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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)
ShariaPortfolio
5701
ShariaPortfolio
Florida
USD 237 M -USD 23.9 M -9% 5.36% 254% 25 8% 1.6
BC
5702
Bowman & Company
Wisconsin
USD 237 M +USD 359 k +0.2% 1.57% 59.7% 120 11.67% 2.6
Ballentine Capital Advisors
5703
Ballentine Capital Advisors
South Carolina
USD 237 M +USD 11.3 M +5% 2.2% 48.8% 26 3.85% 1.8
Kessler Investment Group
5704
Kessler Investment Group
Indiana
USD 237 M +USD 4.47 M +2% 1.21% 251% 94 21.28% 2.6
Sea Cliff Partners Management
5705
Sea Cliff Partners Management
California
USD 237 M -USD 24.1 M -9% 3.55% – 18 44.44% 0.9
Client First Capital
5706
Client First Capital
California
USD 237 M +USD 12.8 M +6% 2.19% 54.6% 27 18.52% 1.4
Tenon Financial
5707
Tenon Financial
New Jersey
USD 237 M +USD 42.5 M +22% 1.97% – 55 23.64% 1.3
AAF Wealth Management
5708
AAF Wealth Management
Massachusetts
USD 237 M +USD 16.4 M +7% 3.32% 75.1% 52 21.15% 2.7
Guardian Financial Partners
5709
Guardian Financial Partners
California
USD 237 M +USD 110 k +0% 1.36% 53.9% 74 20.27% 1.7
Vawter Financial
5710
Vawter Financial
Ohio
USD 237 M +USD 16.5 M +7% 1.47% 49.9% 123 8.13% 0.7
Values Added Financial
5711
Values Added Financial
District of Columbia
USD 237 M +USD 12 M +5% 2.42% 65.9% 137 7.3% 1.7
CA
5712
Continental Advisors
Utah
USD 237 M +USD 5.72 M +2% 8.98% 73.6% 46 17.39% 5.9
Granite Harbor Advisors
5713
Granite Harbor Advisors
Texas
USD 237 M -USD 1.11 M -0.5% 3.2% 70.1% 135 12.59% 1.8
Mid-American Wealth Advisory Group
5714
Mid-American Wealth Advisory Group
Missouri
USD 237 M +USD 12.8 M +6% 0.06% 14.4% 59 23.73% 1.4
Gables Capital Management
5715
Gables Capital Management
Florida
USD 237 M +USD 3.34 M +1% 2.88% 173% 476 6.3% 4.5
Boulder Wealth Advisors
5716
Boulder Wealth Advisors
Colorado
USD 237 M +USD 21.5 M +10% 1.93% – 39 30.77% 1.5
Creekside Partners
5717
Creekside Partners
California
USD 237 M +USD 9.6 M +4% 2.32% – 183 7.1% 1.3
Pfizer
5718
Pfizer
New York
USD 236 M -USD 201 M -46% 36.3% – 21 14.29% 1
CSA
5719
Cottage Street Advisors
Massachusetts
USD 236 M +USD 957 k +0.4% 3.48% 95.8% 156 16.67% 2.5
SimpliFi Inc
5720
SimpliFi Inc
California
USD 236 M +USD 2.67 M +1% 1.04% 27.9% 47 14.89% 2.8
Shore Point Advisors
5721
Shore Point Advisors
New Jersey
USD 236 M +USD 10.2 M +4% 1.13% 54.6% 77 9.09% 2.4
Heartland Bank & Trust
5722
Heartland Bank & Trust
Illinois
USD 236 M -USD 5.85 M -2% 4.94% 118% 179 18.44% 1.9
Wayfinding Financial
5723
Wayfinding Financial
Washington
USD 236 M +USD 3.94 M +2% 1.11% 81.9% 166 16.87% 1.2
Navis Wealth Advisors
5724
Navis Wealth Advisors
New York
USD 236 M +USD 102 M +77% 3.71% 106% 187 37.97% 1.7
Squadron Capital Management
5725
Squadron Capital Management
Illinois
USD 236 M – – 123% – 33 – 0