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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)
Consilium Wealth Advisory
4976
Consilium Wealth Advisory
Texas
USD 293 M +USD 22.2 M +8% 0.37% 126% 109 20.18% 2.5
Montgomery Investment Management
4977
Montgomery Investment Management
Maryland
USD 293 M +USD 15.2 M +5% 9.16% 105% 104 8.65% 6.9
Firetrail Investments
4978
Firetrail Investments
Australia
USD 293 M -USD 12.1 M -4% 0.04% 139% 29 3.45% 1.3
Roth Financial Partners
4979
Roth Financial Partners
Texas
USD 293 M -USD 10.3 M -3% 0.65% 61% 33 9.09% 3.9
Family Wealth Partners
4980
Family Wealth Partners
North Carolina
USD 293 M +USD 15.4 M +6% 0.48% 58.5% 112 24.11% 1.1
Nixon Capital
4981
Nixon Capital
Texas
USD 293 M -USD 86.2 M -23% 9.02% 118% 31 35.48% 1.2
Sharper & Granite
4982
Sharper & Granite
California
USD 293 M +USD 8.8 M +3% 0.11% 50.8% 108 1.85% 2.7
Curio Wealth
4983
Curio Wealth
Maryland
USD 293 M +USD 10.3 M +4% 0.13% – 1,298 67.03% 0.3
Walker Financial Services
4984
Walker Financial Services
Kentucky
USD 292 M +USD 16.4 M +6% 0.51% 20.8% 44 9.09% 2
Pennington Partners & Co
4985
Pennington Partners & Co
Maryland
USD 292 M +USD 42.4 M +17% 3.55% – 116 18.1% 0.8
Nicollet Investment Management
4986
Nicollet Investment Management
Minnesota
USD 292 M -USD 24 M -8% 3.51% 104% 77 5.19% 5
Burkett Financial Services
4987
Burkett Financial Services
South Carolina
USD 292 M -USD 1.22 M -0.4% 0.27% 63.6% 257 8.95% 1.6
Kirkwood Financial Services
4988
Kirkwood Financial Services
Texas
USD 292 M +USD 6.13 M +2% 4.2% – 43 23.26% 0.9
Francisco Partners Management
4989
Francisco Partners Management
California
USD 292 M -USD 169 M -37% 35.7% 14.3% 3 0% 5.1
LFC
4990
LCC Family Corp
USD 292 M -USD 188 M -39% 31.8% – 1 0% 0.8
Warner Financial
4991
Warner Financial
Maryland
USD 292 M +USD 3.53 M +1% 1.38% 69.2% 136 3.68% 2.9
Dynamo Internacional Gestao de Recursos
4992
Dynamo Internacional Gestao de Recursos
Brazil
USD 292 M +USD 144 M +97% 12.1% 34.1% 7 28.57% 3.5
Bishop & Co Investment Management
4993
Bishop & Co Investment Management
Pennsylvania
USD 292 M -USD 10.4 M -3% 1.59% 53.7% 29 13.79% 6.7
Members Advisory Group
4994
Members Advisory Group
New York
USD 292 M +USD 26.3 M +10% 0.39% 74.9% 45 51.11% 1.1
Canopy Partners
4995
Canopy Partners
Ohio
USD 291 M -USD 15.5 M -5% 1.37% 108% 265 12.08% 1.7
CIM
4996
Capital Investment Management
Missouri
USD 291 M +USD 5.23 M +2% 0.95% – 132 14.39% 0.2
Wilkerson Advisory Group
4997
Wilkerson Advisory Group
Missouri
USD 291 M +USD 7.06 M +2% 0.64% – 654 17.13% 0.2
Denver PWM
4998
Denver PWM
Colorado
USD 291 M -USD 8.51 M -3% 0.06% 48.6% 92 22.83% 2.8
Kings Path Partners
4999
Kings Path Partners
Texas
USD 291 M +USD 5.46 M +2% 1.5% – 306 8.5% 1.4
Denver Wealth Management
5000
Denver Wealth Management
Colorado
USD 291 M +USD 8.47 M +3% 2.36% 64.4% 108 22.22% 2.6