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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)
CCC
5601
Chelsea Counsel Company
California
USD 176 M -USD 12.1 M -6% 6.34% 122% 190 21.58% 3.1
Tandem Capital Management
5602
Tandem Capital Management
New Jersey
USD 176 M +USD 15.2 M +9% 11.3% 128% 117 11.97% 2.6
Bellevue Asset Management
5603
Bellevue Asset Management
Washington
USD 176 M +USD 63 M +56% 7.6% 56.7% 469 6.18% 3.5
Highland Peak Capital
5604
Highland Peak Capital
Connecticut
USD 176 M +USD 21.1 M +14% 14.7% 247% 28 60.71% 0.4
Briaud Financial Planning
5605
Briaud Financial Planning
Texas
USD 176 M +USD 58.6 M +50% 8.22% 113% 129 94.57% 0.1
FP
5606
Factorial Partners
New York
USD 176 M +USD 18 M +11% 12.5% 88.7% 88 15.91% 3
Patrick Mauro Investment Advisor
5607
Patrick Mauro Investment Advisor
Illinois
USD 176 M +USD 7.92 M +5% 4.46% 38.7% 44 9.09% 1.4
Swan Capital
5608
Swan Capital
Florida
USD 176 M +USD 17 M +11% 6.79% 47.9% 35 11.43% 0.8
Granite Bay Wealth Management
5609
Granite Bay Wealth Management
New Hampshire
USD 176 M – – 7.11% – 75 – 0.8
CIS
5610
Custom Index Systems
New York
USD 176 M +USD 13.6 M +8% 9.8% 121% 325 52% 0.2
Grand Alliance Asset Management
5611
Grand Alliance Asset Management
Hong Kong
USD 176 M -USD 11.5 M -6% 38.2% – 14 21.43% 0.2
Kiely Wealth Advisory Group
5612
Kiely Wealth Advisory Group
North Carolina
USD 176 M +USD 2.75 M +2% 3.35% – 289 8.65% 0.2
BAM
5613
Bosun Asset Management
Illinois
USD 176 M +USD 75.1 M +75% 21.7% 309% 191 60.73% 0.6
Raelipskie Partnership
5614
Raelipskie Partnership
Ontario, Canada
USD 176 M +USD 11.3 M +7% 5.96% – 105 9.52% 0.2
Parker Financial
5615
Parker Financial
Washington
USD 176 M +USD 14.5 M +9% 5.02% 49.7% 50 16% 1
AFC
5616
AFT Forsyth & Company
Florida
USD 176 M +USD 16.6 M +10% 20.7% 159% 141 7.09% 6.4
Beacon Investment Advisors
5617
Beacon Investment Advisors
Maryland
USD 175 M +USD 18.8 M +12% 7.87% 98.9% 136 8.09% 1.1
PCR
5618
Potrero Capital Research
California
USD 175 M -USD 13.3 M -7% 6.74% 237% 32 40.63% 0.8
Pacific Wealth Management
5619
Pacific Wealth Management
California
USD 175 M USD 0 0% 6.42% 72.8% 24 0% 1.8
ETF Store
5620
ETF Store
Kansas
USD 175 M +USD 20.5 M +13% 6.46% 61% 114 13.16% 1.6
Shore Point Advisors
5621
Shore Point Advisors
New Jersey
USD 175 M +USD 13.7 M +9% 6.2% 54.6% 60 8.33% 1.4
AIA
5622
Arcadia Investment Advisors
Idaho
USD 175 M +USD 9.3 M +6% 6.57% 56.4% 83 9.64% 4.2
Hapanowicz & Associates Financial Services
5623
Hapanowicz & Associates Financial Services
Pennsylvania
USD 175 M +USD 12.8 M +8% 7.45% 65% 33 12.12% 3
Boyd Wealth Management
5624
Boyd Wealth Management
California
USD 175 M +USD 14.3 M +9% 6.98% 56.8% 44 11.36% 1.8
LCK
5625
LeRoy C. Kopp
USD 175 M – – 4.75% – 21 – 0