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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)
Millington Financial Advisors
6176
Millington Financial Advisors
Illinois
USD 163 M -USD 9.6 M -6% 3.32% 77.5% 97 24.74% 1.5
Plotkin Financial Advisors
6177
Plotkin Financial Advisors
Maryland
USD 163 M -USD 5.83 M -3% 4.44% 95.3% 98 13.27% 3.1
Rubicon Founders
6178
Rubicon Founders
Tennessee
USD 163 M +USD 49.7 M +44% 32.3% – 3 66.67% 0.4
Foundry Financial Group
6179
Foundry Financial Group
New Hampshire
USD 162 M +USD 910 k +0.6% 0.79% 57.4% 62 9.68% 1
Robert Bosch
6180
Robert Bosch
Germany
USD 162 M -USD 194 M -54% 3.29% – 4 75% 0.3
FP
6181
Factorial Partners
New York
USD 162 M -USD 11.9 M -7% 4.82% 88.7% 70 7.14% 3.3
Incline Global Management
6182
Incline Global Management
New York
USD 162 M +USD 30.3 M +23% 11.4% 40.1% 31 38.71% 1.4
Little Harbor Advisors
6183
Little Harbor Advisors
Massachusetts
USD 162 M -USD 7.2 M -4% 4.05% 59% 7 0% 2
JCP Investment Management
6184
JCP Investment Management
Texas
USD 162 M -USD 7.56 M -4% 0.27% 94.7% 20 30% 1.2
AGP Franklin
6185
AGP Franklin
Tennessee
USD 162 M -USD 2.28 M -1% 0.72% – 91 25.27% 0.2
Family Capital Management
6186
Family Capital Management
Michigan
USD 162 M -USD 3.55 M -2% 4.25% 78.7% 76 13.16% 1.7
ViaWealth
6187
ViaWealth
Kansas
USD 162 M -USD 3.64 M -2% 1.82% 77.2% 153 7.84% 1.9
WealthCollab
6188
WealthCollab
Washington
USD 162 M +USD 5.31 M +3% 1.66% – 976 16.7% 1
4Thought Financial Group
6189
4Thought Financial Group
New York
USD 162 M +USD 710 k +0.4% 1.16% 40.8% 90 1.11% 3.4
Virginia Wealth Management Group
6190
Virginia Wealth Management Group
Virginia
USD 162 M +USD 380 k +0.2% 3.64% 49.4% 57 15.79% 2.6
Camelot Portfolios
6191
Camelot Portfolios
Ohio
USD 162 M +USD 69.2 M +75% 1.4% 47.2% 211 36.97% 2.9
Olistico Wealth
6192
Olistico Wealth
Oklahoma
USD 162 M -USD 10.2 M -6% 5.14% 108% 355 14.93% 1
Highlander Partners
6193
Highlander Partners
Texas
USD 162 M -USD 14.4 M -8% 6.26% 241% 45 13.33% 1.6
Solano Wealth Investment Advisors
6194
Solano Wealth Investment Advisors
California
USD 162 M -USD 4.71 M -3% 3.36% – 35 8.57% 0.2
Tenon Financial
6195
Tenon Financial
New Jersey
USD 162 M +USD 7.14 M +5% 2.08% – 49 12.24% 0.9
Inlight Wealth Management
6196
Inlight Wealth Management
Georgia
USD 162 M +USD 9.5 M +6% 6.02% – 291 83.51% 0
Vaughan & Co Securities
6197
Vaughan & Co Securities
New Jersey
USD 162 M -USD 4.36 M -3% 2% 70.7% 56 5.36% 3.6
Innova Wealth Partners
6198
Innova Wealth Partners
Pennsylvania
USD 161 M +USD 2.63 M +2% 1.61% 72.5% 107 23.36% 0.5
Treasure Coast Financial Planning
6199
Treasure Coast Financial Planning
Florida
USD 161 M +USD 9.5 M +6% 1.59% 35.5% 41 12.2% 2
Pring Turner Capital Group
6200
Pring Turner Capital Group
California
USD 161 M +USD 11.9 M +8% 2.7% 70.8% 68 5.88% 4.4