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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)
Cooper/Haims Advisors
5476
Cooper/Haims Advisors
New York
USD 162 M -USD 3.42 M -2% 7.57% 58.8% 88 19.32% 2.2
Herbst Group
5477
Herbst Group
Connecticut
USD 162 M – – 6.42% 142% 80 – 0
City State Bank
5478
City State Bank
Iowa
USD 162 M – – 8.94% 79.1% 667 – 0
Alta Wealth Advisors
5479
Alta Wealth Advisors
Massachusetts
USD 162 M +USD 24.6 M +18% 9.14% 134% 160 20.63% 0.8
David J. Yvars Group
5480
David J. Yvars Group
Florida
USD 162 M -USD 9.21 M -5% 7% 143% 89 14.61% 0.9
Southern Capital Advisors
5481
Southern Capital Advisors
Tennessee
USD 162 M – – 7.98% 66.8% 81 – 0
Total Wealth Planning
5482
Total Wealth Planning
Ohio
USD 162 M -USD 114 M -41% 4.59% 37.2% 47 34.04% 2.6
Israel Discount Bank of New York
5483
Israel Discount Bank of New York
New York
USD 162 M +USD 13.9 M +9% 5.91% 40.8% 88 5.68% 3.6
Old Well Partners
5484
Old Well Partners
North Carolina
USD 162 M -USD 32.1 M -17% 10.4% 97.8% 56 55.36% 0.6
EWG
5485
Executive Wealth Group
Washington
USD 162 M -USD 1.84 M -1% 4.65% 14.9% 50 6% 3
Activest Wealth Management
5486
Activest Wealth Management
Florida
USD 162 M +USD 11.6 M +8% 7.79% 117% 435 32.64% 0.6
Martin Capital Advisors
5487
Martin Capital Advisors
Texas
USD 162 M – – 11.3% 140% 64 – 0
Addison Advisors
5488
Addison Advisors
Vermont
USD 162 M +USD 36.8 M +30% 7.02% 54.5% 736 37.77% 0.5
LI
5489
Latash Investments
Alaska
USD 162 M +USD 1.42 M +0.9% 2.84% 111% 21 0% 1.6
Offit Capital Advisors
5490
Offit Capital Advisors
New York
USD 162 M – – 3.59% – 1 – 0
Silicon Hills Wealth Management
5491
Silicon Hills Wealth Management
Texas
USD 162 M +USD 15.7 M +11% 6.36% 30.9% 125 16.8% 1.1
Phase 2 Partners
5492
Phase 2 Partners
California
USD 161 M – – 5.32% 25.1% 20 – 0
MBA Advisors
5493
MBA Advisors
Pennsylvania
USD 161 M +USD 25.9 M +19% 6.94% 66.1% 152 12.5% 0.6
Kinloch Capital
5494
Kinloch Capital
Virginia
USD 161 M +USD 19.7 M +14% 8.87% 63.4% 68 13.24% 0.8
Perseverance Asset Management International
5495
Perseverance Asset Management International
Cayman Islands
USD 161 M -USD 51.3 M -24% 6.56% 101% 20 60% 1.1
Friedenthal Financial
5496
Friedenthal Financial
New Jersey
USD 161 M -USD 7.85 M -5% 4.29% 105% 84 32.14% 2.1
Whelan Financial
5497
Whelan Financial
California
USD 161 M +USD 51.7 M +47% 5.89% 64.6% 20 25% 0.2
Blue Square Asset Management
5498
Blue Square Asset Management
New York
USD 161 M +USD 1.15 M +0.7% 7.21% 117% 94 25.53% 1.4
Cherry Creek Investment Advisors
5499
Cherry Creek Investment Advisors
Colorado
USD 161 M +USD 10.8 M +7% 9.4% 151% 122 19.67% 0.4
Arrow Capital Management
5500
Arrow Capital Management
New York
USD 161 M +USD 18.8 M +13% 2.94% – 12 41.67% 3.5