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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)
Tanglewood Legacy Advisors
5276
Tanglewood Legacy Advisors
Texas
USD 183 M +USD 16.3 M +10% 9.85% 61.1% 295 8.81% 0.9
SMART Wealth
5277
SMART Wealth
Nebraska
USD 183 M +USD 49.9 M +37% 5.42% 83.6% 93 34.41% 0.6
Patient Square Capital
5278
Patient Square Capital
California
USD 183 M +USD 941 k +0.5% 1.35% 329% 2 0% 1
Soapstone Management
5279
Soapstone Management
Maryland
USD 183 M -USD 33.4 M -15% 16.3% 30.3% 20 15% 2.3
Ironwood Wealth Management (West Virginia)
5280
Ironwood Wealth Management (West Virginia)
West Virginia
USD 183 M +USD 15.3 M +9% 6.57% 38.1% 22 0% 2.4
Hubbell Strickland Wealth Management
5281
Hubbell Strickland Wealth Management
Louisiana
USD 183 M +USD 15.8 M +9% 9.54% 64.8% 74 5.41% 3.1
Solitude Financial Services
5282
Solitude Financial Services
Virginia
USD 183 M +USD 5.6 M +3% 7.08% 62.4% 47 4.26% 2.3
Baron Wealth Management
5283
Baron Wealth Management
Michigan
USD 183 M +USD 25.9 M +17% 10.5% 88.6% 177 22.03% 0.7
Mitsubishi UFJ Asset Management (UK)
5284
Mitsubishi UFJ Asset Management (UK)
United Kingdom
USD 183 M +USD 40.4 M +28% 11.7% 151% 105 27.62% 1.9
1C
5285
1623 Capital
Virginia
USD 182 M -USD 51.7 M -22% 14.5% 11.9% 28 21.43% 3.2
Beryl Capital Management
5286
Beryl Capital Management
California
USD 182 M -USD 714 M -80% 36.5% 3,932% 47 91.49% 0.1
Capricorn Fund Managers
5287
Capricorn Fund Managers
United Kingdom
USD 182 M -USD 106 M -37% 8.18% 173% 96 57.29% 0.6
Hillcrest Wealth Advisors
5288
Hillcrest Wealth Advisors
New Jersey
USD 181 M +USD 5.86 M +3% 9.9% 58.7% 47 4.26% 4.2
Silverlake Wealth Management
5289
Silverlake Wealth Management
Vermont
USD 181 M +USD 3.28 M +2% 9.98% 73.3% 252 19.44% 1.5
Pavion Blue Capital
5290
Pavion Blue Capital
California
USD 181 M +USD 16.8 M +10% 9.74% 87.8% 99 9.09% 3.1
Garrison Asset Management
5291
Garrison Asset Management
Arkansas
USD 181 M +USD 17.5 M +11% 11.1% 52.1% 111 9.91% 6
Activest Wealth Management
5292
Activest Wealth Management
Florida
USD 181 M +USD 18.9 M +12% 11.3% 117% 382 26.96% 0.8
United Bank (Georgia)
5293
United Bank (Georgia)
Georgia
USD 181 M +USD 14 M +8% 10.4% 93.7% 91 3.3% 4.8
X-Square Capital
5294
X-Square Capital
Puerto Rico
USD 181 M +USD 32.4 M +22% 12.8% 158% 172 27.33% 2.6
Forza Wealth Management
5295
Forza Wealth Management
Florida
USD 181 M -USD 12.6 M -6% 8.57% 69.8% 189 16.4% 0.9
LI
5296
Latigo Investments
Florida
USD 181 M +USD 16.8 M +10% 10.1% 62.6% 19 0% 1.6
Gator Capital Management
5297
Gator Capital Management
Florida
USD 181 M +USD 39.7 M +28% 23.8% 245% 68 14.71% 2.7
Watershed Private Wealth
5298
Watershed Private Wealth
Illinois
USD 181 M +USD 18.8 M +12% 10.6% 80.3% 113 21.24% 0.7
Powell Investment Advisors
5299
Powell Investment Advisors
Florida
USD 181 M +USD 14.4 M +9% 11.2% 82.4% 158 19.62% 2.3
Trust Company of Kansas
5300
Trust Company of Kansas
Kansas
USD 181 M +USD 24 M +15% 13.4% 100% 52 9.62% 2.6