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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)
Financial Designs
5626
Financial Designs
California
USD 134 M +USD 1.16 M +0.9% 3.46% 49% 15 6.67% 0.3
CAM
5627
CPA Asset Management
Florida
USD 134 M +USD 3.04 M +2% 4.15% 53.3% 73 17.81% 0.2
SVCM
5628
Saturn V Capital Management
Texas
USD 134 M +USD 13.4 M +11% 1.32% 1,083% 20 15% 0.2
MKT Advisors
5629
MKT Advisors
California
USD 134 M +USD 1.16 M +0.9% 4.92% 55.5% 153 11.76% 1
Trustees of the Smith College
5630
Trustees of the Smith College
Massachusetts
USD 134 M -USD 101 M -43% 4.56% – 5 0% 1
Allie Family Office
5631
Allie Family Office
Florida
USD 134 M +USD 12.3 M +10% 6.81% 68.5% 82 12.2% 1
Blackston Financial Advisory Group
5632
Blackston Financial Advisory Group
Florida
USD 134 M -USD 3.98 M -3% 7.19% 79.8% 96 14.58% 1
NCM
5633
NCM Capital Management
New Jersey
USD 134 M -USD 17.8 M -12% 4.8% 105% 181 22.65% 1.1
Tranquilli Financial Advisor
5634
Tranquilli Financial Advisor
New Jersey
USD 134 M +USD 1.99 M +2% 4.96% 55.1% 95 28.42% 1.2
Northstar Advisory Group
5635
Northstar Advisory Group
New Jersey
USD 134 M +USD 7.13 M +6% 9.74% 153% 107 41.12% 0.8
TAGStone Capital
5636
TAGStone Capital
North Carolina
USD 134 M +USD 12.4 M +10% 5.46% 62% 81 13.58% 1
Caliber Wealth Management (Utah)
5637
Caliber Wealth Management (Utah)
Utah
USD 134 M +USD 2.73 M +2% 6.99% 36.5% 93 44.09% 1.3
Derbend Asset Management
5638
Derbend Asset Management
Georgia
USD 133 M +USD 8.15 M +7% 8.06% 23.9% 78 5.13% 1.4
Northland Capital Management
5639
Northland Capital Management
Minnesota
USD 133 M +USD 7.06 M +6% 3.85% 37.5% 28 17.86% 0.6
Guardian Investment Management
5640
Guardian Investment Management
California
USD 133 M +USD 27.6 M +26% 6.35% 103% 54 0% 5.6
Camarda Financial Advisors
5641
Camarda Financial Advisors
Florida
USD 133 M +USD 34.3 M +35% 11.8% 196% 96 54.17% 1.3
HBC Financial Services
5642
HBC Financial Services
Washington
USD 133 M +USD 7.68 M +6% 5% 12.6% 202 17.33% 2
Alliance Wealth Advisors (Pennsylvania)
5643
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
USD 133 M +USD 13.3 M +11% 4.53% 74.4% 125 12% 1.7
MYeCFO
5644
MYeCFO
California
USD 133 M +USD 11.7 M +10% 6.06% 58.5% 48 14.58% 0.2
Garrison Point Advisors
5645
Garrison Point Advisors
California
USD 133 M +USD 11.1 M +9% 6.63% 95.4% 156 10.9% 3.2
Horizon Wealth Management
5646
Horizon Wealth Management
Illinois
USD 133 M +USD 10.6 M +9% 11.8% 109% 80 17.5% 1
Chronos Wealth Management
5647
Chronos Wealth Management
Florida
USD 133 M +USD 6.53 M +5% 4.69% 92.3% 35 5.71% 2.9
Israel Discount Bank of New York
5648
Israel Discount Bank of New York
New York
USD 133 M +USD 14.9 M +13% 6.55% 40.8% 86 8.14% 4.2
LRT Capital Management
5649
LRT Capital Management
Texas
USD 133 M -USD 39.5 M -23% 6.61% 76.2% 86 48.84% 0.6
Dravo Bay
5650
Dravo Bay
Delaware
USD 133 M +USD 10.7 M +9% 5.47% 50.4% 45 6.67% 1