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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)
Divergent Planning
5426
Divergent Planning
Maryland
USD 156 M +USD 19.6 M +14% 5.5% 43.3% 22 22.73% 0.9
Kozak & Associates
5427
Kozak & Associates
Colorado
USD 156 M USD 0 0% 5.9% 111% 388 0.52% 0.6
Rainsberger Wealth Advisors
5428
Rainsberger Wealth Advisors
Colorado
USD 156 M -USD 14.1 M -8% 1.89% – 68 10.29% 0.2
626 Financial
5429
626 Financial
Michigan
USD 156 M -USD 7.21 M -4% 2.91% 81.1% 113 8.85% 1
LFWA
5430
LBJ Family Wealth Advisors
Texas
USD 156 M -USD 15.9 M -9% 5.52% 64.9% 23 0% 5.6
Foundation Capital
5431
Foundation Capital
California
USD 156 M -USD 104 M -40% 49% – 5 20% 1.6
Royal Harbor Partners
5432
Royal Harbor Partners
Texas
USD 156 M -USD 1.54 M -1% 0.79% 54.6% 83 10.84% 1.4
CCM
5433
Conway Capital Management
California
USD 156 M -USD 14.2 M -8% 5.94% 139% 72 31.94% 0.9
Founders Capital Management (Texas)
5434
Founders Capital Management (Texas)
Texas
USD 156 M USD 0 0% 2.75% 131% 317 0% 3.4
Medina Value Partners
5435
Medina Value Partners
California
USD 156 M +USD 15.5 M +11% 0.32% 80% 24 41.67% 0.2
BancFirst Trust & Investment Management
5436
BancFirst Trust & Investment Management
Oklahoma
USD 156 M +USD 26.4 M +20% 15.2% 44.1% 58 37.93% 0.2
Members Capital Advisors Inc
5437
Members Capital Advisors Inc
Wisconsin
USD 156 M -USD 39.1 M -20% 1.39% – 70 5.71% 1.5
Boyar Asset Management
5438
Boyar Asset Management
New York
USD 156 M -USD 10.3 M -6% 7.28% 87% 86 1.16% 5
Vetamer Capital Management
5439
Vetamer Capital Management
California
USD 156 M -USD 52.5 M -25% 12.3% – 49 38.78% 0.2
Highview Capital Management
5440
Highview Capital Management
Illinois
USD 156 M +USD 1.38 M +0.9% 3.41% 123% 125 32% 0.2
Palumbo Wealth Management
5441
Palumbo Wealth Management
New York
USD 156 M -USD 4.12 M -3% 0.17% 115% 97 19.59% 1.1
Providence Wealth Advisors
5442
Providence Wealth Advisors
Illinois
USD 156 M -USD 3.6 M -2% 2.27% 121% 102 6.86% 2.8
Activest Wealth Management
5443
Activest Wealth Management
Florida
USD 155 M -USD 6.29 M -4% 5.32% 117% 390 21.03% 0.7
Albert D. Mason Inc
5444
Albert D. Mason Inc
Massachusetts
USD 155 M -USD 12.3 M -7% 0.67% 83.4% 165 15.76% 4.5
Northstar Advisory Group
5445
Northstar Advisory Group
New Jersey
USD 155 M -USD 13.4 M -8% 2.82% 141% 117 30.77% 0.3
ACT Advisors
5446
ACT Advisors
North Carolina
USD 155 M +USD 19.2 M +14% 5.06% 75.4% 37 40.54% 0.9
Westhampton Capital
5447
Westhampton Capital
North Carolina
USD 155 M -USD 8.17 M -5% 3.18% 105% 120 9.17% 2.3
BCM
5448
Beaumont Capital Management
Massachusetts
USD 155 M -USD 17.9 M -10% 3.14% 49.6% 52 40.38% 0.5
Members Advisory Group
5449
Members Advisory Group
New York
USD 155 M +USD 3.67 M +2% 3.5% 74.9% 27 44.44% 0.2
Cordasco Financial Network
5450
Cordasco Financial Network
Florida
USD 155 M -USD 5.02 M -3% 2.57% 31.1% 612 16.01% 3.4