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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)
SA
4901
Skyline Advisors
Washington
USD 258 M +USD 14.8 M +6% 0.99% 52% 107 26.17% 0.8
My Legacy Advisors
4902
My Legacy Advisors
Oregon
USD 258 M +USD 4.37 M +2% 0.03% 49.1% 203 6.9% 2
AP
4903
Arlington Partners
Alabama
USD 258 M +USD 1.93 M +0.8% 1.22% 46.4% 59 3.39% 2.7
Libra Wealth
4904
Libra Wealth
California
USD 257 M +USD 6.89 M +3% 0.49% 58.2% 57 7.02% 2.3
RFG
4905
RFP Financial Group
Georgia
USD 257 M -USD 49.8 M -16% 1.07% 63.4% 124 20.16% 1.4
Bear Mountain Capital
4906
Bear Mountain Capital
Washington
USD 257 M +USD 3.63 M +1% 2.58% 43% 191 17.28% 0.9
United Community Bank
4907
United Community Bank
South Carolina
USD 257 M +USD 758 k +0.3% 0.31% 72.7% 421 18.05% 1.7
Lunt Capital Management
4908
Lunt Capital Management
Utah
USD 257 M +USD 43 M +20% 0.48% 36.9% 97 21.65% 1.2
DHJJ Financial Advisors
4909
DHJJ Financial Advisors
Illinois
USD 257 M +USD 4.04 M +2% 0.82% 62.5% 910 4.4% 1.4
LA
4910
LFL Advisers
Illinois
USD 257 M -USD 22.2 M -8% 2.47% 83% 10 10% 6.9
EFM
4911
Eley Financial Management
Vermont
USD 257 M +USD 8.2 M +3% 0.98% 74.9% 69 4.35% 1.7
Compass Capital Corp
4912
Compass Capital Corp
Massachusetts
USD 257 M – – 3.06% – 201 – 0
Windward Private Wealth Management
4913
Windward Private Wealth Management
Kansas
USD 257 M -USD 4.32 M -2% 2.54% 38.5% 48 6.25% 3.4
Stelac Advisory Services
4914
Stelac Advisory Services
New York
USD 256 M +USD 9.7 M +4% 0.59% 97.5% 114 12.28% 4.3
Watershed Private Wealth
4915
Watershed Private Wealth
Illinois
USD 256 M +USD 5.68 M +2% 1.3% 80.3% 120 12.5% 1.4
Moseley Investment Management
4916
Moseley Investment Management
Florida
USD 256 M +USD 5.57 M +2% 5.95% 96.6% 159 10.06% 3.7
SC
4917
Schiavi & Co
Delaware
USD 256 M -USD 19.4 M -7% 5.54% 41.4% 40 20% 1.7
First Bankers Trust
4918
First Bankers Trust
Kentucky
USD 256 M -USD 4.03 M -2% 1.05% 78.9% 134 4.48% 6.8
Game Creek Capital
4919
Game Creek Capital
Massachusetts
USD 256 M +USD 35.4 M +16% 2.18% 176% 87 22.99% 2.8
Core Wealth Management
4920
Core Wealth Management
Florida
USD 256 M +USD 9.39 M +4% 3.1% 44.5% 30 10% 1.4
Rooted Wealth Advisors
4921
Rooted Wealth Advisors
Illinois
USD 256 M +USD 31.6 M +14% 0.16% 57.3% 100 12% 1.3
CIA
4922
Cape Investment Advisory
Georgia
USD 256 M +USD 9.04 M +4% 1.25% 72.5% 1,173 21.31% 1.2
Team Hewins
4923
Team Hewins
California
USD 256 M -USD 5.73 M -2% 2.42% 60.5% 41 14.63% 1
Socorro Asset Management
4924
Socorro Asset Management
Texas
USD 256 M -USD 7.71 M -3% 3.87% 43.8% 34 11.76% 2.6
RFMS
4925
RWQ Financial Management Services
Florida
USD 256 M -USD 33 M -11% 15.3% 446% 28 28.57% 1.6