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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)
Bellevue Asset Management
5301
Bellevue Asset Management
Washington
USD 163 M -USD 6.64 M -4% 5.84% 56.7% 588 13.1% 1.9
Hurlow Wealth Management Group
5302
Hurlow Wealth Management Group
Indiana
USD 163 M +USD 35.6 M +28% 4.96% 60.7% 100 15% 2.6
DGS Capital Management
5303
DGS Capital Management
New Jersey
USD 163 M +USD 2.44 M +2% 7.64% 177% 219 24.66% 0.2
Brooks Moore & Associates
5304
Brooks Moore & Associates
Tennessee
USD 163 M -USD 7.58 M -4% 0.25% 63.7% 102 9.8% 2.5
Lindenwold Advisors
5305
Lindenwold Advisors
Pennsylvania
USD 163 M -USD 8.48 M -5% 5.71% 75% 139 18.71% 0.2
Trail Ridge Investment Advisors
5306
Trail Ridge Investment Advisors
Colorado
USD 163 M -USD 3.71 M -2% 4.89% 83.9% 142 11.97% 0.2
Spreng Capital Management
5307
Spreng Capital Management
Ohio
USD 163 M -USD 10.8 M -6% 2.13% 84.4% 111 11.71% 1.8
Godshalk Welsh Capital Management
5308
Godshalk Welsh Capital Management
Pennsylvania
USD 163 M -USD 12.9 M -7% 3.84% 61.1% 119 4.2% 5.3
Peterson Wealth Services
5309
Peterson Wealth Services
Utah
USD 163 M +USD 11.9 M +8% 0.71% 160% 95 16.84% 0.2
Spectrum Asset Management (Connecticut)
5310
Spectrum Asset Management (Connecticut)
Connecticut
USD 163 M – – 10.1% 2.88% 8 – 2.9
Birch Capital Management
5311
Birch Capital Management
Texas
USD 163 M -USD 4.21 M -3% 1.92% 62% 85 1.18% 2
Concorde Financial
5312
Concorde Financial
Texas
USD 163 M +USD 3.55 M +2% 4.78% 81.3% 145 66.21% 0.2
CC
5313
Codex Capital
New York
USD 163 M -USD 29.7 M -15% 7.63% 84.4% 42 16.67% 1.2
SL
5314
SIB LLC
New York
USD 163 M -USD 30.3 M -16% 14.4% 29.2% 19 0% 6.7
PBMares Wealth Management
5315
PBMares Wealth Management
Virginia
USD 162 M -USD 74.2 M -31% 0.78% 67.7% 164 14.02% 1.6
AWM Capital
5316
AWM Capital
Arizona
USD 162 M +USD 30.8 M +23% 4.77% 51.1% 64 18.75% 0.4
Whelan Financial
5317
Whelan Financial
California
USD 162 M +USD 1.25 M +0.8% 5.72% 64.6% 25 36% 0.3
BCK Partners
5318
BCK Partners
New York
USD 162 M -USD 4.74 M -3% 5.12% 46% 27 7.41% 1.1
IronBridge Private Wealth
5319
IronBridge Private Wealth
Texas
USD 162 M -USD 30 M -16% 0.52% 143% 324 93.21% 0.6
Beaton Management Company
5320
Beaton Management Company
Massachusetts
USD 162 M -USD 5.62 M -3% 1.01% 110% 149 9.4% 3.3
Strengthening Families & Communities LLC
5321
Strengthening Families & Communities LLC
Massachusetts
USD 162 M -USD 269 M -62% 2.14% 116% 369 21.14% 0.2
Profit Investment Management
5322
Profit Investment Management
Maryland
USD 162 M +USD 2.94 M +2% 7.82% 101% 84 7.14% 5.5
FIM
5323
FWL Investment Management
Texas
USD 162 M -USD 1.77 M -1% 4.38% 165% 58 34.48% 0.9
Leeward Financial Partners
5324
Leeward Financial Partners
Washington
USD 162 M +USD 1.91 M +1% 6.77% 97.9% 76 17.11% 0.2
Geneva Partners
5325
Geneva Partners
Wisconsin
USD 162 M -USD 49.2 M -23% 6.76% 417% 122 61.48% 1.6