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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)
Montis Financial
5826
Montis Financial
Massachusetts
USD 118 M +USD 14.3 M +14% 8.09% 53.8% 65 18.46% 1.7
First National Bank of Hutchinson
5827
First National Bank of Hutchinson
Kansas
USD 118 M -USD 7.36 M -6% 8.13% 121% 112 12.5% 3.7
Melone Private Wealth
5828
Melone Private Wealth
Michigan
USD 118 M +USD 3.53 M +3% 5.69% 30.4% 56 7.14% 1
Brainard Capital Management
5829
Brainard Capital Management
Texas
USD 118 M – – 0.98% – 108 – 0
Tilt Investment Management Holdings
5830
Tilt Investment Management Holdings
New York
USD 118 M – – 8.86% – 138 – 0
Hilltop Wealth Advisors
5831
Hilltop Wealth Advisors
North Carolina
USD 118 M +USD 20.6 M +21% 8.31% 58.3% 41 17.07% 1.8
BWIA
5832
Bryant Woods Investment Advisors
New York
USD 118 M +USD 11.8 M +11% 7.9% 74.4% 42 9.52% 0.8
Mosaic Advisors
5833
Mosaic Advisors
Texas
USD 118 M -USD 7.12 M -6% 8.04% 50.9% 17 17.65% 1.4
Retirement Financial Solutions
5834
Retirement Financial Solutions
Tennessee
USD 118 M – – 5.8% 52.5% 277 – 0
BCM
5835
BlueMar Capital Management
Florida
USD 118 M -USD 18.3 M -13% 11.6% 27.4% 36 58.33% 2
E Fund Management (HK)
5836
E Fund Management (HK)
Hong Kong
USD 118 M -USD 8.3 M -7% 20.6% 137% 33 36.36% 2
Affinia Financial Group
5837
Affinia Financial Group
Massachusetts
USD 118 M +USD 29 M +33% 7.81% 37.5% 35 34.29% 1.8
Resolute Financial
5838
Resolute Financial
Massachusetts
USD 118 M +USD 12.2 M +12% 7.52% – 118 19.49% 0.8
Sharp Capital Gestora de Recursos
5839
Sharp Capital Gestora de Recursos
Brazil
USD 118 M -USD 26 M -18% 9.64% 61.4% 9 33.33% 1.4
Parker Financial
5840
Parker Financial
Washington
USD 118 M – – 6.3% 49.7% 40 – 0
WFA
5841
WMG Financial Advisors
Tennessee
USD 117 M +USD 6.43 M +6% 8.19% 73.8% 152 19.08% 0.8
FAG
5842
Fortitude Advisory Group
Washington
USD 117 M +USD 12.1 M +12% 7.28% 142% 232 18.1% 0.8
Tilson Financial Group
5843
Tilson Financial Group
New Jersey
USD 117 M – – 6.17% 42.9% 59 – 0
Hartree Partners
5844
Hartree Partners
New York
USD 117 M -USD 9.5 M -7% 18.5% 138% 69 46.38% 0.4
Palo Alto Wealth Advisors
5845
Palo Alto Wealth Advisors
California
USD 117 M – – 4.61% 108% 43 – 0
Penbrook Management
5846
Penbrook Management
New York
USD 117 M +USD 1.13 M +1% 12.5% 107% 100 6% 5.2
Consilium Wealth Advisory
5847
Consilium Wealth Advisory
Texas
USD 117 M +USD 27.6 M +31% 9.47% 126% 76 13.16% 0.8
AFC
5848
AFT Forsyth & Company
Florida
USD 117 M +USD 5.18 M +5% 10.1% 135% 136 8.09% 5.9
Social Capital Group
5849
Social Capital Group
California
USD 117 M – – 24% – 4 – 0
Stevard LLC
5850
Stevard LLC
Illinois
USD 117 M +USD 10.9 M +10% 12.7% – 51 5.88% 2.2