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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)
Revolution Growth Management Company
5701
Revolution Growth Management Company
District of Columbia
USD 124 M -USD 78.8 M -39% 10.5% 23.5% 4 25% 1.3
Waypoint Wealth Counsel
5702
Waypoint Wealth Counsel
Georgia
USD 124 M – – 6.57% 111% 94 – 0
Sandy Cove Advisors
5703
Sandy Cove Advisors
Massachusetts
USD 124 M +USD 12.9 M +12% 8.48% 78% 85 16.47% 0.8
Sturgeon Ventures
5704
Sturgeon Ventures
United Kingdom
USD 124 M -USD 6.34 M -5% 7.11% 85.9% 44 29.55% 1.6
New Vernon Capital Holdings II
5705
New Vernon Capital Holdings II
New Jersey
USD 124 M +USD 28.3 M +30% 8.79% 114% 81 18.52% 0.6
GoalFusion Wealth Management
5706
GoalFusion Wealth Management
Texas
USD 124 M +USD 18.3 M +17% 5.67% 47.6% 22 22.73% 0.7
Lodestone Wealth Management
5707
Lodestone Wealth Management
Washington
USD 124 M – – 10.8% 87.1% 119 – 0
MFG
5708
Monumental Financial Group
Maryland
USD 124 M +USD 18.3 M +17% 6.32% 18.2% 57 57.89% 0.7
SM
5709
Scoggin Management
New York
USD 124 M -USD 17.3 M -12% 2.66% 889% 69 69.57% 0.8
Morris Financial Concepts
5710
Morris Financial Concepts
South Carolina
USD 124 M +USD 27.2 M +28% 8.42% 56.5% 148 20.95% 0.7
Lakewood Asset Management
5711
Lakewood Asset Management
Illinois
USD 124 M – – 9.88% 69.3% 315 – 0
Herbst Group
5712
Herbst Group
Connecticut
USD 124 M +USD 1.8 M +1% 8.59% 142% 76 10.53% 0.9
Praetorian Capital Management
5713
Praetorian Capital Management
Florida
USD 124 M – – 22.7% – 18 – 0
Omnia Family Wealth
5714
Omnia Family Wealth
Florida
USD 124 M +USD 1.9 M +2% 8.58% 80.6% 73 20.55% 3.9
Briaud Financial Planning
5715
Briaud Financial Planning
Texas
USD 124 M +USD 11.1 M +10% 9.72% 113% 28 14.29% 1.8
Alpine Peaks Capital
5716
Alpine Peaks Capital
New York
USD 124 M +USD 12.1 M +11% 7.81% 24.3% 25 8% 0.9
Roubaix Capital
5717
Roubaix Capital
Colorado
USD 124 M +USD 11.2 M +10% 9.27% 174% 64 65.63% 0.5
TLW Wealth Management
5718
TLW Wealth Management
Florida
USD 124 M +USD 8.86 M +8% 13.3% 98.3% 20 10% 2.5
Bancreek Capital Management
5719
Bancreek Capital Management
California
USD 123 M +USD 7.36 M +6% 8.66% 33.6% 27 14.81% 0.9
Nixon Peabody Trust
5720
Nixon Peabody Trust
Massachusetts
USD 123 M +USD 5.35 M +5% 8.83% 101% 70 11.43% 4.3
True Capital Management
5721
True Capital Management
California
USD 123 M – – 2.32% – 121 – 0
Catalyst Private Wealth
5722
Catalyst Private Wealth
California
USD 123 M -USD 9.4 M -7% 8.58% 120% 78 20.51% 1.6
Little Harbor Advisors
5723
Little Harbor Advisors
Massachusetts
USD 123 M +USD 1.02 M +0.8% 6.33% 59% 4 50% 0.5
Financial Guidance Group
5724
Financial Guidance Group
Florida
USD 123 M -USD 1.85 M -1% 8.23% 58.7% 53 13.21% 0.6
Horizon Wealth Management
5725
Horizon Wealth Management
Illinois
USD 123 M -USD 13.7 M -10% 4.08% 109% 74 10.81% 0.9