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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)
I2I
5851
Insight 2811 Inc
Illinois
USD 227 M +USD 2.36 M +1% 1.13% 31.3% 104 13.46% 4.7
Kaizen Financial Strategies
5852
Kaizen Financial Strategies
California
USD 227 M +USD 5.45 M +2% 3.54% 126% 168 11.9% 2.1
Compass Financial Group (Florida)
5853
Compass Financial Group (Florida)
Florida
USD 227 M +USD 3.73 M +2% 1.74% 47.5% 48 4.17% 3.9
Kilter Group
5854
Kilter Group
New York
USD 227 M +USD 14.5 M +7% 2.11% – 1,499 26.42% 0.4
FA
5855
FAI Advisors
Michigan
USD 227 M +USD 5.26 M +2% 2.72% – 175 9.71% 0.9
CIS
5856
Custom Index Systems
New York
USD 226 M -USD 110 M -33% 2.63% – 296 31.08% 0.9
Midwest Financial Group
5857
Midwest Financial Group
Kansas
USD 226 M +USD 16.6 M +8% 5.83% 103% 129 10.85% 1.9
APSI
5858
Asset Planning Services Inc
Louisiana
USD 226 M -USD 11 M -5% 2% 138% 36 5.56% 5.7
Chris Bulman
5859
Chris Bulman
California
USD 226 M +USD 26.4 M +13% 2.48% – 166 24.7% 0.9
DIM
5860
DC Investments Management
Virginia
USD 226 M -USD 15 M -6% 1.62% 56.3% 95 49.47% 1.5
Bluesphere Advisors
5861
Bluesphere Advisors
Pennsylvania
USD 226 M +USD 7.97 M +4% 3.24% 105% 101 8.91% 2.5
Harold Davidson & Associates
5862
Harold Davidson & Associates
California
USD 226 M +USD 5.94 M +3% 4.29% – 67 4.48% 0.9
Plustick Management
5863
Plustick Management
Virginia
USD 226 M -USD 12.5 M -5% 14.5% 1,667% 25 36% 1.2
Cobalt Capital Management
5864
Cobalt Capital Management
New Jersey
USD 226 M +USD 8.35 M +4% 2.29% 235% 37 64.86% 0.8
Garrison Point Advisors
5865
Garrison Point Advisors
California
USD 226 M -USD 12.5 M -5% 1.76% 95.4% 177 9.6% 4.7
Millington Financial Advisors
5866
Millington Financial Advisors
Illinois
USD 226 M +USD 19.5 M +9% 1.68% 77.5% 131 30.53% 1.5
Nightview Capital
5867
Nightview Capital
Texas
USD 226 M +USD 9.18 M +4% 5.84% 170% 15 20% 1.9
DFS
5868
Dixon Fnancial Services
California
USD 226 M +USD 5.97 M +3% 4.45% 76.6% 53 22.64% 2.2
Wealth Advisors Northwest
5869
Wealth Advisors Northwest
Oregon
USD 225 M +USD 18.7 M +9% 2.19% – 63 12.7% 0.9
MOKAN Wealth Management
5870
MOKAN Wealth Management
Kansas
USD 225 M +USD 26.6 M +13% 1.91% – 114 22.81% 0.7
CMG Global Holdings
5871
CMG Global Holdings
Texas
USD 225 M +USD 20.8 M +10% 2.35% 80.8% 98 6.12% 3.5
SHFP
5872
Second Half Financial Partners
Florida
USD 225 M -USD 1.75 M -0.8% 0.25% 36.8% 107 14.95% 1.2
Blue Square Asset Management
5873
Blue Square Asset Management
New York
USD 225 M -USD 4.1 M -2% 2.75% 117% 86 26.74% 2.3
Sequent Asset Management
5874
Sequent Asset Management
Texas
USD 225 M +USD 14.9 M +7% 1.46% 51.3% 100 7% 2.9
ECM
5875
EMC Capital Management
Texas
USD 225 M +USD 13.7 M +7% 6.14% – 318 7.86% 2.3