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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)
Chan Zuckerberg Initiative
6226
Chan Zuckerberg Initiative
California
USD 110 M -USD 200 M -64% 1.81% 59% 6 66.67% 0.3
Vanguard Capital Wealth Advisors
6227
Vanguard Capital Wealth Advisors
Colorado
USD 110 M +USD 9.8 M +10% 11.4% 234% 150 24% 2.4
Unconventional Investor
6228
Unconventional Investor
New Hampshire
USD 110 M +USD 5.41 M +5% 5.73% 62.7% 34 8.82% 1.3
Kellett Wealth Advisors
6229
Kellett Wealth Advisors
Ohio
USD 110 M +USD 6.11 M +6% 3.63% 76.3% 63 20.63% 1.1
Verum Partners
6230
Verum Partners
North Carolina
USD 110 M +USD 16.4 M +18% 4.63% 57.7% 108 43.52% 0.3
A
6231
Atomvest
Hong Kong
USD 110 M -USD 2.37 M -2% 22.6% 90% 5 40% 1.4
Mass General Brigham
6232
Mass General Brigham
Massachusetts
USD 110 M -USD 18.4 M -14% 8.17% – 9 55.56% 1.2
Terra Nova Asset Management
6233
Terra Nova Asset Management
New York
USD 110 M +USD 7.85 M +8% 8.85% 172% 87 8.05% 2.7
Hiddenite Capital Partners
6234
Hiddenite Capital Partners
New York
USD 110 M -USD 25.8 M -19% 6.22% 466% 55 61.82% 0.6
Advanced Portfolio Management
6235
Advanced Portfolio Management
New York
USD 110 M +USD 9.37 M +9% 1.73% 19.8% 119 87.39% 0.1
MY Wealth Management
6236
MY Wealth Management
Maryland
USD 110 M +USD 9.8 M +10% 3.82% 41.2% 29 6.9% 1.1
RCA
6237
Reitz Capital Advisors
Michigan
USD 110 M +USD 1.19 M +1% 3.7% 11% 53 13.21% 2.3
RF&L Wealth Management
6238
RF&L Wealth Management
Massachusetts
USD 110 M +USD 6.41 M +6% 7% 73.8% 52 3.85% 0.5
GWMI
6239
Guardian Wealth Management (Illinois)
Illinois
USD 110 M +USD 5.71 M +5% 4.04% 98.1% 248 10.08% 1.3
Autonomy Capital (Jersey)
6240
Autonomy Capital (Jersey)
Jersey
USD 110 M +USD 39.3 M +56% 22.3% 33.4% 15 26.67% 1.2
Totem Point Management
6241
Totem Point Management
New York
USD 109 M +USD 5.71 M +5% 12.9% 577% 19 36.84% 0.8
Unionview LLC
6242
Unionview LLC
Washington
USD 109 M +USD 2.87 M +3% 6.43% 21.2% 88 12.5% 1.2
LFGH
6243
Lee Financial Group Hawaii
Hawaii
USD 109 M +USD 12.3 M +13% 3.37% 12.9% 37 35.14% 1.5
Global Assets Advisory
6244
Global Assets Advisory
Florida
USD 109 M +USD 11.3 M +12% 6.05% 95.9% 133 24.81% 0.6
CIG
6245
Cascade Investment Group
Colorado
USD 109 M +USD 7.93 M +8% 7.16% 93.2% 128 9.38% 0.5
Martin Capital Advisors
6246
Martin Capital Advisors
Texas
USD 109 M +USD 12.4 M +13% 13% 140% 65 7.69% 1.3
Cottonwood Capital Advisors
6247
Cottonwood Capital Advisors
Utah
USD 109 M +USD 579 k +0.5% 5.18% 79% 100 11% 1.3
Endowment Wealth Management
6248
Endowment Wealth Management
Wisconsin
USD 109 M +USD 9.6 M +10% 6.25% 70.7% 141 9.22% 1.1
Pring Turner Capital Group
6249
Pring Turner Capital Group
California
USD 109 M +USD 8.37 M +8% 5.35% 70.8% 63 7.94% 3.8
Fischer Investment Strategies
6250
Fischer Investment Strategies
California
USD 109 M – – 2.53% 81% 31 – 0