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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)
Stegent Equity Advisors
6126
Stegent Equity Advisors
Texas
USD 123 M – – 4.13% 96.4% 100 – 0
Paladin Advisory Group
6127
Paladin Advisory Group
Iowa
USD 123 M – – – 78.7% 278 – 0
SCC
6128
Steel Canyon Capital
Arizona
USD 123 M -USD 7.04 M -5% 4.28% 62.8% 24 12.5% 1.3
CWMGP
6129
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
USD 123 M – – 9.57% 85.4% 80 – 0
McDonough Capital Management
6130
McDonough Capital Management
Florida
USD 123 M – – 9.93% 98.1% 41 – 0
ASA
6131
Armstrong Shaw Associates
Connecticut
USD 123 M +USD 8.57 M +7% 11.8% 51.2% 44 6.82% 4.9
Operose Advisors
6132
Operose Advisors
Wisconsin
USD 123 M – – 6.8% 68.8% 304 – 0
Alliance Wealth Advisors (Pennsylvania)
6133
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
USD 123 M +USD 9.9 M +9% 8.59% 74.4% 121 7.44% 0.9
Henrickson Nauta Wealth Advisors
6134
Henrickson Nauta Wealth Advisors
Michigan
USD 123 M – – 6.7% 61.6% 316 – 0
Surience Private Wealth
6135
Surience Private Wealth
Washington
USD 123 M – – 12.7% 169% 23 – 0
Draper Asset Management
6136
Draper Asset Management
New York
USD 123 M +USD 16.1 M +15% 16.2% 187% 67 44.78% 0.6
Peterson Financial Group
6137
Peterson Financial Group
Iowa
USD 123 M – – 11.9% 32.4% 79 – 0
Graham Capital Wealth Management
6138
Graham Capital Wealth Management
District of Columbia
USD 122 M – – 4.61% 50.6% 118 – 0
Accurate Wealth Management
6139
Accurate Wealth Management
Florida
USD 122 M +USD 7.52 M +7% 9.58% 101% 144 6.94% 0.4
Caxton Corporation
6140
Caxton Corporation
New Jersey
USD 122 M -USD 1.06 M -0.9% 2.6% 512% 57 12.28% 1.2
Defined Wealth Management
6141
Defined Wealth Management
Oregon
USD 122 M +USD 9.5 M +8% 8.35% 78.1% 96 6.25% 0.9
Weinberger Asset Management
6142
Weinberger Asset Management
California
USD 122 M – – 8.48% 89.6% 35 – 0
Financial Futures
6143
Financial Futures
New Jersey
USD 122 M – – 5.24% 48.5% 52 – 0
Menard Financial Group
6144
Menard Financial Group
Texas
USD 122 M +USD 7.9 M +7% 11.4% 141% 175 28% 0.9
LJCM
6145
Lee Johnson Capital Management
Texas
USD 122 M – – 11.3% 136% 69 – 0
Paragon Financial Partners
6146
Paragon Financial Partners
California
USD 122 M – – 10.3% 90.6% 86 – 0
Axiom Advisory
6147
Axiom Advisory
California
USD 122 M – – 5.25% 16.4% 32 – 0
Robinson Value Management
6148
Robinson Value Management
Texas
USD 122 M +USD 9.7 M +9% 8.56% 79.3% 116 45.69% 2.6
Orca Investment Management
6149
Orca Investment Management
Oregon
USD 122 M +USD 7.43 M +7% 8.41% 139% 66 12.12% 4.6
Nierenberg Investment Management Company
6150
Nierenberg Investment Management Company
Washington
USD 122 M -USD 7.38 M -6% 5.55% 135% 40 7.5% 0.9