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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)
Northern Capital Management (Washington)
6401
Northern Capital Management (Washington)
Washington
USD 189 M +USD 4.95 M +3% 2.42% 90.9% 52 11.54% 2.8
Gouws Capital LLC
6402
Gouws Capital LLC
North Carolina
USD 189 M +USD 7.32 M +4% 9.37% 114% 56 3.57% 2.8
Crystal Rock Capital Management
6403
Crystal Rock Capital Management
Illinois
USD 189 M +USD 6.03 M +3% 6.85% 164% 33 6.06% 4.8
Envision Financial
6404
Envision Financial
Wisconsin
USD 189 M +USD 14.7 M +8% 1.62% – 43 2.33% 0.9
Strive Financial Group
6405
Strive Financial Group
Indiana
USD 189 M – – 3.02% – 729 – 0
DAG Ventures
6406
DAG Ventures
California
USD 189 M – – 4.27% – 3 – 1.3
PS
6407
Pennant Select
New Jersey
USD 189 M +USD 30 M +19% 17.5% – 13 7.69% 1.5
Bradley & Co Private Wealth Management
6408
Bradley & Co Private Wealth Management
Florida
USD 189 M +USD 8.32 M +5% 5.73% – 227 14.98% 3
MB Generational Wealth
6409
MB Generational Wealth
Washington
USD 189 M +USD 31.5 M +20% 3.08% 68.9% 71 12.68% 1.4
Hofer & Associates
6410
Hofer & Associates
California
USD 189 M +USD 14.1 M +8% 1.76% 61.7% 66 9.09% 2.5
Oasis Advisors
6411
Oasis Advisors
Iowa
USD 189 M – – 0.88% – 75 – 0
Harbour Investment Management
6412
Harbour Investment Management
Washington
USD 189 M -USD 41.4 M -18% 1.73% 58.8% 109 11.93% 6.6
KTC
6413
Kentucky Trust Company
Kentucky
USD 189 M +USD 3.8 M +2% 2.8% – 310 7.1% 0.9
Rachor Investment Advisory Services
6414
Rachor Investment Advisory Services
Michigan
USD 188 M – – 1.56% – 429 – 0
Accel Leaders 3 Associates
6415
Accel Leaders 3 Associates
California
USD 188 M – – 25.4% – 1 – 0
Granville Capital
6416
Granville Capital
North Carolina
USD 188 M – – 1.81% – 84 – 0
Treasure Coast Financial Planning
6417
Treasure Coast Financial Planning
Florida
USD 188 M +USD 8.99 M +5% 1.65% 35.5% 47 8.51% 2.4
Stegner Investment Associates
6418
Stegner Investment Associates
Kentucky
USD 188 M +USD 5.81 M +3% 1.6% 84.8% 34 14.71% 3.4
Spectrum Strategic Capital Management
6419
Spectrum Strategic Capital Management
Oregon
USD 188 M -USD 7 M -4% 1.79% 85.6% 82 52.44% 0.7
Lantern Wealth Advisors
6420
Lantern Wealth Advisors
New York
USD 188 M -USD 719 k -0.4% 2.72% – 175 16.57% 1.3
Buttonwood Financial Group
6421
Buttonwood Financial Group
Missouri
USD 188 M -USD 43.5 M -19% 2.11% 77.9% 34 11.76% 1.7
Yardley Wealth Management
6422
Yardley Wealth Management
Pennsylvania
USD 188 M +USD 9.13 M +5% 2.89% – 37 5.41% 1.2
Andrews Advisory Associates
6423
Andrews Advisory Associates
Hawaii
USD 188 M – – 1.06% – 81 – 0
First Bancorp
6424
First Bancorp
Maine
USD 188 M +USD 151 k +0.1% 2.7% 80.3% 134 8.21% 3.6
LSP Investment Advisors
6425
LSP Investment Advisors
New York
USD 188 M +USD 21.7 M +13% 5.2% 79.5% 22 4.55% 3.5