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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)
Wolff Wiese Magana
6326
Wolff Wiese Magana
California
USD 146 M +USD 20.4 M +16% 7.71% 149% 1,029 27.6% 1.9
Cape Ann Asset Management
6327
Cape Ann Asset Management
United Kingdom
USD 146 M +USD 29.6 M +25% 9.6% 199% 7 28.57% 2.6
Main Line Retirement Advisors
6328
Main Line Retirement Advisors
Montana
USD 146 M +USD 15.2 M +12% 6.08% 47.6% 37 5.41% 1.1
Everstar Asset Management
6329
Everstar Asset Management
North Carolina
USD 146 M – – 7.64% – 194 – 0
Spectrum Investment Advisors
6330
Spectrum Investment Advisors
Wisconsin
USD 146 M +USD 9.2 M +7% 5.78% – 27 7.41% 0.6
PVAMC
6331
PPS&V Asset Management Consultants
Michigan
USD 146 M +USD 6.19 M +4% 5.76% 80.7% 39 5.13% 1.6
Affinity Investment Advisors
6332
Affinity Investment Advisors
California
USD 146 M +USD 12.6 M +9% 9.22% 189% 139 17.99% 3.2
Summerhill Capital Management
6333
Summerhill Capital Management
Ontario, Canada
USD 146 M +USD 4.5 M +3% 9.51% – 20 0% 0.5
Omni 360 Wealth
6334
Omni 360 Wealth
New Jersey
USD 146 M +USD 13.9 M +11% 6.21% 59.9% 111 5.41% 0.7
Cedar Point Capital Partners
6335
Cedar Point Capital Partners
Iowa
USD 146 M +USD 11.9 M +9% 5.4% 55.4% 65 18.46% 0.6
Equinox Partners Investment Management
6336
Equinox Partners Investment Management
Connecticut
USD 146 M -USD 9.7 M -6% 10.5% 241% 9 0% 2.4
Gunn & Company Investment Management
6337
Gunn & Company Investment Management
Florida
USD 145 M -USD 1541 M -91% 7.51% – 146 59.59% 0.9
Conscious Wealth Investments
6338
Conscious Wealth Investments
Florida
USD 145 M +USD 6.19 M +4% 6.58% – 50 6% 0.7
Clay Northam Wealth Management
6339
Clay Northam Wealth Management
California
USD 145 M +USD 13.4 M +10% 4.74% 125% 94 9.57% 1.9
McDonough Capital Management
6340
McDonough Capital Management
Florida
USD 145 M +USD 7.88 M +6% 4.87% 98.1% 47 8.51% 2.3
MPM Asset Management
6341
MPM Asset Management
Massachusetts
USD 145 M -USD 36.8 M -20% 0.48% 5.89% 6 0% 3.3
Mills Wealth Advisors
6342
Mills Wealth Advisors
Texas
USD 145 M +USD 5.32 M +4% 4.55% 37.9% 59 16.95% 1.3
Wilson & Boucher Capital Management
6343
Wilson & Boucher Capital Management
California
USD 145 M +USD 14.7 M +11% 6.59% 69.8% 120 10.83% 2.2
AIM
6344
AHL Investment Management
Florida
USD 145 M +USD 8.63 M +6% 7.4% 57.7% 69 7.25% 2.2
Shearwater Capital
6345
Shearwater Capital
Colorado
USD 145 M +USD 8.85 M +7% 6.35% 74.4% 48 12.5% 2.1
Hofer & Associates
6346
Hofer & Associates
California
USD 145 M +USD 16 M +12% 4.91% 61.7% 60 6.67% 2
Legend Financial Advisors
6347
Legend Financial Advisors
Pennsylvania
USD 145 M +USD 3.92 M +3% 6.44% 117% 295 47.46% 1.8
King Street Capital Management
6348
King Street Capital Management
New York
USD 145 M +USD 65.3 M +82% 41.8% 140% 10 40% 0.5
ROI Financial Advisors
6349
ROI Financial Advisors
Oregon
USD 145 M +USD 7.03 M +5% 5.27% 165% 69 14.49% 0.7
Panoramic Investment Advisors
6350
Panoramic Investment Advisors
Colorado
USD 145 M – – 5.28% – 118 – 1.3