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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)
New Potomac Partners
5501
New Potomac Partners
Maryland
USD 168 M +USD 22.8 M +16% 10.7% 37.2% 88 18.18% 3.5
ARQ Wealth Advisors
5502
ARQ Wealth Advisors
Arizona
USD 168 M +USD 34.5 M +26% 10.2% 59.3% 69 23.19% 1.9
Arbor Trust Wealth Advisors
5503
Arbor Trust Wealth Advisors
Michigan
USD 168 M +USD 16.2 M +11% 10.1% 63.8% 99 16.16% 3
Vision One Management Partners
5504
Vision One Management Partners
Florida
USD 168 M – – 35.1% – 8 – 0
Patrick Mauro Investment Advisor
5505
Patrick Mauro Investment Advisor
Illinois
USD 168 M +USD 13.6 M +9% 8.49% 38.7% 43 4.65% 1.2
Westhampton Capital
5506
Westhampton Capital
North Carolina
USD 168 M +USD 12.6 M +8% 10.7% 105% 122 9.02% 3.3
JCA
5507
Jade Capital Advisors
New Jersey
USD 168 M +USD 56.6 M +51% 17.9% 28.9% 105 59.05% 0.4
SC
5508
Slotnik Capital
Texas
USD 168 M – – 23.3% – 18 – 0
FWG Holdings
5509
FWG Holdings
Florida
USD 168 M +USD 17.8 M +12% 9.08% 91.6% 106 16.04% 1.4
MFG
5510
Monumental Financial Group
Maryland
USD 168 M +USD 17.5 M +12% 9.25% 18.2% 45 15.56% 1.4
TKG Advisors
5511
TKG Advisors
Indiana
USD 168 M +USD 17.5 M +12% 9.8% 116% 112 25% 1
SA
5512
Stonebridge Advisors
Connecticut
USD 168 M +USD 31.4 M +23% 7.01% 0.03% 5 0% 1.4
PHM
5513
Prospect Hill Management
New Jersey
USD 168 M +USD 16.4 M +11% 11.5% 119% 15 0% 2.6
Hiddenite Capital Partners
5514
Hiddenite Capital Partners
New York
USD 167 M +USD 18 M +12% 12.3% 466% 55 67.27% 0.5
Centennial Bank
5515
Centennial Bank
Arkansas
USD 167 M +USD 22.6 M +16% 11.8% 77.2% 334 7.19% 0.9
Birchcreek Wealth Management
5516
Birchcreek Wealth Management
Ohio
USD 167 M +USD 19.7 M +13% 9.4% 80.7% 143 13.29% 1.9
Altus Wealth Management
5517
Altus Wealth Management
Kentucky
USD 167 M +USD 23.2 M +16% 11% 73% 40 12.5% 2.4
SCM
5518
Sage Capital Management
New Jersey
USD 167 M – – 12% 94.3% 147 – 0
Trinity Wealth Management
5519
Trinity Wealth Management
Pennsylvania
USD 167 M +USD 5.8 M +4% 8.79% 56.7% 48 16.67% 2.2
Beaton Management Company
5520
Beaton Management Company
Massachusetts
USD 167 M +USD 13.1 M +8% 9.42% 110% 135 5.93% 4.7
Lloyd Harbor Capital Management
5521
Lloyd Harbor Capital Management
New York
USD 167 M -USD 94.2 M -36% 3.75% 144% 23 52.17% 0.4
Decatur Capital Management
5522
Decatur Capital Management
Georgia
USD 167 M +USD 28.3 M +20% 13.9% 155% 55 14.55% 3.7
Sapphire Ventures
5523
Sapphire Ventures
Texas
USD 167 M -USD 6.82 M -4% 18% 7.75% 8 12.5% 2.3
ORBA Wealth Advisors
5524
ORBA Wealth Advisors
Illinois
USD 167 M – – 9.47% 70.5% 92 – 0
Castle Wealth Management
5525
Castle Wealth Management
Florida
USD 167 M +USD 26.5 M +19% 10.2% 53.6% 120 18.33% 1.1