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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)
Lunt Capital Management
5351
Lunt Capital Management
Utah
USD 267 M +USD 5.48 M +2% 1.03% 36.9% 107 21.5% 1.7
Weik Capital Management
5352
Weik Capital Management
Pennsylvania
USD 267 M -USD 1.08 M -0.4% 2.2% 66.9% 94 3.19% 8.6
Gainplan
5353
Gainplan
Michigan
USD 267 M +USD 30.9 M +13% 1.49% 103% 81 44.44% 1.6
River Street Advisors
5354
River Street Advisors
Illinois
USD 267 M +USD 8.93 M +3% 3.62% 93.5% 175 11.43% 1.9
Parkshore Wealth Management
5355
Parkshore Wealth Management
California
USD 266 M +USD 21 M +9% 2.08% – 69 1.45% 0.9
Colorado Capital Management
5356
Colorado Capital Management
Colorado
USD 266 M +USD 7.81 M +3% 2.77% 60.4% 106 2.83% 5.2
Tanglewood Legacy Advisors
5357
Tanglewood Legacy Advisors
Texas
USD 266 M +USD 7.44 M +3% 2.53% 61.1% 284 9.86% 2.5
Blackhawk Capital Partners
5358
Blackhawk Capital Partners
Wisconsin
USD 266 M +USD 9.25 M +4% 2.38% 92.9% 174 27.01% 1.6
Seaview Investment Managers
5359
Seaview Investment Managers
Florida
USD 266 M -USD 4.83 M -2% 4.87% 148% 89 35.96% 1.5
Triton Wealth Management
5360
Triton Wealth Management
Arizona
USD 266 M +USD 2.81 M +1% 2.48% – 138 28.26% 2.4
Martin Capital Partners
5361
Martin Capital Partners
Oregon
USD 266 M +USD 8.03 M +3% 1.77% 42.3% 71 2.82% 4.3
1776 Wealth
5362
1776 Wealth
Georgia
USD 266 M +USD 6.19 M +2% 2.16% 115% 147 8.84% 3.1
Powers Advisory Group
5363
Powers Advisory Group
Illinois
USD 266 M +USD 14.4 M +6% 1.65% 49.8% 129 8.53% 2.7
Altman Advisors
5364
Altman Advisors
Illinois
USD 265 M +USD 4.01 M +2% 4.34% 143% 97 7.22% 2.7
Members Advisory Group
5365
Members Advisory Group
New York
USD 265 M -USD 17.5 M -6% 2.98% 74.9% 46 43.48% 1.3
Kennedy Investment Group
5366
Kennedy Investment Group
New Jersey
USD 265 M +USD 13.6 M +5% 2.75% 95.4% 148 12.16% 2.1
Summit Investment Advisory Services
5367
Summit Investment Advisory Services
Minnesota
USD 265 M +USD 13.9 M +6% 1.98% 74.2% 83 9.64% 1.2
First Financial Corp
5368
First Financial Corp
Indiana
USD 265 M +USD 9.7 M +4% 3.41% 95.3% 322 5.9% 8.1
Biltmore Wealth Management
5369
Biltmore Wealth Management
Arizona
USD 265 M +USD 2.96 M +1% 2.43% 59.8% 59 1.69% 4.4
Beddow Capital Management
5370
Beddow Capital Management
Wyoming
USD 265 M -USD 6.4 M -2% 2.38% 50.7% 56 3.57% 6.2
HG Vora Capital Management
5371
HG Vora Capital Management
New York
USD 265 M -USD 473 M -64% 7.17% 42.6% 15 60% 1.7
LWMI
5372
Landmark Wealth Management (Illinois)
Illinois
USD 265 M +USD 8.7 M +3% 1.73% 42.4% 43 16.28% 1.3
PIP
5373
Palisades Investment Partners
California
USD 265 M +USD 10 M +4% 5.2% – 53 11.32% 1
GE Investment Management
5374
GE Investment Management
Connecticut
USD 265 M +USD 6.17 M +2% 2.39% – 4 0% 1.9
Envision Financial Planning
5375
Envision Financial Planning
Tennessee
USD 265 M +USD 28.7 M +12% 1.72% 32.1% 47 4.26% 1.6