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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)
Nova R Wealth
5501
Nova R Wealth
Kansas
USD 202 M +USD 3.54 M +2% 0.29% 60.7% 83 9.64% 2.3
Three Seasons Wealth
5502
Three Seasons Wealth
Utah
USD 202 M -USD 3.39 M -2% 1.93% 169% 138 34.06% 0.9
TL Private Wealth
5503
TL Private Wealth
Texas
USD 202 M -USD 21.5 M -10% 1.74% 50.6% 43 4.65% 3.9
Ergawealth Advisors
5504
Ergawealth Advisors
Illinois
USD 202 M -USD 539 k -0.3% 2.21% 50% 65 10.77% 1.6
Towerpoint Wealth
5505
Towerpoint Wealth
California
USD 202 M -USD 2.42 M -1% 1.58% 67.7% 84 7.14% 4.1
SHFP
5506
Second Half Financial Partners
Florida
USD 202 M -USD 2.99 M -1% 2.71% 36.8% 99 23.23% 0.9
ORC
5507
O'Rourke & Company
Massachusetts
USD 202 M -USD 2.55 M -1% 2.93% 71.9% 153 5.23% 2.4
Argentarii
5508
Argentarii
Ohio
USD 202 M +USD 2.56 M +1% 2.31% – 177 20.9% 0.2
Autumn Glory Partners
5509
Autumn Glory Partners
Texas
USD 201 M -USD 2.24 M -1% 0.32% 76% 193 20.73% 1.8
Deseret Mutual Benefit Administrators
5510
Deseret Mutual Benefit Administrators
Utah
USD 201 M -USD 1.82 M -0.9% 0.79% 81.9% 503 3.18% 3.3
Thomas H. Lee (THL) Partners
5511
Thomas H. Lee (THL) Partners
Massachusetts
USD 201 M -USD 79.3 M -28% 28.3% 37.2% 1 0% 4.5
GKV Capital Management
5512
GKV Capital Management
California
USD 201 M -USD 43.9 M -18% 3.14% – 182 21.43% 0.2
Retirement Guys Formula
5513
Retirement Guys Formula
Ohio
USD 201 M +USD 2.97 M +2% 0.81% 75.7% 168 38.1% 1.5
Ananym Capital Management
5514
Ananym Capital Management
New York
USD 201 M +USD 36.2 M +22% 8.24% – 11 18.18% 0.2
Bridger Management
5515
Bridger Management
New York
USD 201 M +USD 15 M +8% 1.32% 103% 34 32.35% 1.9
Aull & Monroe Investment Management
5516
Aull & Monroe Investment Management
Alabama
USD 201 M +USD 4.91 M +3% 4.2% 98.3% 126 4.76% 8.8
Greenbush Financial Group
5517
Greenbush Financial Group
New York
USD 201 M +USD 11.3 M +6% 1.57% – 34 5.88% 0.2
MY.Alpha Management HK Advisors
5518
MY.Alpha Management HK Advisors
Hong Kong
USD 201 M -USD 26.4 M -12% 22.8% 423% 22 40.91% 0.8
Paces Ferry Wealth Advisors
5519
Paces Ferry Wealth Advisors
Georgia
USD 201 M -USD 4.79 M -2% 2.75% 72% 134 10.45% 3.1
Sustainable Insight Capital Management
5520
Sustainable Insight Capital Management
New York
USD 201 M -USD 27.6 M -12% 1.53% 168% 82 30.49% 1.9
Prosperity Financial Group
5521
Prosperity Financial Group
California
USD 201 M +USD 45.9 k +0% 5% 121% 199 29.65% 1.3
New England Professional Planning Group
5522
New England Professional Planning Group
Rhode Island
USD 201 M +USD 103 k +0.1% 1.86% 64.1% 49 8.16% 4.4
Retirement Planning Company of New England
5523
Retirement Planning Company of New England
Rhode Island
USD 201 M -USD 5.34 M -3% 2.03% 125% 241 9.96% 2.5
Owen LaRue
5524
Owen LaRue
Kentucky
USD 201 M +USD 9.37 M +5% 0.09% 126% 108 31.48% 1.2
Bayshore Asset Management
5525
Bayshore Asset Management
Florida
USD 201 M -USD 16.9 M -8% 1.73% 66.1% 56 39.29% 2.6