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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)
Guardian Wealth Advisors (Minnesota)
6101
Guardian Wealth Advisors (Minnesota)
Minnesota
USD 125 M +USD 12.3 M +11% 6.29% 62.6% 68 10.29% 0.9
Helen Stephens Group
6102
Helen Stephens Group
Texas
USD 125 M – – 6.89% 53.4% 57 – 0
Wayfinding Financial
6103
Wayfinding Financial
Washington
USD 125 M – – 10.7% 81.9% 86 – 0
Cladis Investment Advisory
6104
Cladis Investment Advisory
Montana
USD 125 M – – 7.99% 145% 146 – 0
CCA
6105
Covey Capital Advisors
Georgia
USD 125 M -USD 573 k -0.5% 5.45% 118% 40 17.5% 2.9
Rain Capital Management
6106
Rain Capital Management
Oregon
USD 125 M +USD 4.25 M +4% 4.9% 18.2% 47 2.13% 3.1
VeriStar Capital Management
6107
VeriStar Capital Management
New York
USD 125 M – – 12.5% 41% 10 – 0
PGM
6108
Parian Global Management
New York
USD 125 M -USD 18.8 M -13% 4.2% 65.2% 51 72.55% 0.3
Zeit Capital
6109
Zeit Capital
Colorado
USD 125 M +USD 7.08 M +6% 5.69% 56.5% 38 0% 1
Silverhawk Asset Management
6110
Silverhawk Asset Management
Arizona
USD 125 M – – 4.63% – 28 – 0
Mid-American Wealth Advisory Group
6111
Mid-American Wealth Advisory Group
Missouri
USD 124 M – – 4.88% 14.4% 74 – 0
Tilia Fiduciary Partners
6112
Tilia Fiduciary Partners
North Carolina
USD 124 M – – 9% 101% 560 – 0
GG
6113
Golden Green
South Carolina
USD 124 M -USD 3.91 M -3% 10.1% 92.4% 171 46.2% 0.6
Palladiem
6114
Palladiem
Pennsylvania
USD 124 M +USD 633 k +0.5% 2.81% – 67 17.91% 1.7
Primoris Wealth Advisors
6115
Primoris Wealth Advisors
Florida
USD 124 M – – 13.6% 206% 86 – 0
Vahanian & Associates Financial Planning
6116
Vahanian & Associates Financial Planning
New York
USD 124 M – – 5.95% – 152 – 0
Gouws Capital LLC
6117
Gouws Capital LLC
North Carolina
USD 124 M – – 11% 114% 53 – 0
Courant Investment Management
6118
Courant Investment Management
Tennessee
USD 124 M +USD 5.33 M +4% 5.31% 35.2% 12 8.33% 2.9
4Thought Financial Group
6119
4Thought Financial Group
New York
USD 124 M +USD 8.65 M +8% 3.45% 40.8% 102 4.9% 0.7
Nova R Wealth
6120
Nova R Wealth
Kansas
USD 124 M – – 7.93% 60.7% 79 – 0
Taylor & Morgan Wealth Management
6121
Taylor & Morgan Wealth Management
Michigan
USD 124 M – – 7.84% 85.9% 68 – 0
TPWM
6122
Twelve Points Wealth Management
Massachusetts
USD 123 M – – 5.27% 56.8% 166 – 0
Washington Capital Management
6123
Washington Capital Management
Washington
USD 123 M +USD 10.4 M +9% 7.9% 81.8% 114 18.42% 2.4
Aspire Wealth Management
6124
Aspire Wealth Management
Massachusetts
USD 123 M – – 7.45% 26% 175 – 0
Kinsale Capital Group
6125
Kinsale Capital Group
Virginia
USD 123 M – – 8.64% 75.2% 2 – 0