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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)
Matisse Capital
5701
Matisse Capital
Oregon
USD 222 M +USD 10.6 M +5% 8.39% 73.3% 183 18.58% 2.3
LAI
5702
Legal Advantage Investments
California
USD 222 M +USD 8.29 M +4% 9.04% 116% 99 15.15% 2.9
YP
5703
YANKCOM Partnership
South Dakota
USD 222 M +USD 17.7 M +9% 7.65% – 336 21.73% 0.7
Arbor Trust Wealth Advisors
5704
Arbor Trust Wealth Advisors
Michigan
USD 222 M +USD 17.6 M +9% 7.66% 63.8% 85 5.88% 4.4
RA
5705
Ransom Advisory
Rhode Island
USD 222 M +USD 9.9 M +5% 11.4% – 329 10.64% 1.4
Ampersand Capital Group
5706
Ampersand Capital Group
California
USD 222 M +USD 21 M +10% 6.16% – 7 0% 0.8
Leicht Financial Planning & Wealth Management
5707
Leicht Financial Planning & Wealth Management
New Jersey
USD 222 M +USD 11.3 M +5% 6.04% 50.2% 15 0% 3.5
Cordant Inc
5708
Cordant Inc
Oregon
USD 222 M +USD 14.3 M +7% 4.94% 47% 72 13.89% 4.2
Prodigy Asset Management
5709
Prodigy Asset Management
Nebraska
USD 222 M +USD 68.9 M +45% 3.65% – 25 8% 0.7
Sightline Wealth Advisors
5710
Sightline Wealth Advisors
Connecticut
USD 221 M +USD 14.4 M +7% 5.38% 48.5% 96 9.38% 2.4
Peoples Financial Services Corp
5711
Peoples Financial Services Corp
Pennsylvania
USD 221 M +USD 19.1 M +9% 7.92% 104% 269 7.43% 8.3
Advantage Trust Company
5712
Advantage Trust Company
Kansas
USD 221 M +USD 18.4 M +9% 7.54% 77.6% 209 9.57% 1.2
FA
5713
FAI Advisors
Michigan
USD 221 M +USD 18 M +9% 6.84% – 170 7.65% 0.7
Optimist Retirement Group
5714
Optimist Retirement Group
Washington
USD 221 M +USD 12.7 M +6% 7.46% 92.2% 131 20.61% 1.2
Kaizen Financial Strategies
5715
Kaizen Financial Strategies
California
USD 221 M +USD 24.4 M +12% 11.7% 126% 169 21.89% 2.1
Legacy Wealth Management (Idaho)
5716
Legacy Wealth Management (Idaho)
Idaho
USD 221 M +USD 29.1 M +15% 3.91% – 843 18.51% 0.8
Ridgecrest Wealth Partners
5717
Ridgecrest Wealth Partners
California
USD 221 M +USD 31.7 M +17% 12.9% 103% 119 7.56% 3.1
Global Trust Asset Management
5718
Global Trust Asset Management
Florida
USD 221 M +USD 34.1 M +18% 14% 178% 529 14.56% 4
MI
5719
Moneywise Inc
Virginia
USD 221 M +USD 7.77 M +4% 6.9% 60.8% 79 15.19% 3
BCFD
5720
Boit C.F. David
USD 221 M +USD 13.1 M +6% 7.6% 84.2% 123 5.69% 3.3
Silver Oak Advisory Group
5721
Silver Oak Advisory Group
Oregon
USD 221 M +USD 14.6 M +7% 4.06% 28.9% 80 12.5% 2.6
Beach Point Capital Management
5722
Beach Point Capital Management
California
USD 221 M -USD 18.5 M -8% 2.63% 84.1% 20 15% 1.4
Investidor Profissional Gestao de Recursos
5723
Investidor Profissional Gestao de Recursos
Brazil
USD 221 M +USD 25.6 M +13% 1.7% 51.8% 31 35.48% 2.5
Shelton Wealth Management
5724
Shelton Wealth Management
Texas
USD 221 M +USD 13.4 M +6% 8.19% 89.4% 188 41.49% 1.5
State Insurance Fund
5725
State Insurance Fund
New York
USD 221 M +USD 14.4 M +7% 6.96% 77.9% 1 0% 1.8