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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)
Horizon Bancorp
5176
Horizon Bancorp
Indiana
USD 157 M -USD 21.9 M -12% 0.58% 33.4% 229 25.76% 2.3
Benchmark Wealth Management
5177
Benchmark Wealth Management
Connecticut
USD 157 M +USD 17.9 M +13% 4.11% 42.7% 54 9.26% 2.4
Eliot Finkel Investment Counsel
5178
Eliot Finkel Investment Counsel
California
USD 157 M -USD 908 k -0.6% 0.71% 85.5% 31 6.45% 4.1
Tanglewood Legacy Advisors
5179
Tanglewood Legacy Advisors
Texas
USD 157 M +USD 16.1 M +11% 4.85% 61.1% 280 12.14% 0.2
1C
5180
1623 Capital
Virginia
USD 157 M +USD 18.1 M +13% 7.93% 11.9% 26 3.85% 2.4
Ceera Investments
5181
Ceera Investments
Texas
USD 157 M -USD 1.46 M -0.9% 15.8% 56.1% 85 28.24% 1.2
Bond & Devick Financial Network
5182
Bond & Devick Financial Network
Minnesota
USD 157 M +USD 16.4 M +12% 4.6% 46.9% 131 9.16% 1.7
Gainplan
5183
Gainplan
Michigan
USD 157 M +USD 115 M +274% 8.23% 103% 47 34.04% 1.2
Riverstone Advisors
5184
Riverstone Advisors
Texas
USD 157 M +USD 12.5 M +9% 6.27% 104% 52 19.23% 2.2
Trust Company of Kansas
5185
Trust Company of Kansas
Kansas
USD 157 M +USD 2.24 M +1% 8.94% 100% 54 20.37% 2.3
WA1
5186
Wimmer Associates 1
California
USD 157 M +USD 5.08 M +3% 8.17% 78.9% 110 4.55% 5.5
Keyframe Capital Partners
5187
Keyframe Capital Partners
New York
USD 157 M +USD 16.7 M +12% 1.04% 6.45% 12 41.67% 0.3
Peoples Bank (Ohio)
5188
Peoples Bank (Ohio)
Ohio
USD 157 M +USD 1.26 M +0.8% 3.71% 78.9% 131 15.27% 3.9
Baugh & Associates
5189
Baugh & Associates
Georgia
USD 156 M +USD 2.12 M +1% 2.62% 98.8% 41 4.88% 4.2
IronBridge Private Wealth
5190
IronBridge Private Wealth
Texas
USD 156 M +USD 35 M +29% 12% 143% 39 51.28% 0.9
Aspen Investment Management
5191
Aspen Investment Management
Michigan
USD 156 M +USD 3.4 M +2% 2.56% 92.6% 140 19.29% 6.1
IWN
5192
Independent Wealth Network
Iowa
USD 156 M +USD 10.1 M +7% 4.21% 78.2% 214 13.08% 1.1
Vishria Bird Financial Group
5193
Vishria Bird Financial Group
Tennessee
USD 156 M +USD 12.8 M +9% 13.8% 74.3% 62 16.13% 2.6
Accretive Wealth Partners
5194
Accretive Wealth Partners
New Jersey
USD 156 M +USD 10.8 M +7% 6.33% 64.4% 119 10.92% 1.7
R.W. Roge & Company
5195
R.W. Roge & Company
New York
USD 156 M +USD 5.72 M +4% 6.22% 76.3% 46 21.74% 2
QC
5196
Qalhat Capital
British Virgin Islands
USD 156 M -USD 64.4 M -29% 7.01% 90.3% 13 30.77% 1.1
Lexington Partners
5197
Lexington Partners
New York
USD 156 M -USD 23.9 M -13% 8.75% 24.5% 6 16.67% 2.2
Blue Owl Capital Holdings
5198
Blue Owl Capital Holdings
New York
USD 156 M -USD 78.9 M -34% 20.1% 145% 45 71.11% 0.9
Interactive Financial Advisors
5199
Interactive Financial Advisors
Illinois
USD 156 M -USD 10.9 M -7% 4.1% 47.6% 167 52.1% 6.2
MQS Management
5200
MQS Management
New York
USD 156 M +USD 8.97 M +6% 0.53% 4.55% 641 82.84% 0.1