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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)
Missouri Trust & Investment Company
5301
Missouri Trust & Investment Company
Missouri
USD 173 M – – 9.77% 81.6% 400 – 0
SC
5302
Steph & Co
Wisconsin
USD 173 M +USD 16.6 M +11% 7.23% 61.6% 304 12.5% 1.4
Blackston Financial Advisory Group
5303
Blackston Financial Advisory Group
Florida
USD 173 M – – 10.5% 79.8% 92 – 0
KM
5304
Kylin Management
New York
USD 173 M +USD 46.8 M +37% 14.6% 126% 8 25% 1.2
Holistic Financial Partners
5305
Holistic Financial Partners
Indiana
USD 172 M +USD 10.3 M +6% 5.44% 95.7% 125 20.8% 1.8
Walled Lake Planning & Wealth Management
5306
Walled Lake Planning & Wealth Management
Illinois
USD 172 M +USD 10.3 M +6% 12.9% 62.6% 339 71.98% 1.6
Lederer & Associates Investment Counsel
5307
Lederer & Associates Investment Counsel
California
USD 172 M +USD 17.6 M +11% 10.8% 92.7% 89 4.49% 3.9
Fortis Advisors
5308
Fortis Advisors
Pennsylvania
USD 172 M +USD 8.61 M +5% 5.65% 74.4% 287 13.94% 1.9
Pavion Blue Capital
5309
Pavion Blue Capital
California
USD 172 M +USD 11.3 M +7% 10% 87.8% 93 5.38% 1.6
ION Acquisition Corp
5310
ION Acquisition Corp
Israel
USD 172 M – – 12% – 5 – 0
WFA of San Diego
5311
WFA of San Diego
California
USD 172 M +USD 29.1 M +20% 9.62% – 177 22.6% 0.7
LFWA
5312
LBJ Family Wealth Advisors
Texas
USD 172 M +USD 4.36 M +3% 5.49% 64.9% 23 0% 5.4
Brookside Equity Partners
5313
Brookside Equity Partners
Connecticut
USD 172 M -USD 88.4 M -34% 29.1% 87.4% 7 42.86% 0.8
Sittner & Nelson
5314
Sittner & Nelson
Oregon
USD 172 M +USD 16.9 M +11% 11.5% 88.1% 454 10.13% 0.9
AllSquare Wealth Management
5315
AllSquare Wealth Management
New York
USD 172 M +USD 4.39 M +3% 3.71% 62.4% 516 6.59% 3.7
Nationwide Asset Management
5316
Nationwide Asset Management
Ohio
USD 172 M -USD 139 M -45% 0.4% 8.56% 10 20% 1.9
FSA Wealth Management
5317
FSA Wealth Management
Massachusetts
USD 172 M +USD 10.9 M +7% 7.15% – 47 8.51% 1.7
Bison Wealth
5318
Bison Wealth
Georgia
USD 172 M -USD 47.2 M -22% 9.23% 37.4% 497 32.8% 2.9
Capital Wealth Alliance
5319
Capital Wealth Alliance
Arizona
USD 172 M +USD 7.09 M +4% 5.81% 124% 156 16.03% 1.2
Kensington Investment Counsel
5320
Kensington Investment Counsel
California
USD 172 M – – 11.7% 81.9% 88 – 0.9
Safeguard Investment Advisory Group
5321
Safeguard Investment Advisory Group
California
USD 171 M +USD 16.8 M +11% 8.14% 84.3% 94 7.45% 0.9
Lindenwold Advisors
5322
Lindenwold Advisors
Pennsylvania
USD 171 M – – 11% 75% 128 – 0
Millrace Asset Group
5323
Millrace Asset Group
Pennsylvania
USD 171 M +USD 11.2 M +7% 13.4% 113% 93 33.33% 1.1
Hutner Capital Management
5324
Hutner Capital Management
Vermont
USD 171 M +USD 18.5 M +12% 11.9% 52.2% 46 2.17% 4
GoodHaven Capital Management
5325
GoodHaven Capital Management
New Jersey
USD 171 M +USD 17.4 M +11% 13.9% 69.9% 29 10.34% 3.4