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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)
McCarter Private Wealth Services
5726
McCarter Private Wealth Services
Massachusetts
USD 230 M +USD 7.51 M +3% 2.15% – 177 16.38% 0.9
Aurelius Family Office
5727
Aurelius Family Office
New Hampshire
USD 230 M -USD 2.59 M -1% 1.03% – 48 2.08% 1.2
SCM
5728
Soros Capital Management
New York
USD 230 M -USD 151 M -40% 10.1% 673% 64 37.5% 1.3
Haven Private
5729
Haven Private
Florida
USD 230 M +USD 1.09 M +0.5% 0.67% – 178 16.29% 0.9
CIS
5730
Custom Index Systems
New York
USD 230 M +USD 3.14 M +1% 3.6% 121% 292 31.51% 1
Barnes Pettey Financial Advisors
5731
Barnes Pettey Financial Advisors
Mississippi
USD 229 M +USD 27.2 M +13% 1.36% 86.9% 163 16.56% 2.1
Allie Family Office
5732
Allie Family Office
Florida
USD 229 M +USD 15.3 M +7% 0.97% 68.5% 111 16.22% 2.6
Cloud Capital Management
5733
Cloud Capital Management
Washington
USD 229 M +USD 17.7 M +8% 1.02% – 118 23.73% 0.8
Cane Capital Partners
5734
Cane Capital Partners
Louisiana
USD 229 M -USD 25.1 M -10% 5.06% – 167 35.33% 0.2
Alternative Investment Advisors
5735
Alternative Investment Advisors
Florida
USD 229 M -USD 3.19 M -1% 3.5% 78.6% 81 27.16% 1.2
NerdWallet Wealth Partners
5736
NerdWallet Wealth Partners
New York
USD 229 M +USD 6.11 M +3% 1.72% – 73 35.62% 0.4
Harper Investing
5737
Harper Investing
California
USD 229 M -USD 3.18 M -1% 3.32% 58.7% 77 18.18% 1.5
Smith Shellnut Wilson
5738
Smith Shellnut Wilson
Mississippi
USD 229 M -USD 31.7 M -12% 0.93% 98.6% 150 8% 4.8
Granite Harbor Advisors
5739
Granite Harbor Advisors
Texas
USD 229 M -USD 7.67 M -3% 2.18% 70.1% 135 11.85% 1.9
NBZ Investment Advisors
5740
NBZ Investment Advisors
Tennessee
USD 229 M -USD 722 k -0.3% 2.31% – 77 16.88% 0.9
Two Point Capital Management
5741
Two Point Capital Management
New York
USD 229 M -USD 17.8 M -7% 3.22% – 28 10.71% 2.8
MI
5742
Moneywise Inc
Virginia
USD 229 M -USD 11.4 M -5% 0.21% 60.8% 92 21.74% 2.9
Abound Financial
5743
Abound Financial
California
USD 229 M -USD 29.5 M -11% 2.25% – 291 7.9% 0.5
Worth Financial Advisory Group
5744
Worth Financial Advisory Group
North Carolina
USD 229 M +USD 22.4 M +11% 4.24% 93.3% 202 86.14% 1.5
Carl Stuart Investment Advisor
5745
Carl Stuart Investment Advisor
Texas
USD 229 M +USD 118 M +107% 0.31% 94.5% 29 48.28% 1.6
One Wealth Capital Management
5746
One Wealth Capital Management
Arizona
USD 229 M -USD 6.03 M -3% 7.21% – 152 32.24% 0.8
IRON Financial
5747
IRON Financial
Illinois
USD 229 M +USD 11.3 M +5% 0.81% 60.6% 167 34.13% 3
CM
5748
Cosmic Management
California
USD 229 M -USD 95.8 M -30% 26.2% – 4 0% 0.3
FNY Investment Advisers
5749
FNY Investment Advisers
New York
USD 229 M -USD 126 M -35% 1.64% 386% 1,226 59.46% 0.7
GeoSphere Capital Management
5750
GeoSphere Capital Management
Florida
USD 229 M -USD 75 M -25% 36.4% 446% 62 67.74% 0.4