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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)
MA
6151
McBroom & Associates
Nevada
USD 113 M -USD 20 M -15% 6.92% 148% 32 18.75% 0.2
Widmann Financial Services
6152
Widmann Financial Services
Maryland
USD 113 M -USD 8.48 M -7% 1.95% 75.2% 504 82.34% 0.2
Birchcreek Wealth Management
6153
Birchcreek Wealth Management
Ohio
USD 113 M -USD 1.79 M -2% 3.57% 86.1% 123 13.01% 1.1
Navis Wealth Advisors
6154
Navis Wealth Advisors
New York
USD 113 M -USD 6.07 M -5% 4.7% 107% 109 9.17% 1.1
4Thought Financial Group
6155
4Thought Financial Group
New York
USD 113 M -USD 11.1 M -9% 5.87% 40.8% 101 3.96% 0.9
Copperleaf Capital
6156
Copperleaf Capital
North Carolina
USD 113 M -USD 3.07 M -3% 4.58% 102% 60 5% 1.6
January Capital Advisors
6157
January Capital Advisors
California
USD 113 M -USD 13.2 M -10% 1.63% – 52 32.69% 0.2
CCM
6158
Composite Capital Management
Hong Kong
USD 113 M -USD 218 M -66% 66% – 1 0% 0.8
WealthCare Investment Partners
6159
WealthCare Investment Partners
Rhode Island
USD 113 M +USD 9.13 M +9% 1.31% 67.6% 112 18.75% 0.2
Resonate Capital
6160
Resonate Capital
California
USD 113 M -USD 2.37 M -2% 11.3% – 23 4.35% 0.3
Graham Capital Wealth Management
6161
Graham Capital Wealth Management
District of Columbia
USD 112 M -USD 10 M -8% 0.06% 50.6% 143 43.36% 0.2
Weaver C. Barksdale & Associates
6162
Weaver C. Barksdale & Associates
Tennessee
USD 112 M +USD 1.93 M +2% 2.2% 61.6% 61 3.28% 4.4
Courant Investment Management
6163
Courant Investment Management
Tennessee
USD 112 M -USD 11.5 M -9% 5.44% 35.2% 12 0% 3.2
Five Oceans Advisors
6164
Five Oceans Advisors
California
USD 112 M -USD 1.03 M -0.9% 4.09% 85.3% 127 18.9% 0.4
Steward Financial Group
6165
Steward Financial Group
Texas
USD 112 M +USD 3.87 M +4% 3.72% – 383 32.38% 0.2
Pacific Wealth Management
6166
Pacific Wealth Management
California
USD 112 M -USD 19.4 M -15% 5.37% 72.8% 17 29.41% 0.6
LJCM
6167
Lee Johnson Capital Management
Texas
USD 112 M -USD 9.8 M -8% 7.64% 136% 75 37.33% 0.2
Moneda USA
6168
Moneda USA
New York
USD 112 M – – 26.6% – 12 – 0
Richwood Investment Advisors
6169
Richwood Investment Advisors
Ohio
USD 112 M -USD 2.32 M -2% 2.35% 71.9% 269 56.88% 0.2
TWS
6170
Thomas W. Smith
USD 112 M -USD 38.4 M -26% 23.9% – 8 0% 6.9
Adirondack Retirement Specialists
6171
Adirondack Retirement Specialists
New York
USD 112 M -USD 2.86 M -2% 21.9% 13.1% 18 16.67% 0.9
SM
6172
Saya Management
New York
USD 112 M +USD 382 k +0.3% 8.39% 34.8% 15 40% 1
Virginia Wealth Management Group
6173
Virginia Wealth Management Group
Virginia
USD 112 M +USD 657 k +0.6% 1.53% 49.4% 60 1.67% 0.3
CarsonAllaria Wealth Management
6174
CarsonAllaria Wealth Management
Illinois
USD 112 M -USD 1.38 M -1% 3.76% 51.7% 380 15% 0.2
Andrews Lucia Wealth Management
6175
Andrews Lucia Wealth Management
California
USD 112 M +USD 1.24 M +1% 4.15% 64% 20 10% 0.2