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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)
One Plus One Wealth Management
5326
One Plus One Wealth Management
Florida
USD 139 M -USD 6.27 M -4% 4.19% 71.9% 91 13.19% 0.4
Beta Wealth Group
5327
Beta Wealth Group
California
USD 139 M -USD 4.95 M -3% 0.82% 51.2% 67 14.93% 0.8
SAMT
5328
Select Asset Management & Trust
Pennsylvania
USD 139 M -USD 37.5 M -21% 0.27% 80% 70 14.29% 3
Delphi Management Partners VIII
5329
Delphi Management Partners VIII
California
USD 138 M +USD 11.8 M +9% 15.4% – 4 0% 1.8
CVA Family Office
5330
CVA Family Office
Colorado
USD 138 M -USD 213 M -61% 0.88% 71.6% 965 63.83% 1.4
Verdad Advisers
5331
Verdad Advisers
Massachusetts
USD 138 M +USD 87.4 M +172% 5.83% – 49 63.27% 0.3
TVMC
5332
T Ventures Management Company
Australia
USD 138 M -USD 161 M -54% 54.8% – 1 0% 0.8
Somerset Group
5333
Somerset Group
Minnesota
USD 138 M -USD 1.68 M -1% 0.3% 95.6% 78 8.97% 4.3
Adams Chetwood Wealth Management
5334
Adams Chetwood Wealth Management
North Carolina
USD 138 M -USD 3.63 M -3% 1.34% – 77 3.9% 1.5
Sagil Capital
5335
Sagil Capital
United Kingdom
USD 138 M -USD 7.3 M -5% 8.91% 100% 28 46.43% 0.8
TPB Wealth Advisors
5336
TPB Wealth Advisors
Texas
USD 138 M -USD 17.1 M -11% 1.48% – 40 10% 0.6
Next Capital Management
5337
Next Capital Management
New York
USD 138 M -USD 19.3 M -12% 0.39% 61.3% 117 19.66% 1.8
Kennicott Capital Management
5338
Kennicott Capital Management
California
USD 138 M +USD 3.21 M +2% 0.39% 98% 50 10% 0.4
Alta Wealth Advisors
5339
Alta Wealth Advisors
Massachusetts
USD 138 M +USD 1.23 M +0.9% 2.56% 134% 150 10% 0.7
Garrison Point Advisors
5340
Garrison Point Advisors
California
USD 138 M -USD 1.17 M -0.8% 0.4% 95.4% 152 4.61% 2.2
Smart Money Group
5341
Smart Money Group
Texas
USD 138 M +USD 50.3 M +58% 0.92% 58.6% 70 40% 1.7
Alaethes Wealth
5342
Alaethes Wealth
Nevada
USD 138 M +USD 7.94 M +6% 1.12% 96.4% 287 8.01% 0.3
Farmers & Merchants Trust Co of Chambersburg PA
5343
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
USD 137 M -USD 6.96 M -5% 1.16% 65.5% 333 6.31% 3.2
Planning Directions
5344
Planning Directions
Pennsylvania
USD 137 M +USD 531 k +0.4% 0.59% 46.3% 74 9.46% 1.4
InTrack Investment Management
5345
InTrack Investment Management
Vermont
USD 137 M +USD 9.8 M +8% 0.26% 99.2% 130 22.31% 0.6
Mach-1 Financial Group
5346
Mach-1 Financial Group
Arkansas
USD 137 M -USD 2.39 M -2% 1.75% 85.3% 151 88.74% 0.6
Pacifica Partners
5347
Pacifica Partners
Canada
USD 137 M +USD 5.55 M +4% 1.63% 127% 510 8.63% 1.2
TMC
5348
Trellus Management Company
Florida
USD 137 M -USD 7.51 M -5% 2.91% 268% 83 46.99% 1.3
Summit Place Financial Advisors
5349
Summit Place Financial Advisors
New Jersey
USD 137 M +USD 1.17 M +0.9% 0.61% 111% 110 12.73% 1
RHS Financial
5350
RHS Financial
California
USD 137 M +USD 3.39 M +3% 0.73% 65.6% 88 13.64% 1.7