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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)
Stance Capital
5301
Stance Capital
Massachusetts
USD 272 M -USD 740 k -0.3% 4.44% – 314 68.47% 0.4
Amiral Gestion
5302
Amiral Gestion
France
USD 272 M -USD 3.24 M -1% 5.4% – 33 36.36% 0.5
Congruence Capital
5303
Congruence Capital
California
USD 272 M – – 3.62% – 30 – 0
Armor Investment Advisors
5304
Armor Investment Advisors
North Carolina
USD 272 M -USD 43.7 M -14% 1.53% 62% 159 11.32% 5.2
FreeGulliver LLC
5305
FreeGulliver LLC
Louisiana
USD 272 M +USD 47.3 M +21% 3.91% 94.4% 124 32.26% 0.9
Ranch Capital Advisors
5306
Ranch Capital Advisors
Florida
USD 272 M +USD 13.3 M +5% 2.32% 99.2% 160 10% 3.8
Iridian Asset Management
5307
Iridian Asset Management
Connecticut
USD 272 M +USD 17.5 M +7% 11.2% 88.4% 48 20.83% 4.1
Trinity Wealth Management
5308
Trinity Wealth Management
Pennsylvania
USD 271 M +USD 4.76 M +2% 1.16% 56.7% 76 22.37% 2.7
Consilium Wealth Advisory
5309
Consilium Wealth Advisory
Texas
USD 271 M +USD 11.8 M +5% 3.64% 126% 98 7.14% 2.6
MFC
5310
Mechanics Financial Corp
Ohio
USD 271 M +USD 6.93 M +3% 2.91% 82.7% 244 6.15% 3.1
AJ Advisors
5311
AJ Advisors
Tennessee
USD 271 M +USD 26.5 M +11% 2.1% 64.6% 39 17.95% 2.1
Empower Annuity Insurance Company
5312
Empower Annuity Insurance Company
Connecticut
USD 271 M -USD 3.14 M -1% 1.15% 0.86% 1 0% 3
MWA
5313
Miller Wealth Advisors
Colorado
USD 271 M +USD 22.8 M +9% 10.6% 147% 142 27.46% 1.9
Buska Wealth Management
5314
Buska Wealth Management
Wisconsin
USD 271 M -USD 62.5 M -19% 1.74% – 79 10.13% 1.3
Heritage Oak Wealth Advisors
5315
Heritage Oak Wealth Advisors
Florida
USD 271 M -USD 4.66 M -2% 3.98% – 98 32.65% 0.8
Bullish
5316
Bullish
USD 270 M – – 24.4% – 3 – 0
Wealthedge Investment Advisors
5317
Wealthedge Investment Advisors
New York
USD 270 M +USD 6.07 M +2% 1.86% – 147 23.81% 0.7
Stonehearth Capital Management
5318
Stonehearth Capital Management
Massachusetts
USD 270 M +USD 11.9 M +5% 2.99% 87.5% 102 12.75% 3.3
State of New Jersey Common Pension Fund A
5319
State of New Jersey Common Pension Fund A
New Jersey
USD 270 M -USD 12.1 M -4% 4.13% – 3 0% 0.8
Searcy Financial Services
5320
Searcy Financial Services
Kansas
USD 270 M +USD 6.72 M +3% 3.12% 60.2% 25 0% 3.5
ticino wealth
5321
ticino wealth
California
USD 270 M – – 4.44% – 139 – 0
Wealth Watch Advisors
5322
Wealth Watch Advisors
Colorado
USD 270 M +USD 26.9 M +11% 2.6% – 1,071 24% 0.3
Retirement Capital Strategies
5323
Retirement Capital Strategies
California
USD 270 M +USD 9 M +3% 2.51% 65.8% 72 19.44% 2.9
Everpar Advisors
5324
Everpar Advisors
Oklahoma
USD 270 M +USD 16.7 M +7% 3.81% 130% 311 25.08% 1.4
HCM
5325
Harspring Capital Management
New York
USD 270 M +USD 8.4 M +3% 7.16% 70.6% 15 6.67% 3.9