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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)
Register Financial Advisors
5476
Register Financial Advisors
Georgia
USD 257 M +USD 2.57 M +1% 2.24% 130% 368 12.77% 2
Unique Wealth Strategies
5477
Unique Wealth Strategies
Illinois
USD 257 M -USD 1.08 M -0.4% 2.81% 96.9% 274 45.99% 0.9
Cora Capital Advisors
5478
Cora Capital Advisors
New Jersey
USD 257 M +USD 21.6 M +9% 2.74% 80.3% 137 16.79% 1.8
GPM Growth Investors
5479
GPM Growth Investors
Michigan
USD 257 M -USD 3.35 M -1% 1.55% – 45 13.33% 3.4
Meramec Financial Planners
5480
Meramec Financial Planners
Missouri
USD 257 M – – 1.51% – 518 – 0
EntryPoint Capital
5481
EntryPoint Capital
New York
USD 256 M -USD 1.88 M -0.7% 2.17% – 889 55.79% 0.4
Trueblood Wealth Management
5482
Trueblood Wealth Management
Ohio
USD 256 M -USD 199 k -0.1% 1.63% 89.9% 266 9.77% 1.6
HCC
5483
Hatch Cove Capital
Illinois
USD 256 M – – 20.8% – 22 – 0
Sellwood Investment Partners
5484
Sellwood Investment Partners
Oregon
USD 256 M +USD 4.87 M +2% 1.32% – 107 44.86% 0.8
New England Capital Financial Advisors
5485
New England Capital Financial Advisors
Connecticut
USD 256 M +USD 20.7 M +9% 1.5% 58.3% 443 9.93% 2.3
BIA
5486
Bigelow Investment Advisors
Maine
USD 256 M +USD 7.95 M +3% 3.29% 75.7% 154 6.49% 5.1
TCFG Wealth Management
5487
TCFG Wealth Management
California
USD 256 M +USD 1.5 M +0.6% 4.9% – 290 17.24% 0.9
Waterford Advisors
5488
Waterford Advisors
New York
USD 256 M -USD 33.2 M -11% 1.91% 50.5% 63 38.1% 2
Grunden Financial Advisory
5489
Grunden Financial Advisory
Texas
USD 256 M +USD 10 M +4% 1.93% – 35 11.43% 1.4
AG
5490
ASO Group
USD 256 M – – 6.25% – 55 – 0
HFM Investment Advisors
5491
HFM Investment Advisors
New Jersey
USD 256 M +USD 9.32 M +4% 2.07% – 1,342 10.28% 0.7
SP
5492
Saranac Partners
USD 256 M -USD 296 M -54% 3.4% 69% 237 70.46% 1
Trellis Wealth Advisors
5493
Trellis Wealth Advisors
California
USD 256 M +USD 10 M +4% 2.58% 62.2% 44 13.64% 1.8
Mine & Arao Wealth Creation & Management
5494
Mine & Arao Wealth Creation & Management
California
USD 256 M +USD 9.41 M +4% 4.47% 105% 80 8.75% 5.2
Pavaki Capital Management
5495
Pavaki Capital Management
Colorado
USD 255 M – – 12.3% – 131 – 0
NVP Associates
5496
NVP Associates
California
USD 255 M +USD 89.2 M +54% 33.3% 953% 6 16.67% 1.5
Hapanowicz & Associates Financial Services
5497
Hapanowicz & Associates Financial Services
Pennsylvania
USD 255 M +USD 38.6 M +18% 1.81% 65% 36 11.11% 3.5
AAFMAA Wealth Management & Trust
5498
AAFMAA Wealth Management & Trust
North Carolina
USD 255 M +USD 3.08 M +1% 1.35% 62.3% 99 31.31% 1.7
TRV GP IV
5499
TRV GP IV
Massachusetts
USD 255 M -USD 18.8 M -7% 44.9% 1,102% 2 0% 2.5
Wealth Analytics Partners
5500
Wealth Analytics Partners
California
USD 255 M – – 1.79% – 47 – 0