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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)
Concorde Asset Management
5551
Concorde Asset Management
Michigan
USD 250 M +USD 10.9 M +5% 1.13% – 253 17% 2
SGL Investment Advisors
5552
SGL Investment Advisors
Montana
USD 250 M +USD 10 M +4% 1.95% – 136 13.97% 1
Juno Financial Group
5553
Juno Financial Group
Virginia
USD 250 M – – 1.72% – 69 – 0
Pennington Partners & Co
5554
Pennington Partners & Co
Maryland
USD 250 M +USD 38.7 M +18% 1.72% – 103 19.42% 0.7
Stash Investments
5555
Stash Investments
New York
USD 249 M +USD 17 M +7% 1.15% 40.7% 5 0% 2
Freshford Capital Management
5556
Freshford Capital Management
New York
USD 249 M -USD 114 M -31% 5.16% 97.3% 26 53.85% 0.8
Solstein Capital
5557
Solstein Capital
California
USD 249 M -USD 191 M -43% 3.91% 102% 506 16.8% 2.5
Retirement Planning Company of New England
5558
Retirement Planning Company of New England
Rhode Island
USD 249 M +USD 719 k +0.3% 3.13% 125% 256 8.2% 3
Beacon Investment Advisors
5559
Beacon Investment Advisors
Maryland
USD 249 M +USD 4.78 M +2% 3.57% 96.4% 168 4.17% 2.3
Index Venture Life Associates VI
5560
Index Venture Life Associates VI
Jersey
USD 249 M +USD 7.57 M +3% 3.13% – 1 0% 4
Shira Ridge Wealth Management
5561
Shira Ridge Wealth Management
California
USD 249 M +USD 13.3 M +6% 2.6% 72.8% 91 15.38% 2.1
Chicago Wealth Management
5562
Chicago Wealth Management
Illinois
USD 249 M +USD 19.4 M +8% 8.14% 134% 56 16.07% 2.4
Game Plan Financial Advisors
5563
Game Plan Financial Advisors
Ohio
USD 249 M +USD 7.33 M +3% 2.78% – 404 24.26% 1.9
Beta Wealth Group
5564
Beta Wealth Group
California
USD 249 M -USD 4.65 M -2% 1.74% 45.4% 122 10.66% 2
Painted Porch Advisors
5565
Painted Porch Advisors
California
USD 249 M -USD 13.7 M -5% 1.73% – 470 85.32% 1.7
MAS
5566
Madden Advisory Services
Florida
USD 249 M -USD 9.6 M -4% 1.93% 52.3% 107 4.67% 5.7
Hubbell Strickland Wealth Management
5567
Hubbell Strickland Wealth Management
Louisiana
USD 249 M +USD 5.52 M +2% 1.82% 64.8% 82 2.44% 4.3
Genesee Capital Advisors
5568
Genesee Capital Advisors
New York
USD 248 M +USD 18.3 M +8% 1.73% 107% 136 14.71% 2.2
MBA Advisors
5569
MBA Advisors
Pennsylvania
USD 248 M +USD 14 M +6% 2.41% 66.1% 150 13.33% 3.2
Selby Wealth Management
5570
Selby Wealth Management
California
USD 248 M – – 0.71% – 84 – 0
TKG Advisors
5571
TKG Advisors
Indiana
USD 248 M +USD 14.5 M +6% 4.01% 116% 99 21.21% 1.9
Tabor Asset Management
5572
Tabor Asset Management
New York
USD 248 M +USD 82 M +49% 5.49% 214% 50 54% 0.9
StoneCrest Wealth Management
5573
StoneCrest Wealth Management
Arizona
USD 248 M +USD 19.6 M +9% 2.65% 168% 77 15.58% 1.2
Mount Capital
5574
Mount Capital
United Kingdom
USD 248 M -USD 31.2 M -11% 1.72% 34.4% 16 0% 3.7
PHM
5575
Prospect Hill Management
New Jersey
USD 247 M +USD 13.5 M +6% 6.97% 119% 14 7.14% 4.4