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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)
Exeter Financial
5576
Exeter Financial
Arizona
USD 232 M +USD 6.86 M +3% 5.56% 59.1% 92 1.09% 5.9
Carolina Wealth Advisors
5577
Carolina Wealth Advisors
South Carolina
USD 232 M +USD 28.8 M +14% 1.9% 62% 308 37.01% 2.6
CP
5578
CPV Partners
Connecticut
USD 231 M +USD 49.9 M +27% 28.9% 105% 4 0% 4.6
Alfreton Capital
5579
Alfreton Capital
United Kingdom
USD 231 M -USD 113 M -33% 2.6% 22.2% 5 20% 1.4
MCF
5580
MKA Charitable Fund
California
USD 231 M -USD 24.2 M -9% 8.25% 17.1% 1 0% 1.8
HM
5581
Harvest Management
New York
USD 231 M -USD 3.67 M -2% 23.4% 610% 99 77.78% 0.3
Blue Sky Capital Consultants Group
5582
Blue Sky Capital Consultants Group
California
USD 231 M +USD 32.4 M +16% 14.1% – 67 14.93% 0.6
Cherry Creek Investment Advisors
5583
Cherry Creek Investment Advisors
Colorado
USD 231 M +USD 17.9 M +8% 9.06% 151% 124 13.71% 2.5
MBE Wealth Management
5584
MBE Wealth Management
Wisconsin
USD 231 M +USD 1.24 M +0.5% 6.27% 66.5% 145 11.72% 2.3
RiverPark Advisors
5585
RiverPark Advisors
New York
USD 231 M +USD 68.4 M +42% 4.22% 87.5% 159 28.93% 2.5
MB, Levis & Associates
5586
MB, Levis & Associates
Pennsylvania
USD 231 M +USD 3.47 M +2% 5.28% 43.1% 295 27.12% 2.2
CA
5587
Continental Advisors
Utah
USD 231 M +USD 17.6 M +8% 8.19% 73.6% 43 9.3% 6.4
BOCM
5588
Bontempo Ohly Capital Management
Maryland
USD 231 M +USD 10 M +5% 5.12% 49.6% 31 0% 4.3
SFG Wealth Management
5589
SFG Wealth Management
Maryland
USD 231 M +USD 65.4 M +39% 8.55% 86.3% 138 46.38% 1.4
Investmark Advisory Group
5590
Investmark Advisory Group
Connecticut
USD 231 M +USD 17.2 M +8% 8.11% 73.8% 133 3.76% 2.5
Red Tortoise LLC
5591
Red Tortoise LLC
Georgia
USD 231 M +USD 23.3 M +11% 6.86% 43.7% 628 10.99% 2.2
RFMS
5592
RWQ Financial Management Services
Florida
USD 230 M -USD 7.19 M -3% 17.8% 446% 26 26.92% 1.4
Master's Wealth Management
5593
Master's Wealth Management
Pennsylvania
USD 230 M +USD 16.1 M +8% 5.76% – 52 21.15% 0.5
Genesee Capital Advisors
5594
Genesee Capital Advisors
New York
USD 230 M +USD 7.1 M +3% 8.4% 107% 129 10.85% 2.2
Element Wealth
5595
Element Wealth
Mississippi
USD 230 M +USD 12.8 M +6% 6.08% 59.6% 201 10.45% 3.1
Harbour Investment Management
5596
Harbour Investment Management
Washington
USD 230 M -USD 1.18 M -0.5% 5.02% 58.8% 108 13.89% 5.9
Eastover Investment Advisors
5597
Eastover Investment Advisors
North Carolina
USD 230 M +USD 6.98 M +3% 9.23% 105% 48 10.42% 2.9
Roehl & Yi Investment Advisors
5598
Roehl & Yi Investment Advisors
Oregon
USD 230 M +USD 34.6 M +18% 6.91% – 182 21.43% 0.6
Western Financial Corp
5599
Western Financial Corp
California
USD 230 M +USD 43.2 M +23% 22.1% 275% 129 12.4% 1.8
FC
5600
Franchise Capital
Cayman Islands
USD 230 M +USD 38 M +20% 19.4% 537% 32 31.25% 0.7