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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)
Bain Capital Venture Investors
5501
Bain Capital Venture Investors
Massachusetts
USD 255 M +USD 141 M +124% 14.5% 34.2% 4 75% 0.5
Spreng Capital Management
5502
Spreng Capital Management
Ohio
USD 255 M +USD 3.94 M +2% 2.02% 72.5% 81 14.81% 4.3
UFAC
5503
Urban Financial Advisory Corp
Illinois
USD 255 M +USD 40 M +19% 1.24% – 54 3.7% 1.4
SFG Wealth Management
5504
SFG Wealth Management
Maryland
USD 255 M +USD 23.7 M +10% 3.06% 86.3% 145 21.38% 1.5
Cane Capital Partners
5505
Cane Capital Partners
Louisiana
USD 254 M – – 3.01% – 144 – 0
Flagship Private Wealth
5506
Flagship Private Wealth
Massachusetts
USD 254 M +USD 5.54 M +2% 2.38% 70.2% 119 11.76% 2.9
Aubrey Capital Management
5507
Aubrey Capital Management
United Kingdom
USD 254 M -USD 63.1 M -20% 2.2% 319% 67 43.28% 1.1
Ruggaard & Associates
5508
Ruggaard & Associates
Ohio
USD 254 M -USD 13.3 M -5% 1.63% 47.6% 128 11.72% 2.1
RA
5509
Ransom Advisory
Rhode Island
USD 254 M +USD 31.9 M +14% 4.92% – 442 33.94% 1.1
Shrier Wealth Management
5510
Shrier Wealth Management
California
USD 254 M – – 3.69% – 126 – 0
Howard Bailey Securities
5511
Howard Bailey Securities
Indiana
USD 254 M -USD 97.5 M -28% 1.77% – 163 25.15% 0.9
Evergreen Private Wealth
5512
Evergreen Private Wealth
Colorado
USD 254 M +USD 7 M +3% 2.58% 80.2% 238 61.76% 1.9
ACT Advisors
5513
ACT Advisors
North Carolina
USD 254 M +USD 5.95 M +2% 2.14% 75.4% 77 20.78% 1.8
Mills Wealth Advisors
5514
Mills Wealth Advisors
Texas
USD 254 M +USD 7.76 M +3% 2.29% 37.9% 75 12% 1.7
FMB Wealth Management
5515
FMB Wealth Management
California
USD 253 M +USD 17.3 M +7% 3.64% 71.1% 96 12.5% 2
Luken Investment Analytics
5516
Luken Investment Analytics
Tennessee
USD 253 M -USD 2.53 M -1% 1.23% 51% 401 64.34% 1.2
VarCov Co
5517
VarCov Co
Connecticut
USD 253 M – – 0.45% – 436 – 0
Global Trust Asset Management
5518
Global Trust Asset Management
Florida
USD 253 M +USD 32.2 M +15% 7.62% 178% 555 27.75% 4.1
Greykasell Wealth Strategies
5519
Greykasell Wealth Strategies
California
USD 253 M +USD 15.8 M +7% 3.45% – 501 20.76% 0.6
Choice Wealth Advisors
5520
Choice Wealth Advisors
Maine
USD 253 M +USD 19.6 M +8% 1.64% 60.3% 34 8.82% 2.3
S.A. Mason
5521
S.A. Mason
Michigan
USD 253 M +USD 26.3 M +12% 2.64% 116% 273 10.99% 4.5
Meridian Financial Partners
5522
Meridian Financial Partners
Virginia
USD 253 M +USD 12.1 M +5% 3.22% 80.8% 122 10.66% 2.2
Integrity Wealth Solutions
5523
Integrity Wealth Solutions
Colorado
USD 253 M +USD 28.6 M +13% 2.41% – 131 12.21% 1.4
Ardent Capital Management
5524
Ardent Capital Management
Ohio
USD 253 M +USD 16.8 M +7% 5.31% 87.2% 51 1.96% 2.4
Towerpoint Wealth
5525
Towerpoint Wealth
California
USD 253 M +USD 8.14 M +3% 2.6% 67.7% 94 9.57% 4.1