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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)
Washington University
5151
Washington University
Missouri
USD 134 M – – 20.9% 30.4% 2 – 0
PBF
5152
Petix & Botte Financial
California
USD 134 M +USD 8.21 M +7% 10.3% 51.2% 84 5.95% 0.9
Newport Wealth Strategies
5153
Newport Wealth Strategies
California
USD 134 M -USD 728 k -0.5% 9.71% 51.5% 91 1.1% 1.9
Wiser Wealth Management
5154
Wiser Wealth Management
Georgia
USD 133 M – – 9.1% 53% 27 – 0
Sterneck Capital Management
5155
Sterneck Capital Management
Missouri
USD 133 M +USD 14.9 M +13% 14.5% 61.5% 83 20.48% 3.8
Brown Miller Wealth Management
5156
Brown Miller Wealth Management
Virginia
USD 133 M – – 12.1% 121% 106 – 0
Samalin Investment Counsel
5157
Samalin Investment Counsel
New York
USD 133 M +USD 21.1 M +19% 14.7% 68.3% 235 20% 0.7
Tandem Capital Management
5158
Tandem Capital Management
New Jersey
USD 133 M +USD 19.8 M +18% 19% 128% 83 10.84% 0.8
Lakehouse Capital
5159
Lakehouse Capital
Australia
USD 133 M – – 22.4% 87.4% 14 – 0.6
Kelleher Financial Advisors
5160
Kelleher Financial Advisors
New York
USD 133 M +USD 12.4 M +10% 13.4% 80.3% 112 13.39% 2.8
Bordeaux Wealth Advisors
5161
Bordeaux Wealth Advisors
California
USD 133 M – – 19% 141% 58 – 0
Garrett Wealth Advisory Group
5162
Garrett Wealth Advisory Group
Texas
USD 133 M +USD 6.51 M +5% 11.8% 74.6% 52 17.31% 1.4
Spark Growth Management Partners II
5163
Spark Growth Management Partners II
Massachusetts
USD 133 M – – 25.8% – 1 – 0
Pecaut & Co
5164
Pecaut & Co
Iowa
USD 133 M +USD 946 k +0.7% 15.9% 62.8% 65 21.54% 3.2
Sunburst Financial Group
5165
Sunburst Financial Group
Alabama
USD 133 M +USD 14.6 M +12% 11.4% 55.7% 63 14.29% 0.8
Boyar Asset Management
5166
Boyar Asset Management
New York
USD 133 M +USD 13.5 M +11% 18.3% 87% 78 10.26% 4.4
BRC
5167
BHF RG Capital
Arizona
USD 133 M +USD 14.4 M +12% 9.57% – 36 11.11% 0.7
PHM
5168
Prospect Hill Management
New Jersey
USD 133 M – – 22.8% 119% 16 – 0
Eliot Finkel Investment Counsel
5169
Eliot Finkel Investment Counsel
California
USD 133 M +USD 20.3 M +18% 8.56% 85.5% 28 10.71% 3.4
AWM
5170
Aberdeen Wealth Management
Illinois
USD 133 M +USD 27.5 M +26% 13.2% 73.1% 161 18.63% 0.7
Brightline Capital Management
5171
Brightline Capital Management
Florida
USD 132 M +USD 50.1 M +61% 43% 672% 17 47.06% 0.2
SV
5172
Stilwell Value
New York
USD 132 M +USD 36.9 M +39% 43.7% 87.9% 42 16.67% 2.9
ABP
5173
Arthur B. Page
USD 132 M +USD 11.9 M +10% 11.8% 40.4% 60 8.33% 5.1
CNB Bank
5174
CNB Bank
Pennsylvania
USD 132 M +USD 13.6 M +11% 12.2% 106% 455 18.9% 1.9
Costello Asset Management
5175
Costello Asset Management
Pennsylvania
USD 132 M +USD 18.6 M +16% 10.3% 81.5% 254 12.6% 0.7