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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)
Kondo Wealth Advisors
5276
Kondo Wealth Advisors
California
USD 266 M +USD 4.29 M +2% 1.09% – 75 13.33% 1.1
Weitzel Financial Services
5277
Weitzel Financial Services
Iowa
USD 265 M +USD 6.98 M +3% 0.74% 46.3% 51 9.8% 3.2
Buckhead Capital Management
5278
Buckhead Capital Management
Georgia
USD 265 M -USD 13.4 M -5% 1.4% 76.1% 154 14.29% 4.8
Wills Financial Group
5279
Wills Financial Group
Virginia
USD 265 M +USD 3.67 M +1% 2.47% 57.5% 80 15% 5.1
AFA
5280
Alta Fundamental Advisers
New York
USD 265 M +USD 43.5 M +20% 21.4% 199% 29 41.38% 1.8
Wind River Trust Company
5281
Wind River Trust Company
Wyoming
USD 265 M -USD 2.62 M -1% 2.15% 62.1% 11 9.09% 8.7
LWMI
5282
Landmark Wealth Management (Illinois)
Illinois
USD 265 M +USD 335 k +0.1% 1.15% 42.4% 42 7.14% 1.5
Tranquility Partners
5283
Tranquility Partners
Tennessee
USD 265 M -USD 12.5 M -5% 3.48% 77.3% 239 10.46% 3.9
Beacon Investment Advisors
5284
Beacon Investment Advisors
Maryland
USD 265 M +USD 15.6 M +6% 4.71% 96.4% 174 8.05% 2.4
NYL Investors
5285
NYL Investors
New York
USD 265 M -USD 29.7 M -10% 0.75% 10.8% 32 3.13% 5.1
Retirement Capital Strategies
5286
Retirement Capital Strategies
California
USD 265 M -USD 5.08 M -2% 2.34% 59% 73 21.92% 3.2
FWG Holdings
5287
FWG Holdings
Florida
USD 265 M +USD 1.11 M +0.4% 0.69% 91.6% 143 23.78% 2.3
IMZ Advisory
5288
IMZ Advisory
Florida
USD 264 M -USD 8.71 M -3% 3.98% 73.1% 40 5% 2
FIDELIS iM
5289
FIDELIS iM
Oregon
USD 264 M +USD 6.7 M +3% 1.23% 44.8% 27 14.81% 3
Saiph Capital
5290
Saiph Capital
New Jersey
USD 264 M -USD 14.1 M -5% 5.13% 52.4% 79 15.19% 2
SST
5291
S Squared Technology
New York
USD 264 M +USD 5.96 M +2% 3.73% 223% 37 18.92% 3
AFP
5292
Advus Financial Partners
Florida
USD 264 M -USD 14.2 M -5% 0.82% 56.5% 73 16.44% 2.6
Brown Financial Advisors
5293
Brown Financial Advisors
Ohio
USD 264 M -USD 9.21 M -3% 1.09% – 214 31.31% 0.8
Silphium Asset Management
5294
Silphium Asset Management
United Kingdom
USD 264 M +USD 28.1 M +12% 1.99% 118% 56 32.14% 1.1
Fourth Dimension Wealth
5295
Fourth Dimension Wealth
Ohio
USD 264 M -USD 10.3 M -4% 1.6% – 634 11.2% 1.1
Zullo Investment Group
5296
Zullo Investment Group
Pennsylvania
USD 264 M -USD 9.9 M -4% 2.99% 143% 166 12.05% 3.4
WOCP
5297
White Oak Capital Partners
Singapore
USD 264 M +USD 940 k +0.4% 5.11% – 20 25% 0.9
Cherokee Insurance
5298
Cherokee Insurance
Michigan
USD 263 M +USD 16.8 M +7% 11% – 123 3.25% 1.2
SWMG
5299
Signature Wealth Management Group
Georgia
USD 263 M +USD 18.1 M +7% 2.51% – 135 26.67% 3.2
Meridian Financial Partners
5300
Meridian Financial Partners
Virginia
USD 263 M +USD 10.3 M +4% 0.02% 80.8% 125 8.8% 2.3