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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)
Independent Family Office
5351
Independent Family Office
New York
USD 177 M +USD 16.7 M +10% 11.6% 68.4% 75 13.33% 2.5
Red Tortoise LLC
5352
Red Tortoise LLC
Georgia
USD 177 M +USD 27.5 M +18% 8.96% 43.7% 607 22.73% 1
Denver Wealth Management
5353
Denver Wealth Management
Colorado
USD 177 M +USD 22.1 M +14% 9.64% 64.4% 78 12.82% 1.6
Waterfall Asset Management
5354
Waterfall Asset Management
New York
USD 177 M – – 1.22% – 7 – 0
EnerVest
5355
EnerVest
Texas
USD 177 M -USD 13.4 M -7% 7.07% 20.5% 1 0% 5
Retirement Financial Solutions
5356
Retirement Financial Solutions
Tennessee
USD 177 M +USD 28.2 M +19% 9.7% 52.5% 47 19.15% 0.6
Next Level Private
5357
Next Level Private
New York
USD 176 M +USD 25.7 M +17% 10.5% 95.9% 111 11.71% 0.9
Cooper/Haims Advisors
5358
Cooper/Haims Advisors
New York
USD 176 M +USD 47.9 M +37% 8.39% 58.8% 86 17.44% 3.4
AAFMAA Wealth Management & Trust
5359
AAFMAA Wealth Management & Trust
North Carolina
USD 176 M +USD 68.7 M +64% 12.7% 62.3% 61 27.87% 1.7
Union Savings Bank
5360
Union Savings Bank
Connecticut
USD 176 M +USD 15.9 M +10% 9.58% – 312 6.09% 0.5
Aragon Global Management
5361
Aragon Global Management
Florida
USD 176 M – – 17.6% – 15 – 0
Lavaca Capital
5362
Lavaca Capital
Texas
USD 176 M -USD 121 M -41% 10.9% 46.5% 149 42.28% 2.4
Warren Street Wealth Advisors
5363
Warren Street Wealth Advisors
California
USD 176 M +USD 25 M +17% 8.49% 84.6% 90 11.11% 1.3
Private Wealth Group
5364
Private Wealth Group
Florida
USD 176 M +USD 23.6 M +15% 8.7% 52.9% 56 8.93% 2.8
IRON Financial
5365
IRON Financial
Illinois
USD 176 M +USD 3.93 M +2% 7.5% 60.6% 103 10.68% 3
PCMK
5366
Paragon Capital Management (Kansas)
Kansas
USD 176 M +USD 6.12 M +4% 10% 87.5% 58 15.52% 6.3
Mitchell & Pahl Private Wealth
5367
Mitchell & Pahl Private Wealth
Oklahoma
USD 176 M +USD 7.65 M +5% 10.6% 82.3% 151 7.28% 2.7
Global X Japan
5368
Global X Japan
Japan
USD 176 M – – 10.9% 151% 256 – 0
BCK Partners
5369
BCK Partners
New York
USD 176 M +USD 15.8 M +10% 8.7% 46% 28 0% 2.4
F/M Investments
5370
F/M Investments
District of Columbia
USD 176 M +USD 42 M +31% 11.3% 101% 99 36.36% 0.7
DB Wealth Management Group
5371
DB Wealth Management Group
California
USD 176 M +USD 17.6 M +11% 10.7% 19% 387 8.53% 2.1
Lindenwold Advisors
5372
Lindenwold Advisors
Pennsylvania
USD 176 M +USD 15.4 M +10% 10.6% 75% 122 15.57% 1.6
1492 Capital Management
5373
1492 Capital Management
Wisconsin
USD 176 M +USD 20.7 M +13% 10.9% 332% 116 36.21% 1.5
New England Professional Planning Group
5374
New England Professional Planning Group
Rhode Island
USD 176 M +USD 14.5 M +9% 10.4% 64.1% 45 13.33% 4.4
Mader & Shannon Wealth Management
5375
Mader & Shannon Wealth Management
Missouri
USD 176 M +USD 23.7 M +16% 7.48% 62.5% 12 8.33% 3.4