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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)
Roubaix Capital
5651
Roubaix Capital
Colorado
USD 192 M -USD 16.6 M -8% 10.7% 159% 74 68.92% 0.6
Choice Wealth Advisors
5652
Choice Wealth Advisors
Maine
USD 192 M -USD 3.93 M -2% 1.96% 60.3% 31 12.9% 2.2
Ironwood Wealth Management (West Virginia)
5653
Ironwood Wealth Management (West Virginia)
West Virginia
USD 192 M -USD 10.8 M -5% 1.12% 38.1% 23 8.7% 3.3
Nutshell Asset Management
5654
Nutshell Asset Management
United Kingdom
USD 192 M +USD 33.6 M +21% 8.26% – 38 55.26% 0.2
Blue Barn Wealth
5655
Blue Barn Wealth
Utah
USD 192 M +USD 2.1 M +1% 0.64% 46.4% 162 17.28% 2.1
Tumwater Wealth Management
5656
Tumwater Wealth Management
Idaho
USD 192 M +USD 1.02 M +0.5% 0.27% – 33 9.09% 0.2
Donald L. Hagan LLC
5657
Donald L. Hagan LLC
Florida
USD 192 M -USD 904 k -0.5% 2.06% 47.9% 99 16.16% 3.1
IFS
5658
Intelligent Financial Strategies
Minnesota
USD 192 M +USD 11.1 M +6% 7.84% 63.5% 83 6.02% 2.7
Sellwood Investment Partners
5659
Sellwood Investment Partners
Oregon
USD 192 M +USD 5.53 M +3% 0.87% – 55 29.09% 0.3
Ariadne Wealth Management
5660
Ariadne Wealth Management
California
USD 192 M -USD 27 M -12% 0.09% – 248 26.21% 0.5
WFA Asset Management
5661
WFA Asset Management
Wisconsin
USD 191 M +USD 6.24 M +3% 0.83% 60% 266 27.07% 2.2
Leicht Financial Planning & Wealth Management
5662
Leicht Financial Planning & Wealth Management
New Jersey
USD 191 M -USD 4.24 M -2% 1.82% 50.2% 19 15.79% 3
Tandem Wealth Advisors
5663
Tandem Wealth Advisors
Arizona
USD 191 M -USD 4.77 M -2% 0.7% 43.1% 54 5.56% 1.8
Mirabaud Asset Management
5664
Mirabaud Asset Management
United Kingdom
USD 191 M -USD 23.8 M -11% 3.79% 136% 43 0% 1.1
Melone Private Wealth
5665
Melone Private Wealth
Michigan
USD 191 M -USD 1.86 M -1% 0.84% 30.4% 52 9.62% 2.9
Creekside Partners
5666
Creekside Partners
California
USD 191 M -USD 1.93 M -1% 1.14% – 167 2.99% 0.7
Ridgecrest Wealth Partners
5667
Ridgecrest Wealth Partners
California
USD 191 M +USD 6.55 M +4% 3.71% 103% 117 12.82% 2.8
DCM
5668
Dudley Capital Management
Virginia
USD 191 M -USD 7.6 M -4% 0.32% 129% 143 14.69% 1.7
Chicago Wealth Management
5669
Chicago Wealth Management
Illinois
USD 191 M -USD 1.66 M -0.9% 1.34% 134% 53 15.09% 2.3
Compass Capital Corp
5670
Compass Capital Corp
Massachusetts
USD 191 M -USD 65.7 M -26% 2.4% – 210 15.71% 0.2
Moser Wealth Advisors
5671
Moser Wealth Advisors
Washington
USD 191 M -USD 1.33 M -0.7% 2.14% – 171 25.73% 3
Walker Financial Services
5672
Walker Financial Services
Kentucky
USD 191 M +USD 18.8 M +11% 2.05% 20.8% 36 22.22% 1.7
Aventura Private Wealth
5673
Aventura Private Wealth
Florida
USD 191 M +USD 5.03 M +3% 3.33% – 813 10.7% 0.2
GSI Capital Advisors
5674
GSI Capital Advisors
California
USD 191 M +USD 1.68 M +0.9% 2.18% 41.1% 38 36.84% 1.8
Cornercap Investment Counsel
5675
Cornercap Investment Counsel
Georgia
USD 191 M -USD 120 M -39% 1.3% 55.4% 470 69.36% 2.7