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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)
AllGen Financial Advisors
5926
AllGen Financial Advisors
Florida
USD 135 M +USD 12.4 M +10% 6.97% 39.7% 39 20.51% 0.8
PFS Partners
5927
PFS Partners
New Jersey
USD 135 M – – 6.31% 65.2% 351 – 0
Gitterman Wealth Management
5928
Gitterman Wealth Management
New Jersey
USD 135 M +USD 10.3 M +8% 5.95% 33% 108 41.67% 0.5
Warther Private Wealth
5929
Warther Private Wealth
Ohio
USD 135 M +USD 22.6 M +20% 14% 94.1% 130 16.15% 0.4
New Silk Road Investment
5930
New Silk Road Investment
Singapore
USD 135 M -USD 18.8 M -12% 18.7% 21.2% 13 15.38% 1.3
Deep Field Asset Management
5931
Deep Field Asset Management
California
USD 135 M +USD 3.66 M +3% 11.3% 20.1% 18 22.22% 1.5
Mayport LLC
5932
Mayport LLC
Massachusetts
USD 134 M – – 5.48% 62.2% 62 – 0
FWG Holdings
5933
FWG Holdings
Florida
USD 134 M +USD 18.7 M +16% 10.4% 97.5% 99 18.18% 0.4
West Michigan Advisors
5934
West Michigan Advisors
Michigan
USD 134 M – – 9.59% 97.4% 125 – 0
W Advisors LLC
5935
W Advisors LLC
Tennessee
USD 134 M – – 8.65% 88.7% 104 – 0
LifeGuide Financial Advisors
5936
LifeGuide Financial Advisors
Pennsylvania
USD 134 M – – 7.71% 35.4% 24 – 0
Clifford Capital Partners
5937
Clifford Capital Partners
Utah
USD 134 M +USD 24.8 M +23% 2.28% 77.3% 43 6.98% 2.3
Carmel Capital Partners
5938
Carmel Capital Partners
California
USD 134 M – – 13% 65.9% 123 – 0
Resolute Financial
5939
Resolute Financial
Massachusetts
USD 134 M – – 6.96% – 116 – 0
A
5940
Astrantus
Cyprus
USD 134 M – – 7.01% – 208 – 0
Firethorn Wealth Partners
5941
Firethorn Wealth Partners
Georgia
USD 134 M – – 6.65% 75.1% 148 – 0.7
Banta Asset Management
5942
Banta Asset Management
California
USD 134 M +USD 30 M +29% 3.74% – 24 20.83% 1.4
Goodwin Investment Advisory
5943
Goodwin Investment Advisory
Georgia
USD 134 M +USD 30.7 M +30% 7.56% 60.8% 192 30.73% 0.6
Kaizen Financial Strategies
5944
Kaizen Financial Strategies
California
USD 134 M +USD 9.47 M +8% 9.08% 126% 159 20.75% 0.7
Terra Nova Asset Management
5945
Terra Nova Asset Management
New York
USD 133 M +USD 8.88 M +7% 13.2% 172% 96 11.46% 2
Cherrydale Wealth Management
5946
Cherrydale Wealth Management
New Jersey
USD 133 M – – 7.28% 80.8% 39 – 0
Bond & Devick Financial Network
5947
Bond & Devick Financial Network
Minnesota
USD 133 M +USD 13 M +11% 8.22% 46.9% 115 12.17% 0.8
Johnson Midwest Financial
5948
Johnson Midwest Financial
Iowa
USD 133 M +USD 11 M +9% 11% 58.6% 344 17.15% 0.8
Prosperity Consulting Group
5949
Prosperity Consulting Group
Maryland
USD 133 M – – 8.01% 66.8% 97 – 0
WCH
5950
Willoughby Capital Holdings
Connecticut
USD 133 M -USD 38.4 M -22% 22.4% – 1 0% 0.3