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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)
Spotlight Asset Group
6251
Spotlight Asset Group
Illinois
USD 140 M +USD 29.5 M +27% 8.03% – 273 15.38% 1.5
Cosner Financial Group
6252
Cosner Financial Group
Colorado
USD 140 M +USD 21.2 M +18% 6.85% 56.1% 34 5.88% 0.5
CWMGP
6253
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
USD 139 M +USD 33.6 M +32% 6.21% 85.4% 73 26.03% 1.3
McClarren Financial Advisors
6254
McClarren Financial Advisors
Pennsylvania
USD 139 M +USD 7.98 M +6% 7.65% 63% 428 19.86% 1.4
Defined Wealth Management
6255
Defined Wealth Management
Oregon
USD 139 M +USD 8.61 M +7% 7.14% 78.1% 106 10.38% 2.4
MSK
6256
Melissa S. Kampmann
USD 139 M +USD 22.3 M +19% 9.95% 82.1% 40 2.5% 0.5
Echo45 Advisors
6257
Echo45 Advisors
California
USD 139 M +USD 8.98 M +7% 5.33% 53.6% 49 4.08% 1.7
Industrial Alliance Investment Management
6258
Industrial Alliance Investment Management
Quebec, Canada
USD 139 M +USD 12.7 M +10% 7.74% 88.8% 5 0% 2.3
Councilmark Asset Management
6259
Councilmark Asset Management
Tennessee
USD 139 M – – 8.28% – 85 – 0
CastleKeep Investment Advisors
6260
CastleKeep Investment Advisors
Connecticut
USD 139 M -USD 2 M -1% 7.9% 53.2% 103 6.8% 0.2
Unconventional Investor
6261
Unconventional Investor
New Hampshire
USD 139 M +USD 12.5 M +10% 9.39% 62.7% 34 8.82% 1.8
Beacon Financial Strategies
6262
Beacon Financial Strategies
North Carolina
USD 139 M +USD 10.2 M +8% 6.91% 54.2% 34 2.94% 2.5
W.H. Cornerstone Investments
6263
W.H. Cornerstone Investments
Massachusetts
USD 139 M +USD 12.6 M +10% 6.25% 58.2% 138 13.04% 1.1
AC
6264
AIFG Consultants
New York
USD 139 M +USD 7.3 M +6% 5.66% 49.8% 46 17.39% 0.8
EP
6265
Elkhorn Partners
Nebraska
USD 139 M -USD 5.85 M -4% 3.76% 33.1% 52 19.23% 4.7
Sustainable Insight Capital Management
6266
Sustainable Insight Capital Management
New York
USD 139 M +USD 15.8 M +13% 14% 168% 80 45% 1.6
Trust Investment Advisors
6267
Trust Investment Advisors
Indiana
USD 139 M +USD 10.3 M +8% 13.8% 178% 108 23.15% 4.2
Olistico Wealth
6268
Olistico Wealth
Oklahoma
USD 139 M +USD 10.5 M +8% 10.7% 108% 108 8.33% 1.1
Melfa Wealth Management
6269
Melfa Wealth Management
Massachusetts
USD 139 M +USD 32.3 M +30% 5.52% 49.9% 195 27.69% 0.8
APS
6270
American Planning Services
Florida
USD 138 M +USD 8.15 M +6% 8.05% 23.8% 50 14% 1
Peterson Wealth Management
6271
Peterson Wealth Management
Nevada
USD 138 M +USD 27.4 M +25% 10.2% 88.9% 59 20.34% 1.8
Clio Asset Management
6272
Clio Asset Management
Virginia
USD 138 M +USD 15.3 M +12% 13.2% 60.6% 13 15.38% 0.6
KIA
6273
KLR Investment Advisors
Rhode Island
USD 138 M -USD 57.3 k -0% 9.93% – 205 21.46% 0.9
Green Alpha Advisors
6274
Green Alpha Advisors
Colorado
USD 138 M -USD 649 k -0.5% 4.81% 316% 152 7.24% 2.3
Legend Financial Advisors
6275
Legend Financial Advisors
Pennsylvania
USD 138 M +USD 13.6 M +11% 8.59% 117% 197 8.12% 1.4