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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)
KFA Private Wealth Group
4926
KFA Private Wealth Group
Virginia
USD 109 M – – 7.04% 62.8% 51 – 0
TC
4927
Teilinger Capital
Texas
USD 109 M +USD 45.9 M +73% 1.06% 30.2% 11 90.91% 0
TFO Wealth Partners
4928
TFO Wealth Partners
Ohio
USD 109 M – – 7.58% 68.9% 145 – 0
Providence Wealth Advisors
4929
Providence Wealth Advisors
Illinois
USD 109 M -USD 3.35 M -3% 8.17% 121% 91 10.99% 1.3
Wealth Advisors of Tampa Bay
4930
Wealth Advisors of Tampa Bay
Florida
USD 109 M -USD 11.9 M -10% 7.8% 86.2% 69 13.04% 1.5
CVA Family Office
4931
CVA Family Office
Colorado
USD 109 M – – 6.59% 71.6% 79 – 0
AFA
4932
Alta Fundamental Advisers
New York
USD 108 M -USD 41 M -27% 6.37% 199% 22 31.82% 1.4
Norris Financial Group
4933
Norris Financial Group
South Carolina
USD 108 M – – 11.6% 142% 55 – 0
FP
4934
Fiduciary Planning
Florida
USD 108 M – – 5.28% 71.4% 64 – 0
Kirkoswald Asset Management
4935
Kirkoswald Asset Management
New York
USD 108 M – – 10.6% – 4 – 0
LCH
4936
Lee Capital Holdings
New York
USD 108 M +USD 1.21 M +1% 7.67% 34.4% 62 24.19% 1
LPWM LLC
4937
LPWM LLC
Minnesota
USD 108 M – – 7.64% 59.4% 43 – 0
Investment Research & Advisory Group
4938
Investment Research & Advisory Group
Georgia
USD 108 M – – 10.5% 105% 189 – 0
Planning Directions
4939
Planning Directions
Pennsylvania
USD 108 M +USD 3.9 M +4% 3.47% 46.3% 55 5.45% 1.4
Blue Chip Wealth Management
4940
Blue Chip Wealth Management
Florida
USD 108 M +USD 12.3 M +13% 11.7% – 103 6.8% 1.5
Vienna Insurance Group
4941
Vienna Insurance Group
Poland
USD 108 M -USD 9.9 M -8% 8.11% 230% 63 6.35% 1.8
Karani Asset Management
4942
Karani Asset Management
New York
USD 108 M – – 19.6% – 57 – 0
Signet Investment Advisory Group
4943
Signet Investment Advisory Group
Rhode Island
USD 108 M +USD 9.41 M +10% 7.99% 68.2% 73 2.74% 0.9
Diamant Asset Management
4944
Diamant Asset Management
Connecticut
USD 108 M +USD 7.93 M +8% 10.5% 66.9% 72 8.33% 1.8
Spreng Capital Management
4945
Spreng Capital Management
Ohio
USD 108 M – – 8.23% 84.4% 82 – 0
Oldfather Financial Services
4946
Oldfather Financial Services
Nebraska
USD 108 M – – 8.48% 60.8% 57 – 0
Okabena Investment Services
4947
Okabena Investment Services
Minnesota
USD 108 M – – 10.5% 83.9% 67 – 0
Coyle Financial Counsel
4948
Coyle Financial Counsel
Illinois
USD 108 M +USD 9.14 M +9% 8.03% 67.3% 64 26.56% 1.4
NFP Retirement Inc
4949
NFP Retirement Inc
California
USD 108 M – – 4.37% 46.7% 87 – 0
Sloy Dahl & Holst
4950
Sloy Dahl & Holst
Washington
USD 107 M – – 31.1% 132% 46 – 0