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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)
Sunpointe
4976
Sunpointe
Missouri
USD 302 M +USD 24.6 M +9% 3.55% 122% 288 20.49% 1.1
BCR Wealth Strategies
4977
BCR Wealth Strategies
Alabama
USD 302 M +USD 17.2 M +6% 1.84% 45.1% 38 23.68% 2.1
Bourne Lent Asset Management
4978
Bourne Lent Asset Management
New York
USD 301 M +USD 20 M +7% 10.1% 95.1% 65 6.15% 7.6
LifeGuide Financial Advisors
4979
LifeGuide Financial Advisors
Pennsylvania
USD 301 M +USD 29.8 M +11% 0.29% 35.4% 52 17.31% 2.4
Peachtree Investment Partners
4980
Peachtree Investment Partners
Florida
USD 301 M +USD 12.9 M +4% 4.86% 111% 136 12.5% 3.7
Sonoma Allocations
4981
Sonoma Allocations
California
USD 301 M +USD 26.3 M +10% 3.02% – 154 27.92% 0.2
Richard W. Paul & Associates
4982
Richard W. Paul & Associates
Michigan
USD 301 M +USD 8.24 M +3% 1.76% 65.2% 330 15.15% 2.4
A
4983
Alongside
Texas
USD 301 M – – 1.3% – 83 – 0
DHJJ Financial Advisors
4984
DHJJ Financial Advisors
Illinois
USD 301 M +USD 6.25 M +2% 2.04% 62.5% 1,046 4.78% 2.1
Hamilton Capital Partners
4985
Hamilton Capital Partners
Georgia
USD 301 M +USD 40.5 M +16% 1.68% – 36 41.67% 0.5
Beacon Bridge Wealth Partners
4986
Beacon Bridge Wealth Partners
Pennsylvania
USD 301 M +USD 19.9 M +7% 1.55% 52% 101 16.83% 1.9
Cooper Investors
4987
Cooper Investors
Australia
USD 301 M -USD 65.3 M -18% 5.08% 57.5% 49 34.69% 1.8
LJHT
4988
Laurie J. Hall Trustee
USD 301 M -USD 5.16 M -2% 4.41% 105% 116 9.48% 8.8
Punch Card Management
4989
Punch Card Management
Florida
USD 301 M -USD 21.5 M -7% 3.43% 41% 6 16.67% 3.1
Tulsa Wealth Advisors
4990
Tulsa Wealth Advisors
Oklahoma
USD 301 M – – 1.73% – 110 – 0
Vert Asset Management
4991
Vert Asset Management
California
USD 301 M +USD 3.24 M +1% 2.99% 43.1% 47 6.38% 3.2
Hi-Line Capital Management
4992
Hi-Line Capital Management
South Dakota
USD 300 M -USD 16.4 M -5% 1.64% 57.5% 42 19.05% 2.3
OneAscent Wealth Management
4993
OneAscent Wealth Management
Alabama
USD 300 M +USD 2.77 M +0.9% 1.76% 50.6% 191 16.23% 1.5
Ketron Financial
4994
Ketron Financial
California
USD 300 M – – 2.96% – 56 – 0
Wellington Group
4995
Wellington Group
Indiana
USD 300 M – – 3.75% – 397 – 0
PWM
4996
Prosperity Wealth Management
California
USD 300 M +USD 5.76 M +2% 1.74% 175% 309 41.1% 1.1
Aspect Management
4997
Aspect Management
California
USD 300 M – – 24.8% – 1 – 0
Buttonwood Financial Advisors
4998
Buttonwood Financial Advisors
Maryland
USD 300 M +USD 9.5 M +3% 3.8% 73.4% 106 4.72% 2.9
Ravenswood Partners
4999
Ravenswood Partners
Virginia
USD 300 M -USD 16.4 M -5% 0.31% – 37 10.81% 0.2
Front Row Advisors
5000
Front Row Advisors
California
USD 300 M +USD 2.37 M +0.8% 2.65% 142% 573 4.54% 5.2