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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)
Monetta Financial Services
6026
Monetta Financial Services
Illinois
USD 121 M -USD 8.71 M -7% 2.4% 305% 70 54.29% 1.8
Working Capital Advisors (UK)
6027
Working Capital Advisors (UK)
United Kingdom
USD 121 M -USD 89.2 M -42% 46.8% 17.1% 1 0% 1.3
Alliance Wealth Advisors (Pennsylvania)
6028
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
USD 121 M -USD 2.2 M -2% 1.33% 74.4% 125 15.2% 1.1
Future Financial Wealth Management
6029
Future Financial Wealth Management
Ohio
USD 121 M -USD 4.43 M -4% 2.8% 65.2% 580 11.03% 0.4
Atmos Advisory
6030
Atmos Advisory
Pennsylvania
USD 121 M +USD 949 k +0.8% 3.74% 31.9% 21 0% 0.3
Sippican Capital Advisors
6031
Sippican Capital Advisors
Massachusetts
USD 120 M +USD 2.77 M +2% 5.17% 81.1% 113 7.08% 4.3
JKSF
6032
John & Kathleen Schreiber Foundation
Illinois
USD 120 M +USD 2.21 M +2% 1.82% 8.95% 3 0% 0.3
PCC
6033
Park Circle Company
Maryland
USD 120 M -USD 6.42 M -5% 0.21% 75.7% 138 18.84% 2.3
Sandy Cove Advisors
6034
Sandy Cove Advisors
Massachusetts
USD 120 M +USD 1.52 M +1% 5.07% 78% 452 18.58% 0.2
Strategic Financial Planning
6035
Strategic Financial Planning
Texas
USD 120 M -USD 18.9 M -14% 6.24% 47.5% 37 18.92% 1.9
Broadcrest Asset Management
6036
Broadcrest Asset Management
Florida
USD 120 M -USD 17.9 M -13% 17% 54.1% 8 25% 0.2
Axiom Advisory
6037
Axiom Advisory
California
USD 120 M -USD 1.49 M -1% 6.27% 16.4% 34 11.76% 0.2
Henrickson Nauta Wealth Advisors
6038
Henrickson Nauta Wealth Advisors
Michigan
USD 120 M -USD 2.53 M -2% 4.83% 66.9% 317 85.49% 0.2
Islay Capital Management
6039
Islay Capital Management
Texas
USD 120 M -USD 12.1 M -9% 0.1% 72% 325 23.69% 1.4
Sightline Wealth Advisors
6040
Sightline Wealth Advisors
Connecticut
USD 120 M +USD 8.42 M +8% 4.31% 48.5% 61 19.67% 1
Blodgett Wealth Advisors
6041
Blodgett Wealth Advisors
California
USD 120 M -USD 8.77 M -7% 5.6% 150% 92 18.48% 0.2
Morris Financial Concepts
6042
Morris Financial Concepts
South Carolina
USD 120 M +USD 55 k +0% 4.65% 56.5% 123 9.76% 0.2
GL
6043
GHE LLC
Tennessee
USD 120 M -USD 10.4 M -8% 8.81% 188% 56 12.5% 0.2
Blue Square Asset Management
6044
Blue Square Asset Management
New York
USD 120 M -USD 41.3 M -26% 5.55% 117% 88 26.14% 1.6
Wells Financial Advisors
6045
Wells Financial Advisors
Massachusetts
USD 120 M -USD 5.58 M -4% 4.68% 58.9% 61 6.56% 1.2
Safir Wealth Advisors
6046
Safir Wealth Advisors
New Hampshire
USD 120 M -USD 8.73 M -7% 5.07% 52.1% 17 29.41% 0.8
AllGen Financial Advisors
6047
AllGen Financial Advisors
Florida
USD 120 M -USD 15.1 M -11% 0.71% 39.7% 40 20% 1.1
AA
6048
Alta Advisers
United Kingdom
USD 120 M -USD 7.02 M -6% 4.01% 129% 6 0% 3.3
SRAM
6049
Spouting Rock Asset Management
Pennsylvania
USD 120 M -USD 7.84 M -6% 2.59% 74.7% 73 42.47% 1
Carmel Capital Partners
6050
Carmel Capital Partners
California
USD 120 M -USD 14.3 M -11% 11.7% 65.9% 136 19.85% 0.2