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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)
Aurora Investment Counsel
5276
Aurora Investment Counsel
Georgia
USD 144 M +USD 497 k +0.3% 0.02% 31.7% 135 20% 0.8
PGM
5277
Parian Global Management
New York
USD 143 M -USD 89.6 M -38% 13.5% 65.2% 62 77.42% 0.3
OGF
5278
Orin Green Financial
California
USD 143 M +USD 1.88 M +1% 1.17% 59.1% 68 2.94% 0.7
Fure Financial Corporation
5279
Fure Financial Corporation
Minnesota
USD 143 M +USD 5.56 M +4% 0.21% 59.5% 56 66.07% 0.4
Navis Wealth Advisors
5280
Navis Wealth Advisors
New York
USD 143 M +USD 24.2 M +20% 2.08% 107% 129 22.48% 0.6
Ivy Lane Capital Management
5281
Ivy Lane Capital Management
Florida
USD 143 M +USD 1.81 M +1% 0.52% 101% 10 20% 0.6
Quad-Cities Investment Group
5282
Quad-Cities Investment Group
Iowa
USD 143 M -USD 4.06 M -3% 1.08% 67.3% 189 12.17% 2.3
Texas Capital Bancshares
5283
Texas Capital Bancshares
Texas
USD 143 M +USD 5.15 M +4% 0.13% 175% 80 8.75% 1.8
Acorn Wealth Advisors
5284
Acorn Wealth Advisors
Michigan
USD 143 M -USD 1.78 M -1% 0.46% 58.8% 177 9.6% 2
WFA of San Diego
5285
WFA of San Diego
California
USD 143 M +USD 14.1 M +11% 0.37% – 144 38.89% 0.5
swisspartners Advisors
5286
swisspartners Advisors
Switzerland
USD 142 M +USD 14.8 M +12% 5.15% 75.9% 41 41.46% 1
Hilltop Wealth Advisors
5287
Hilltop Wealth Advisors
North Carolina
USD 142 M +USD 1.03 M +0.7% 1.22% 58.3% 36 0% 1.4
CAM
5288
Crown Advisors Management
California
USD 142 M -USD 2.53 M -2% 2.27% 284% 47 25.53% 1.6
Arrow Capital Management
5289
Arrow Capital Management
New York
USD 142 M -USD 1.62 M -1% 3.85% – 15 33.33% 2.5
Benchmark Wealth Management
5290
Benchmark Wealth Management
Connecticut
USD 142 M -USD 3.36 M -2% 0.6% 42.7% 47 4.26% 1.5
Regency Capital Management
5291
Regency Capital Management
Hawaii
USD 142 M +USD 9.8 M +7% 1.03% 92.1% 156 29.49% 0.4
Rye Brook Capital
5292
Rye Brook Capital
Connecticut
USD 142 M +USD 755 k +0.5% 2.11% 77.2% 33 36.36% 0.5
Caliber Wealth Management (Utah)
5293
Caliber Wealth Management (Utah)
Utah
USD 142 M +USD 695 k +0.5% 1.93% 36.5% 76 11.84% 0.6
Colonial River Investments
5294
Colonial River Investments
Virginia
USD 142 M +USD 1.89 M +1% 1.93% 156% 194 86.6% 0.3
Wolff Wiese Magana
5295
Wolff Wiese Magana
California
USD 142 M +USD 1.7 M +1% 0.53% 149% 918 15.8% 0.6
Accretive Wealth Partners
5296
Accretive Wealth Partners
New Jersey
USD 142 M +USD 3.02 M +2% 0.84% 64.4% 116 12.93% 0.6
Kinloch Capital
5297
Kinloch Capital
Virginia
USD 142 M +USD 2.41 M +2% 1.95% 63.4% 68 13.24% 0.7
Colorado Capital Management
5298
Colorado Capital Management
Colorado
USD 142 M -USD 7 M -5% 0.63% 60.4% 74 2.7% 4.6
McNaughton Wealth Management
5299
McNaughton Wealth Management
California
USD 141 M -USD 1.16 M -0.8% 0.4% 55.6% 50 6% 1.5
AIFAIM
5300
American Institute for Advanced Investment Management
Arizona
USD 141 M -USD 769 k -0.5% 0.95% 79.1% 125 8.8% 1.3