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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)
Weitzel Financial Services
5376
Weitzel Financial Services
Iowa
USD 210 M -USD 2.46 M -1% 0.06% 46.3% 41 7.32% 3.1
LWMI
5377
Landmark Wealth Management (Illinois)
Illinois
USD 210 M +USD 4.22 M +2% 0.11% 42.4% 49 8.16% 0.7
Discipline Wealth Solutions
5378
Discipline Wealth Solutions
South Carolina
USD 210 M -USD 6.38 M -3% 0.99% 45.9% 79 11.39% 0.6
Firethorn Wealth Partners
5379
Firethorn Wealth Partners
Georgia
USD 210 M +USD 8.2 M +4% 1.8% 75.1% 178 13.48% 2.2
Honeycomb Asset Management
5380
Honeycomb Asset Management
New York
USD 209 M -USD 58.6 M -22% 7.92% 49% 41 87.8% 0.1
DCF
5381
Daffy Charitable Fund
California
USD 209 M +USD 29.2 M +16% 1.56% – 35 14.29% 0.2
Saiph Capital
5382
Saiph Capital
New Jersey
USD 209 M -USD 10.9 M -5% 4.41% 52.4% 53 15.09% 2.1
Alexis Investment Partners
5383
Alexis Investment Partners
Texas
USD 209 M +USD 4.68 M +2% 2.63% – 93 56.99% 0.2
BCH
5384
Berkshire Capital Holdings
California
USD 209 M -USD 67.6 M -24% 5.1% 2,748% 102 11.76% 2.9
Guardian Financial Partners
5385
Guardian Financial Partners
California
USD 209 M +USD 40.7 M +24% 1% 53.9% 57 15.79% 1.4
Kinloch Capital
5386
Kinloch Capital
Virginia
USD 209 M +USD 9.46 M +5% 4.27% 63.4% 85 17.65% 2.8
MBE Wealth Management
5387
MBE Wealth Management
Wisconsin
USD 209 M +USD 31.5 M +18% 1.85% 66.5% 129 27.13% 2.2
DA
5388
DCF Advisers
Connecticut
USD 209 M +USD 2.2 M +1% 0.57% 379% 111 44.14% 1.9
Five Oceans Advisors
5389
Five Oceans Advisors
California
USD 209 M -USD 9.29 M -4% 0.29% 85.3% 192 16.67% 2.3
ShoreHaven Wealth Partners
5390
ShoreHaven Wealth Partners
New Jersey
USD 209 M -USD 2.97 M -1% 1.44% 72.4% 94 13.83% 2.1
Bull Street Advisors
5391
Bull Street Advisors
Georgia
USD 209 M +USD 1.33 M +0.6% 2.3% 48.5% 91 4.4% 5.1
Cora Capital Advisors
5392
Cora Capital Advisors
New Jersey
USD 209 M +USD 1.17 M +0.6% 3.41% 80.3% 112 10.71% 1.7
Corundum Group
5393
Corundum Group
Colorado
USD 209 M -USD 59.3 M -22% 1.46% 89.5% 104 9.62% 5.1
Next Capital Management
5394
Next Capital Management
New York
USD 208 M -USD 38.6 M -16% 2.6% 61.3% 151 28.48% 3.1
Spectrum Wealth Advisory Group
5395
Spectrum Wealth Advisory Group
California
USD 208 M -USD 3.73 M -2% 3.77% 76.1% 60 11.67% 2.4
STF Management
5396
STF Management
Texas
USD 208 M -USD 14.6 M -7% 5.98% 208% 101 0% 2
Peoples Financial Services Corp
5397
Peoples Financial Services Corp
Pennsylvania
USD 208 M -USD 7.69 M -4% 0.64% 104% 262 3.05% 8.2
Findell Capital Management
5398
Findell Capital Management
New York
USD 208 M -USD 36.5 M -15% 2.21% – 19 47.37% 0.6
BWIA
5399
Bryant Woods Investment Advisors
New York
USD 208 M +USD 1.51 M +0.7% 4.27% 74.4% 50 4% 2.3
Parker Financial
5400
Parker Financial
Washington
USD 208 M +USD 4.33 M +2% 0.23% 49.7% 37 5.41% 1.9