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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)
EdgeRock Capital
6101
EdgeRock Capital
Colorado
USD 137 M -USD 27.3 M -17% 9.81% 79.7% 355 90.7% 0.1
Chesapeake Capital Corp
6102
Chesapeake Capital Corp
Florida
USD 137 M – – 16% – 143 – 0
Capstone Triton Financial Group
6103
Capstone Triton Financial Group
Oklahoma
USD 137 M +USD 294 k +0.2% 11.6% – 108 7.41% 1.8
Magnolia Capital Advisors
6104
Magnolia Capital Advisors
Mississippi
USD 137 M +USD 32.8 M +31% 9.43% 78.7% 96 36.46% 1.1
MFG
6105
MTM Financial Group
Pennsylvania
USD 137 M +USD 16.9 M +14% 6.27% 36.5% 56 8.93% 1.3
Western Pacific Wealth Management
6106
Western Pacific Wealth Management
Illinois
USD 137 M +USD 15 M +12% 12.8% 91.4% 284 18.66% 1.5
Anchor IV
6107
Anchor IV
Singapore
USD 137 M +USD 24.8 M +22% 22.2% – 1 0% 0.3
Onyx Financial Advisors
6108
Onyx Financial Advisors
Idaho
USD 137 M +USD 20.5 M +18% 10.2% 57.8% 15 46.67% 0.6
Gould Capital
6109
Gould Capital
Washington
USD 137 M +USD 13 M +10% 11.4% 60.1% 199 3.52% 1.8
FSC Wealth Advisors
6110
FSC Wealth Advisors
New York
USD 137 M +USD 40.1 M +42% 8.09% 66.4% 297 25.59% 1
DIS
6111
Diversified Investment Strategies
Louisiana
USD 136 M +USD 4.63 M +4% 14.7% 93.8% 48 6.25% 4.3
Sterling Investment Management
6112
Sterling Investment Management
Arizona
USD 136 M +USD 23.9 M +21% 5.13% 45.3% 66 24.24% 4.2
Trademark Financial Management
6113
Trademark Financial Management
Minnesota
USD 136 M – – 9.22% 67.5% 86 – 0
BlackDiamond Wealth Management
6114
BlackDiamond Wealth Management
New York
USD 136 M +USD 25.5 M +23% 8.29% 70.8% 149 24.16% 1.1
Evergreen Wealth Management
6115
Evergreen Wealth Management
Michigan
USD 136 M +USD 9.45 M +7% 9.36% 68.8% 56 1.79% 0.9
MFC
6116
Miramar Fiduciary Corp
Nevada
USD 136 M – – 11.2% – 6 – 2.5
Cohen Investment Advisors
6117
Cohen Investment Advisors
New Hampshire
USD 136 M +USD 11.4 M +9% 12.4% 90.6% 77 2.6% 2.8
Prosperitas Financial
6118
Prosperitas Financial
California
USD 136 M +USD 6.97 M +5% 10.4% 118% 68 13.24% 0.2
Firetrail Investments
6119
Firetrail Investments
Australia
USD 136 M – – 12.2% 139% 22 – 0
Walnut Level Capital
6120
Walnut Level Capital
Colorado
USD 136 M – – 10.3% – 35 – 0
HighMark Wealth Management
6121
HighMark Wealth Management
Minnesota
USD 136 M +USD 15.1 M +13% 11.8% 110% 613 14.03% 2.6
Cobblestone Asset Management
6122
Cobblestone Asset Management
Virginia
USD 136 M +USD 14 M +12% 7.74% 60.6% 48 29.17% 0.2
ASI
6123
Advisory Services & Investments
Oregon
USD 136 M +USD 21.9 M +19% 11.1% 19.9% 34 14.71% 1.5
Brogan Financial
6124
Brogan Financial
Tennessee
USD 135 M +USD 21.6 M +19% 9.31% 46.4% 46 28.26% 0.8
Sebold Capital Management
6125
Sebold Capital Management
Illinois
USD 135 M +USD 12.9 M +11% 10.4% – 70 7.14% 0.9