 0
Woodward Diversified Capital
4836
Woodward Diversified Capital
California
USD 154 M – – 14.5% 118% 161 – 0
Client 1st Advisory Group
4837
Client 1st Advisory Group
Florida
USD 154 M +USD 11.3 M +8% 8.26% 64.5% 59 6.78% 0.7
AlpInvest Partners
4838
AlpInvest Partners
Netherlands
USD 154 M +USD 91.7 M +147% 22.9% 178% 14 78.57% 0.4
Acuitas Investments
4839
Acuitas Investments
Washington
USD 154 M +USD 11.2 M +8% 52.9% 120% 74 25.68% 0.3
Beacon Financial Advisory
4840
Beacon Financial Advisory
Ohio
USD 154 M +USD 38.8 M +34% 11.7% 76.8% 204 16.67% 0.6
Centerpoint Advisors
4841
Centerpoint Advisors
Massachusetts
USD 154 M +USD 20.9 M +16% 16.6% 82.6% 266 12.41% 2.1
Chapman Investment Management
4842
Chapman Investment Management
California
USD 154 M +USD 18.4 M +14% 13.3% 57.3% 39 10.26% 0.9
LFWA
4843
LBJ Family Wealth Advisors
Texas
USD 154 M +USD 21.5 M +16% 17.3% 64.9% 19 0% 5.4
Heron Bay Capital Management
4844
Heron Bay Capital Management
Michigan
USD 154 M – – 17.4% 80.3% 71 – 0
Consolidated Planning Corp
4845
Consolidated Planning Corp
Georgia
USD 153 M +USD 19.2 M +14% 12.3% 84.6% 53 13.21% 0.7
Leisure Capital Management
4846
Leisure Capital Management
California
USD 153 M +USD 19.8 M +15% 14% 111% 138 16.67% 2.8
Marshall Financial Group (Maryland)
4847
Marshall Financial Group (Maryland)
Maryland
USD 153 M – – 10.1% 70.4% 122 – 0
ACMH
4848
Andar Capital Management (HK)
Hong Kong
USD 153 M – – 57.6% 863% 17 – 0
Aristotle Pacific Capital
4849
Aristotle Pacific Capital
California
USD 153 M – – 14.1% 1.84% 22 – 0
RFG Holdings
4850
RFG Holdings
Texas
USD 153 M – – 12.2% 74.2% 28 – 0