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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)
Kieckhefer Group
5826
Kieckhefer Group
Wisconsin
USD 214 M +USD 29.2 M +16% 18.8% – 57 21.05% 0.6
Fox Hill Wealth Management
5827
Fox Hill Wealth Management
Massachusetts
USD 214 M +USD 19.1 M +10% 11.7% – 136 20.59% 1.3
FCG Investment Company
5828
FCG Investment Company
Tennessee
USD 214 M +USD 21.9 M +11% 16.3% – 98 16.33% 0.9
Forge Financial Services
5829
Forge Financial Services
Oklahoma
USD 213 M +USD 80.2 M +60% 5.66% – 22 9.09% 0.7
Southern Capital Advisors
5830
Southern Capital Advisors
Tennessee
USD 213 M +USD 17.9 M +9% 7.11% 66.8% 84 5.95% 2.4
Napa Wealth Management
5831
Napa Wealth Management
California
USD 213 M +USD 4.3 M +2% 10.4% – 181 45.3% 0.7
AFT
5832
Alpha Family Trust
California
USD 213 M +USD 11.3 M +6% 12.6% 215% 205 14.63% 1.7
Leslie Global Wealth
5833
Leslie Global Wealth
Illinois
USD 213 M +USD 26.1 M +14% 7.79% – 81 19.75% 0.9
Rings Capital Management
5834
Rings Capital Management
Illinois
USD 213 M +USD 6.27 M +3% 6.9% 40.9% 7 0% 3.2
Inlight Wealth Management
5835
Inlight Wealth Management
Georgia
USD 213 M +USD 19.8 M +10% 9.21% – 257 7.78% 0.5
Battery Global Advisors
5836
Battery Global Advisors
Massachusetts
USD 213 M +USD 9.9 M +5% 3.65% 76.5% 152 9.21% 1
StepStone Group
5837
StepStone Group
California
USD 213 M +USD 162 M +322% 11.5% 107% 21 57.14% 1.6
Steinberganna Wealth Management
5838
Steinberganna Wealth Management
New York
USD 213 M – – 10.3% – 133 – 0
Hiley Hunt Wealth Management
5839
Hiley Hunt Wealth Management
Nebraska
USD 213 M +USD 14.6 M +7% 5.28% 48.4% 46 6.52% 1.4
First Affirmative Financial Network
5840
First Affirmative Financial Network
Colorado
USD 213 M +USD 18 M +9% 6.95% – 311 15.11% 2.1
Lloyd Advisory Services
5841
Lloyd Advisory Services
Georgia
USD 212 M +USD 5.54 M +3% 5.45% 51.1% 122 37.7% 0.9
Versant Venture Management
5842
Versant Venture Management
California
USD 212 M +USD 130 M +159% 55.8% 409% 9 11.11% 2.2
Kapstone Financial Advisors
5843
Kapstone Financial Advisors
Ohio
USD 212 M +USD 11.8 M +6% 6.95% 131% 126 7.94% 2
PACK Private Wealth
5844
PACK Private Wealth
Minnesota
USD 212 M +USD 23.6 M +12% 7.81% 52.8% 55 12.73% 2.4
22NW LP
5845
22NW LP
Washington
USD 212 M +USD 53.5 M +34% 43.2% 138% 23 17.39% 1.9
Summit Place Financial Advisors
5846
Summit Place Financial Advisors
New Jersey
USD 212 M +USD 13.5 M +7% 9.16% 111% 105 17.14% 3
CWM
5847
CCG Wealth Management
California
USD 212 M +USD 22.4 M +12% 9.4% 82.6% 88 12.5% 3.2
Kilter Group
5848
Kilter Group
New York
USD 212 M -USD 7.8 M -4% 8.02% – 1,330 21.43% 0.2
Bernzott Capital Advisors
5849
Bernzott Capital Advisors
California
USD 212 M +USD 16 M +8% 11.9% 46.2% 34 8.82% 3.1
Seamount Financial Group
5850
Seamount Financial Group
Colorado
USD 212 M +USD 17.3 M +9% 7.11% 79.7% 142 14.79% 1.2