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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)
MYeCFO
5701
MYeCFO
California
USD 185 M +USD 11.2 M +6% 5.55% 58.5% 57 3.51% 1.4
Norway Savings Bank
5702
Norway Savings Bank
Maine
USD 184 M +USD 8.95 M +5% 5.95% 117% 107 6.54% 5.4
Values First Advisors
5703
Values First Advisors
Tennessee
USD 184 M +USD 17.5 M +10% 7.03% 87.6% 280 42.5% 1.7
Foresight Global Investors
5704
Foresight Global Investors
New York
USD 184 M -USD 23.7 M -11% 3.78% 69.9% 51 31.37% 0.8
Aviso Wealth Management
5705
Aviso Wealth Management
Washington
USD 184 M +USD 15.9 M +9% 6.31% 153% 160 15% 0.7
River Street Advisors
5706
River Street Advisors
Illinois
USD 184 M +USD 21.5 M +13% 7.21% 93.5% 150 9.33% 1.2
Shelton Wealth Management
5707
Shelton Wealth Management
Texas
USD 184 M +USD 7.75 M +4% 4.94% 89.4% 151 27.15% 1.2
WFA Asset Management
5708
WFA Asset Management
Wisconsin
USD 184 M +USD 6.98 M +4% 6.91% 60% 213 8.92% 2.2
Boulder Wealth Advisors
5709
Boulder Wealth Advisors
Colorado
USD 184 M +USD 12.6 M +7% 4.88% – 27 11.11% 1.1
Battery Global Advisors
5710
Battery Global Advisors
Massachusetts
USD 184 M +USD 32.9 M +22% 7.2% – 136 75% 0.2
Windle Wealth
5711
Windle Wealth
Oklahoma
USD 184 M +USD 20 M +12% 10.1% 93% 32 9.38% 1.5
JDM Financial Group
5712
JDM Financial Group
Texas
USD 184 M +USD 35.9 M +24% 6.1% 56.7% 419 50.12% 0.8
Worth Asset Management
5713
Worth Asset Management
Texas
USD 184 M +USD 15.5 M +9% 7.03% 115% 169 46.75% 0.9
IRON Financial
5714
IRON Financial
Illinois
USD 184 M +USD 5.42 M +3% 6.74% 60.6% 128 36.72% 3.1
Evolution Advisers
5715
Evolution Advisers
Virginia
USD 184 M +USD 9.7 M +6% 5.79% 44.8% 198 7.07% 1.8
Ariadne Wealth Management
5716
Ariadne Wealth Management
California
USD 184 M +USD 54.3 M +42% 6.9% – 296 70.61% 0.1
LA
5717
Lane & Associates
New Jersey
USD 184 M +USD 14.1 M +8% 5.93% – 123 17.07% 1.3
CSA
5718
Cottage Street Advisors
Massachusetts
USD 184 M +USD 14.1 M +8% 6.27% 95.8% 110 14.55% 2.4
MWA
5719
Miller Wealth Advisors
Colorado
USD 184 M -USD 1.33 M -0.7% 0.53% 147% 89 13.48% 2
IC
5720
Immersion Capital
United Kingdom
USD 183 M +USD 4.73 M +3% 2.84% 63.4% 10 20% 1.8
Harrington Investments
5721
Harrington Investments
California
USD 183 M +USD 7 M +4% 5.69% 109% 83 4.82% 5.6
Consilium Wealth Advisory
5722
Consilium Wealth Advisory
Texas
USD 183 M +USD 42.5 k +0% 5.64% 126% 93 13.98% 1.9
Leverty Financial Group
5723
Leverty Financial Group
Wisconsin
USD 183 M +USD 14 M +8% 6.24% 57.3% 39 23.08% 1.6
PWP
5724
Pursue Wealth Partners
California
USD 183 M -USD 373 k -0.2% 2.63% 108% 124 20.16% 1.6
MRA Advisory Group
5725
MRA Advisory Group
New Jersey
USD 183 M +USD 8.06 M +5% 5.13% 86.8% 127 18.11% 1.8