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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)
Register Financial Advisors
5851
Register Financial Advisors
Georgia
USD 150 M +USD 13 M +9% 13.7% 130% 650 63.38% 0.8
Granite FO LLC
5852
Granite FO LLC
New Hampshire
USD 149 M +USD 7.22 M +5% 8.59% 112% 163 3.07% 0.9
ACP
5853
Altitude Crest Partners
Connecticut
USD 149 M – – 12.2% – 12 – 0
Asset Allocation & Management Company
5854
Asset Allocation & Management Company
Illinois
USD 149 M -USD 17.7 M -11% 9.12% 58.5% 55 20% 2.6
Catalina Capital Group
5855
Catalina Capital Group
California
USD 149 M – – 8.86% – 177 – 0
LaSalle St. Investment Advisors
5856
LaSalle St. Investment Advisors
Illinois
USD 149 M -USD 55.3 M -27% 7.18% 61.9% 140 25.71% 0.7
S.A. Mason
5857
S.A. Mason
Michigan
USD 149 M +USD 10.4 M +8% 10.8% 116% 328 8.54% 3.3
Financial Council
5858
Financial Council
Maryland
USD 149 M +USD 23.4 M +19% 11.2% 88.6% 78 17.95% 1.4
Dravo Bay
5859
Dravo Bay
Delaware
USD 149 M +USD 11.6 M +8% 8.95% 45.2% 48 14.58% 1.6
Vaughan & Co Securities
5860
Vaughan & Co Securities
New Jersey
USD 149 M +USD 14.5 M +11% 10.6% 70.7% 56 8.93% 2.7
Traction Financial Partners
5861
Traction Financial Partners
Wyoming
USD 149 M – – 10.7% – 62 – 0
Hassell Wealth Management
5862
Hassell Wealth Management
Louisiana
USD 149 M +USD 11.6 M +8% 10.4% 49.7% 21 14.29% 1
AlphaCentric Advisors
5863
AlphaCentric Advisors
Puerto Rico
USD 149 M -USD 27.3 M -16% 9.61% – 298 48.66% 0.6
CWM
5864
CCG Wealth Management
California
USD 149 M -USD 3.79 M -2% 10.8% 82.6% 65 21.54% 3.3
Wealth Advisors of Iowa
5865
Wealth Advisors of Iowa
Iowa
USD 149 M +USD 6.79 M +5% 9.2% 60.9% 65 18.46% 2.1
Watchtower Advisors
5866
Watchtower Advisors
Connecticut
USD 149 M +USD 47.6 M +47% 22.8% 384% 15 60% 0.4
Orleans Capital Management
5867
Orleans Capital Management
Louisiana
USD 149 M +USD 14.3 M +11% 10.2% 94.6% 83 9.64% 2.9
Penbrook Management
5868
Penbrook Management
New York
USD 149 M +USD 12.4 M +9% 11.2% 107% 109 12.84% 5.3
Eliot Finkel Investment Counsel
5869
Eliot Finkel Investment Counsel
California
USD 149 M +USD 15.2 k +0% 10.5% 85.5% 32 6.25% 4.5
Vantage Consulting Group
5870
Vantage Consulting Group
Virginia
USD 149 M -USD 355 k -0.2% 7.45% 261% 219 13.7% 2.2
Baker Hughes Holdings
5871
Baker Hughes Holdings
Texas
USD 149 M -USD 24 M -14% 12% 38.6% 2 0% 1.8
Regency Capital Management
5872
Regency Capital Management
Hawaii
USD 149 M +USD 31 M +26% 9.83% 95.9% 61 40.98% 1
Cahill Wealth Management
5873
Cahill Wealth Management
Michigan
USD 149 M +USD 18.5 M +14% 11% 24.7% 47 6.38% 1.5
RP Management
5874
RP Management
New York
USD 149 M +USD 45.1 M +44% 52.2% 208% 3 0% 2.7
CSA
5875
Cottage Street Advisors
Massachusetts
USD 149 M +USD 11.7 M +9% 11.3% 95.8% 91 14.29% 2.6