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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)
Mission Hills Financial Advisory
6251
Mission Hills Financial Advisory
California
USD 195 M +USD 5.95 M +3% 1.21% – 58 15.52% 1
Revere Asset Management
6252
Revere Asset Management
Texas
USD 195 M -USD 88.9 M -31% 0.14% 592% 46 69.57% 0.6
International City Management Association Retirement Corp
6253
International City Management Association Retirement Corp
District of Columbia
USD 195 M -USD 1.74 M -0.9% 0.82% 48.1% 6 0% 2.4
Yardley Wealth Management
6254
Yardley Wealth Management
Pennsylvania
USD 195 M +USD 7.02 M +4% 0.9% – 36 0% 1.4
Castleview Partners
6255
Castleview Partners
Texas
USD 195 M -USD 6.73 M -3% 1.34% 61.3% 225 23.56% 2.7
W Advisors LLC
6256
W Advisors LLC
Tennessee
USD 195 M -USD 3.75 M -2% 0.1% 88.7% 149 10.74% 2.8
Crestview Partners III
6257
Crestview Partners III
New York
USD 195 M -USD 8.52 M -4% 0.47% 51.2% 2 0% 3
Lantern Wealth Advisors
6258
Lantern Wealth Advisors
New York
USD 195 M +USD 6.82 M +4% 0.74% – 190 22.63% 1.4
Alethea Capital Management
6259
Alethea Capital Management
Washington
USD 195 M -USD 11 M -5% 6.06% 246% 17 41.18% 2.3
WestCap Management
6260
WestCap Management
California
USD 195 M -USD 265 M -58% 53.9% – 2 0% 0.3
Tower View Wealth Management
6261
Tower View Wealth Management
Wisconsin
USD 195 M -USD 7.45 M -4% 1.51% 135% 208 17.31% 3.5
Symphony Financial Services
6262
Symphony Financial Services
Ohio
USD 195 M -USD 271 k -0.1% 0.78% – 107 12.15% 1.3
Wynn Capital
6263
Wynn Capital
Georgia
USD 195 M -USD 11.2 M -5% 4.06% 115% 109 1.83% 2.1
Next Level Wealth Planning
6264
Next Level Wealth Planning
Idaho
USD 195 M +USD 6.79 M +4% 1.07% – 73 9.59% 0.9
Clayton Financial Group
6265
Clayton Financial Group
Missouri
USD 195 M -USD 1.45 M -0.7% 0.7% 69.8% 641 10.61% 0.4
Exit Wealth Advisors
6266
Exit Wealth Advisors
Georgia
USD 195 M +USD 25.4 M +15% 1.36% – 166 45.78% 0.3
Cassia Capital Partners
6267
Cassia Capital Partners
North Carolina
USD 194 M +USD 9.6 M +5% 0.67% 59.9% 67 5.97% 2.8
KIM
6268
Kane Investment Management
California
USD 194 M -USD 11.7 M -6% 1.54% – 107 19.63% 0.9
Treasure Coast Financial Planning
6269
Treasure Coast Financial Planning
Florida
USD 194 M +USD 6 M +3% 0.93% 35.5% 50 12% 2.5
Pettee Investors
6270
Pettee Investors
Connecticut
USD 194 M +USD 15.9 M +9% 0.29% 102% 119 10.08% 6.7
17 Capital Partners
6271
17 Capital Partners
Arizona
USD 194 M +USD 139 k +0.1% 3.6% – 183 18.03% 2.1
OEP Capital Advisors
6272
OEP Capital Advisors
New York
USD 194 M +USD 56.5 M +41% 19.5% 23.2% 1 0% 5.3
IFS Advisors
6273
IFS Advisors
Kansas
USD 194 M +USD 1.57 M +0.8% 0.92% 54.2% 220 14.09% 2.5
True Vision MN
6274
True Vision MN
Minnesota
USD 194 M -USD 2.87 M -1% 1.07% – 129 37.98% 1.2
Omni 360 Wealth
6275
Omni 360 Wealth
New Jersey
USD 194 M -USD 1.48 M -0.8% 1.14% 59.9% 131 8.4% 1.8