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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)
Waterway Wealth Management
4901
Waterway Wealth Management
Texas
USD 227 M -USD 12.2 M -5% 7.48% 52.2% 80 33.75% 0.2
MHP
4902
Manatuck Hill Partners
Connecticut
USD 227 M -USD 9.8 M -4% 15.1% 556% 148 45.95% 1.1
Newton One Investments
4903
Newton One Investments
Delaware
USD 227 M +USD 10 M +5% 3.78% 42% 116 4.31% 2.7
Performa Ltd (US)
4904
Performa Ltd (US)
South Carolina
USD 227 M -USD 3.04 M -1% 7.82% 59.6% 59 13.56% 2.2
Tempus Wealth Planning
4905
Tempus Wealth Planning
California
USD 227 M -USD 491 k -0.2% 11.1% 95% 210 17.62% 2.1
Unio Capital
4906
Unio Capital
New Jersey
USD 227 M +USD 31.8 M +16% 16.4% 97.8% 40 15% 4.4
AYAL Capital Advisors
4907
AYAL Capital Advisors
Ontario, Canada
USD 227 M -USD 11.4 M -5% 8.7% – 54 70.37% 0.1
WA
4908
Win Advisors
Florida
USD 227 M +USD 6.59 M +3% 12.9% 266% 93 82.8% 0.2
Campbell Capital Management
4909
Campbell Capital Management
Florida
USD 227 M +USD 13.3 M +6% 5.78% 123% 62 45.16% 1.7
Brown Miller Wealth Management
4910
Brown Miller Wealth Management
Virginia
USD 227 M +USD 26.8 M +13% 16% 121% 129 10.08% 2.4
Henrickson Nauta Wealth Advisors
4911
Henrickson Nauta Wealth Advisors
Michigan
USD 227 M +USD 22.8 M +11% 5.88% 66.9% 78 14.1% 1.5
Geneva Partners
4912
Geneva Partners
Wisconsin
USD 227 M +USD 46.1 M +26% 23.1% 417% 81 30.86% 1.8
Scholtz & Company
4913
Scholtz & Company
Connecticut
USD 227 M +USD 24.5 M +12% 19.1% 111% 71 35.21% 1.8
City State Bank
4914
City State Bank
Iowa
USD 226 M +USD 27 M +14% 6.91% 79.1% 723 7.61% 1.9
Compass Advisory Group
4915
Compass Advisory Group
New York
USD 226 M +USD 17.6 M +8% 6.29% 49.2% 82 19.51% 1.8
Northeast Financial Group
4916
Northeast Financial Group
Pennsylvania
USD 226 M +USD 22.1 M +11% 4.71% 31.6% 81 17.28% 1.5
Topel & Distasi Wealth Management
4917
Topel & Distasi Wealth Management
California
USD 226 M +USD 15.6 M +7% 4.91% 43.6% 76 6.58% 1.8
Kennicott Capital Management
4918
Kennicott Capital Management
California
USD 226 M +USD 22.4 M +11% 8.49% 98% 45 17.78% 2.3
Accretive Wealth Partners
4919
Accretive Wealth Partners
New Jersey
USD 226 M +USD 17.9 M +9% 6.54% 64.4% 141 9.93% 2.1
Corbyn Investment Management
4920
Corbyn Investment Management
Maryland
USD 226 M +USD 13.7 M +6% 13.5% 71% 63 9.52% 4.5
DHJJ Financial Advisors
4921
DHJJ Financial Advisors
Illinois
USD 226 M +USD 12.1 M +6% 6.99% 62.5% 824 3.4% 0.8
Congress Park Capital
4922
Congress Park Capital
New York
USD 226 M +USD 21.3 M +10% 13% 99.9% 124 15.32% 3.6
Tyler-Stone Wealth Management
4923
Tyler-Stone Wealth Management
Ohio
USD 226 M +USD 26.2 M +13% 13.5% – 1,009 10.01% 1.8
Sweeney & Michel
4924
Sweeney & Michel
California
USD 226 M – – 6.66% – 110 – 0.9
Watershed Private Wealth
4925
Watershed Private Wealth
Illinois
USD 226 M +USD 44.9 M +25% 9.18% 80.3% 130 23.08% 0.8