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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)
Barrett & Company
4926
Barrett & Company
Rhode Island
USD 292 M +USD 25 M +9% 7.59% 83.6% 659 6.53% 2.4
Shaker Financial Services
4927
Shaker Financial Services
Virginia
USD 292 M +USD 15.8 M +6% 3.4% 12.9% 173 28.9% 2.3
Lokken Investment Group
4928
Lokken Investment Group
Delaware
USD 291 M +USD 31.6 M +12% 7.4% 65.3% 152 11.84% 2.4
Robertson Opportunity Capital
4929
Robertson Opportunity Capital
Texas
USD 291 M +USD 21.6 M +8% 8.12% 93.4% 28 0% 6.7
SCI
4930
Silver Coast Investments
United States
USD 291 M +USD 15.9 M +6% 5.9% – 116 10.34% 1.2
Tred Avon Family Wealth
4931
Tred Avon Family Wealth
Maryland
USD 291 M – – 6.57% – 237 – 0
Alteri Wealth
4932
Alteri Wealth
California
USD 291 M +USD 33.2 M +13% 10.4% – 290 9.31% 0.6
Planned Solutions
4933
Planned Solutions
California
USD 291 M +USD 28 M +11% 6.65% 68.3% 138 10.87% 2.4
Hartree Partners
4934
Hartree Partners
New York
USD 291 M -USD 64.6 M -18% 14.2% 138% 110 67.27% 0.4
Samalin Investment Counsel
4935
Samalin Investment Counsel
New York
USD 291 M +USD 29.6 M +11% 7.74% 68.3% 337 15.13% 2.8
Essential Planning
4936
Essential Planning
New Hampshire
USD 290 M +USD 21.9 M +8% 4.56% 40.9% 85 3.53% 2.1
Buttonwood Financial Advisors
4937
Buttonwood Financial Advisors
Maryland
USD 290 M +USD 41.3 M +17% 4.97% 73.4% 103 3.88% 2.7
Veridan Wealth
4938
Veridan Wealth
Oregon
USD 290 M – – 19.8% – 79 – 1.1
Harmony Asset Management
4939
Harmony Asset Management
Arizona
USD 290 M +USD 23.2 M +9% 9.45% 138% 180 11.11% 1.3
SA
4940
Skyline Advisors
Washington
USD 290 M +USD 19.5 M +7% 4.67% 52% 102 11.76% 1.3
Burkett Financial Services
4941
Burkett Financial Services
South Carolina
USD 290 M +USD 12.4 M +4% 5.21% 63.6% 247 17.81% 1.4
USAdvisors Wealth Management
4942
USAdvisors Wealth Management
Minnesota
USD 290 M +USD 20.9 M +8% 5.87% 59.6% 143 11.89% 2.8
Windward Private Wealth Management
4943
Windward Private Wealth Management
Kansas
USD 290 M +USD 12.5 M +5% 4.66% 35.5% 44 4.55% 4
RBA Wealth Management
4944
RBA Wealth Management
California
USD 290 M +USD 21.4 M +8% 9.74% 91% 97 8.25% 2.9
Yeomans Consulting Group
4945
Yeomans Consulting Group
Georgia
USD 290 M +USD 47.7 M +20% 8.83% – 128 44.53% 0.9
Revisor Wealth Management
4946
Revisor Wealth Management
Ohio
USD 290 M +USD 12.4 M +4% 7.91% 72% 291 15.46% 1.1
Washington State Investment Board
4947
Washington State Investment Board
Washington
USD 290 M +USD 33.2 M +13% 31.9% 567% 2 0% 4.1
GFG Capital
4948
GFG Capital
Florida
USD 290 M -USD 45.2 M -14% 13.5% 152% 390 83.85% 3.6
AP
4949
Arlington Partners
Alabama
USD 289 M +USD 18.3 M +7% 3.48% 46.4% 66 13.64% 3
Stelac Advisory Services
4950
Stelac Advisory Services
New York
USD 289 M +USD 26.2 M +10% 8.62% 84.9% 119 20.17% 4.2