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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)
SWP
6401
Semus Wealth Partners
Florida
USD 122 M +USD 14.7 M +14% 10.2% 107% 133 15.79% 0.8
Core Wealth Partners
6402
Core Wealth Partners
California
USD 122 M +USD 12 M +11% 8.98% 75.7% 121 13.22% 0.8
Guardian Financial Partners
6403
Guardian Financial Partners
California
USD 122 M +USD 15.5 M +15% 7.89% 53.9% 45 11.11% 0.6
Vannoy Advisory Group
6404
Vannoy Advisory Group
Texas
USD 122 M – – 9.81% 52.5% 28 – 0
Priebe Wealth Holdings
6405
Priebe Wealth Holdings
Minnesota
USD 122 M – – 11.9% – 64 – 0
Private Client Services
6406
Private Client Services
Kentucky
USD 122 M – – 8.55% 72% 135 – 0
Pinnacle Wealth Management Group
6407
Pinnacle Wealth Management Group
Michigan
USD 122 M +USD 11.9 M +11% 9.62% 64.3% 98 4.08% 1.9
AMAL
6408
Asset Management Advisors LLC
Oklahoma
USD 122 M +USD 15 M +14% 13.1% 125% 18 22.22% 4
Taylor Financial Group
6409
Taylor Financial Group
Virginia
USD 122 M – – 13.3% 79% 89 – 0
RFMS
6410
RWQ Financial Management Services
Florida
USD 122 M +USD 29.4 M +32% 17.7% 446% 28 50% 1.2
Cottonwood Capital Advisors
6411
Cottonwood Capital Advisors
Utah
USD 121 M +USD 14.4 M +13% 11% 79% 131 29.01% 1.3
Rosalind Advisors
6412
Rosalind Advisors
Ontario, Canada
USD 121 M – – 40.6% – 30 – 0
OM
6413
OV Management
Minnesota
USD 121 M – – 13.9% 44.8% 59 – 0
Paladin Advisory Group
6414
Paladin Advisory Group
Iowa
USD 121 M +USD 2.49 M +2% 9.92% 78.7% 262 14.12% 0.7
MWA Asset Management
6415
MWA Asset Management
Massachusetts
USD 121 M +USD 17.5 M +17% 14.6% 183% 118 9.32% 0.2
SFM LLC
6416
SFM LLC
New Hampshire
USD 121 M – – 10.3% 67.5% 57 – 0
Mainsail Management Company
6417
Mainsail Management Company
Texas
USD 121 M +USD 25.1 M +26% 26.4% 55% 2 0% 1
Penney Financial
6418
Penney Financial
Texas
USD 121 M – – 10.1% 54.8% 31 – 0
Data Collective IV
6419
Data Collective IV
California
USD 121 M +USD 15.2 M +14% 16.5% 317% 5 0% 1.8
Diker Management
6420
Diker Management
New York
USD 121 M +USD 8.9 M +8% 11.6% 210% 41 26.83% 2.6
ROI Financial Advisors
6421
ROI Financial Advisors
Oregon
USD 121 M – – 13% 165% 62 – 0
Smallwood Wealth Investment Management
6422
Smallwood Wealth Investment Management
New Jersey
USD 121 M +USD 11 M +10% 10.2% 78% 66 7.58% 1.6
Cedar Point Capital Partners
6423
Cedar Point Capital Partners
Iowa
USD 121 M – – 8.85% 55.4% 50 – 0
CWM
6424
Cordatus Wealth Management
Pennsylvania
USD 121 M +USD 11.4 M +10% 11.1% 108% 60 10% 0.8
Tikehau Investment Management
6425
Tikehau Investment Management
France
USD 121 M -USD 2.07 M -2% 14.7% 102% 15 0% 2.5