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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)
Finer Wealth Management
6176
Finer Wealth Management
Massachusetts
USD 199 M -USD 7.28 M -4% 1.43% 175% 89 8.99% 2.9
Signature Wealth Management Partners
6177
Signature Wealth Management Partners
New Jersey
USD 199 M -USD 2.83 M -1% 2.05% 97.9% 123 8.13% 3.3
BWM
6178
Bullock Wealth Management
Indiana
USD 199 M -USD 5.19 M -3% 0.35% 101% 658 13.68% 3
Crown Oak Advisors
6179
Crown Oak Advisors
California
USD 199 M -USD 11.5 M -5% 0.76% 53.3% 23 0% 2.1
Flower City Capital
6180
Flower City Capital
New York
USD 199 M +USD 3.27 M +2% 1.69% 69.5% 47 8.51% 2.4
LCM Capital Management
6181
LCM Capital Management
Illinois
USD 199 M -USD 7.6 M -4% 1.56% 128% 116 7.76% 3.6
Strategic Planning Inc
6182
Strategic Planning Inc
Ohio
USD 199 M +USD 13.7 M +7% 4.1% – 62 29.03% 0.7
Prospera Capital Management
6183
Prospera Capital Management
Arizona
USD 199 M +USD 1.11 M +0.6% 2.1% – 45 8.89% 0.9
Asset Advisory Group
6184
Asset Advisory Group
New Jersey
USD 199 M -USD 892 k -0.4% 2.04% – 121 4.96% 0.2
Park Avenue Institutional Advisers
6185
Park Avenue Institutional Advisers
New York
USD 199 M +USD 198 M +19,705% 0.5% – 5 40% 0.2
PIM
6186
Pullen Investment Management
Florida
USD 199 M +USD 9.31 M +5% 7.75% – 105 14.29% 1.5
DCM
6187
Dilation Capital Management
New York
USD 199 M -USD 18.3 M -8% 17.6% – 28 60.71% 0.5
William John Sempolinski
6188
William John Sempolinski
Massachusetts
USD 199 M -USD 4.09 M -2% 3.44% – 99 16.16% 0.2
Plotkin Financial Advisors
6189
Plotkin Financial Advisors
Maryland
USD 199 M -USD 5.86 M -3% 3.56% 95.3% 105 8.57% 3.6
Cape Ann Savings Bank
6190
Cape Ann Savings Bank
Massachusetts
USD 199 M +USD 4.16 M +2% 0.57% 72.7% 124 14.52% 4.6
Disciplined Equity Management
6191
Disciplined Equity Management
Florida
USD 199 M +USD 6 M +3% 3.2% 72.3% 65 33.85% 3.2
Patrick Mauro Investment Advisor
6192
Patrick Mauro Investment Advisor
Illinois
USD 199 M +USD 7.68 M +4% 3.66% 38.7% 43 9.3% 2.9
PS
6193
Pennant Select
New Jersey
USD 199 M +USD 9.9 M +5% 1.23% – 16 25% 1.4
NWMP
6194
Noble Wealth Management PBC
Colorado
USD 199 M -USD 175 k -0.1% 1.74% – 655 20.31% 0.9
Mendel Capital Management
6195
Mendel Capital Management
Arkansas
USD 199 M – – 1.18% – 97 – 3.2
Gray Private Wealth
6196
Gray Private Wealth
Massachusetts
USD 199 M -USD 5.93 M -3% 2.89% – 52 9.62% 1.6
Sage Private Wealth Group
6197
Sage Private Wealth Group
Illinois
USD 199 M +USD 12.7 M +7% 3.12% 72.3% 99 11.11% 2.4
Niatross Investments
6198
Niatross Investments
USD 199 M +USD 40.7 M +26% 13.1% – 1 0% 0.3
Smith Thornton Advisors
6199
Smith Thornton Advisors
Alabama
USD 199 M +USD 1.99 M +1% 0.08% – 133 6.77% 1.5
KilterHowling LLC
6200
KilterHowling LLC
Colorado
USD 198 M +USD 978 k +0.5% 2.72% 51.3% 54 14.81% 3.1