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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)
HGC Investment Management
4926
HGC Investment Management
Ontario, Canada
USD 243 M +USD 25.4 M +12% 3.48% 33.2% 127 35.43% 0.8
Proathlete Wealth Management
4927
Proathlete Wealth Management
Florida
USD 243 M +USD 31.5 M +15% 5.92% 73.9% 59 3.39% 0.7
Blue Investment Partners
4928
Blue Investment Partners
California
USD 243 M +USD 22 M +10% 4.31% – 52 21.15% 1
Elmwood Wealth Management
4929
Elmwood Wealth Management
California
USD 243 M +USD 18 M +8% 4.42% 42.1% 132 11.36% 3.5
Goepper Burkhardt
4930
Goepper Burkhardt
South Carolina
USD 242 M +USD 21.6 M +10% 6.4% 50.4% 84 8.33% 2.5
Consilio Wealth Advisors
4931
Consilio Wealth Advisors
Washington
USD 242 M +USD 19.5 M +9% 5.02% 66.4% 76 19.74% 1.4
Mirabaud Asset Management
4932
Mirabaud Asset Management
United Kingdom
USD 242 M +USD 25.2 M +12% 6.64% 136% 53 28.3% 0.6
Kathleen S. Wright Associates
4933
Kathleen S. Wright Associates
Pennsylvania
USD 242 M +USD 24.6 M +11% 8.47% 66% 298 26.51% 1.4
Pacifica Partners
4934
Pacifica Partners
Canada
USD 242 M +USD 9.2 M +4% 5.14% 127% 552 12.86% 3
OnyxPoint Global Management
4935
OnyxPoint Global Management
New York
USD 242 M -USD 157 M -39% 4.23% 162% 23 47.83% 0.6
Warren Street Wealth Advisors
4936
Warren Street Wealth Advisors
California
USD 242 M +USD 40.8 M +20% 5.48% 84.6% 109 11.93% 1.6
SWMG LLC
4937
SWMG LLC
Texas
USD 242 M +USD 17.5 M +8% 5.74% 68.7% 130 35.38% 1.4
Christopher J. Hasenberg
4938
Christopher J. Hasenberg
Wisconsin
USD 242 M +USD 21.4 M +10% 6.87% – 188 33.51% 0.3
Bank OZK
4939
Bank OZK
Arkansas
USD 242 M +USD 11.1 M +5% 6.65% 112% 153 5.88% 5.7
Mindset Wealth Management
4940
Mindset Wealth Management
Indiana
USD 242 M – – 4.02% – 128 – 0
Burkett Financial Services
4941
Burkett Financial Services
South Carolina
USD 242 M +USD 47.1 M +24% 5.78% 63.6% 228 17.54% 0.6
Houlihan Financial Resource Group
4942
Houlihan Financial Resource Group
Virginia
USD 242 M +USD 95.2 M +65% 5.33% 50.6% 107 42.06% 1.9
Long Walk Management
4943
Long Walk Management
Connecticut
USD 242 M +USD 29.9 M +14% 14.9% 302% 12 41.67% 1.1
Palo Alto Wealth Advisors
4944
Palo Alto Wealth Advisors
California
USD 242 M +USD 96.9 M +67% 0.71% 108% 52 23.08% 1.2
Armor Investment Advisors
4945
Armor Investment Advisors
North Carolina
USD 241 M +USD 24.6 M +11% 6.15% 62% 162 7.41% 4.4
Topel & Distasi Wealth Management
4946
Topel & Distasi Wealth Management
California
USD 241 M +USD 13.6 M +6% 6.22% 43.6% 78 2.56% 2.2
Tiller Private Wealth
4947
Tiller Private Wealth
Pennsylvania
USD 241 M +USD 13.4 M +6% 6.71% 60.2% 59 20.34% 3.2
Monte Financial Group
4948
Monte Financial Group
Connecticut
USD 241 M +USD 14.7 M +6% 8.47% 66.7% 85 7.06% 3.5
VU
4949
Valence8 US
Massachusetts
USD 241 M +USD 49.2 M +26% 6.13% 76.6% 62 85.48% 0.2
Luminvest Wealth Management
4950
Luminvest Wealth Management
Arizona
USD 241 M +USD 28.1 M +13% 5.7% 47.7% 36 11.11% 0.5