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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)
New Age Alpha Advisors
6151
New Age Alpha Advisors
New York
USD 134 M – – 13.4% 115% 46 – 0
Calixto Global Investors
6152
Calixto Global Investors
Florida
USD 134 M +USD 30.6 M +30% 27.3% 180% 12 58.33% 0.7
Midwest Financial Group
6153
Midwest Financial Group
Kansas
USD 134 M +USD 15.8 M +13% 11.5% 103% 101 7.92% 0.7
UNC Management Company
6154
UNC Management Company
North Carolina
USD 134 M +USD 29.9 M +29% 27.8% 92% 2 50% 1
Successful Portfolios
6155
Successful Portfolios
Florida
USD 134 M +USD 21 M +19% 9.7% 110% 173 17.92% 3.9
Investments & Financial Planning LLC
6156
Investments & Financial Planning LLC
Kentucky
USD 134 M +USD 21.4 M +19% 10.7% 68% 35 14.29% 1.8
Virtus Investment Advisers
6157
Virtus Investment Advisers
Connecticut
USD 134 M -USD 13.5 M -9% 13.9% 195% 388 48.45% 0.5
Prepared Retirement Institute
6158
Prepared Retirement Institute
Pennsylvania
USD 133 M – – 7.87% 50.1% 75 – 0
Interchange Capital Partners
6159
Interchange Capital Partners
Pennsylvania
USD 133 M +USD 7.68 M +6% 12.5% 106% 162 15.43% 1.4
Hibernia Wealth Partners
6160
Hibernia Wealth Partners
Louisiana
USD 133 M +USD 4.26 M +3% 6.87% 40.6% 364 84.89% 0.2
KilterHowling LLC
6161
KilterHowling LLC
Colorado
USD 133 M +USD 19.8 M +17% 8.71% 55.1% 53 22.64% 1.5
Meritas Wealth Management
6162
Meritas Wealth Management
California
USD 133 M +USD 2.83 M +2% 15.8% 69.4% 52 23.08% 0.8
DHK Financial Advisors
6163
DHK Financial Advisors
New Hampshire
USD 133 M +USD 21.1 M +19% 9.97% 46.1% 71 15.49% 1
Barnett & Company
6164
Barnett & Company
Tennessee
USD 133 M +USD 5.3 M +4% 8.46% 77% 78 6.41% 4.1
BWM
6165
Bullock Wealth Management
Indiana
USD 133 M +USD 13 M +11% 10.5% 101% 625 9.44% 1.8
Boyar Asset Management
6166
Boyar Asset Management
New York
USD 133 M +USD 5.88 M +5% 13.1% 87% 83 7.23% 6.4
Bain Capital Public Equity
6167
Bain Capital Public Equity
Massachusetts
USD 133 M +USD 2.89 M +2% 16.9% 169% 43 62.79% 0.4
GIM
6168
Greenwich Investment Management
Connecticut
USD 133 M +USD 6.93 M +5% 5.13% – 43 11.63% 3.8
InTrack Investment Management
6169
InTrack Investment Management
Vermont
USD 133 M +USD 19.5 M +17% 11.4% 99.2% 143 19.58% 1.6
Granite Harbor Advisors
6170
Granite Harbor Advisors
Texas
USD 133 M +USD 8.71 M +7% 9.68% 70.1% 80 13.75% 0.9
Arbor Capital Management (Alaska)
6171
Arbor Capital Management (Alaska)
Alaska
USD 133 M +USD 20.8 M +19% 8.47% 62.7% 111 18.02% 1.5
Financial Futures
6172
Financial Futures
New Jersey
USD 133 M +USD 10.7 M +9% 8.95% 48.5% 54 27.78% 1.4
Grizzlyrock Capital
6173
Grizzlyrock Capital
Illinois
USD 133 M – – 9.3% – 20 – 0
Ballew Advisors
6174
Ballew Advisors
Mississippi
USD 133 M +USD 11.6 M +10% 9.65% 68% 104 12.5% 3.4
Washburn Capital Management
6175
Washburn Capital Management
Florida
USD 133 M +USD 14.6 M +12% 12.8% 123% 52 25% 2.6