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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)
Redwood Financial Network
6326
Redwood Financial Network
Ohio
USD 98.3 M +USD 10.2 M +12% 7.87% 82.2% 154 12.99% 0.8
Cadence Wealth Management
6327
Cadence Wealth Management
Massachusetts
USD 98.2 M -USD 18.4 M -16% 4.74% 77.7% 37 45.95% 1.1
Global Assets Advisory
6328
Global Assets Advisory
Florida
USD 98.1 M +USD 3.23 M +3% 9.05% 95.9% 161 44.1% 0.5
AWH Capital
6329
AWH Capital
Texas
USD 98 M +USD 17.6 M +22% 12.6% 183% 28 14.29% 2.3
Aldebaran Capital
6330
Aldebaran Capital
Indiana
USD 97.9 M +USD 1.21 M +1% 0.23% 85.9% 36 11.11% 0.2
Sightline Wealth Advisors
6331
Sightline Wealth Advisors
Connecticut
USD 97.9 M +USD 5.17 M +6% 4.89% 48.5% 63 17.46% 1.5
Lancaster Investment Management
6332
Lancaster Investment Management
United Kingdom
USD 97.9 M +USD 26.8 M +38% 24.4% 0.78% 4 0% 1.2
UAML
6333
US Asset Management LLC
Pennsylvania
USD 97.9 M +USD 5.23 M +6% 9.86% 144% 245 4.9% 1.2
BlackDiamond Wealth Management
6334
BlackDiamond Wealth Management
New York
USD 97.7 M +USD 9.46 M +11% 5.13% 80.9% 130 28.46% 0.8
University of Notre Dame du Lac
6335
University of Notre Dame du Lac
Indiana
USD 97.6 M -USD 14.9 M -13% 0.04% – 1 0% 0.5
Delap Wealth Advisory
6336
Delap Wealth Advisory
Oregon
USD 97.5 M +USD 1.89 M +2% 5.78% 73% 74 32.43% 0.2
Benchmark Investment Advisors
6337
Benchmark Investment Advisors
Illinois
USD 97.4 M +USD 2.71 M +3% 16.5% – 97 12.37% 1
Kerntke Otto McGlone Wealth Management Group
6338
Kerntke Otto McGlone Wealth Management Group
Wisconsin
USD 97.2 M +USD 10.3 M +12% 4.1% 64.9% 132 55.3% 1.6
Clay Northam Wealth Management
6339
Clay Northam Wealth Management
California
USD 97.2 M +USD 10.4 M +12% 14.8% 125% 85 14.12% 1
Costello Asset Management
6340
Costello Asset Management
Pennsylvania
USD 97.2 M -USD 13.8 M -12% 2.49% 81.5% 223 8.07% 2.4
Foundation Wealth Management (Missouri)
6341
Foundation Wealth Management (Missouri)
Missouri
USD 97.1 M -USD 1.33 M -1% 5.64% 74.9% 41 17.07% 0.2
LFGH
6342
Lee Financial Group Hawaii
Hawaii
USD 97.1 M -USD 4.58 M -5% 2.33% 12.9% 41 48.78% 1.7
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
6343
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
USD 97.1 M +USD 26.6 M +38% 17.6% 133% 131 38.93% 0.6
Walker Financial Services
6344
Walker Financial Services
Kentucky
USD 97 M USD 0 0% 2.19% 20.8% 24 0% 0.8
Massachusetts Wealth Management
6345
Massachusetts Wealth Management
Massachusetts
USD 97 M -USD 6.54 M -6% 1.08% 110% 81 2.47% 0.2
McDonough Capital Management
6346
McDonough Capital Management
Florida
USD 96.9 M +USD 10.6 M +12% 14.3% 119% 41 0% 1.1
LJCM
6347
Lee Johnson Capital Management
Texas
USD 96.8 M +USD 43.2 M +80% 11.5% 136% 26 42.31% 1
Acuitas Investments
6348
Acuitas Investments
Washington
USD 96.8 M -USD 2.33 M -2% 16.3% 120% 48 31.25% 1
Martin Capital Advisors
6349
Martin Capital Advisors
Texas
USD 96.8 M +USD 7.33 M +8% 14.6% 140% 62 3.23% 1.1
BFAM Partners
6350
BFAM Partners
Hong Kong
USD 96.7 M +USD 4.3 M +5% 4.74% 36.4% 12 66.67% 0.5