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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)
Verisail Partners
5626
Verisail Partners
Georgia
USD 243 M +USD 7.71 M +3% 1.72% – 24 8.33% 0.9
Ananym Capital Management
5627
Ananym Capital Management
New York
USD 243 M -USD 17 M -7% 0.92% – 10 20% 0.9
McNaughton Wealth Management
5628
McNaughton Wealth Management
California
USD 243 M +USD 5.76 M +2% 1.54% 55.6% 77 11.69% 3.6
Greenberg Financial Group
5629
Greenberg Financial Group
Arizona
USD 243 M -USD 42.6 M -15% 1.08% – 160 43.75% 0.6
CWMG
5630
Compass Wealth Management (Georgia)
Georgia
USD 243 M +USD 17 M +8% 1.98% – 66 6.06% 0.5
Threadgill Financial
5631
Threadgill Financial
Texas
USD 243 M +USD 36.5 M +18% 0.09% 49.3% 64 35.94% 1.5
WFA
5632
WMG Financial Advisors
Tennessee
USD 243 M -USD 57 M -19% 2.41% 73.8% 220 51.82% 2.2
PCG
5633
PFC Capital Group
California
USD 243 M +USD 4.69 M +2% 3.83% 118% 90 7.78% 1.5
Element Wealth
5634
Element Wealth
Mississippi
USD 243 M +USD 12.5 M +5% 2.6% 64.5% 214 14.02% 3.2
BancFirst Trust & Investment Management
5635
BancFirst Trust & Investment Management
Oklahoma
USD 243 M -USD 20.4 M -8% 3.77% 44.1% 42 11.9% 2.6
Abbot Financial Management
5636
Abbot Financial Management
Massachusetts
USD 243 M +USD 8.45 M +4% 3.58% 116% 141 11.35% 5.4
Vernal Point Advisors
5637
Vernal Point Advisors
California
USD 243 M +USD 10.6 M +5% 1.84% – 23 4.35% 1.5
Quad-Cities Investment Group
5638
Quad-Cities Investment Group
Iowa
USD 242 M +USD 7.47 M +3% 2.04% 67.3% 198 8.59% 4.2
Burford Brothers
5639
Burford Brothers
Texas
USD 242 M +USD 8.29 M +4% 3.36% 97.4% 183 14.21% 1.5
Security Benefit Life Insurance Company
5640
Security Benefit Life Insurance Company
Kansas
USD 242 M -USD 6.38 M -3% 0.07% 61.7% 19 0% 3
Ariadne Wealth Management
5641
Ariadne Wealth Management
California
USD 242 M +USD 18.9 M +8% 7.57% – 284 21.83% 0.9
Investors Asset Management of Georgia
5642
Investors Asset Management of Georgia
Georgia
USD 242 M +USD 6.85 M +3% 3.96% 118% 189 7.94% 6.4
Deane Retirement Strategies
5643
Deane Retirement Strategies
Louisiana
USD 242 M +USD 9.19 M +4% 3.12% 73.4% 83 30.12% 3.2
HMS Capital Management
5644
HMS Capital Management
Tennessee
USD 242 M +USD 3.87 M +2% 4.25% 140% 110 9.09% 3.3
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
5645
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
USD 241 M +USD 7.47 M +3% 3.2% – 2 0% 0.8
TTA
5646
Thor Trading Advisors
Pennsylvania
USD 241 M +USD 44.6 M +23% 2.66% – 14 14.29% 0.5
Clarus Wealth Advisors
5647
Clarus Wealth Advisors
Arizona
USD 241 M +USD 15.2 M +7% 2.02% 89.7% 92 13.04% 2.9
Zeno Equity Partners
5648
Zeno Equity Partners
United Kingdom
USD 241 M +USD 26.1 M +12% 1.61% – 11 18.18% 1.4
DCM Advisors
5649
DCM Advisors
New York
USD 241 M +USD 3.78 M +2% 1.52% 99.3% 39 5.13% 3.9
Mitchell & Pahl Private Wealth
5650
Mitchell & Pahl Private Wealth
Oklahoma
USD 241 M +USD 2.47 M +1% 1.26% 82.3% 145 2.07% 4.4