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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)
Stonehearth Capital Management
5426
Stonehearth Capital Management
Massachusetts
USD 252 M -USD 17.8 M -7% 2.17% 87.5% 103 13.59% 3.4
Ruggaard & Associates
5427
Ruggaard & Associates
Ohio
USD 252 M -USD 1.61 M -0.6% 0.46% 47.6% 126 7.14% 2.3
Lodestone Wealth Management
5428
Lodestone Wealth Management
Washington
USD 252 M +USD 6.77 M +3% 1.89% 87.1% 825 8.85% 0.7
PI
5429
PJT Investments
USD 252 M +USD 81.5 M +48% 0.15% – 8 25% 0.6
Meramec Financial Planners
5430
Meramec Financial Planners
Missouri
USD 252 M -USD 4.45 M -2% 1.77% – 553 12.48% 0.2
SLA
5431
Silver Lake Advisory
Utah
USD 252 M -USD 5.81 M -2% 1.72% 76.7% 108 9.26% 4.7
Invenio Wealth Partners
5432
Invenio Wealth Partners
Florida
USD 252 M -USD 17.3 M -6% 0.33% 55.5% 100 19% 1.8
Carnegie Lake Advisors
5433
Carnegie Lake Advisors
New Jersey
USD 252 M -USD 10.8 M -4% 1.85% – 175 10.29% 1.3
Seneca House Advisors
5434
Seneca House Advisors
Virginia
USD 252 M -USD 15.6 M -6% 1.02% 58.2% 108 16.67% 4.2
Trustees of Dartmouth College
5435
Trustees of Dartmouth College
New Hampshire
USD 252 M -USD 142 M -36% 2.19% 52.5% 11 18.18% 1.6
WIA
5436
Wetzel Investment Advisors
Indiana
USD 252 M +USD 4.58 M +2% 1.21% 72.2% 136 6.62% 1.8
Ducere Wealth Management
5437
Ducere Wealth Management
California
USD 251 M -USD 7.13 M -3% 2.65% – 145 23.45% 0.2
Hapanowicz & Associates Financial Services
5438
Hapanowicz & Associates Financial Services
Pennsylvania
USD 251 M -USD 3.77 M -1% 3.15% 65% 35 14.29% 4
Weik Capital Management
5439
Weik Capital Management
Pennsylvania
USD 251 M -USD 15.6 M -6% 2.85% 71.6% 94 6.38% 9
Washington State Investment Board
5440
Washington State Investment Board
Washington
USD 251 M -USD 58.7 M -19% 20.5% 274% 2 0% 4.6
Bayshore Asset Management
5441
Bayshore Asset Management
Florida
USD 251 M +USD 6.19 M +3% 2.4% 66.1% 42 7.14% 3.2
Hubbell Strickland Wealth Management
5442
Hubbell Strickland Wealth Management
Louisiana
USD 251 M +USD 2.36 M +0.9% 0.56% 64.8% 85 8.24% 4.4
M37 Management
5443
M37 Management
California
USD 251 M +USD 105 M +72% 11.7% – 15 40% 0.2
TrueWealth Financial Partners
5444
TrueWealth Financial Partners
Washington
USD 251 M +USD 130 M +107% 0.14% 36.4% 111 95.5% 0.1
Boulder Wealth Advisors
5445
Boulder Wealth Advisors
Colorado
USD 251 M +USD 14.3 M +6% 4.01% – 42 30.95% 1.8
Quad-Cities Investment Group
5446
Quad-Cities Investment Group
Iowa
USD 251 M +USD 8.51 M +4% 0.99% 67.3% 206 10.68% 4.1
REDW Wealth
5447
REDW Wealth
New Mexico
USD 251 M -USD 11.6 M -4% 0.61% 59.1% 105 8.57% 4.5
Essex Woodlands Management
5448
Essex Woodlands Management
Texas
USD 251 M -USD 67.7 M -21% 10.3% 119% 6 16.67% 6.9
Chicago Wealth Management
5449
Chicago Wealth Management
Illinois
USD 251 M +USD 1.68 M +0.7% 7.84% 134% 64 25% 2.2
Parker Financial
5450
Parker Financial
Washington
USD 250 M +USD 3.72 M +2% 0.92% 49.7% 38 13.16% 2.7