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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)
FAG
5726
Fortitude Advisory Group
Washington
USD 236 M +USD 49.8 M +27% 2.81% 142% 233 13.73% 2.7
Caldwell Sutter Capital
5727
Caldwell Sutter Capital
California
USD 236 M +USD 1.75 M +0.7% 3.13% 85.9% 914 8.75% 2.3
Silphium Asset Management
5728
Silphium Asset Management
United Kingdom
USD 236 M -USD 102 M -30% 3.86% 118% 60 60% 1
Boyd Wealth Management
5729
Boyd Wealth Management
California
USD 236 M +USD 3.58 M +2% 1.41% 56.8% 50 10% 3
Worth Asset Management
5730
Worth Asset Management
Texas
USD 236 M +USD 13.3 M +6% 4.59% 115% 201 36.32% 1.3
Melone Private Wealth
5731
Melone Private Wealth
Michigan
USD 236 M +USD 15 M +7% 1.09% 30.4% 60 10% 2.9
Physician Wealth Solutions
5732
Physician Wealth Solutions
Nevada
USD 236 M +USD 6.72 M +3% 1.73% 43.6% 46 2.17% 1.8
CCM
5733
Conway Capital Management
California
USD 236 M -USD 2.6 M -1% 1.9% 164% 52 19.23% 3.6
Red Tortoise LLC
5734
Red Tortoise LLC
Georgia
USD 236 M +USD 5.13 M +2% 2.51% 43.7% 634 12.15% 2.3
Prairie Wealth Advisors
5735
Prairie Wealth Advisors
Nebraska
USD 236 M -USD 8.09 M -3% 0.17% – 159 98.11% 0
MYeCFO
5736
MYeCFO
California
USD 236 M +USD 15.8 M +7% 4.03% 58.5% 67 13.43% 2.2
WA
5737
Win Advisors
Florida
USD 236 M +USD 30.1 M +15% 4.16% 266% 100 68% 0.3
IGYL
5738
I.G.Y. Ltd
United Kingdom
USD 235 M -USD 3.43 M -1% 0.06% 80.5% 3 0% 5.8
YP
5739
YANKCOM Partnership
South Dakota
USD 235 M +USD 13.1 M +6% 2.96% – 393 32.32% 0.7
Exeter Financial
5740
Exeter Financial
Arizona
USD 235 M +USD 3.61 M +2% 1.78% 59.1% 99 9.09% 5.8
One Wealth Capital Management
5741
One Wealth Capital Management
Arizona
USD 235 M +USD 12 M +5% 0.91% – 142 19.01% 0.7
Banque de Luxembourg
5742
Banque de Luxembourg
Luxembourg
USD 235 M +USD 41.4 M +21% 5.06% – 91 15.38% 0.8
Motive Wealth Advisors
5743
Motive Wealth Advisors
Michigan
USD 235 M +USD 2.83 M +1% 2.71% 73.4% 98 15.31% 2.3
Investmark Advisory Group
5744
Investmark Advisory Group
Connecticut
USD 235 M +USD 4.2 M +2% 1.42% 73.8% 138 5.8% 2.7
Pragma Gestao de Patrimonio
5745
Pragma Gestao de Patrimonio
Brazil
USD 235 M +USD 2.46 M +1% 3.42% 75.2% 22 22.73% 1.3
Dean Capital Management
5746
Dean Capital Management
Kansas
USD 235 M -USD 21.7 M -8% 6.06% 89.7% 125 9.6% 1.7
Sightline Wealth Advisors
5747
Sightline Wealth Advisors
Connecticut
USD 235 M +USD 13.1 M +6% 1.3% 48.5% 105 18.1% 2.4
Roubaix Capital
5748
Roubaix Capital
Colorado
USD 235 M +USD 19.8 M +9% 2.69% 159% 68 63.24% 0.5
Deseret Mutual Benefit Administrators
5749
Deseret Mutual Benefit Administrators
Utah
USD 234 M -USD 3.19 M -1% 2.64% 81.9% 519 4.43% 3.9
Christensen King & Associates Investment Services
5750
Christensen King & Associates Investment Services
Washington
USD 234 M +USD 1.6 M +0.7% 1.65% 57.9% 110 7.27% 1.7