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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)
Redwood Wealth Management Group
5701
Redwood Wealth Management Group
New Jersey
USD 232 M -USD 7.52 M -3% 0.37% 74.1% 197 19.29% 2
TW
5702
Titan Wealth
USD 232 M -USD 28.6 M -11% 0.62% – 74 41.89% 0.2
Strategic Financial Partners
5703
Strategic Financial Partners
Oregon
USD 232 M +USD 550 k +0.2% 1.56% 59.6% 88 13.64% 3.8
SM
5704
Samjo Management
New York
USD 231 M -USD 27.4 M -11% 7.5% – 61 18.03% 1.7
Brentview Investment Management
5705
Brentview Investment Management
Illinois
USD 231 M +USD 10.1 M +5% 3% – 70 15.71% 1
CSA
5706
Cottage Street Advisors
Massachusetts
USD 231 M -USD 5.27 M -2% 0.53% 95.8% 147 8.84% 2.8
Commonwealth Bank of Australia
5707
Commonwealth Bank of Australia
Australia
USD 231 M -USD 279 M -55% 54.7% – 2 0% 0.3
Compass Financial Services
5708
Compass Financial Services
Iowa
USD 231 M -USD 1.14 M -0.5% 1.53% – 297 82.15% 1.1
Massachusetts Wealth Management
5709
Massachusetts Wealth Management
Massachusetts
USD 231 M +USD 15.8 M +7% 7.05% 110% 99 7.07% 2.4
Meros Investment Management
5710
Meros Investment Management
Texas
USD 231 M -USD 21.4 M -9% 2.22% 102% 57 24.56% 1.6
Catalys Pacific
5711
Catalys Pacific
Japan
USD 231 M -USD 79.8 M -26% 25.9% 189% 2 0% 2.3
Yiheng Capital Management
5712
Yiheng Capital Management
California
USD 231 M -USD 264 M -53% 3.21% 82% 30 40% 3.1
Corecam Pte Ltd
5713
Corecam Pte Ltd
USD 231 M +USD 38.3 M +20% 5.48% 93.6% 88 57.95% 0.6
Prairie Wealth Advisors
5714
Prairie Wealth Advisors
Nebraska
USD 231 M -USD 4.9 M -2% 0.52% – 151 1.32% 0
Citrine Capital
5715
Citrine Capital
California
USD 231 M +USD 15.2 M +7% 4% – 61 29.51% 0.8
rebel Financial
5716
rebel Financial
Ohio
USD 231 M -USD 3.44 M -1% 1.17% – 69 11.59% 0.2
Client First Capital
5717
Client First Capital
California
USD 231 M -USD 6.71 M -3% 1.5% 54.6% 32 28.13% 1.4
ERFOTCOFW
5718
Employees Retirement Fund of the City of Fort Worth
Texas
USD 230 M +USD 6.97 M +3% 0.83% 30.5% 21 4.76% 1.6
IVC Wealth Advisors
5719
IVC Wealth Advisors
Pennsylvania
USD 230 M +USD 392 k +0.2% 0.21% 81.9% 188 12.77% 3.2
Wayfinding Financial
5720
Wayfinding Financial
Washington
USD 230 M -USD 5.9 M -2% 1.94% 81.9% 168 14.88% 1.3
Dogwood Wealth Management
5721
Dogwood Wealth Management
Kansas
USD 230 M +USD 3.06 M +1% 0.07% 57.9% 925 26.81% 0.9
Pavion Blue Capital
5722
Pavion Blue Capital
California
USD 230 M -USD 10.6 M -4% 1.13% 87.8% 115 13.04% 4.4
Family Office Research
5723
Family Office Research
Maryland
USD 230 M -USD 14.5 M -6% 0.49% – 85 21.18% 1
Cherry Creek Investment Advisors
5724
Cherry Creek Investment Advisors
Colorado
USD 230 M -USD 3.71 M -2% 0.4% 151% 131 16.03% 2.6
Trail Ridge Investment Advisors
5725
Trail Ridge Investment Advisors
Colorado
USD 230 M -USD 2.47 M -1% 0.38% 83.9% 106 9.43% 3.4