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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)
Investmark Advisory Group
6401
Investmark Advisory Group
Connecticut
USD 97 M -USD 10 M -9% 1.65% 73.8% 390 76.92% 0.2
Roberts Capital Advisors
6402
Roberts Capital Advisors
Colorado
USD 96.9 M -USD 10.3 M -10% 8.99% – 96 1.04% 0.2
HC
6403
Hoese & Co
Minnesota
USD 96.9 M -USD 3.72 M -4% 3.2% 51% 220 10.45% 0.8
Phoenix Wealth Advisors
6404
Phoenix Wealth Advisors
North Carolina
USD 96.7 M -USD 35.7 M -27% 4.76% 68.8% 132 39.39% 1.1
Leo H. Evart Inc
6405
Leo H. Evart Inc
California
USD 96.7 M -USD 5.94 M -6% 5.1% – 45 13.33% 0.2
My Personal CFO LLC
6406
My Personal CFO LLC
Washington
USD 96.6 M -USD 18.1 M -16% 8.18% 83.4% 63 14.29% 0.2
CCA
6407
Covey Capital Advisors
Georgia
USD 96.6 M -USD 28 M -22% 8.89% 118% 40 10% 2.8
Matrix China Management IV
6408
Matrix China Management IV
Cayman Islands
USD 96.6 M -USD 79.6 M -45% 45.2% – 1 0% 0.3
CCFP
6409
Charles Carroll Financial Partners
Massachusetts
USD 96.5 M -USD 4.18 M -4% 5.64% – 46 26.09% 0.2
Upper Left Wealth Management
6410
Upper Left Wealth Management
Florida
USD 96.5 M -USD 3.67 M -4% 3.04% 52.7% 56 17.86% 0.2
AMH Equity
6411
AMH Equity
New York
USD 96.4 M +USD 24.5 M +34% 4.2% 267% 40 50% 0.1
MF
6412
Meridian Financial
Massachusetts
USD 96.4 M -USD 10.7 M -10% 4.43% 58.5% 102 14.71% 0.2
Centerstone Investors
6413
Centerstone Investors
New York
USD 96.4 M -USD 17.1 M -15% 0.5% 73.7% 23 21.74% 2.8
KA
6414
Kearns & Associates
California
USD 96.4 M -USD 5.96 M -6% 5.3% 78.7% 16 0% 0.3
JI
6415
Jeereddi Investments
California
USD 96.2 M -USD 7.28 M -7% 7.96% 37.7% 56 17.86% 1.6
Vericrest Private Wealth
6416
Vericrest Private Wealth
Pennsylvania
USD 96.2 M -USD 11.7 M -11% 6.45% – 40 5% 0.2
Kraft Asset Management
6417
Kraft Asset Management
Tennessee
USD 96.2 M +USD 4.18 M +5% 3% 41% 21 14.29% 0.2
Daventry Group
6418
Daventry Group
New York
USD 96.1 M +USD 7.32 M +8% 11.9% 26.2% 9 33.33% 0.2
Moulton Wealth Management
6419
Moulton Wealth Management
Washington
USD 96.1 M -USD 40.7 M -30% 4.81% 47.8% 31 51.61% 1.2
Elm Ridge Management
6420
Elm Ridge Management
New York
USD 96 M +USD 17.4 M +22% 26.8% 93.6% 30 13.33% 2.7
17 Capital Partners
6421
17 Capital Partners
Arizona
USD 95.9 M -USD 13.8 M -13% 8.82% – 107 22.43% 0.6
First National Bank Sioux Falls
6422
First National Bank Sioux Falls
South Dakota
USD 95.8 M +USD 2.25 M +2% 2.9% 70.3% 122 10.66% 3.3
P.A.W. Capital
6423
P.A.W. Capital
Connecticut
USD 95.7 M -USD 13.3 M -12% 10.8% 30.2% 63 9.52% 3.8
Paradigm Strategies in Wealth Management
6424
Paradigm Strategies in Wealth Management
Minnesota
USD 95.7 M -USD 3.04 M -3% 2.84% 41.2% 51 11.76% 0.9
SWG
6425
Summit Wealth Group
Vermont
USD 95.5 M +USD 7.73 M +9% 4.4% 56.7% 35 34.29% 0.8