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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)
Stelac Advisory Services
5176
Stelac Advisory Services
New York
USD 283 M -USD 6.49 M -2% 6.12% 84.9% 123 18.7% 4.1
SC
5177
Sawyer & Company
Massachusetts
USD 283 M +USD 17.8 M +7% 3.91% 111% 207 10.14% 4.1
Sittner & Nelson
5178
Sittner & Nelson
Oregon
USD 283 M +USD 7.43 M +3% 3.97% 88.1% 545 13.76% 3.3
RJA Asset Management
5179
RJA Asset Management
Connecticut
USD 283 M +USD 19.9 M +8% 7.87% 80.2% 3 0% 2.6
SIM
5180
Synergy Investment Management
Florida
USD 283 M +USD 20.7 M +8% 2.08% – 138 13.04% 0.7
Elevation Wealth Partners
5181
Elevation Wealth Partners
California
USD 282 M +USD 4.7 M +2% 2.7% 69.9% 1,042 24.66% 1.1
Curio Wealth
5182
Curio Wealth
Maryland
USD 282 M +USD 38.5 M +16% 1.35% – 495 48.08% 0.5
Denver Wealth Management
5183
Denver Wealth Management
Colorado
USD 282 M +USD 10.8 M +4% 2.08% 64.4% 96 9.38% 2.7
Brick & Kyle Associates
5184
Brick & Kyle Associates
Pennsylvania
USD 282 M +USD 11.2 M +4% 3.75% 116% 62 8.06% 5.2
Carlson Capital
5185
Carlson Capital
Texas
USD 282 M +USD 11.1 M +4% 16.6% 57.7% 100 67% 0.3
GDS
5186
Gimbel Daniel Scott
USD 282 M -USD 52.7 M -16% 15.7% 57.1% 2 0% 5
Samalin Investment Counsel
5187
Samalin Investment Counsel
New York
USD 282 M -USD 8.66 M -3% 1.42% 68.3% 344 13.95% 3
TIM
5188
Timelo Investment Management
Ontario, Canada
USD 282 M +USD 15.1 M +6% 5.87% 104% 59 54.24% 0.3
LAM
5189
Lountzis Asset Management
Pennsylvania
USD 282 M -USD 24.7 M -8% 1.79% 124% 53 1.89% 3.6
Sagewood Asset Management
5190
Sagewood Asset Management
New York
USD 282 M – – 3.15% – 264 – 0
Northstar Advisory Group
5191
Northstar Advisory Group
New Jersey
USD 282 M +USD 36.5 M +15% 3.74% 141% 131 30.53% 1.8
Lincoln Capital Corp
5192
Lincoln Capital Corp
Rhode Island
USD 282 M +USD 3.44 M +1% 3.78% 82% 99 16.16% 3.2
CIA
5193
Corigliano Investment Advisers
North Carolina
USD 281 M -USD 28.6 M -9% 0.89% – 63 65.08% 0.3
Advisor Resource Council
5194
Advisor Resource Council
Texas
USD 281 M +USD 207 M +280% 3.78% 84.8% 234 83.33% 0.3
David Kennon
5195
David Kennon
Florida
USD 281 M +USD 3.52 M +1% 1.73% 52.4% 38 5.26% 2.5
B&I Capital
5196
B&I Capital
Switzerland
USD 281 M -USD 7.68 M -3% 0.84% 30.5% 32 31.25% 2.4
Acasta Partners UK
5197
Acasta Partners UK
USD 281 M – – 1.2% – 19 – 0
Tiller Private Wealth
5198
Tiller Private Wealth
Pennsylvania
USD 281 M -USD 6.7 k -0% 1.12% 60.2% 71 16.9% 3.2
Geneva Partners
5199
Geneva Partners
Wisconsin
USD 281 M +USD 7.19 M +3% 10.3% 417% 83 34.94% 2.4
Plum Street Advisors
5200
Plum Street Advisors
Louisiana
USD 281 M +USD 21.8 M +8% 2.76% – 99 9.09% 1.5