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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)
TSM
5351
Two Star Manager
Florida
USD 192 M +USD 76.5 M +66% 11.9% – 15 26.67% 0.2
Acorn Wealth Advisors
5352
Acorn Wealth Advisors
Michigan
USD 192 M +USD 22.9 M +14% 6.43% 58.8% 203 8.87% 3
Nova R Wealth
5353
Nova R Wealth
Kansas
USD 192 M +USD 32.8 M +21% 7.54% 60.7% 85 30.59% 1.4
Phase 2 Partners
5354
Phase 2 Partners
California
USD 191 M +USD 1.96 M +1% 6.27% 25.1% 36 66.67% 0.3
WFA Asset Management
5355
WFA Asset Management
Wisconsin
USD 191 M +USD 8.1 M +4% 7.88% 60% 267 26.97% 1.6
Castle Wealth Management
5356
Castle Wealth Management
Florida
USD 191 M +USD 24.5 M +15% 6.78% 60.1% 125 12% 1.3
Resolute Capital Asset Partners
5357
Resolute Capital Asset Partners
Colorado
USD 191 M +USD 37.9 M +25% 27.1% 657% 64 71.88% 0.4
Union Savings Bank
5358
Union Savings Bank
Connecticut
USD 191 M +USD 14.9 M +8% 9.52% – 310 6.45% 0.7
CGC Financial Services
5359
CGC Financial Services
Oregon
USD 191 M -USD 27.2 M -12% 5.72% 46% 388 11.08% 0.7
Unison Asset Management
5360
Unison Asset Management
Florida
USD 191 M +USD 20.6 M +12% 16.6% 81.4% 36 11.11% 2.4
Pragma Gestao de Patrimonio
5361
Pragma Gestao de Patrimonio
Brazil
USD 191 M +USD 13.8 M +8% 11.1% 83.4% 23 13.04% 1.6
Catalyst Private Wealth
5362
Catalyst Private Wealth
California
USD 191 M -USD 22 M -10% 3.57% 120% 84 17.86% 2.3
Tieton Capital Management
5363
Tieton Capital Management
Washington
USD 191 M +USD 13.2 M +7% 15% 155% 38 2.63% 4.3
Findell Capital Management
5364
Findell Capital Management
New York
USD 191 M +USD 31.9 M +20% 23.4% – 22 36.36% 0.2
Ironwood Wealth Management (West Virginia)
5365
Ironwood Wealth Management (West Virginia)
West Virginia
USD 191 M +USD 7.96 M +4% 4.95% 38.1% 22 0% 2.6
Lodestone Wealth Management
5366
Lodestone Wealth Management
Washington
USD 191 M +USD 17.9 M +10% 8.81% 87.1% 150 8% 1
Wisconsin Capital Management
5367
Wisconsin Capital Management
Wisconsin
USD 191 M +USD 22.2 M +13% 18.8% 166% 47 6.38% 4.6
VeriStar Capital Management
5368
VeriStar Capital Management
New York
USD 190 M +USD 38.7 M +26% 10.1% 41% 13 30.77% 1.1
San Luis Wealth Advisors
5369
San Luis Wealth Advisors
California
USD 190 M -USD 46.2 M -20% 10.2% 65% 61 27.87% 2.2
Garrison Asset Management
5370
Garrison Asset Management
Arkansas
USD 190 M +USD 9.08 M +5% 9.76% 52.1% 112 7.14% 6
Mitchell & Pahl Private Wealth
5371
Mitchell & Pahl Private Wealth
Oklahoma
USD 190 M +USD 14.3 M +8% 7.25% 82.3% 143 1.4% 3
BOS Asset Management
5372
BOS Asset Management
Illinois
USD 190 M +USD 44.6 M +31% 8.65% 70.3% 178 28.09% 0.9
Greenfield Savings Bank
5373
Greenfield Savings Bank
Massachusetts
USD 190 M +USD 17.4 M +10% 10.3% 108% 150 5.33% 1.4
Birchcreek Wealth Management
5374
Birchcreek Wealth Management
Ohio
USD 190 M +USD 23 M +14% 8.25% 86.1% 160 17.5% 1.8
WA1
5375
Wimmer Associates 1
California
USD 190 M +USD 12.9 M +7% 9.33% 92.7% 113 5.31% 6.1