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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)
Miramontes Capital
5026
Miramontes Capital
California
USD 289 M -USD 4.77 M -2% 0.25% – 133 13.53% 0.2
Lumbard & Kellner
5027
Lumbard & Kellner
New Hampshire
USD 289 M +USD 3.03 M +1% 8.38% 137% 106 12.26% 3.2
Whetstone Capital Advisors
5028
Whetstone Capital Advisors
Kansas
USD 288 M -USD 32.2 M -10% 17.1% 282% 65 30.77% 1.2
Realta Investment Advisors
5029
Realta Investment Advisors
Delaware
USD 288 M -USD 17.2 M -6% 1.31% 151% 407 24.82% 2.7
New Wave Wealth Advisors
5030
New Wave Wealth Advisors
Arkansas
USD 288 M +USD 14.9 M +5% 2.06% – 230 37.39% 0.9
Enzi Wealth
5031
Enzi Wealth
Texas
USD 288 M +USD 4.47 M +2% 4.12% 77% 74 8.11% 2.5
WrapManager Inc
5032
WrapManager Inc
California
USD 288 M -USD 7.91 M -3% 2.22% 64.6% 147 12.93% 5.5
ticino wealth
5033
ticino wealth
California
USD 288 M +USD 17.9 M +7% 4.97% – 143 6.29% 0.2
Financial Connections Group
5034
Financial Connections Group
California
USD 288 M -USD 3.33 M -1% 2.21% 44.4% 264 15.91% 2.2
Marnell Management
5035
Marnell Management
Michigan
USD 288 M +USD 81.4 M +39% 15.3% – 83 38.55% 0.2
HIS
5036
Horizon Investment Services
Indiana
USD 288 M +USD 9.6 M +3% 2.41% 250% 158 25.32% 3.1
Forza Wealth Management
5037
Forza Wealth Management
Florida
USD 287 M +USD 10.9 M +4% 2.99% 69.8% 191 5.76% 2.6
Lazari Capital Management
5038
Lazari Capital Management
California
USD 287 M -USD 10.2 M -3% 2.63% 145% 180 11.11% 1.9
PSquared Asset Management
5039
PSquared Asset Management
Switzerland
USD 287 M +USD 73.5 M +34% 7.81% 178% 20 65% 0.2
Encompass Wealth Advisors
5040
Encompass Wealth Advisors
Oregon
USD 287 M -USD 6.51 M -2% 0.88% 68.7% 106 10.38% 3.9
Wealth Management Resources
5041
Wealth Management Resources
Rhode Island
USD 287 M +USD 3.16 M +1% 0.89% 37.7% 30 13.33% 3.3
Extract Advisors
5042
Extract Advisors
California
USD 287 M -USD 98.6 M -26% 14.3% – 41 63.41% 0.1
GoodHaven Capital Management
5043
GoodHaven Capital Management
New Jersey
USD 287 M -USD 21.8 M -7% 2.43% 80.7% 27 7.41% 5.8
Shaker Financial Services
5044
Shaker Financial Services
Virginia
USD 287 M -USD 28.6 M -9% 5.08% 12.9% 180 27.78% 2.3
Iams Wealth Management
5045
Iams Wealth Management
Nebraska
USD 287 M +USD 9.8 M +4% 0.61% 57.7% 202 15.35% 1.5
SA
5046
Skyline Advisors
Washington
USD 287 M -USD 12.9 M -4% 2.28% 52% 128 25% 1.4
Avaii Wealth Management
5047
Avaii Wealth Management
Wisconsin
USD 287 M +USD 10.6 M +4% 0.35% 100% 171 23.39% 1.9
Mayfair Advisory Group
5048
Mayfair Advisory Group
Alabama
USD 286 M +USD 28.9 M +11% 0.24% 71.5% 184 8.7% 3
Investment Research & Advisory Group
5049
Investment Research & Advisory Group
Georgia
USD 286 M -USD 15.8 M -5% 4.48% 105% 297 14.14% 2.9
Mills Wealth Advisors
5050
Mills Wealth Advisors
Texas
USD 286 M +USD 32.7 M +13% 0.81% 37.9% 86 25.58% 1.6