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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)
Seneca Financial Advisors
5426
Seneca Financial Advisors
New York
USD 206 M +USD 4.93 M +2% 0.86% 50.9% 58 10.34% 2.9
Peak XV Partners Operations
5427
Peak XV Partners Operations
Mauritius
USD 206 M -USD 23.5 M -10% 14.9% 32.4% 3 0% 0.8
Arch Venture Management
5428
Arch Venture Management
Illinois
USD 206 M -USD 24 M -10% 27.2% 228% 10 20% 1.6
HFM Investment Advisors
5429
HFM Investment Advisors
New Jersey
USD 206 M – – 0.39% – 1,189 – 0
Garrison Point Advisors
5430
Garrison Point Advisors
California
USD 206 M -USD 4.61 M -2% 0.73% 95.4% 166 5.42% 4.3
WAM
5431
Westport Asset Management
Connecticut
USD 206 M -USD 2.8 M -1% 0.21% 73.2% 76 5.26% 6.9
Trellis Wealth Advisors
5432
Trellis Wealth Advisors
California
USD 206 M +USD 7.2 M +4% 0.06% 62.2% 36 11.11% 1.5
Cook Wealth
5433
Cook Wealth
North Carolina
USD 206 M -USD 7.16 M -3% 2.43% 7.36% 58 15.52% 2
McNaughton Wealth Management
5434
McNaughton Wealth Management
California
USD 206 M -USD 1.48 M -0.7% 1.58% 55.6% 78 35.9% 2.8
Burford Brothers
5435
Burford Brothers
Texas
USD 206 M +USD 2.28 M +1% 1.34% 97.4% 169 14.2% 1.1
Game Plan Financial Advisors
5436
Game Plan Financial Advisors
Ohio
USD 206 M -USD 4.89 M -2% 4.24% 107% 406 13.55% 1.5
VM
5437
VPR Management
Texas
USD 206 M +USD 14 M +7% 7.51% 54.5% 55 0% 3.8
Intrepid Capital Management
5438
Intrepid Capital Management
Florida
USD 206 M +USD 9.44 M +5% 0.28% 74.8% 117 19.66% 2.3
HIS
5439
Horizon Investment Services
Indiana
USD 206 M -USD 29.3 M -12% 3.27% 247% 133 24.81% 3.3
Grunden Financial Advisory
5440
Grunden Financial Advisory
Texas
USD 206 M -USD 1.22 M -0.6% 0.77% – 27 7.41% 1.1
Brogan Financial
5441
Brogan Financial
Tennessee
USD 206 M +USD 1.65 M +0.8% 2.04% 52.1% 61 9.84% 1.4
Palmer Knight Company
5442
Palmer Knight Company
Florida
USD 206 M -USD 17.4 M -8% 1.54% 90.5% 33 0% 4.1
Rosalind Advisors
5443
Rosalind Advisors
Ontario, Canada
USD 206 M +USD 10.1 M +5% 1.35% – 47 42.55% 0.7
Keyvantage Wealth
5444
Keyvantage Wealth
Pennsylvania
USD 206 M +USD 65.6 M +47% 0.9% – 103 16.5% 0.2
Leslie Global Wealth
5445
Leslie Global Wealth
Illinois
USD 205 M -USD 10 M -5% 2.95% – 79 15.19% 0.6
Family Office Research
5446
Family Office Research
Maryland
USD 205 M -USD 22.8 M -10% 6.73% – 79 16.46% 0.2
Catalyst Private Wealth
5447
Catalyst Private Wealth
California
USD 205 M -USD 19.3 M -9% 5.63% 120% 87 13.79% 3.1
Gallacher Capital Management
5448
Gallacher Capital Management
Colorado
USD 205 M +USD 3.78 M +2% 0.29% 82.8% 355 42.82% 1.2
Brighton Securities
5449
Brighton Securities
New York
USD 205 M -USD 640 k -0.3% 0.74% – 57 3.51% 0.2
Mine & Arao Wealth Creation & Management
5450
Mine & Arao Wealth Creation & Management
California
USD 205 M -USD 13.2 M -6% 5.24% 105% 77 3.9% 4.8