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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)
RiverGlades Family Offices
6126
RiverGlades Family Offices
Florida
USD 109 M +USD 16.8 k +0% 5.77% – 83 19.28% 3
Onyx Financial Advisors
6127
Onyx Financial Advisors
Idaho
USD 109 M +USD 8.26 M +8% 4.77% 57.8% 10 0% 0.3
Jupiter Wealth Management
6128
Jupiter Wealth Management
Colorado
USD 109 M +USD 5.27 M +5% 6.37% 99.2% 70 24.29% 2.4
Cottonwood Capital Advisors
6129
Cottonwood Capital Advisors
Utah
USD 109 M -USD 3.36 M -3% 3.86% 79% 99 9.09% 1.1
JDM Financial Group
6130
JDM Financial Group
Texas
USD 109 M +USD 4.05 M +4% 7.03% 56.7% 233 13.73% 0.2
Midwest Financial Group
6131
Midwest Financial Group
Kansas
USD 109 M – – 6.85% 103% 90 – 0
AIM
6132
AHL Investment Management
Florida
USD 108 M +USD 855 k +0.8% 2.18% 57.7% 65 10.77% 1
V-Square Quantitative Management
6133
V-Square Quantitative Management
Illinois
USD 108 M – – 13.3% 111% 140 – 0
KM Capital Management
6134
KM Capital Management
Texas
USD 108 M +USD 7.9 M +8% 5.85% 60.8% 49 18.37% 0.2
Valley Brook Capital Group
6135
Valley Brook Capital Group
Pennsylvania
USD 108 M +USD 4.14 M +4% 5.28% 122% 113 8.85% 2
Milestone Advisory Partners
6136
Milestone Advisory Partners
North Carolina
USD 108 M -USD 26 M -19% 2.96% 19.7% 72 9.72% 2.7
RCA
6137
Reitz Capital Advisors
Michigan
USD 108 M +USD 3.35 M +3% 3.89% 11% 52 5.77% 2.1
Lionsbridge Wealth Management
6138
Lionsbridge Wealth Management
Florida
USD 108 M +USD 5.74 M +6% 2.86% 65.5% 47 17.02% 1.3
AFG Fiduciary Services
6139
AFG Fiduciary Services
Massachusetts
USD 108 M +USD 2.02 M +2% 10.8% 72.4% 90 28.89% 0.8
Founders Circle Capital
6140
Founders Circle Capital
California
USD 108 M -USD 34.1 M -24% 2.47% 28% 11 18.18% 1.4
Montz Harcus Wealth Management
6141
Montz Harcus Wealth Management
Louisiana
USD 108 M +USD 7.36 M +7% 8.21% 84.1% 55 7.27% 1.1
Millington Financial Advisors
6142
Millington Financial Advisors
Illinois
USD 108 M +USD 5.66 M +6% 6.24% 77.5% 70 1.43% 0.3
Zeit Capital
6143
Zeit Capital
Colorado
USD 108 M +USD 5.14 M +5% 5.88% 56.5% 33 9.09% 1.9
Capital Square
6144
Capital Square
Tennessee
USD 108 M -USD 2.58 M -2% 2.3% 62.5% 159 18.24% 2
VERITY Wealth Advisors
6145
VERITY Wealth Advisors
United States
USD 108 M +USD 5.93 M +6% 5.8% 59.9% 74 2.7% 2.8
Greycroft
6146
Greycroft
New York
USD 108 M +USD 7.46 M +7% 21.4% 20% 3 33.33% 1.1
Signature Wealth Management Partners
6147
Signature Wealth Management Partners
New Jersey
USD 108 M +USD 6.26 M +6% 8.83% 97.9% 111 10.81% 1.8
Brooklyn FI
6148
Brooklyn FI
New York
USD 108 M -USD 32 M -23% 4.43% 60.4% 48 29.17% 1
Shearwater Capital
6149
Shearwater Capital
Colorado
USD 108 M +USD 8.68 M +9% 10.2% 74.4% 41 14.63% 1.1
Whitefort Capital Management
6150
Whitefort Capital Management
New York
USD 108 M -USD 21.1 M -16% 7.3% 243% 21 23.81% 0.7