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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)
One Wealth Capital Management
5701
One Wealth Capital Management
Arizona
USD 197 M – – 1.11% – 109 – 0
Kondo Wealth Advisors
5702
Kondo Wealth Advisors
California
USD 197 M – – 1.34% – 60 – 0
Monolith Management
5703
Monolith Management
Hong Kong
USD 197 M +USD 25.8 M +15% 31.9% 1,364% 29 79.31% 0.2
Nvest Financial
5704
Nvest Financial
New Hampshire
USD 197 M +USD 21.7 M +12% 1.9% 99.6% 113 21.24% 1.4
Pettee Investors
5705
Pettee Investors
Connecticut
USD 197 M -USD 8.48 M -4% 0.59% 102% 120 5.83% 6.8
Matisse Capital
5706
Matisse Capital
Oregon
USD 197 M -USD 8.93 M -4% 1.9% 73.3% 186 14.52% 1.9
Milestones Administradora de Recursos
5707
Milestones Administradora de Recursos
Brazil
USD 197 M -USD 54.3 M -22% 3.21% 116% 30 30% 1.4
Northstar Advisory Group
5708
Northstar Advisory Group
New Jersey
USD 197 M +USD 4.14 M +2% 5.66% 153% 113 22.12% 1.6
LI
5709
Latigo Investments
Florida
USD 197 M -USD 8.16 M -4% 2.65% 62.6% 19 5.26% 2.6
NERM
5710
New England Research & Management
Illinois
USD 197 M -USD 16.5 M -8% 0.9% 65% 183 35.52% 4.1
Leverty Financial Group
5711
Leverty Financial Group
Wisconsin
USD 197 M +USD 13.5 M +7% 1.99% 57.3% 39 10.26% 1.8
CC
5712
Checkpoint Capital
California
USD 196 M -USD 5.09 M -3% 4.4% 279% 18 22.22% 0.6
Intrepid Capital Management
5713
Intrepid Capital Management
Florida
USD 196 M +USD 16.2 M +9% 3.42% 74.8% 113 16.81% 2.2
Waterford Advisors
5714
Waterford Advisors
New York
USD 196 M +USD 404 k +0.2% 1.11% 50.5% 54 22.22% 1.5
SK Wealth Management
5715
SK Wealth Management
Rhode Island
USD 196 M +USD 934 k +0.5% 0.46% – 71 0% 0.3
Dopkins Wealth Management
5716
Dopkins Wealth Management
New York
USD 196 M +USD 72.5 M +59% 1.36% 68.8% 90 30% 1.2
Hansen & Associates Financial Group
5717
Hansen & Associates Financial Group
California
USD 196 M +USD 6.88 M +4% 3.43% 56.5% 25 64% 0.3
MWA
5718
Miller Wealth Advisors
Colorado
USD 196 M +USD 12.6 M +7% 9.53% 147% 94 12.77% 2
Aull & Monroe Investment Management
5719
Aull & Monroe Investment Management
Alabama
USD 196 M -USD 19.4 M -9% 3.03% 98.3% 130 4.62% 8.5
Guinness Atkinson Asset Management
5720
Guinness Atkinson Asset Management
California
USD 196 M -USD 9.47 M -5% 1.48% 148% 101 16.83% 6.6
Cahill Wealth Management
5721
Cahill Wealth Management
Michigan
USD 196 M +USD 2.3 M +1% 0.87% 24.7% 51 5.88% 2.2
MA
5722
Menlo Advisors
California
USD 196 M +USD 1.75 M +0.9% 3.64% 108% 31 12.9% 5.8
Aviso Wealth Management
5723
Aviso Wealth Management
Washington
USD 196 M +USD 11.7 M +6% 5.26% 153% 153 11.76% 0.9
Tandem Wealth Advisors
5724
Tandem Wealth Advisors
Arizona
USD 196 M -USD 1.38 M -0.7% 1.98% 43.1% 55 16.36% 1.6
Signet Investment Advisory Group
5725
Signet Investment Advisory Group
Rhode Island
USD 196 M -USD 3.81 M -2% 1.32% 68.2% 75 10.67% 4.5