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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)
LRZ Capital
5926
LRZ Capital
Florida
USD 222 M – – 2.99% – 18 – 0
Mitchell Sinkler & Starr
5927
Mitchell Sinkler & Starr
Pennsylvania
USD 221 M -USD 1.08 M -0.5% 2.46% 85.6% 145 6.21% 5.3
Silver Oak Advisory Group
5928
Silver Oak Advisory Group
Oregon
USD 221 M +USD 166 k +0.1% 0.79% 28.9% 79 7.59% 2.8
Brentview Investment Management
5929
Brentview Investment Management
Illinois
USD 221 M +USD 1.68 M +0.8% 2.98% – 70 12.86% 0.8
Gildi lifeyrissjodur
5930
Gildi lifeyrissjodur
USD 221 M – – 8.71% – 2 – 0
CastleKeep Investment Advisors
5931
CastleKeep Investment Advisors
Connecticut
USD 221 M +USD 7.14 M +3% 2.31% – 92 7.61% 1.4
Transcendent Capital Group
5932
Transcendent Capital Group
Oklahoma
USD 221 M -USD 2.56 M -1% 1.55% 82.3% 133 24.06% 1.3
Forager Capital Management
5933
Forager Capital Management
Alabama
USD 221 M -USD 5.8 M -3% 4.61% 52.6% 12 16.67% 2.5
SA
5934
Sunesis Advisors
Kansas
USD 221 M +USD 6.76 M +3% 1.82% – 55 10.91% 2.8
Robbins Farley
5935
Robbins Farley
New Hampshire
USD 221 M -USD 20 M -8% 0.68% 106% 180 22.78% 2.9
Grand Wealth Management
5936
Grand Wealth Management
Michigan
USD 221 M +USD 13.3 M +6% 2.31% 58.5% 86 18.6% 2.2
TFG
5937
Team Financial Group
California
USD 220 M +USD 4.65 M +2% 1.26% 46% 276 10.14% 0.7
Seamount Financial Group
5938
Seamount Financial Group
Colorado
USD 220 M +USD 8.45 M +4% 2.57% 79.7% 138 7.25% 1.4
Forte Asset Management
5939
Forte Asset Management
New York
USD 220 M +USD 12.4 M +6% 1.04% 57.7% 75 5.33% 2.1
Causey Wealth LLC
5940
Causey Wealth LLC
Colorado
USD 220 M +USD 15.3 M +7% 1.55% – 76 18.42% 0.8
Heritage Family Offices
5941
Heritage Family Offices
Arizona
USD 220 M +USD 5.14 M +2% 2.1% – 220 18.64% 1.1
Cooper/Haims Advisors
5942
Cooper/Haims Advisors
New York
USD 220 M +USD 5.99 M +3% 0.55% 58.8% 105 20.95% 3.8
Lakeridge Wealth Management
5943
Lakeridge Wealth Management
Ohio
USD 220 M -USD 4.99 M -2% 2.11% – 163 10.43% 1.6
Elite Financial
5944
Elite Financial
Idaho
USD 220 M +USD 1.58 M +0.7% 1.38% – 54 1.85% 0.9
Tandem Capital Management
5945
Tandem Capital Management
New Jersey
USD 220 M +USD 4.99 M +2% 2.64% 128% 122 9.02% 3.5
Horizon Financial Services
5946
Horizon Financial Services
North Carolina
USD 220 M +USD 10.1 M +5% 1.06% 42.6% 387 13.7% 1.3
Yoder Wealth Management
5947
Yoder Wealth Management
California
USD 220 M +USD 8.29 M +4% 2.16% 69.3% 123 9.76% 2.1
Mad River Investors
5948
Mad River Investors
Massachusetts
USD 220 M -USD 14.1 M -6% 5.22% 169% 40 12.5% 2.8
Rockingstone Advisors
5949
Rockingstone Advisors
Massachusetts
USD 219 M +USD 16.8 M +8% 5.87% 114% 115 9.57% 2.3
AFT
5950
Alpha Family Trust
California
USD 219 M +USD 6.25 M +3% 4.98% 215% 209 15.31% 1.8