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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)
Alternative Investment Advisors
5626
Alternative Investment Advisors
Florida
USD 190 M +USD 15.2 M +9% 5.61% 78.6% 51 13.73% 0.7
Three Seasons Wealth
5627
Three Seasons Wealth
Utah
USD 190 M +USD 9.2 M +5% 7.48% 169% 119 36.97% 0.6
Optivise Advisory Services
5628
Optivise Advisory Services
Tennessee
USD 190 M +USD 4.83 M +3% 3.72% – 192 21.35% 0.2
Carl P. Sherr & Co
5629
Carl P. Sherr & Co
Massachusetts
USD 190 M +USD 10.7 M +6% 7.14% 78.6% 120 8.33% 3.2
New Insight Wealth Advisors
5630
New Insight Wealth Advisors
California
USD 190 M +USD 20.1 M +12% 6.97% – 93 12.9% 0.6
Arcadia Wealth Management (New Hampshire)
5631
Arcadia Wealth Management (New Hampshire)
New Hampshire
USD 190 M +USD 14.9 M +9% 5.57% 55.5% 65 9.23% 1.2
Envision Financial Planning
5632
Envision Financial Planning
Tennessee
USD 190 M +USD 59 M +45% 5.17% 32.1% 38 26.32% 0.7
Tandem Capital Management
5633
Tandem Capital Management
New Jersey
USD 190 M +USD 7.35 M +4% 8.12% 128% 118 7.63% 2.8
Patrick Mauro Investment Advisor
5634
Patrick Mauro Investment Advisor
Illinois
USD 190 M +USD 17.5 M +10% 8.95% 38.7% 44 4.55% 1.8
Discipline Wealth Solutions
5635
Discipline Wealth Solutions
South Carolina
USD 189 M +USD 62.8 M +50% 5.29% 45.9% 70 62.86% 0.2
Plan Group Financial
5636
Plan Group Financial
Oklahoma
USD 189 M +USD 25.9 M +16% 6.69% 63.4% 120 22.5% 0.9
Hansen & Associates Financial Group
5637
Hansen & Associates Financial Group
California
USD 189 M +USD 265 k +0.1% 4.54% – 23 73.91% 0.2
Axiom Financial Strategies
5638
Axiom Financial Strategies
Indiana
USD 189 M +USD 35.5 M +23% 6.62% 54.5% 45 42.22% 2
D. Scott Neal
5639
D. Scott Neal
Kentucky
USD 189 M +USD 9.43 M +5% 8.88% 105% 67 19.4% 3.5
FCFC
5640
First Citizens Financial Corp
Iowa
USD 189 M +USD 20.1 M +12% 6.55% 72.9% 121 5.79% 3
Holowesko Partners
5641
Holowesko Partners
Bahamas
USD 189 M +USD 1.55 M +0.8% 8.39% 51.1% 27 14.81% 3.3
Financial Freedom LLC
5642
Financial Freedom LLC
Ohio
USD 189 M +USD 12.9 M +7% 4.86% 76.9% 372 4.3% 1.6
Solstein Capital
5643
Solstein Capital
California
USD 189 M +USD 35.6 M +23% 5.21% 102% 323 5.26% 2.8
Element Wealth
5644
Element Wealth
Mississippi
USD 189 M +USD 11.1 M +6% 6.05% 59.6% 306 12.09% 2.7
Integrated Capital Management (Michigan)
5645
Integrated Capital Management (Michigan)
Michigan
USD 189 M – – 5.18% – 59 – 0
SHFP
5646
Second Half Financial Partners
Florida
USD 189 M +USD 63.8 M +51% 7.83% 36.8% 100 67% 0.5
S.A. Mason
5647
S.A. Mason
Michigan
USD 189 M +USD 12.8 M +7% 6.36% 116% 332 6.33% 3.7
Quantitative Strategies
5648
Quantitative Strategies
California
USD 189 M +USD 13.4 M +8% 6.23% – 21 14.29% 1.2
Sterling Group Wealth Management
5649
Sterling Group Wealth Management
California
USD 189 M +USD 14.4 M +8% 5.85% 75.9% 63 7.94% 0.3
Acorn Creek Capital
5650
Acorn Creek Capital
Colorado
USD 189 M +USD 21 M +13% 5.78% 66.6% 76 17.11% 0.6