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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)
Strategic Financial Partners
5726
Strategic Financial Partners
Oregon
USD 196 M -USD 16.1 k -0% 0.6% 59.6% 72 9.72% 3.6
Chronos Wealth Management
5727
Chronos Wealth Management
Florida
USD 196 M +USD 4.05 M +2% 0.6% 92.3% 43 4.65% 3.4
Choice Wealth Advisors
5728
Choice Wealth Advisors
Maine
USD 196 M -USD 4.31 M -2% 0.45% 60.3% 30 3.33% 2
Westhampton Capital
5729
Westhampton Capital
North Carolina
USD 196 M -USD 1.26 M -0.6% 0.72% 105% 122 8.2% 3.9
Rosalind Advisors
5730
Rosalind Advisors
Ontario, Canada
USD 196 M +USD 39.4 M +25% 28.8% – 51 56.86% 0.4
Oakcliff Capital Partners
5731
Oakcliff Capital Partners
New York
USD 196 M -USD 3.29 M -2% 6.99% 133% 9 0% 4.9
River Street Advisors
5732
River Street Advisors
Illinois
USD 196 M +USD 11.3 M +6% 1.84% 93.5% 155 16.77% 1.5
Leicht Financial Planning & Wealth Management
5733
Leicht Financial Planning & Wealth Management
New Jersey
USD 195 M -USD 3.18 M -2% 0.79% 50.2% 19 10.53% 3
SM
5734
Salzhauer Michael
USD 195 M +USD 32.1 M +20% 9% 98% 99 25.25% 4.2
KC
5735
Kades & Cheifetz
Pennsylvania
USD 195 M +USD 20.8 M +12% 0.94% – 112 19.64% 1.4
Vermillion Wealth Management
5736
Vermillion Wealth Management
Minnesota
USD 195 M – – 1% – 550 – 0
Astor Investment Management
5737
Astor Investment Management
Illinois
USD 195 M -USD 13.8 M -7% 0.45% 23.3% 39 43.59% 1.1
Teton Advisors
5738
Teton Advisors
New York
USD 195 M -USD 28.9 M -13% 2.16% 139% 202 6.93% 8
My Personal CFO LLC
5739
My Personal CFO LLC
Washington
USD 195 M +USD 12.6 M +7% 0.39% 83.4% 89 2.25% 2.2
Alhambra Investment Management
5740
Alhambra Investment Management
Florida
USD 195 M +USD 2.16 M +1% 0.15% 67.7% 184 15.22% 2.9
Peirce Capital Management
5741
Peirce Capital Management
Texas
USD 195 M -USD 4.27 M -2% 3.42% 56.6% 36 5.56% 1
Timonier Family Office
5742
Timonier Family Office
North Carolina
USD 195 M – – 1.91% – 49 – 0
NI
5743
NCP Inc
California
USD 195 M +USD 19.3 M +11% 9.54% – 142 10.56% 0.7
Applied Capital
5744
Applied Capital
Arkansas
USD 195 M +USD 277 k +0.1% 1.82% 52.6% 48 6.25% 2
HCA
5745
Hyperion Capital Advisors
New York
USD 195 M -USD 18.2 M -9% 0.69% 86.1% 132 30.3% 2.2
Burrus Financial Services
5746
Burrus Financial Services
Utah
USD 195 M -USD 7.22 M -4% 2.89% 31.3% 10 0% 2.1
Acorn Creek Capital
5747
Acorn Creek Capital
Colorado
USD 195 M +USD 6.06 M +3% 0.05% 66.6% 84 19.05% 0.8
Kennicott Capital Management
5748
Kennicott Capital Management
California
USD 195 M -USD 66.2 M -25% 5.72% 98% 45 11.11% 2.9
Client First Capital
5749
Client First Capital
California
USD 195 M +USD 13.6 M +8% 1.55% 54.6% 20 10% 1.4
Resolute Wealth Strategies
5750
Resolute Wealth Strategies
Mississippi
USD 194 M +USD 1.91 M +1% 7.04% 105% 103 12.62% 1.5