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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)
JPLA
5551
Joseph P. Lucia & Associates
New York
USD 157 M -USD 11.5 M -7% 6.08% 84% 609 77.83% 2.1
PBF
5552
Petix & Botte Financial
California
USD 157 M -USD 138 M -47% 6.07% 51.2% 119 36.13% 1.6
BMS Financial Advisors
5553
BMS Financial Advisors
South Dakota
USD 157 M – – 8.2% – 92 – 0
Accretive Wealth Partners
5554
Accretive Wealth Partners
New Jersey
USD 157 M +USD 15.3 M +11% 8.42% 64.4% 116 17.24% 0.8
SMP
5555
Santa Monica Partners
Florida
USD 157 M +USD 2.6 M +2% 7.47% 102% 23 8.7% 3.1
Eagle Bay Advisors
5556
Eagle Bay Advisors
New York
USD 157 M -USD 21.5 M -12% 6.22% 85% 1,410 32.98% 0.4
Ulland Investment Advisors
5557
Ulland Investment Advisors
Minnesota
USD 157 M – – 8.79% 161% 221 – 0
Loudon Investment Management
5558
Loudon Investment Management
New Hampshire
USD 157 M +USD 16.1 M +11% 13.3% 72.5% 88 3.41% 4.3
Rainwater Charitable Foundation
5559
Rainwater Charitable Foundation
Texas
USD 157 M -USD 342 k -0.2% 9.14% 44% 2 0% 1.9
Smart Money Group
5560
Smart Money Group
Texas
USD 157 M +USD 19.1 M +14% 4.29% 58.9% 69 10.14% 1.8
ASI
5561
Advisory Services & Investments
Oregon
USD 156 M +USD 3.97 M +3% 4.39% 19.9% 36 5.56% 0.5
Eclectic Associates
5562
Eclectic Associates
California
USD 156 M +USD 19.3 M +14% 6.29% 53.8% 77 14.29% 0.8
KEB Asset Management
5563
KEB Asset Management
Illinois
USD 156 M – – 6.73% 70.3% 51 – 0
Investment Advisory Group
5564
Investment Advisory Group
Massachusetts
USD 156 M – – 7.59% 61.6% 122 – 0
Kozak & Associates
5565
Kozak & Associates
Colorado
USD 156 M -USD 12.9 M -8% 10.1% 111% 397 18.39% 0.3
RiverTree Advisors
5566
RiverTree Advisors
Florida
USD 156 M +USD 9.7 M +7% 6.18% 25.4% 49 40.82% 0.5
LR
5567
Library Research
Hong Kong
USD 156 M -USD 45.1 M -22% 18.2% 22.4% 7 14.29% 0.7
Mitchell & Pahl Private Wealth
5568
Mitchell & Pahl Private Wealth
Oklahoma
USD 156 M +USD 17.3 M +12% 11.5% 82.3% 172 11.63% 0.9
Founders Capital Management (Texas)
5569
Founders Capital Management (Texas)
Texas
USD 156 M +USD 10.1 M +7% 10.3% 131% 331 9.67% 3.1
Comprehensive Financial Consultants Institutional
5570
Comprehensive Financial Consultants Institutional
Indiana
USD 156 M – – 9.2% 78% 523 – 0
MI
5571
Moneywise Inc
Virginia
USD 156 M +USD 2.35 M +2% 5.7% 60.8% 53 9.43% 2.8
Western Pacific Wealth Management
5572
Western Pacific Wealth Management
Illinois
USD 155 M – – 13.9% 91.4% 229 – 0
Seldon Capital
5573
Seldon Capital
California
USD 155 M – – 5.86% 604% 290 – 0
CAM
5574
Crown Advisors Management
California
USD 155 M +USD 13.1 M +9% 27.8% 251% 45 17.78% 1.8
SV
5575
Stilwell Value
New York
USD 155 M -USD 1.36 M -0.9% 2.3% 87.9% 40 12.5% 3.2