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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)
Benchmark Wealth Management
5476
Benchmark Wealth Management
Connecticut
USD 169 M +USD 12.5 M +8% 9.39% 42.7% 49 6.12% 3.1
Acute Investment Advisory
5477
Acute Investment Advisory
Arizona
USD 169 M +USD 2.63 M +2% 1.72% 15% 13 0% 1
Ridgewood Investments
5478
Ridgewood Investments
New Jersey
USD 169 M +USD 16.7 M +11% 8.21% – 201 13.93% 2.9
Clarus Wealth Advisors
5479
Clarus Wealth Advisors
Arizona
USD 169 M – – 11.7% 89.7% 124 – 1.9
Proathlete Wealth Management
5480
Proathlete Wealth Management
Florida
USD 169 M – – 11.3% 73.9% 53 – 0
Camelot Portfolios
5481
Camelot Portfolios
Ohio
USD 169 M +USD 64.4 M +62% 8.66% 47.2% 214 36.92% 2.7
Crestwood Capital Management
5482
Crestwood Capital Management
New York
USD 169 M +USD 36.9 M +28% 20.6% 203% 17 29.41% 2.4
McNaughton Wealth Management
5483
McNaughton Wealth Management
California
USD 169 M +USD 18.5 M +12% 8.58% 55.6% 54 7.41% 3.1
DRD
5484
Dennis R. Delaney
USD 169 M +USD 13.6 M +9% 9.25% 84.3% 45 6.67% 6.3
Acorn Wealth Advisors
5485
Acorn Wealth Advisors
Michigan
USD 169 M +USD 18.4 M +12% 8.88% 58.8% 197 13.2% 3.1
Strategic Financial Concepts
5486
Strategic Financial Concepts
Texas
USD 169 M -USD 127 M -43% 7.55% 56.8% 283 53.71% 0.6
Newlight Partners
5487
Newlight Partners
New York
USD 169 M -USD 9.44 M -5% 33% 92.8% 2 0% 3.1
IA Venture Strategies Fund II
5488
IA Venture Strategies Fund II
New York
USD 169 M +USD 58.3 M +53% 53% 375% 3 0% 1.4
Sterling Financial Group
5489
Sterling Financial Group
California
USD 169 M +USD 9.32 M +6% 8.55% 49.6% 65 10.77% 0.7
Alhambra Investment Management
5490
Alhambra Investment Management
Florida
USD 169 M +USD 16.6 M +11% 9.17% 67.7% 163 14.11% 2.5
Mosaic Advisors
5491
Mosaic Advisors
Texas
USD 169 M +USD 59.2 M +54% 5.96% 50.9% 19 36.84% 1.6
Fluent Financial
5492
Fluent Financial
Texas
USD 168 M -USD 17.6 M -9% 8.97% 46.9% 87 21.84% 1.6
PCG
5493
PFC Capital Group
California
USD 168 M – – 13.3% 118% 67 – 0
Otter Creek Advisors
5494
Otter Creek Advisors
Florida
USD 168 M +USD 37.9 M +29% 11.1% 173% 58 48.28% 0.9
Miller Value Partners
5495
Miller Value Partners
Florida
USD 168 M +USD 9.26 M +6% 15.1% 133% 48 16.67% 1.8
Wisconsin Capital Management
5496
Wisconsin Capital Management
Wisconsin
USD 168 M +USD 16.9 M +11% 12.7% 153% 48 14.58% 4.6
Blue Barn Wealth
5497
Blue Barn Wealth
Utah
USD 168 M +USD 16 M +11% 10.1% 46.4% 139 24.46% 1.6
Colonial River Investments
5498
Colonial River Investments
Virginia
USD 168 M +USD 15.1 M +10% 10.1% 156% 210 32.86% 1.2
Montis Financial
5499
Montis Financial
Massachusetts
USD 168 M +USD 18.9 M +13% 9.51% 53.8% 78 21.79% 1.7
Northstar Advisory Group
5500
Northstar Advisory Group
New Jersey
USD 168 M +USD 30.9 M +23% 11.6% 141% 111 29.73% 1.1