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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)
Rise Advisors
5076
Rise Advisors
New York
USD 284 M +USD 3.4 M +1% 1.72% 62.8% 102 11.76% 3.7
Chaney Capital Management
5077
Chaney Capital Management
Washington
USD 284 M -USD 6.11 M -2% 3.74% 80.9% 42 9.52% 1.7
Powers Advisory Group
5078
Powers Advisory Group
Illinois
USD 284 M +USD 18.1 M +7% 1.24% 49.8% 129 5.43% 2.9
Beacon Wealthcare LLC
5079
Beacon Wealthcare LLC
North Carolina
USD 284 M -USD 7.66 M -3% 2.51% 47% 26 7.69% 2.9
Foundation Wealth Management (Pennsylvania)
5080
Foundation Wealth Management (Pennsylvania)
Pennsylvania
USD 284 M +USD 7.94 M +3% 0.28% – 93 2.15% 1.2
Bank OZK
5081
Bank OZK
Arkansas
USD 283 M +USD 204 k +0.1% 2.19% 112% 156 8.33% 6.6
LJHT
5082
Laurie J. Hall Trustee
USD 283 M -USD 17.6 M -6% 2.46% 105% 111 9.01% 9
Davis Investment Partners
5083
Davis Investment Partners
North Carolina
USD 283 M -USD 2.84 M -1% 1.68% 97.8% 180 22.78% 1.7
UFAC
5084
Urban Financial Advisory Corp
Illinois
USD 283 M +USD 28.2 M +11% 2.24% 52.5% 57 5.26% 1.5
TAGStone Capital
5085
TAGStone Capital
North Carolina
USD 283 M +USD 14.3 M +5% 1.45% 62% 140 19.29% 2.3
Drummond Knight Asset Management
5086
Drummond Knight Asset Management
Australia
USD 283 M -USD 74.6 M -21% 24.6% – 18 61.11% 0.4
DRD
5087
Dennis R. Delaney
USD 282 M +USD 83.5 M +42% 2.65% 98.2% 61 21.31% 5.4
Wealth Effects
5088
Wealth Effects
Massachusetts
USD 282 M -USD 37.6 M -12% 0.47% 235% 252 19.05% 2.5
Access Financial Services
5089
Access Financial Services
Minnesota
USD 282 M +USD 7.42 M +3% 0.72% 51.1% 109 21.1% 4.1
First Citizens Asset Management
5090
First Citizens Asset Management
North Carolina
USD 282 M -USD 3.94 M -1% 2.4% 48.4% 30 16.67% 2.7
Samalin Investment Counsel
5091
Samalin Investment Counsel
New York
USD 282 M +USD 72.3 k +0% 0.7% 68.3% 335 11.64% 3.1
Defender Capital
5092
Defender Capital
North Carolina
USD 282 M -USD 26.7 M -9% 7.1% 101% 40 20% 0.2
INCA Investments
5093
INCA Investments
Florida
USD 282 M -USD 4.11 M -1% 1.09% 120% 10 10% 5.6
3G Capital Partners
5094
3G Capital Partners
New York
USD 282 M -USD 142 M -34% 14% 351% 16 56.25% 1
Monte Financial Group
5095
Monte Financial Group
Connecticut
USD 282 M +USD 13.3 M +5% 3.27% 66.7% 100 7% 3.8
Financial Symmetry
5096
Financial Symmetry
North Carolina
USD 281 M +USD 36.3 M +15% 0.77% 68.4% 67 16.42% 1.5
Tiller Private Wealth
5097
Tiller Private Wealth
Pennsylvania
USD 281 M +USD 405 k +0.1% 0.27% 60.2% 67 4.48% 3.4
Bluesphere Advisors
5098
Bluesphere Advisors
Pennsylvania
USD 281 M +USD 55.2 M +24% 4.51% 105% 127 27.56% 2.1
Biltmore Wealth Management
5099
Biltmore Wealth Management
Arizona
USD 281 M +USD 16.3 M +6% 1.94% 59.8% 62 8.06% 4.6
Remedium Capital Partners
5100
Remedium Capital Partners
Florida
USD 281 M +USD 111 M +65% 36% – 6 0% 0.3