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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)
Omnia Family Wealth
5451
Omnia Family Wealth
Florida
USD 164 M +USD 19.1 M +13% 7.52% 87.5% 78 15.38% 3.2
Pointe Capital Management
5452
Pointe Capital Management
Michigan
USD 164 M +USD 19.9 M +14% 5.82% 62.6% 160 11.25% 3.3
Central Asset Investments & Management Holdings
5453
Central Asset Investments & Management Holdings
Hong Kong
USD 164 M -USD 22.5 M -12% 10.8% 3,078% 78 26.92% 0.7
CWA
5454
Clearview Wealth Advisors
Oregon
USD 164 M +USD 6.2 M +4% 6.28% 45.2% 751 17.84% 0.8
Scott Capital Advisors
5455
Scott Capital Advisors
Oregon
USD 164 M – – 8.11% 50.9% 38 – 0
New England Professional Planning Group
5456
New England Professional Planning Group
Rhode Island
USD 164 M -USD 4.78 M -3% 7.3% 64.1% 52 11.54% 2.9
Roubaix Capital
5457
Roubaix Capital
Colorado
USD 164 M +USD 11.4 M +7% 2.21% 159% 58 56.9% 0.6
Altman Advisors
5458
Altman Advisors
Illinois
USD 164 M -USD 16.8 M -9% 13.3% 143% 84 14.29% 1.9
First Financial Corp
5459
First Financial Corp
Indiana
USD 164 M +USD 13.2 M +9% 10.2% 95.3% 356 4.49% 5.6
Costello Asset Management
5460
Costello Asset Management
Pennsylvania
USD 164 M +USD 7.26 M +5% 6.75% 81.5% 252 15.87% 1.4
FIM
5461
FWL Investment Management
Texas
USD 164 M +USD 4.69 M +3% 5.14% 165% 56 25% 0.7
Brooktree Capital Management
5462
Brooktree Capital Management
Michigan
USD 164 M +USD 6.72 M +4% 7.9% 92.6% 43 4.65% 1.7
Bay Rivers Group
5463
Bay Rivers Group
Virginia
USD 164 M +USD 16.5 M +11% 11.2% 166% 75 1.33% 1.5
Broadmark Asset Management
5464
Broadmark Asset Management
California
USD 163 M -USD 24.5 M -13% 10.7% 39.6% 3 66.67% 1.5
626 Financial
5465
626 Financial
Michigan
USD 163 M – – 8.56% 81.1% 110 – 0.7
Westhampton Capital
5466
Westhampton Capital
North Carolina
USD 163 M +USD 17.2 M +12% 12.5% 105% 115 3.48% 2.1
TPG Financial Advisors
5467
TPG Financial Advisors
Oregon
USD 163 M +USD 11.8 M +8% 5.6% – 41 21.95% 2.1
Triatomic Management
5468
Triatomic Management
California
USD 163 M – – 6.66% – 41 – 0
Prostatis Group
5469
Prostatis Group
Maryland
USD 163 M -USD 4.28 M -3% 8.8% 77.4% 102 17.65% 1.2
Financial Avengers
5470
Financial Avengers
California
USD 163 M +USD 13.5 M +9% 13.7% 108% 171 12.28% 0.9
Performa Ltd (US)
5471
Performa Ltd (US)
South Carolina
USD 163 M -USD 7.98 M -5% 9.11% 59.6% 72 22.22% 0.7
HC Advisors
5472
HC Advisors
Georgia
USD 163 M +USD 10.6 M +7% 5.58% 70.7% 89 12.36% 1.2
Jess S. Morgan & Co
5473
Jess S. Morgan & Co
California
USD 163 M +USD 11.3 M +7% 4.96% 69.3% 47 14.89% 1.5
Brightline Capital Management
5474
Brightline Capital Management
Florida
USD 163 M +USD 23 M +16% 10.5% 672% 13 7.69% 0.8
C.M. Bidwell & Associates
5475
C.M. Bidwell & Associates
Hawaii
USD 163 M +USD 12.2 M +8% 7.03% 70.6% 666 35.29% 1.5