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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)
Arbor Trust Wealth Advisors
5501
Arbor Trust Wealth Advisors
Michigan
USD 182 M +USD 14 M +8% 7.98% 68.6% 100 10% 3.1
Tandem Wealth Advisors
5502
Tandem Wealth Advisors
Arizona
USD 182 M +USD 8.54 M +5% 4.97% 43.1% 67 28.36% 1.1
Ballentine Capital Advisors
5503
Ballentine Capital Advisors
South Carolina
USD 182 M +USD 11.8 M +7% 4.75% 48.8% 32 9.38% 0.2
GF
5504
Genesis Fortune
Cayman Islands
USD 182 M -USD 3.06 M -2% 1.66% – 1 0% 0.3
ShoreHaven Wealth Partners
5505
ShoreHaven Wealth Partners
New Jersey
USD 182 M +USD 17.4 M +11% 6.98% 72.4% 80 7.5% 1.6
Crown Oak Advisors
5506
Crown Oak Advisors
California
USD 182 M +USD 10.6 M +6% 6.32% 53.3% 22 4.55% 0.2
Gables Capital Management
5507
Gables Capital Management
Florida
USD 182 M +USD 20.6 M +13% 16% 173% 412 13.11% 4
FIM
5508
FWL Investment Management
Texas
USD 181 M +USD 9.8 M +6% 7.67% 165% 268 26.12% 0.7
SVB Financial Group
5509
SVB Financial Group
Texas
USD 181 M +USD 68.5 M +61% 164% – 15 26.67% 0.9
AJ Advisors
5510
AJ Advisors
Tennessee
USD 181 M +USD 18.7 M +12% 7.37% 64.6% 49 14.29% 0.8
Abbot Financial Management
5511
Abbot Financial Management
Massachusetts
USD 181 M +USD 15 M +9% 10.2% 116% 125 9.6% 4.6
JPL Wealth Management
5512
JPL Wealth Management
Colorado
USD 181 M +USD 42.3 M +30% 8.04% – 120 24.17% 0.2
Adalta Capital Management
5513
Adalta Capital Management
New York
USD 181 M +USD 15.7 M +9% 8.63% 80.4% 104 9.62% 3.4
Interactive Financial Advisors
5514
Interactive Financial Advisors
Illinois
USD 181 M -USD 5.72 M -3% 5.35% 47.6% 86 5.81% 6.1
Fluent Financial
5515
Fluent Financial
Texas
USD 181 M +USD 12.4 M +7% 8.26% 46.9% 89 21.35% 1.6
CCP
5516
Cunning Capital Partners
North Carolina
USD 181 M +USD 20.3 M +13% 22.2% 268% 92 20.65% 0.5
ORBA Wealth Advisors
5517
ORBA Wealth Advisors
Illinois
USD 181 M +USD 13.9 M +8% 6.23% 70.5% 97 5.15% 0.2
Strategic Financial Partners
5518
Strategic Financial Partners
Oregon
USD 181 M +USD 8.48 M +5% 6.65% 59.6% 79 22.78% 2.9
DFS
5519
Dixon Fnancial Services
California
USD 181 M +USD 18 M +11% 7.97% 76.6% 36 25% 1.4
New Perspectives Inc
5520
New Perspectives Inc
Mississippi
USD 181 M – – 6.62% – 30 – 1.7
First City Capital Management
5521
First City Capital Management
Georgia
USD 181 M +USD 8.26 M +5% 10.8% 86.4% 177 11.86% 5.9
Toronado Partners
5522
Toronado Partners
California
USD 181 M -USD 9.6 M -5% 8.56% 158% 12 16.67% 2.3
HMS Capital Management
5523
HMS Capital Management
Tennessee
USD 181 M +USD 17.8 M +11% 15.3% 140% 125 28% 2.3
Bluesphere Advisors
5524
Bluesphere Advisors
Pennsylvania
USD 181 M +USD 19.3 M +12% 11.6% 105% 95 10.53% 2.1
KM Capital Management
5525
KM Capital Management
Texas
USD 180 M +USD 7.27 M +4% 7.45% 67.9% 48 18.75% 0.9