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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)
LI
5726
Latash Investments
Alaska
USD 123 M -USD 1.55 M -1% 3.17% 110% 23 8.7% 2.5
Boyar Asset Management
5727
Boyar Asset Management
New York
USD 123 M +USD 1.22 M +1% 12% 75.5% 86 12.79% 6
MMA Asset Management
5728
MMA Asset Management
Pennsylvania
USD 123 M +USD 6.8 M +6% 7.97% 61.2% 110 22.73% 1.3
Covestor
5729
Covestor
United Kingdom
USD 123 M +USD 9.13 M +8% 10.4% 134% 2,894 10.95% 0.8
Provence Wealth Management Group
5730
Provence Wealth Management Group
California
USD 123 M +USD 45.9 M +60% 7.31% – 122 59.84% 0.4
Dravo Bay
5731
Dravo Bay
Delaware
USD 122 M +USD 12.3 M +11% 7.44% 45.2% 45 13.33% 0.8
Wealth Advisors of Iowa
5732
Wealth Advisors of Iowa
Iowa
USD 122 M +USD 15.3 M +14% 9.24% 60.9% 68 23.53% 1.3
Lederer & Associates Investment Counsel
5733
Lederer & Associates Investment Counsel
California
USD 122 M +USD 3.96 M +3% 8.44% 92.7% 88 2.27% 4.9
Element Wealth
5734
Element Wealth
Mississippi
USD 122 M +USD 13.9 M +13% 7.48% 59.6% 222 22.07% 2
Garrison Point Advisors
5735
Garrison Point Advisors
California
USD 122 M +USD 10.2 M +9% 10.5% 81.5% 142 4.23% 3.3
Financial Avengers
5736
Financial Avengers
California
USD 122 M -USD 126 k -0.1% 3.06% 108% 190 24.21% 1.4
Fulcrum Equity Management
5737
Fulcrum Equity Management
Texas
USD 122 M +USD 3.92 M +3% 7.92% 116% 81 34.57% 1.1
Ravenstone Capital Management
5738
Ravenstone Capital Management
USD 122 M +USD 7.91 M +7% 8.16% 63% 38 7.89% 1.3
Lakeside Advisors
5739
Lakeside Advisors
Washington
USD 122 M +USD 10.2 M +9% 10.9% 83.7% 58 3.45% 0.9
Howard Wealth Management
5740
Howard Wealth Management
Connecticut
USD 122 M -USD 19.3 M -14% 5.4% 69.9% 123 17.07% 1.4
Retirement Guys Formula
5741
Retirement Guys Formula
Ohio
USD 122 M +USD 26.9 M +28% 8.83% 75.7% 143 33.57% 0.7
RiverTree Advisors
5742
RiverTree Advisors
Florida
USD 122 M -USD 359 k -0.3% 5.81% 25.4% 47 65.96% 0.4
Sebold Capital Management
5743
Sebold Capital Management
Illinois
USD 122 M – – 8.35% – 69 – 0
Brooktree Capital Management
5744
Brooktree Capital Management
Michigan
USD 122 M +USD 267 k +0.2% 2.96% 82.9% 33 0% 2.4
Cassia Capital Partners
5745
Cassia Capital Partners
North Carolina
USD 122 M +USD 12.5 M +11% 5.85% 59.9% 83 54.22% 0.5
MYeCFO
5746
MYeCFO
California
USD 122 M – – 6.55% 58.5% 43 – 0
LAI
5747
Legal Advantage Investments
California
USD 122 M +USD 14.9 M +14% 12.6% 116% 90 13.33% 1.3
Shore Point Advisors
5748
Shore Point Advisors
New Jersey
USD 122 M +USD 19.1 M +19% 10% 54.6% 49 32.65% 0.6
Koesten Hirschmann & Crabtree
5749
Koesten Hirschmann & Crabtree
Kansas
USD 122 M – – 9.85% 68.7% 163 – 0
Destiny Capital
5750
Destiny Capital
Colorado
USD 122 M – – 4.14% 60.5% 44 – 0