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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)
Mudita Advisors
5726
Mudita Advisors
United Kingdom
USD 183 M -USD 12.6 M -6% 3.48% 143% 19 15.79% 1.9
IVC Wealth Advisors
5727
IVC Wealth Advisors
Pennsylvania
USD 183 M +USD 3.9 M +2% 7.21% 81.9% 175 12.57% 2.6
Global Assets Advisory
5728
Global Assets Advisory
Florida
USD 183 M +USD 120 M +191% 4.55% 95.9% 174 69.54% 0.2
HighMark Wealth Management
5729
HighMark Wealth Management
Minnesota
USD 183 M +USD 16.5 M +10% 8.26% 110% 624 10.74% 2.8
First Affirmative Financial Network
5730
First Affirmative Financial Network
Colorado
USD 183 M +USD 38.6 M +27% 6.39% – 303 20.13% 1.5
Tower View Wealth Management
5731
Tower View Wealth Management
Wisconsin
USD 183 M +USD 8.47 M +5% 4.85% 135% 197 9.14% 3.1
Forge First Asset Management
5732
Forge First Asset Management
Canada
USD 183 M -USD 52.9 M -22% 7.68% 112% 51 60.78% 0.6
Loudon Investment Management
5733
Loudon Investment Management
New Hampshire
USD 182 M +USD 12.5 M +7% 8.71% 72.5% 101 6.93% 5.8
My Personal CFO LLC
5734
My Personal CFO LLC
Washington
USD 182 M -USD 4.93 M -3% 3.66% 83.4% 102 14.71% 2
Onyx Financial Advisors
5735
Onyx Financial Advisors
Idaho
USD 182 M +USD 15.2 M +9% 6.14% 57.8% 16 18.75% 1
RedJay Asset Management
5736
RedJay Asset Management
Ontario, Canada
USD 182 M +USD 24.5 M +16% 8.62% – 27 48.15% 0.5
Regency Capital Management
5737
Regency Capital Management
Hawaii
USD 182 M +USD 26.6 M +17% 7.3% 92.1% 54 27.78% 1.5
Lakeridge Wealth Management
5738
Lakeridge Wealth Management
Ohio
USD 182 M +USD 15.6 M +9% 8.34% – 156 8.97% 0.6
LAI
5739
Legal Advantage Investments
California
USD 182 M +USD 8.33 M +5% 7.45% 116% 101 8.91% 2.2
Hidden Lake Asset Management
5740
Hidden Lake Asset Management
New York
USD 182 M +USD 52.9 M +41% 20.6% 849% 48 83.33% 0.2
Cooper/Haims Advisors
5741
Cooper/Haims Advisors
New York
USD 182 M +USD 3.58 M +2% 7.76% 58.8% 90 13.33% 3.8
Adams Street Partners
5742
Adams Street Partners
Illinois
USD 182 M -USD 61 M -25% 22.9% 399% 9 33.33% 6.4
Elyxium Wealth
5743
Elyxium Wealth
California
USD 182 M – – 7.16% – 120 – 0
IFS
5744
Intelligent Financial Strategies
Minnesota
USD 182 M +USD 19.1 M +12% 9.46% 63.5% 82 1.22% 2.3
Cascades Capital Asset Management
5745
Cascades Capital Asset Management
North Carolina
USD 182 M – – 6.14% – 101 – 0
Duncan Williams Asset Management
5746
Duncan Williams Asset Management
Tennessee
USD 181 M +USD 62.9 M +53% 6.25% – 130 52.31% 0.2
Roubaix Capital
5747
Roubaix Capital
Colorado
USD 181 M +USD 23.2 M +15% 15.1% 174% 66 60.61% 0.7
Fox Hill Wealth Management
5748
Fox Hill Wealth Management
Massachusetts
USD 181 M +USD 18 M +11% 7.47% – 141 12.06% 0.7
Sightline Wealth Advisors
5749
Sightline Wealth Advisors
Connecticut
USD 181 M +USD 20.8 M +13% 6.47% 48.5% 88 12.5% 2
KHCM
5750
Kirtland Hills Capital Management
Ohio
USD 181 M +USD 61.2 M +51% 6.96% – 140 20.71% 0.4