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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)
Triton Wealth Management
5826
Triton Wealth Management
Arizona
USD 176 M +USD 4.83 M +3% 4.92% – 90 7.78% 2.7
Prairie Sky Financial Group
5827
Prairie Sky Financial Group
Illinois
USD 176 M +USD 14.9 M +9% 6.76% – 86 13.95% 1
MN Wealth Advisors
5828
MN Wealth Advisors
Kansas
USD 176 M +USD 3.39 M +2% 4.71% 68.3% 111 16.22% 0.6
EntryPoint Capital
5829
EntryPoint Capital
New York
USD 176 M -USD 39.5 M -18% 8.02% – 1,468 67.1% 0.4
School Employees Retirement Board of Ohio
5830
School Employees Retirement Board of Ohio
Ohio
USD 176 M +USD 57.2 M +48% 6.8% – 6 66.67% 0.1
Brogan Financial
5831
Brogan Financial
Tennessee
USD 176 M +USD 17 M +11% 6.64% 46.4% 53 15.09% 1.2
YC
5832
Yunqi Capital
Hong Kong
USD 175 M +USD 17.4 M +11% 27.2% 65.3% 9 44.44% 1.3
NI
5833
NCP Inc
California
USD 175 M +USD 17.4 M +11% 7.34% – 143 9.09% 0.5
AIM
5834
Athena Investment Management
California
USD 175 M +USD 10.5 M +6% 6.5% 88.5% 152 3.29% 2.2
CNA Financial
5835
CNA Financial
Illinois
USD 175 M -USD 3.48 M -2% 4.77% 48.6% 14 21.43% 1.9
Nvest Financial
5836
Nvest Financial
New Hampshire
USD 175 M +USD 12.6 M +8% 7.13% 92.8% 96 12.5% 1.4
Alliance Wealth Advisors (Pennsylvania)
5837
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
USD 175 M +USD 16.2 M +10% 6.99% 74.4% 143 7.69% 2.5
272 Capital
5838
272 Capital
Texas
USD 175 M -USD 24.6 M -12% 4.43% 222% 83 48.19% 0.7
GEM Asset Management
5839
GEM Asset Management
Michigan
USD 175 M +USD 14.3 M +9% 6.45% 62.9% 95 10.53% 1.4
Northland Capital Management
5840
Northland Capital Management
Minnesota
USD 175 M +USD 31.9 M +22% 4.82% 37.5% 31 3.23% 1.7
KC
5841
Kades & Cheifetz
Pennsylvania
USD 175 M +USD 15.5 M +10% 6.48% – 97 8.25% 1.4
Financial Futures
5842
Financial Futures
New Jersey
USD 175 M +USD 13.3 M +8% 4.93% 48.5% 56 10.71% 1.7
Hiley Hunt Wealth Management
5843
Hiley Hunt Wealth Management
Nebraska
USD 175 M +USD 12.7 M +8% 5.85% 48.4% 40 10% 0.7
Grandview Asset Management
5844
Grandview Asset Management
Pennsylvania
USD 175 M +USD 3.68 M +2% 4.1% 200% 64 6.25% 3
CarsonAllaria Wealth Management
5845
CarsonAllaria Wealth Management
Illinois
USD 174 M +USD 11 M +7% 6.83% 51.7% 432 20.83% 1.8
Stone House Capital Management
5846
Stone House Capital Management
Florida
USD 174 M -USD 66.4 M -28% 3.73% 151% 5 60% 1.1
New Republic Capital
5847
New Republic Capital
North Carolina
USD 174 M -USD 24.9 M -13% 6.54% 91.4% 272 23.16% 1.2
Accent Capital Management
5848
Accent Capital Management
Ohio
USD 174 M +USD 11.3 M +7% 3.24% – 227 28.19% 0.5
Bull Oak Capital
5849
Bull Oak Capital
California
USD 174 M +USD 18.8 M +12% 5.38% 62.1% 132 71.97% 0.2
Acute Investment Advisory
5850
Acute Investment Advisory
Arizona
USD 174 M -USD 1.34 M -0.8% 1.15% 15% 20 55% 0.8