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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)
SCP Investment
6151
SCP Investment
California
USD 104 M -USD 3.44 M -3% 7.93% 32.8% 37 48.65% 1.2
Cook Wealth
6152
Cook Wealth
North Carolina
USD 104 M +USD 11.8 M +13% 7.42% 7.36% 47 17.02% 0.8
Pillar Wealth Advisors
6153
Pillar Wealth Advisors
Pennsylvania
USD 104 M +USD 3.4 M +3% 6.65% 21.9% 65 15.38% 0.8
VeriStar Capital Management
6154
VeriStar Capital Management
New York
USD 104 M +USD 13.6 M +15% 20.6% 41% 12 16.67% 0.8
Massachusetts Wealth Management
6155
Massachusetts Wealth Management
Massachusetts
USD 104 M – – 16.4% 110% 80 – 0
KSCM
6156
Key Square Capital Management
Connecticut
USD 104 M +USD 47.4 M +84% 33.2% 50.2% 14 71.43% 0.3
Marmo Financial Group
6157
Marmo Financial Group
Tennessee
USD 104 M – – 10.5% 47.5% 18 – 0
Ascension Capital Advisors
6158
Ascension Capital Advisors
Texas
USD 103 M +USD 10.5 M +11% 6.86% 59.3% 37 29.73% 1.8
VCM
6159
Viewpoint Capital Management
Washington
USD 103 M +USD 2.32 M +2% 7.18% 127% 120 12.5% 0.9
Harrison & Co Wealth Management
6160
Harrison & Co Wealth Management
Virginia
USD 103 M +USD 9.17 M +10% 9.24% – 82 13.41% 0.9
Boothe Investment Group
6161
Boothe Investment Group
Delaware
USD 103 M -USD 50.8 M -33% 5.33% 75.6% 44 31.82% 1.5
WealthTrust Asset Management
6162
WealthTrust Asset Management
Florida
USD 103 M +USD 8.53 M +9% 4.19% 102% 75 24% 0.9
Jupiter Wealth Management
6163
Jupiter Wealth Management
Colorado
USD 103 M +USD 3.7 M +4% 10.2% 99.2% 67 19.4% 2.7
United Community Bank
6164
United Community Bank
South Carolina
USD 103 M +USD 7.56 M +8% 11% 72.7% 278 17.27% 0.9
Midwest Heritage Bank
6165
Midwest Heritage Bank
Iowa
USD 103 M +USD 7.7 M +8% 8.79% 52.2% 65 4.62% 0.9
Strategic Financial Planning
6166
Strategic Financial Planning
Texas
USD 103 M +USD 7.18 M +7% 7.79% 47.5% 34 11.76% 2.5
TrueWealth Financial Partners
6167
TrueWealth Financial Partners
Washington
USD 103 M +USD 11.1 M +12% 9.14% 36.4% 14 7.14% 0.9
Harbor Capital Advisors
6168
Harbor Capital Advisors
Illinois
USD 103 M -USD 5.79 M -5% 2.43% 128% 169 13.02% 0.8
Kellett Wealth Advisors
6169
Kellett Wealth Advisors
Ohio
USD 103 M +USD 21 M +26% 11.1% 76.3% 56 10.71% 0.8
Zeit Capital
6170
Zeit Capital
Colorado
USD 103 M +USD 6.67 M +7% 8.68% 56.5% 38 28.95% 1.6
RCS Financial Planning
6171
RCS Financial Planning
Maryland
USD 103 M – – 6.73% 48.2% 51 – 0
Nationwide Asset Management
6172
Nationwide Asset Management
Ohio
USD 103 M +USD 43.8 M +74% 4.58% 8.56% 7 14.29% 2.6
Tenret Company
6173
Tenret Company
Florida
USD 103 M +USD 12 M +13% 7.24% – 28 14.29% 1.4
Courant Investment Management
6174
Courant Investment Management
Tennessee
USD 103 M +USD 10.4 M +11% 13.1% 35.2% 11 18.18% 4.4
Ally Bridge Group
6175
Ally Bridge Group
New York
USD 103 M -USD 48.7 M -32% 2.18% 844% 45 46.67% 0.4