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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)
IFS
6326
Intelligent Financial Strategies
Minnesota
USD 103 M -USD 8.59 M -8% 2.8% 63.5% 117 10.26% 0.2
Rather & Kittrell
6327
Rather & Kittrell
Tennessee
USD 103 M -USD 11.1 M -10% 3.61% 41.1% 337 81.9% 0.3
Paragon Private Wealth Management
6328
Paragon Private Wealth Management
Kentucky
USD 102 M -USD 10.3 M -9% 2.72% 104% 118 15.25% 0.2
KL
6329
KCK Ltd
Bermuda
USD 102 M -USD 39.1 M -28% 26.7% – 4 0% 0.3
Derbend Asset Management
6330
Derbend Asset Management
Georgia
USD 102 M USD 0 0% 5.02% 23.9% 85 1.18% 0.7
MIM
6331
Meixler Investment Management
Arizona
USD 102 M +USD 5.23 M +5% 12.1% 60.8% 94 22.34% 0.2
BG Investment Services
6332
BG Investment Services
Guam
USD 102 M -USD 8.68 M -8% 5.37% – 11 27.27% 0.2
Pine Haven Investment Counsel
6333
Pine Haven Investment Counsel
Massachusetts
USD 102 M -USD 5.03 M -5% 3.94% 86.3% 108 6.48% 0.2
RCWM
6334
Royal Capital Wealth Management
Indiana
USD 102 M -USD 865 k -0.8% 1.7% 83.8% 109 11.01% 0.2
AM
6335
Account Management
Massachusetts
USD 102 M -USD 13.6 M -12% 3.12% 88.3% 27 14.81% 4.3
In-Depth Partners
6336
In-Depth Partners
Florida
USD 102 M -USD 62.6 M -38% 16.2% 157% 14 7.14% 0.2
Barden Capital Management
6337
Barden Capital Management
Texas
USD 102 M -USD 2.93 M -3% 5.84% 80.1% 63 7.94% 0.2
Integrity Advisory
6338
Integrity Advisory
Kansas
USD 102 M – – 4.72% – 80 – 0
Kolinsky Wealth Management
6339
Kolinsky Wealth Management
New Jersey
USD 102 M -USD 6.23 M -6% 5.38% 44.6% 166 24.7% 0.2
Menard Financial Group
6340
Menard Financial Group
Texas
USD 101 M -USD 20.5 M -17% 4.07% 141% 159 28.3% 1.2
Delos Wealth Advisors
6341
Delos Wealth Advisors
Texas
USD 101 M -USD 3.59 M -3% 0.96% 58% 466 45.71% 0.6
RI
6342
Rinkey Investments
California
USD 101 M -USD 7.64 M -7% 2.55% 42.1% 293 86.35% 0.2
Forefront Wealth Management
6343
Forefront Wealth Management
Pennsylvania
USD 101 M -USD 3.66 M -3% 1.47% – 64 37.5% 0.2
GC
6344
Gratia Capital
California
USD 101 M +USD 16.1 M +19% 2.26% 42.4% 43 37.21% 0.5
Addition Three General Partner
6345
Addition Three General Partner
New York
USD 101 M -USD 24.8 M -20% 36.9% – 1 0% 0.3
Trustco Bank (New York)
6346
Trustco Bank (New York)
New York
USD 101 M -USD 13.5 M -12% 0.52% 131% 71 5.63% 5.3
Horizon Family Wealth
6347
Horizon Family Wealth
Illinois
USD 101 M +USD 2.74 M +3% 5.63% 68.6% 64 31.25% 0.2
GWMI
6348
Guardian Wealth Management (Illinois)
Illinois
USD 101 M -USD 3.2 M -3% 4% 98.1% 243 7.41% 0.2
OmniStar Financial Group
6349
OmniStar Financial Group
North Carolina
USD 101 M +USD 2.89 M +3% 0.43% 75.6% 124 16.94% 1
Northland Capital Management
6350
Northland Capital Management
Minnesota
USD 101 M -USD 16.7 M -14% 4.09% 37.5% 23 39.13% 0.2