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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)
KC
6151
Kenfarb & Co
Kentucky
USD 109 M -USD 5.41 M -5% 2.66% – 216 2.31% 1.5
Mosaic Advisors
6152
Mosaic Advisors
Texas
USD 109 M -USD 25.1 M -19% 4.26% 50.9% 20 40% 2.1
Petiole USA
6153
Petiole USA
New York
USD 109 M +USD 7.06 M +7% 1.49% 105% 41 14.63% 1.3
Northern Financial Advisors
6154
Northern Financial Advisors
Michigan
USD 109 M -USD 4.31 M -4% 2.12% 120% 117 5.98% 0.7
Quarry Hill Advisors
6155
Quarry Hill Advisors
Minnesota
USD 109 M -USD 1.68 M -2% 2.2% 65% 40 2.5% 0.7
LFGH
6156
Lee Financial Group Hawaii
Hawaii
USD 109 M -USD 479 k -0.4% 3.11% 12.9% 31 6.45% 1.7
Barnes Pettey Financial Advisors
6157
Barnes Pettey Financial Advisors
Mississippi
USD 109 M -USD 6.72 M -6% 3.59% 79.7% 101 5.94% 1.4
Trevian Wealth Management
6158
Trevian Wealth Management
Massachusetts
USD 109 M +USD 96.4 M +769% 3.04% 103% 31 61.29% 0.6
Massachusetts Wealth Management
6159
Massachusetts Wealth Management
Massachusetts
USD 109 M +USD 4.37 M +4% 1.05% 110% 88 10.23% 0.7
BCM
6160
BML Capital Management
Indiana
USD 109 M -USD 2.27 M -2% 2.01% 376% 33 27.27% 0.5
Omega Fund Management
6161
Omega Fund Management
Massachusetts
USD 109 M -USD 69.6 M -39% 27.9% 106% 12 0% 2.9
BluePath Capital Management
6162
BluePath Capital Management
Georgia
USD 109 M – – 1.04% 106% 335 – 0
Washington Capital Management
6163
Washington Capital Management
Washington
USD 109 M -USD 8.78 M -7% 1.7% 81.8% 114 19.3% 2.9
Costello Asset Management
6164
Costello Asset Management
Pennsylvania
USD 109 M -USD 7.98 M -7% 5.04% 81.5% 207 10.14% 2.8
Panoramic Investment Advisors
6165
Panoramic Investment Advisors
Colorado
USD 109 M – – 2.74% – 99 – 0.6
Maripau Wealth Management
6166
Maripau Wealth Management
Indiana
USD 109 M -USD 3.66 M -3% 3.65% 55.6% 116 26.72% 1
YRHAM
6167
Yong Rong (HK) Asset Management
Hong Kong
USD 109 M -USD 119 M -52% 12.9% 2,310% 28 75% 0.4
Strategic Financial Planning
6168
Strategic Financial Planning
Texas
USD 109 M -USD 4.38 M -4% 4.37% 47.5% 32 6.25% 3.4
AIM
6169
Aquila Investment Management
New York
USD 109 M -USD 13.7 M -11% 3.22% 53.3% 91 16.48% 1.2
JDM Financial Group
6170
JDM Financial Group
Texas
USD 108 M -USD 6.63 M -6% 4.2% 56.7% 213 3.76% 0.7
Howard Wealth Management
6171
Howard Wealth Management
Connecticut
USD 108 M -USD 6.85 M -6% 3.76% 69.9% 102 6.86% 2.1
Dominguez Wealth Management Solutions
6172
Dominguez Wealth Management Solutions
Virginia
USD 108 M -USD 6.09 M -5% 5.1% 59.7% 59 5.08% 0.7
Dean Jacobson Financial Services
6173
Dean Jacobson Financial Services
Texas
USD 108 M -USD 2.22 M -2% 3.42% 59.6% 14 14.29% 0.7
Campion Asset Management
6174
Campion Asset Management
Virginia
USD 108 M -USD 3.89 M -3% 3.84% 70.2% 98 6.12% 2.1
Castleview Partners
6175
Castleview Partners
Texas
USD 108 M -USD 2.78 M -3% 2.77% 61.3% 782 26.34% 1.7