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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)
First National Bank Sioux Falls
4901
First National Bank Sioux Falls
South Dakota
USD 247 M +USD 12.3 M +5% 0.74% 70.3% 136 8.09% 4.6
Power Wealth Management
4902
Power Wealth Management
Georgia
USD 247 M +USD 7.66 M +3% 0.59% 41.8% 93 11.83% 1.1
Planned Solutions
4903
Planned Solutions
California
USD 247 M -USD 894 k -0.4% 2.45% 68.3% 121 14.88% 2.5
Samalin Investment Counsel
4904
Samalin Investment Counsel
New York
USD 247 M +USD 13.7 M +6% 0.34% 68.3% 332 15.96% 2.6
Providence First Trust
4905
Providence First Trust
Arizona
USD 247 M -USD 19.2 M -7% 0.58% 68.4% 205 51.22% 3.1
Formula Growth
4906
Formula Growth
Quebec, Canada
USD 247 M -USD 48.8 M -17% 10.2% 118% 143 37.06% 3.1
Costello Asset Management
4907
Costello Asset Management
Pennsylvania
USD 246 M +USD 95.3 M +63% 3.14% 81.5% 688 73.55% 0.9
Carnegie Lake Advisors
4908
Carnegie Lake Advisors
New Jersey
USD 246 M -USD 1.42 M -0.6% 0.5% – 168 6.55% 0.5
Fi3 Financial Advisors
4909
Fi3 Financial Advisors
Indiana
USD 246 M -USD 20.7 M -8% 2.55% 83.1% 145 20.69% 1.6
Carmel Capital Management
4910
Carmel Capital Management
California
USD 246 M -USD 18.4 M -7% 4.51% 247% 26 3.85% 3.1
Heathbridge Capital Management
4911
Heathbridge Capital Management
Ontario, Canada
USD 246 M -USD 5.06 M -2% 3.95% 73.6% 29 0% 5.1
BOC
4912
Barbara Oil Co
Illinois
USD 246 M +USD 4.99 M +2% 3.3% 76.9% 76 1.32% 8.4
Dupree Financial Group
4913
Dupree Financial Group
Kentucky
USD 246 M +USD 27.3 M +12% 3.9% 75.8% 76 22.37% 0.9
IPA
4914
Investment Planning Advisors
Georgia
USD 246 M +USD 17.1 M +7% 2.98% – 73 17.81% 0.6
Wealth Advisors of Tampa Bay
4915
Wealth Advisors of Tampa Bay
Florida
USD 246 M +USD 12.5 M +5% 1.18% 86.2% 152 44.74% 2.3
Robinson Capital Management
4916
Robinson Capital Management
Michigan
USD 246 M -USD 1.78 M -0.7% 0.43% 7.8% 127 35.43% 1.2
Commonwealth Retirement Investments
4917
Commonwealth Retirement Investments
Virginia
USD 246 M +USD 3.12 M +1% 1.26% 96.7% 106 16.98% 1.5
Mathes Company
4918
Mathes Company
New York
USD 246 M -USD 28.2 M -10% 4.28% 121% 128 7.03% 6.6
Beacon Wealthcare LLC
4919
Beacon Wealthcare LLC
North Carolina
USD 246 M -USD 665 k -0.3% 1.78% 47% 26 19.23% 2.4
Verity Asset Management
4920
Verity Asset Management
North Carolina
USD 246 M +USD 68.3 M +38% 2.21% 87% 221 30.77% 2.9
Prairiewood Capital
4921
Prairiewood Capital
North Dakota
USD 246 M +USD 11.7 M +5% 0.9% 42.6% 79 5.06% 2.6
Weik Capital Management
4922
Weik Capital Management
Pennsylvania
USD 246 M -USD 115 k -0% 2.83% 71.6% 94 4.26% 8
Encompass Wealth Advisors
4923
Encompass Wealth Advisors
Oregon
USD 246 M -USD 1.97 M -0.8% 1.98% 68.7% 102 4.9% 3.4
SAM
4924
Stenahm Asset Management
Guernsey
USD 246 M – – 4.5% – 28 – 1.3
ICW Investment Advisors
4925
ICW Investment Advisors
Arizona
USD 245 M +USD 5.87 M +2% 2.67% 58.6% 140 0.71% 4.4