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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)
Brown Miller Wealth Management
5276
Brown Miller Wealth Management
Virginia
USD 175 M +USD 15.5 M +10% 13.1% 121% 125 8% 0.9
Waycross Partners
5277
Waycross Partners
Kentucky
USD 175 M +USD 15.8 M +10% 9.41% 98.4% 91 10.99% 0.8
CAZ Investments
5278
CAZ Investments
Texas
USD 175 M -USD 104 M -37% 22.4% 263% 47 40.43% 1.3
SC
5279
Siena Capital
Ohio
USD 175 M – – 9.8% – 60 – 0
St. Clair Advisors
5280
St. Clair Advisors
Ohio
USD 174 M +USD 29.8 M +21% 9.58% 77.5% 53 11.32% 0.8
AA
5281
AF Advisors
California
USD 174 M +USD 14.7 M +9% 9.14% 14.8% 25 8% 1
ShankerValleau Wealth Advisors
5282
ShankerValleau Wealth Advisors
Illinois
USD 174 M – – 4.14% 60.3% 17 – 0
Relaxing Retirement Coach
5283
Relaxing Retirement Coach
Massachusetts
USD 174 M +USD 51.9 M +43% 5.54% 28.6% 59 25.42% 2.5
Clarus Wealth Advisors
5284
Clarus Wealth Advisors
Arizona
USD 174 M +USD 11.2 M +7% 9.38% 89.7% 121 28.93% 1.7
Act Wealth Management
5285
Act Wealth Management
Texas
USD 174 M +USD 11.9 M +7% 4.97% 70% 38 18.42% 0.8
Spreng Capital Management
5286
Spreng Capital Management
Ohio
USD 174 M +USD 17.6 M +11% 9.54% 84.4% 109 9.17% 1.5
Arboretum Ventures
5287
Arboretum Ventures
Michigan
USD 174 M – – 33.1% – 3 – 0
Arbor Trust Wealth Advisors
5288
Arbor Trust Wealth Advisors
Michigan
USD 173 M +USD 13.4 M +8% 9.07% 68.6% 103 5.83% 1.7
Muzinich & Co
5289
Muzinich & Co
New York
USD 173 M +USD 14.2 M +9% 2.49% 13.5% 49 26.53% 4.2
Field & Main Bank
5290
Field & Main Bank
Kentucky
USD 173 M +USD 21.4 M +14% 12.3% 107% 237 10.97% 4.5
Mendel Money Management
5291
Mendel Money Management
Illinois
USD 173 M +USD 13.7 M +9% 13.9% 88.8% 70 5.71% 3.9
Tandem Capital Management
5292
Tandem Capital Management
New Jersey
USD 173 M +USD 14.6 M +9% 9.95% 128% 97 15.46% 1.5
PHM
5293
Prospect Hill Management
New Jersey
USD 173 M +USD 28.3 M +20% 21.7% 119% 17 17.65% 1
Lugano Financial Advisors SA (LFA)
5294
Lugano Financial Advisors SA (LFA)
Switzerland
USD 173 M +USD 20.9 M +14% 1.72% 51.3% 125 21.6% 1.6
Banyan Capital Management
5295
Banyan Capital Management
Georgia
USD 173 M +USD 16.1 M +10% 5.66% 44.4% 20 5% 2.5
MC
5296
MRJ Capital
New York
USD 173 M +USD 2.21 M +1% 10.5% 127% 52 5.77% 4.6
Bennett Selby Investments
5297
Bennett Selby Investments
Maine
USD 173 M +USD 20.1 M +13% 9.61% 82.1% 59 8.47% 0.8
Eastover Investment Advisors
5298
Eastover Investment Advisors
North Carolina
USD 173 M +USD 19.7 M +13% 12.3% 105% 47 8.51% 1.4
BCM
5299
Beaumont Capital Management
Massachusetts
USD 173 M +USD 56.4 M +48% 4.54% 49.6% 54 44.44% 0.4
Missouri Trust & Investment Company
5300
Missouri Trust & Investment Company
Missouri
USD 173 M – – 9.77% 81.6% 400 – 0