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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)
FNWM
5026
Financial Network Wealth Management
Utah
USD 153 M +USD 25.7 M +20% 2.83% – 107 11.21% 0.2
Albert D. Mason Inc
5027
Albert D. Mason Inc
Massachusetts
USD 153 M +USD 9.32 M +6% 9.58% 83.4% 153 9.8% 4.4
Mendel Money Management
5028
Mendel Money Management
Illinois
USD 153 M +USD 10.3 M +7% 5.71% 88.8% 67 4.48% 3.2
CIA
5029
Citadel Investment Advisory
Ohio
USD 153 M +USD 13 M +9% 8.97% 66.1% 74 2.7% 0.2
Trust Company of Kansas
5030
Trust Company of Kansas
Kansas
USD 153 M -USD 38.3 M -20% 10.1% 100% 56 37.5% 0.8
Powell Investment Advisors
5031
Powell Investment Advisors
Florida
USD 153 M +USD 21.4 M +16% 7.96% 82.4% 128 21.09% 0.9
Resource Planning Group
5032
Resource Planning Group
Georgia
USD 153 M +USD 12 M +9% 1.98% 1.9% 68 11.76% 1.7
Hutner Capital Management
5033
Hutner Capital Management
Vermont
USD 152 M +USD 8.85 M +6% 5.29% 52.2% 46 6.52% 3.4
CSA
5034
Cottage Street Advisors
Massachusetts
USD 152 M +USD 45.4 M +42% 6.26% 95.8% 92 21.74% 3.2
Van Leeuwen & Company
5035
Van Leeuwen & Company
New Jersey
USD 152 M +USD 2.94 M +2% 8.02% 75.4% 82 45.12% 1.2
One Advisory Partners
5036
One Advisory Partners
Kansas
USD 152 M +USD 6.28 M +4% 3.86% 58.3% 34 41.18% 0.5
Donald L. Hagan LLC
5037
Donald L. Hagan LLC
Florida
USD 152 M +USD 15.5 M +11% 5.56% 47.9% 97 20.62% 1.9
Hollow Brook Wealth Management
5038
Hollow Brook Wealth Management
New York
USD 152 M -USD 15.6 M -9% 1.38% 97.8% 56 19.64% 3.5
DA
5039
Dash Acquisitions
California
USD 152 M +USD 9.11 M +6% 2.26% 52% 39 15.38% 0.2
Levy Wealth Management Group
5040
Levy Wealth Management Group
Pennsylvania
USD 152 M +USD 11.1 M +8% 3.39% 21.1% 68 8.82% 0.2
AUA Capital Management
5041
AUA Capital Management
Pennsylvania
USD 152 M +USD 12 M +9% 4.38% 70.2% 379 7.65% 2
Cribstone Capital Management
5042
Cribstone Capital Management
Maine
USD 152 M +USD 6.06 M +4% 3.64% 22.4% 369 14.09% 2.9
Otter Creek Advisors
5043
Otter Creek Advisors
Florida
USD 152 M +USD 26.4 M +21% 12.3% 173% 60 53.33% 0.8
Pavion Blue Capital
5044
Pavion Blue Capital
California
USD 152 M +USD 5.77 M +4% 8.26% 87.8% 92 6.52% 1
Successful Portfolios
5045
Successful Portfolios
Florida
USD 152 M +USD 12.3 M +9% 5.13% 110% 199 10.05% 2.1
Key Financial Inc
5046
Key Financial Inc
Pennsylvania
USD 152 M +USD 17.4 M +13% 6.04% 64.1% 823 10.81% 0.3
Holistic Financial Partners
5047
Holistic Financial Partners
Indiana
USD 152 M +USD 6.64 M +5% 5.14% 95.7% 136 34.56% 1.4
Centennial Wealth Advisory
5048
Centennial Wealth Advisory
Michigan
USD 151 M +USD 10.3 M +7% 2.14% 63% 84 26.19% 0.2
Loveless Wealth Management
5049
Loveless Wealth Management
Montana
USD 151 M +USD 15.9 M +12% 9.85% – 119 2.52% 1.1
Baugh & Associates
5050
Baugh & Associates
Georgia
USD 151 M +USD 11.2 M +8% 8.58% 98.8% 43 11.63% 2.6