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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)
Parisi Gray Wealth Management
5126
Parisi Gray Wealth Management
New Jersey
USD 161 M -USD 42.3 M -21% 9.6% 137% 106 23.58% 3.9
First Financial Corp
5127
First Financial Corp
Indiana
USD 161 M -USD 2.18 M -1% 3.08% 95.3% 383 2.35% 6
Aflac Inc
5128
Aflac Inc
Georgia
USD 161 M -USD 17.6 M -10% 9.87% 13.4% 4 0% 0.6
Tandem Wealth Advisors
5129
Tandem Wealth Advisors
Arizona
USD 161 M +USD 3.27 M +2% 5.19% 43.1% 85 48.24% 0.2
MBA Advisors
5130
MBA Advisors
Pennsylvania
USD 161 M +USD 7.76 M +5% 4.63% 66.1% 133 16.54% 1.6
Zullo Investment Group
5131
Zullo Investment Group
Pennsylvania
USD 161 M -USD 2.83 M -2% 14.2% 143% 767 82.01% 1.2
TKG Advisors
5132
TKG Advisors
Indiana
USD 160 M +USD 8.62 M +6% 5.91% 116% 109 40.37% 0.6
Round Hill Asset Management
5133
Round Hill Asset Management
California
USD 160 M -USD 1.41 M -0.9% 2.54% 43.2% 61 6.56% 4.6
Patrick Mauro Investment Advisor
5134
Patrick Mauro Investment Advisor
Illinois
USD 160 M +USD 5.91 M +4% 3.19% 38.7% 43 9.3% 0.5
Key Client Fiduciary Advisors
5135
Key Client Fiduciary Advisors
New Jersey
USD 160 M +USD 12.1 M +8% 4.34% 107% 174 12.07% 0.8
Peachtree Investment Partners
5136
Peachtree Investment Partners
Florida
USD 160 M -USD 3.78 M -2% 7.6% 111% 97 6.19% 2.7
SVG
5137
Sun Valley Gold
Idaho
USD 160 M +USD 13.7 M +9% 18.4% 160% 13 38.46% 2.8
Ironwood Investment Management
5138
Ironwood Investment Management
Massachusetts
USD 160 M +USD 8.27 M +5% 9.53% 164% 167 4.19% 5.9
Texas Capital Bancshares
5139
Texas Capital Bancshares
Texas
USD 160 M +USD 17.2 M +12% 13.4% 175% 89 12.36% 2.7
Mayport LLC
5140
Mayport LLC
Massachusetts
USD 160 M +USD 26 M +19% 6.82% 57% 66 15.15% 0.9
Peninsula Asset Management
5141
Peninsula Asset Management
Florida
USD 160 M -USD 3.29 M -2% 5.02% 54.2% 45 11.11% 7.2
Mitchell & Pahl Private Wealth
5142
Mitchell & Pahl Private Wealth
Oklahoma
USD 160 M +USD 7.35 M +5% 3.59% 82.3% 155 6.45% 2
Lansing Street Advisors
5143
Lansing Street Advisors
Pennsylvania
USD 160 M +USD 13.7 M +9% 4.65% – 378 27.25% 0.8
Cincinnati Casualty Company
5144
Cincinnati Casualty Company
Ohio
USD 160 M -USD 2.66 M -2% 0.31% 68.7% 26 0% 7.5
Compass Financial Group (Florida)
5145
Compass Financial Group (Florida)
Florida
USD 159 M +USD 6.1 M +4% 2.93% 47.5% 32 3.13% 3.2
United Fire Group
5146
United Fire Group
Iowa
USD 159 M -USD 9.7 M -6% 0.1% 27.4% 46 4.35% 8.1
Corepath Wealth Partners
5147
Corepath Wealth Partners
Arizona
USD 159 M +USD 9.23 M +6% 4.95% 62.1% 40 5% 2
Successful Portfolios
5148
Successful Portfolios
Florida
USD 159 M +USD 5.95 M +4% 7.12% 110% 202 12.87% 3.6
Brookmont Capital Management
5149
Brookmont Capital Management
Texas
USD 159 M -USD 3.85 M -2% 1.02% 32.2% 51 11.76% 6.1
Clarus Wealth Advisors
5150
Clarus Wealth Advisors
Arizona
USD 159 M +USD 6.42 M +4% 7.28% 89.7% 149 38.93% 1.5