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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)
Meredith Wealth Planning
5326
Meredith Wealth Planning
Illinois
USD 210 M +USD 18.7 M +10% 6.08% 66.5% 49 16.33% 1.3
KFA Private Wealth Group
5327
KFA Private Wealth Group
Virginia
USD 210 M +USD 16.3 M +8% 4.55% 62.8% 83 10.84% 2.7
NKCFO LLC
5328
NKCFO LLC
Illinois
USD 209 M +USD 26.1 M +14% 8.73% 237% 114 59.65% 1
Stevens Capital Partners
5329
Stevens Capital Partners
Nebraska
USD 209 M +USD 15.6 M +8% 5.78% 76.3% 62 4.84% 1.4
Mendota Financial Group
5330
Mendota Financial Group
Wisconsin
USD 209 M +USD 22.8 M +12% 7.65% 50.1% 1,219 71.37% 0.3
Astor Investment Management
5331
Astor Investment Management
Illinois
USD 209 M -USD 8.22 M -4% 3.88% 23.3% 35 25.71% 1.2
Five Oceans Advisors
5332
Five Oceans Advisors
California
USD 209 M +USD 18.1 M +10% 5.25% 85.3% 206 19.42% 1.8
Rise Advisors
5333
Rise Advisors
New York
USD 209 M +USD 20 M +11% 6.62% 62.8% 1,261 3.97% 1.3
Summa Corp
5334
Summa Corp
Texas
USD 209 M +USD 2.32 M +1% 0.07% 348% 67 14.93% 0.6
SCM
5335
Sage Capital Management
New Jersey
USD 208 M +USD 18.1 M +10% 7.46% 94.3% 171 14.62% 0.6
NCM
5336
NCM Capital Management
New Jersey
USD 208 M +USD 17.7 M +9% 6.66% 105% 172 11.05% 2.2
MBA Advisors
5337
MBA Advisors
Pennsylvania
USD 208 M +USD 12.8 M +7% 6.47% 66.1% 134 8.21% 2.4
Marshall & Sullivan
5338
Marshall & Sullivan
Washington
USD 208 M +USD 8.05 M +4% 6.73% 82% 41 2.44% 7.6
Wilshire Advisors
5339
Wilshire Advisors
California
USD 208 M +USD 8.75 M +4% 6% 118% 11 0% 3.2
Tabor Asset Management
5340
Tabor Asset Management
New York
USD 208 M +USD 14.3 M +7% 14.6% 214% 54 46.3% 0.7
Holistic Financial Partners
5341
Holistic Financial Partners
Indiana
USD 208 M +USD 8.49 M +4% 4.51% 95.7% 133 18.05% 3.2
Baron Wealth Management
5342
Baron Wealth Management
Michigan
USD 208 M +USD 14.8 M +8% 6.47% 88.6% 218 22.48% 1.1
Fluent Financial
5343
Fluent Financial
Texas
USD 208 M +USD 9.5 M +5% 8.71% 46.9% 77 27.27% 1.8
Income Research & Management
5344
Income Research & Management
Massachusetts
USD 208 M +USD 34.3 M +20% 0.08% 1.19% 23 26.09% 1.3
CV Advisors
5345
CV Advisors
Florida
USD 208 M +USD 16.9 M +9% 3.4% 112% 22 18.18% 1.9
Alan N. Hoffman Investment Management
5346
Alan N. Hoffman Investment Management
Massachusetts
USD 208 M +USD 4.96 M +2% 3.24% 114% 14 0% 2.9
Genesee Capital Advisors
5347
Genesee Capital Advisors
New York
USD 208 M +USD 3.79 M +2% 6.9% 107% 133 11.28% 1.5
Brightlight Capital Management
5348
Brightlight Capital Management
Connecticut
USD 208 M +USD 20.7 M +11% 12.3% 202% 14 21.43% 1.8
FNY Investment Advisers
5349
FNY Investment Advisers
New York
USD 208 M +USD 58.8 M +39% 9.43% 386% 886 68.06% 0.4
Whetstone Capital Advisors
5350
Whetstone Capital Advisors
Kansas
USD 208 M -USD 7.96 M -4% 1.46% 282% 45 33.33% 1.6