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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)
Bear Mountain Capital
4851
Bear Mountain Capital
Washington
USD 299 M +USD 19.5 M +7% 4.89% 43% 326 45.09% 0.8
Visualize Group
4852
Visualize Group
New York
USD 299 M -USD 1.01 M -0.3% 2.69% – 16 68.75% 0.4
Juncture Wealth Strategies
4853
Juncture Wealth Strategies
Arizona
USD 298 M +USD 17 M +6% 7.86% 76.5% 145 24.14% 2.9
CC
4854
Checkpoint Capital
California
USD 298 M +USD 83.9 M +39% 39.5% – 11 36.36% 0.7
Your Advocates Ltd
4855
Your Advocates Ltd
Texas
USD 298 M +USD 20.2 M +7% 6.61% 53.6% 229 14.85% 2.9
Ironwood Wealth Management (Arizona)
4856
Ironwood Wealth Management (Arizona)
Arizona
USD 298 M +USD 24.5 M +9% 4.81% 34.2% 42 2.38% 6.4
HPM
4857
H. Partners Management
New York
USD 298 M -USD 32 M -10% 4.29% 13.5% 3 33.33% 2.1
Defender Capital
4858
Defender Capital
North Carolina
USD 298 M +USD 3.65 M +1% 0% 101% 40 100% 0
ACM
4859
Ariose Capital Management
Hong Kong
USD 298 M +USD 140 M +88% 39.5% 2,106% 44 79.55% 0.1
Adirondack Trust Company
4860
Adirondack Trust Company
New York
USD 298 M +USD 22.7 M +8% 7.88% 96.7% 521 10.36% 6.3
Capricorn Fund Managers
4861
Capricorn Fund Managers
United Kingdom
USD 298 M +USD 86.2 M +41% 17.3% 173% 78 55.13% 0.7
Doma Perpetual Capital Management
4862
Doma Perpetual Capital Management
Florida
USD 298 M +USD 33.8 M +13% 9.26% – 12 16.67% 1.2
Carlton Hofferkamp & Jenks Wealth Management
4863
Carlton Hofferkamp & Jenks Wealth Management
Texas
USD 298 M +USD 21.9 M +8% 7.34% 63.9% 145 6.21% 6.3
OneAscent Wealth Management
4864
OneAscent Wealth Management
Alabama
USD 298 M +USD 26.2 M +10% 4.85% 54.1% 196 20.41% 1.2
Gold Investment Management
4865
Gold Investment Management
Alberta, Canada
USD 298 M +USD 32 M +12% 10.3% 117% 203 0% 1.7
Front Row Advisors
4866
Front Row Advisors
California
USD 298 M +USD 10.1 M +4% 11.5% 142% 563 6.04% 5.1
Sweeney & Michel
4867
Sweeney & Michel
California
USD 298 M +USD 16 M +6% 8.88% – 139 7.91% 1.8
Vert Asset Management
4868
Vert Asset Management
California
USD 297 M +USD 22.8 M +8% 3.36% 43.1% 45 0% 3.1
Private Wealth Advisors (California)
4869
Private Wealth Advisors (California)
California
USD 297 M +USD 24.9 M +9% 8.94% 63.6% 94 13.83% 3.5
HTG Investment Advisors
4870
HTG Investment Advisors
Connecticut
USD 297 M +USD 28.3 M +11% 6.59% 57.4% 78 14.1% 2
Turim 21 Investimentos
4871
Turim 21 Investimentos
Brazil
USD 297 M -USD 214 M -42% 4.85% 62.1% 151 67.55% 1.1
Diana Davis Spencer Foundation
4872
Diana Davis Spencer Foundation
Maryland
USD 297 M +USD 5.27 M +2% 1.84% 19.8% 4 0% 8.4
Idaho Trust Bank
4873
Idaho Trust Bank
Idaho
USD 297 M +USD 17.2 M +6% 6.06% 50.5% 112 8.93% 1
Pines Wealth Management
4874
Pines Wealth Management
North Carolina
USD 297 M +USD 14.3 M +5% 8.51% – 239 9.21% 0.6
Fairfield Financial Advisors
4875
Fairfield Financial Advisors
Massachusetts
USD 297 M +USD 11.5 M +4% 5.71% – 78 16.67% 2.5