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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)
DCM Advisors
5451
DCM Advisors
New York
USD 213 M +USD 14.6 M +7% 4.85% 99.3% 52 26.92% 3.1
Pavion Blue Capital
5452
Pavion Blue Capital
California
USD 213 M -USD 1.63 M -0.8% 1% 87.8% 104 6.73% 3.8
Wealth Quarterback
5453
Wealth Quarterback
New Jersey
USD 213 M +USD 20.8 M +11% 1.09% 109% 138 19.57% 2.8
Heritage Oak Wealth Advisors
5454
Heritage Oak Wealth Advisors
Florida
USD 213 M -USD 4.15 M -2% 4.33% – 201 88.06% 0.1
EL
5455
EQ LLC
Washington
USD 213 M +USD 13.1 M +7% 0.1% 80% 66 15.15% 2.2
Norris Financial Group
5456
Norris Financial Group
South Carolina
USD 213 M +USD 9.7 M +5% 6.77% 142% 87 18.39% 1.6
Beacon Investment Advisors
5457
Beacon Investment Advisors
Maryland
USD 213 M +USD 1.47 M +0.7% 0.21% 96.4% 158 5.7% 1.6
Bullseye Asset Management
5458
Bullseye Asset Management
Colorado
USD 213 M -USD 4.06 M -2% 5.83% 81% 65 10.77% 3.5
Bernard Wealth Management
5459
Bernard Wealth Management
Michigan
USD 212 M – – 3.08% – 320 – 0
Baron Wealth Management
5460
Baron Wealth Management
Michigan
USD 212 M +USD 4.7 M +2% 2.41% 88.6% 222 21.17% 1.3
Bluestem Financial Advisors
5461
Bluestem Financial Advisors
Illinois
USD 212 M -USD 1.84 M -0.9% 2.23% 42.2% 27 0% 4.2
Centennial Bank
5462
Centennial Bank
Arkansas
USD 212 M -USD 5.69 M -3% 0.28% 77.2% 340 13.53% 1.7
Great Point Partners
5463
Great Point Partners
Connecticut
USD 212 M -USD 128 M -38% 11.4% 710% 34 35.29% 0.8
Weitzel Financial Services
5464
Weitzel Financial Services
Iowa
USD 212 M -USD 852 k -0.4% 1.86% 46.3% 42 4.76% 2.8
Spectrum Wealth Advisory Group
5465
Spectrum Wealth Advisory Group
California
USD 212 M +USD 33.8 M +19% 1.57% 76.1% 58 25.86% 2.2
Horizon Bancorp
5466
Horizon Bancorp
Indiana
USD 212 M -USD 3.9 M -2% 2.7% 33.4% 223 14.35% 2.9
Financial Avengers
5467
Financial Avengers
California
USD 212 M +USD 8.83 M +4% 8.02% 108% 177 9.04% 2.9
Squadra Investments
5468
Squadra Investments
Brazil
USD 212 M -USD 299 M -59% 30.6% 1.55% 7 57.14% 2.5
Ted Buchan & Co
5469
Ted Buchan & Co
California
USD 212 M +USD 1.01 M +0.5% 0.85% 65.2% 88 9.09% 1.4
ShoreHaven Wealth Partners
5470
ShoreHaven Wealth Partners
New Jersey
USD 212 M +USD 4.37 M +2% 0.61% 72.4% 95 18.95% 1.9
Ranch Capital Advisors
5471
Ranch Capital Advisors
Florida
USD 212 M -USD 338 k -0.2% 2.31% 99.2% 152 10.53% 3.4
Elios Financial Group
5472
Elios Financial Group
Ohio
USD 212 M -USD 5.13 M -2% 1.03% – 116 6.03% 0.2
Optimist Retirement Group
5473
Optimist Retirement Group
Washington
USD 211 M -USD 10.2 M -5% 1.21% 92.2% 127 10.24% 0.7
Chaney Capital Management
5474
Chaney Capital Management
Washington
USD 211 M +USD 33.1 M +19% 1.98% 80.9% 37 2.7% 0.8
Lloyd Advisory Services
5475
Lloyd Advisory Services
Georgia
USD 211 M +USD 4.22 M +2% 0.52% 51.1% 122 38.52% 0.6