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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)
Significant Wealth Partners
5601
Significant Wealth Partners
Illinois
USD 195 M +USD 1.97 M +1% 2.93% 21.7% 94 12.77% 0.6
Continuum Wealth Advisors
5602
Continuum Wealth Advisors
New York
USD 195 M -USD 2.67 M -1% 0.88% 69% 65 23.08% 1.5
Fairfield University
5603
Fairfield University
Connecticut
USD 195 M +USD 8.01 M +4% 2.54% 70.6% 3 0% 7.6
TLP
5604
Tri Locum Partners
New York
USD 195 M -USD 288 M -60% 6.06% 357% 37 64.86% 0.7
Riverwater Partners
5605
Riverwater Partners
Wisconsin
USD 195 M -USD 10.7 M -5% 2.21% 112% 233 22.32% 1.7
Heartland Bank & Trust
5606
Heartland Bank & Trust
Illinois
USD 195 M +USD 10.7 M +6% 1.31% 118% 188 40.43% 1.5
Compass Financial Group (Florida)
5607
Compass Financial Group (Florida)
Florida
USD 195 M -USD 14.3 M -7% 1.63% 47.5% 40 7.5% 4.2
WA
5608
Win Advisors
Florida
USD 195 M -USD 12 M -6% 0.01% 266% 89 78.65% 0.3
CastleKeep Investment Advisors
5609
CastleKeep Investment Advisors
Connecticut
USD 195 M +USD 51.9 M +36% 1.28% 53.2% 89 11.24% 0.9
SV
5610
Stilwell Value
New York
USD 195 M -USD 3.92 M -2% 8.9% 87.9% 32 6.25% 5.4
Raelipskie Partnership
5611
Raelipskie Partnership
Ontario, Canada
USD 195 M -USD 6.75 M -3% 1.46% – 128 8.59% 1
DIM
5612
DC Investments Management
Virginia
USD 195 M +USD 41.2 M +27% 1.94% 59.3% 137 51.09% 1
Wealthcare Capital Partners
5613
Wealthcare Capital Partners
Pennsylvania
USD 194 M +USD 2.52 M +1% 0.37% – 134 16.42% 0.2
NME
5614
Notis-McConarty Edward
USD 194 M -USD 12.2 M -6% 0.96% 104% 83 16.87% 7.5
626 Financial
5615
626 Financial
Michigan
USD 194 M +USD 8.84 M +5% 3.55% 81.1% 114 11.4% 3
Lynx Capital Group
5616
Lynx Capital Group
Ohio
USD 194 M +USD 20.6 M +12% 0.26% 65.6% 84 13.1% 1.1
Windle Wealth
5617
Windle Wealth
Oklahoma
USD 194 M +USD 13.3 M +7% 5.34% 93% 33 9.09% 2
Trail Ridge Investment Advisors
5618
Trail Ridge Investment Advisors
Colorado
USD 194 M -USD 16.3 M -8% 2.57% 83.9% 109 12.84% 2.5
Blackhawk Capital Partners
5619
Blackhawk Capital Partners
Wisconsin
USD 194 M +USD 1.05 M +0.5% 1.97% 92.9% 153 36.6% 1.4
Stephens Group
5620
Stephens Group
Arkansas
USD 194 M -USD 6.1 M -3% 1.93% 45% 3 0% 3
Alhambra Investment Management
5621
Alhambra Investment Management
Florida
USD 194 M -USD 916 k -0.5% 0.8% 67.7% 173 9.83% 3.1
Geneva Partners
5622
Geneva Partners
Wisconsin
USD 194 M -USD 52.4 M -21% 2.62% 417% 78 32.05% 2.4
Alan N. Hoffman Investment Management
5623
Alan N. Hoffman Investment Management
Massachusetts
USD 194 M -USD 27.6 M -12% 11.3% 114% 14 7.14% 3.3
Melia Wealth
5624
Melia Wealth
Oklahoma
USD 194 M +USD 2.31 M +1% 0.83% 9.5% 19 0% 1.1
Red Tortoise LLC
5625
Red Tortoise LLC
Georgia
USD 194 M +USD 717 k +0.4% 1.78% 43.7% 640 19.22% 1.9