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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)
Forefront Wealth Partners
5601
Forefront Wealth Partners
Texas
USD 239 M +USD 27.7 M +13% 2.44% – 171 23.98% 0.7
Robinson Capital Management
5602
Robinson Capital Management
Michigan
USD 239 M -USD 5.8 M -2% 1.75% 7.8% 144 40.28% 0.9
Abbot Financial Management
5603
Abbot Financial Management
Massachusetts
USD 239 M -USD 3.65 M -2% 0.67% 116% 143 12.59% 5.4
JCFM
5604
JBR Co Financial Management
Oklahoma
USD 239 M USD 0 0% 0.6% 126% 120 0% 1.7
Wealth Watch Advisors
5605
Wealth Watch Advisors
Colorado
USD 239 M -USD 30.9 M -11% 3.81% – 959 87.07% 0.8
Pfizer
5606
Pfizer
New York
USD 239 M +USD 2.31 M +1% 29.2% – 19 10.53% 1.2
Dow Chemical Company
5607
Dow Chemical Company
Michigan
USD 239 M +USD 33.7 M +16% 4.48% 29.4% 5 0% 2.1
Orange County Employees Retirement System
5608
Orange County Employees Retirement System
California
USD 239 M +USD 46.8 M +24% 15.1% – 3 33.33% 0.3
CWMGP
5609
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
USD 239 M +USD 164 k +0.1% 0.41% 85.4% 101 20.79% 1.6
MFC
5610
Mechanics Financial Corp
Ohio
USD 239 M -USD 32.2 M -12% 1.27% 82.7% 241 7.05% 3.3
Torrey Growth & Income Advisors
5611
Torrey Growth & Income Advisors
California
USD 239 M -USD 48.9 M -17% 13.8% – 117 11.97% 0.4
Genesee Capital Advisors
5612
Genesee Capital Advisors
New York
USD 239 M -USD 9.8 M -4% 2.01% 107% 140 9.29% 2.3
LTS One Management
5613
LTS One Management
New York
USD 239 M -USD 20.4 M -8% 9.93% 67.9% 22 40.91% 0.7
Cascades Capital Asset Management
5614
Cascades Capital Asset Management
North Carolina
USD 239 M -USD 311 k -0.1% 2.46% – 182 22.53% 1.1
Wealth Advisors Northwest
5615
Wealth Advisors Northwest
Oregon
USD 238 M +USD 12.9 M +6% 0.19% – 58 5.17% 1.2
Verity Asset Management
5616
Verity Asset Management
North Carolina
USD 238 M +USD 5.44 M +2% 3.87% 87% 264 32.58% 2.9
Mine & Arao Wealth Creation & Management
5617
Mine & Arao Wealth Creation & Management
California
USD 238 M -USD 17.2 M -7% 4.59% 105% 76 1.32% 5.5
SimpliFi Inc
5618
SimpliFi Inc
California
USD 238 M +USD 1.79 M +0.8% 0.02% 27.9% 43 0% 3.1
Gallatin Point Capital
5619
Gallatin Point Capital
Connecticut
USD 238 M -USD 55.1 M -19% 18.2% – 2 0% 1.3
InvesTrust
5620
InvesTrust
Oklahoma
USD 238 M -USD 20.6 M -8% 1.97% – 94 3.19% 1.2
Keener Financial Planning
5621
Keener Financial Planning
Texas
USD 238 M +USD 6.52 M +3% 0.01% 70.5% 60 6.67% 2
GPM Growth Investors
5622
GPM Growth Investors
Michigan
USD 238 M -USD 18.7 M -7% 5.8% – 46 17.39% 3.4
Vawter Financial
5623
Vawter Financial
Ohio
USD 238 M +USD 853 k +0.4% 0.48% 49.9% 128 12.5% 0.9
Archer Investment Management
5624
Archer Investment Management
Texas
USD 238 M +USD 51.8 M +28% 2.35% – 143 42.66% 0.5
St. Johns Investment Management
5625
St. Johns Investment Management
Florida
USD 238 M -USD 2.1 M -0.9% 0.18% 91.9% 196 4.08% 6.7