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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)
HFAS
6401
Hummer Financial Advisory Services
Illinois
USD 90.9 M +USD 5.82 M +7% 7.71% 71.8% 91 6.59% 2.6
Fortune 45 LLC
6402
Fortune 45 LLC
Louisiana
USD 90.9 M +USD 4.74 M +5% 5.72% 85.2% 39 7.69% 0.6
Petra Financial Advisors
6403
Petra Financial Advisors
Colorado
USD 90.9 M – – 7.27% 129% 95 – 0
Endowment Wealth Management
6404
Endowment Wealth Management
Wisconsin
USD 90.9 M +USD 8.39 M +10% 6.38% 70.7% 138 19.57% 0.8
block.one
6405
block.one
Cayman Islands
USD 90.7 M – – 46.1% – 3 – 0
Private Harbour Investment Management & Counsel
6406
Private Harbour Investment Management & Counsel
Ohio
USD 90.7 M +USD 4.44 M +5% 9.47% 82.6% 47 2.13% 5.5
Cape Ann Asset Management
6407
Cape Ann Asset Management
United Kingdom
USD 90.6 M +USD 7.23 M +9% 8.48% 199% 8 25% 2
Metavasi Capital
6408
Metavasi Capital
New York
USD 90.6 M -USD 91.9 M -50% 4.05% 840% 32 59.38% 0.5
Sinecera Capital
6409
Sinecera Capital
Texas
USD 90.6 M +USD 5.65 M +7% 5.91% 13.7% 32 21.88% 0.8
Capital CS Group
6410
Capital CS Group
California
USD 90.6 M -USD 2.5 M -3% 9.72% 27.8% 70 51.43% 0.7
Trustco Bank (New York)
6411
Trustco Bank (New York)
New York
USD 90.5 M +USD 8.61 M +11% 15% 131% 64 1.56% 6.1
LWM Advisory Services
6412
LWM Advisory Services
Florida
USD 90.5 M +USD 2.15 M +2% 6.81% 64.9% 127 45.67% 0.7
HPM
6413
Hudson Portfolio Management
New York
USD 90.4 M +USD 5.81 M +7% 9.81% – 106 7.55% 1.4
MRP Capital Investments
6414
MRP Capital Investments
Georgia
USD 90.4 M – – 6.65% 222% 220 – 0
Paragon Financial Partners
6415
Paragon Financial Partners
California
USD 90.4 M +USD 1.47 M +2% 10.2% 90.6% 80 7.5% 0.9
Acrisure Capital Management
6416
Acrisure Capital Management
Texas
USD 90.3 M – – 9.78% – 254 – 0
Lesa Sroufe & Co
6417
Lesa Sroufe & Co
Washington
USD 90.2 M +USD 7.04 M +8% 11.7% – 72 15.28% 4.1
Sterling Manor Financial
6418
Sterling Manor Financial
New York
USD 90.1 M +USD 9.41 M +12% 7.29% – 61 36.07% 0.8
Penn Mutual Asset Management
6419
Penn Mutual Asset Management
Pennsylvania
USD 89.6 M +USD 13.2 M +17% 12.3% 32% 77 38.96% 0.9
Arlington Capital Management
6420
Arlington Capital Management
Illinois
USD 89.5 M +USD 48.9 M +120% 14.8% 146% 91 93.41% 0
Long Corridor Asset Management
6421
Long Corridor Asset Management
Hong Kong
USD 89.5 M -USD 19.9 M -18% 2.01% 73.6% 19 42.11% 0.7
Martin Capital Advisors
6422
Martin Capital Advisors
Texas
USD 89.4 M +USD 21.4 M +31% 7.7% 140% 60 8.33% 0.9
Chico Wealth RIA
6423
Chico Wealth RIA
California
USD 89.4 M +USD 3.29 M +4% 10.3% 74.7% 25 28% 0.6
Alterna Wealth Management
6424
Alterna Wealth Management
Texas
USD 89.2 M +USD 4.94 M +6% 5.13% 52.9% 104 23.08% 1.7
Meridian Financial Partners
6425
Meridian Financial Partners
Virginia
USD 89 M +USD 18.4 M +26% 7.09% 80.8% 53 22.64% 2