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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)
Adapt Wealth Advisors
5451
Adapt Wealth Advisors
Georgia
USD 205 M +USD 1.88 M +0.9% 1.38% – 71 19.72% 0.9
OFCM
5452
One Fin Capital Management
California
USD 205 M -USD 26.5 M -11% 0.09% 92% 25 72% 0.4
Bernard Wealth Management
5453
Bernard Wealth Management
Michigan
USD 205 M -USD 7.69 M -4% 4.39% – 408 25.49% 0.2
Kessler Investment Group
5454
Kessler Investment Group
Indiana
USD 205 M -USD 6 M -3% 2.09% 251% 223 20.18% 2.5
SFG Wealth Management
5455
SFG Wealth Management
Maryland
USD 205 M +USD 14.2 M +7% 2.49% 86.3% 131 37.4% 1.6
Union Savings Bank
5456
Union Savings Bank
Connecticut
USD 205 M +USD 1.24 M +0.6% 0.67% – 309 6.8% 1.5
Socha Financial Group
5457
Socha Financial Group
New York
USD 205 M -USD 8.68 M -4% 5.77% 88.4% 26 23.08% 2.2
Ararat Capital Management
5458
Ararat Capital Management
Connecticut
USD 204 M -USD 46.1 M -18% 3.66% 99.2% 18 22.22% 1.8
Kings Path Partners
5459
Kings Path Partners
Texas
USD 204 M -USD 29.8 M -13% 0.42% – 300 18.33% 0.7
Keeler Thomas Management
5460
Keeler Thomas Management
Utah
USD 204 M -USD 76.5 M -27% 0.6% 52.1% 85 31.76% 2.1
Summit Investment Advisory Services
5461
Summit Investment Advisory Services
Minnesota
USD 204 M +USD 10.1 M +5% 2.84% 74.2% 72 8.33% 0.7
Greenfield Savings Bank
5462
Greenfield Savings Bank
Massachusetts
USD 204 M -USD 4.72 M -2% 0.52% 108% 148 3.38% 2.2
Applied Capital
5463
Applied Capital
Arkansas
USD 204 M +USD 9.08 M +5% 0.97% 52.6% 49 8.16% 2.2
CIA
5464
Citadel Investment Advisory
Ohio
USD 204 M +USD 10.8 M +6% 6.35% 66.1% 82 0% 3.8
Powell Investment Advisors
5465
Powell Investment Advisors
Florida
USD 204 M -USD 12.3 M -6% 3.52% 82.4% 164 17.07% 3
BC
5466
Bowman & Company
Wisconsin
USD 204 M +USD 10.1 M +5% 2.8% 59.7% 112 9.82% 2.2
BWA
5467
BlueChip Wealth Advisors
Georgia
USD 204 M +USD 23.4 M +13% 0.94% 62.2% 158 17.72% 0.9
One68 Global Capital
5468
One68 Global Capital
New York
USD 204 M +USD 15.8 M +8% 15% – 139 67.63% 0.1
MWM
5469
MTC Wealth Management
Florida
USD 204 M -USD 4.11 M -2% 0.05% 30.5% 15 20% 2.9
PCR
5470
Potrero Capital Research
California
USD 204 M -USD 95.2 M -32% 12.7% 237% 32 59.38% 1
Prairie Wealth Advisors
5471
Prairie Wealth Advisors
Nebraska
USD 203 M -USD 4.65 M -2% 0.72% – 155 11.61% 0.9
TAGStone Capital
5472
TAGStone Capital
North Carolina
USD 203 M +USD 105 k +0.1% 1.03% 62% 102 14.71% 2.3
Hillman Capital Management
5473
Hillman Capital Management
Maryland
USD 203 M -USD 66.3 M -25% 0.69% 20.2% 57 15.79% 3
FWG Holdings
5474
FWG Holdings
Florida
USD 203 M -USD 5.23 M -3% 3.45% 97.5% 115 19.13% 2.2
Bernzott Capital Advisors
5475
Bernzott Capital Advisors
California
USD 203 M +USD 906 k +0.4% 2.23% 46.2% 42 9.52% 3.2