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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)
Medallion Wealth Advisors
5626
Medallion Wealth Advisors
Connecticut
USD 202 M – – 1.05% – 1,022 – 0
IA
5627
Incentive AS
Norway
USD 202 M +USD 37.7 M +23% 0.38% – 2 0% 0.6
ORIX Corp
5628
ORIX Corp
Japan
USD 202 M -USD 312 M -61% 12% 11.7% 1 0% 7
Gallacher Capital Management
5629
Gallacher Capital Management
Colorado
USD 202 M -USD 16.4 M -8% 1.19% 82.8% 307 15.96% 1.1
Brown Shipley & Co
5630
Brown Shipley & Co
United Kingdom
USD 201 M -USD 1.91 M -0.9% 4.73% 125% 70 12.86% 1.6
Seneca Financial Advisors
5631
Seneca Financial Advisors
New York
USD 201 M -USD 4.19 M -2% 1.71% 50.9% 58 12.07% 2.7
Holistic Financial Partners
5632
Holistic Financial Partners
Indiana
USD 201 M -USD 6.44 M -3% 2.95% 95.7% 130 12.31% 3.3
TFR Capital
5633
TFR Capital
Texas
USD 201 M – – 3.5% – 115 – 0
Firethorn Wealth Partners
5634
Firethorn Wealth Partners
Georgia
USD 201 M +USD 4.26 M +2% 1.26% 75.1% 167 12.57% 2.1
Raelipskie Partnership
5635
Raelipskie Partnership
Ontario, Canada
USD 201 M -USD 3.83 M -2% 1.03% – 130 11.54% 0.8
WIA
5636
Wetzel Investment Advisors
Indiana
USD 201 M +USD 2.3 M +1% 0.48% 72.2% 129 12.4% 0.9
Sivia Capital Partners
5637
Sivia Capital Partners
California
USD 201 M +USD 31.9 M +19% 28% – 237 22.78% 0.8
Doma Perpetual Capital Management
5638
Doma Perpetual Capital Management
Florida
USD 201 M +USD 3 M +2% 2.69% – 8 0% 0.9
Abbot Financial Management
5639
Abbot Financial Management
Massachusetts
USD 201 M +USD 2.15 M +1% 3.1% 116% 129 5.43% 5.2
Clarus Wealth Advisors
5640
Clarus Wealth Advisors
Arizona
USD 201 M +USD 4.53 M +2% 1.25% 89.7% 143 23.08% 2.7
Prosperity Financial Group
5641
Prosperity Financial Group
California
USD 201 M +USD 22.2 M +12% 6.09% 121% 192 27.6% 1.1
Ironwood Investment Management
5642
Ironwood Investment Management
Massachusetts
USD 201 M -USD 4.43 M -2% 0.54% 163% 181 10.5% 6.4
New England Professional Planning Group
5643
New England Professional Planning Group
Rhode Island
USD 201 M -USD 1.28 M -0.6% 0.74% 64.1% 53 13.21% 4
Blackston Financial Advisory Group
5644
Blackston Financial Advisory Group
Florida
USD 201 M +USD 7.35 M +4% 1.95% 79.8% 145 15.17% 0.9
Siguler Guff Advisers
5645
Siguler Guff Advisers
New York
USD 201 M -USD 68.2 M -25% 15% 37.7% 5 20% 3.3
Verger Capital Management
5646
Verger Capital Management
North Carolina
USD 201 M -USD 1.39 M -0.7% 2.51% 58.3% 14 0% 7.3
Blue Square Asset Management
5647
Blue Square Asset Management
New York
USD 201 M +USD 14.5 M +8% 6.34% 117% 78 16.67% 1.7
Heritage Family Offices
5648
Heritage Family Offices
Arizona
USD 200 M +USD 6.7 M +3% 1.76% – 195 13.33% 0.4
Stephens Group
5649
Stephens Group
Arkansas
USD 200 M +USD 12.1 M +6% 8.77% 45% 3 0% 2.8
Powers Advisory Group
5650
Powers Advisory Group
Illinois
USD 200 M -USD 731 k -0.4% 1.53% 49.8% 104 6.73% 2.3