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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)
Ascension Capital Advisors
5726
Ascension Capital Advisors
Texas
USD 129 M +USD 26 M +25% 4.75% 64.1% 37 5.41% 2.1
AFC
5727
AFT Forsyth & Company
Florida
USD 129 M +USD 12.2 M +10% 15.3% 159% 139 7.19% 6
5th Street Advisors
5728
5th Street Advisors
Connecticut
USD 129 M +USD 28.7 M +29% 4.09% 52.2% 19 15.79% 0.9
BWIA
5729
Bryant Woods Investment Advisors
New York
USD 129 M +USD 11.6 M +10% 6.09% 74.4% 42 4.76% 1.1
Harvest Investment Services
5730
Harvest Investment Services
Illinois
USD 129 M +USD 35.7 M +38% 12.3% 281% 161 47.2% 1.5
Montis Financial
5731
Montis Financial
Massachusetts
USD 129 M +USD 11.2 M +9% 9.38% 53.8% 67 16.42% 1.8
Bull Oak Capital
5732
Bull Oak Capital
California
USD 129 M +USD 10.9 M +9% 0% 62.1% 31 100% 0
Aryeh Capital Management
5733
Aryeh Capital Management
Ontario, Canada
USD 129 M -USD 5.23 M -4% 9.01% 87.7% 9 22.22% 1.3
WealthSpring Partners
5734
WealthSpring Partners
California
USD 129 M +USD 1.22 M +1% 5.87% – 75 6.67% 0.5
CSA
5735
Cottage Street Advisors
Massachusetts
USD 129 M +USD 110 M +566% 8.53% 95.8% 83 65.06% 2
Castle Wealth Management
5736
Castle Wealth Management
Florida
USD 129 M -USD 29.8 M -19% 6.64% 60.1% 117 14.53% 0.7
Whitaker-Myers Wealth Managers
5737
Whitaker-Myers Wealth Managers
Ohio
USD 129 M +USD 24.8 M +24% 7.53% 75.2% 68 2.94% 0.3
Arena Investors
5738
Arena Investors
New York
USD 129 M +USD 21.2 M +20% 0.12% – 104 33.65% 0.6
Spectrum Asset Management (Connecticut)
5739
Spectrum Asset Management (Connecticut)
Connecticut
USD 129 M -USD 10 M -7% 0.54% 2.88% 7 14.29% 3.6
FAG
5740
Fortitude Advisory Group
Washington
USD 129 M +USD 11.6 M +10% 11.9% 142% 235 11.91% 1
Gator Capital Management
5741
Gator Capital Management
Florida
USD 129 M -USD 7.06 M -5% 4.02% 217% 67 8.96% 2.3
Colorado Capital Management
5742
Colorado Capital Management
Colorado
USD 129 M +USD 9.06 M +8% 6.62% 60.4% 77 2.6% 5.3
Keene & Associates
5743
Keene & Associates
Texas
USD 129 M +USD 17 M +15% 3.39% 20.3% 82 10.98% 1.1
Waypoint Wealth Counsel
5744
Waypoint Wealth Counsel
Georgia
USD 129 M +USD 4.84 M +4% 6.77% 111% 99 11.11% 0.2
TTP Investments
5745
TTP Investments
California
USD 129 M +USD 34 M +36% 14.8% 232% 47 31.91% 1.1
Aspen Wealth Strategies
5746
Aspen Wealth Strategies
Colorado
USD 129 M +USD 4.03 M +3% 5.16% 72.3% 81 9.88% 0.2
Aegis Financial
5747
Aegis Financial
Virginia
USD 129 M +USD 15.4 M +14% 11.1% 226% 28 3.57% 1.9
Buttonwood Financial Advisors
5748
Buttonwood Financial Advisors
Maryland
USD 129 M +USD 10.1 M +9% 8.9% 73.4% 72 2.78% 1.1
AM Squared
5749
AM Squared
Hong Kong
USD 129 M -USD 23.2 M -15% 9.23% – 170 45.29% 0.2
Epacria Capital Partners
5750
Epacria Capital Partners
Colorado
USD 129 M +USD 1.87 M +1% 1.28% 86.1% 66 18.18% 0.2