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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)
Kraft Asset Management
6476
Kraft Asset Management
Tennessee
USD 119 M +USD 12.4 M +12% 10.8% 41% 44 34.09% 1.2
QVIDTVM Management
6477
QVIDTVM Management
Texas
USD 119 M -USD 10 M -8% 0.69% 19.5% 11 18.18% 1
Wilson & Boucher Capital Management
6478
Wilson & Boucher Capital Management
California
USD 119 M +USD 13.5 M +13% 10.4% 69.8% 106 4.72% 1.8
Holistic Planning
6479
Holistic Planning
Texas
USD 119 M – – 9.38% 61.9% 117 – 0
Guardian Investment Management
6480
Guardian Investment Management
California
USD 119 M +USD 8.69 M +8% 10.9% 103% 58 12.07% 5.7
Sound Financial Strategies Group
6481
Sound Financial Strategies Group
Mississippi
USD 119 M -USD 2.29 M -2% 2.2% 27.1% 77 18.18% 1
WCM
6482
W Capital Management
New York
USD 119 M +USD 1.42 M +1% 12.5% – 4 0% 1.9
Martin Capital Advisors
6483
Martin Capital Advisors
Texas
USD 118 M +USD 15.7 M +15% 16.1% 140% 67 7.46% 1.7
Brightwater Advisory
6484
Brightwater Advisory
Florida
USD 118 M – – 9.25% – 52 – 0
Financial Alternatives
6485
Financial Alternatives
California
USD 118 M +USD 10.4 M +10% 9.58% 50.2% 84 11.9% 0.9
Wealth Forward LLC
6486
Wealth Forward LLC
North Dakota
USD 118 M – – 9.75% 48.8% 30 – 0
Cosner Financial Group
6487
Cosner Financial Group
Colorado
USD 118 M +USD 4.87 M +4% 9.68% 56.1% 34 38.24% 0.3
GWMI
6488
Guardian Wealth Management (Illinois)
Illinois
USD 118 M +USD 11.5 M +11% 10.3% 98.1% 265 17.36% 1.5
WWS
6489
Wellington Wealth Strategies
Indiana
USD 118 M – – 9.89% – 94 – 2.7
Campion Asset Management
6490
Campion Asset Management
Virginia
USD 118 M +USD 9.9 M +9% 10.9% 70.2% 100 8% 2.3
Sterling Manor Financial
6491
Sterling Manor Financial
New York
USD 118 M +USD 7.68 M +7% 9.61% – 27 37.04% 1.1
Cambridge Capital Management
6492
Cambridge Capital Management
Illinois
USD 118 M – – 11.5% 55.9% 32 – 0
C2C Wealth Management
6493
C2C Wealth Management
Arizona
USD 118 M -USD 586 M -83% 9.57% 77.2% 237 58.23% 1.8
Foundry Financial Group
6494
Foundry Financial Group
New Hampshire
USD 118 M – – 8.28% 57.4% 51 – 0
ICMP
6495
Integrated Capital Management (Pennsylvania)
Pennsylvania
USD 118 M +USD 4.71 M +4% 6.94% 39.7% 82 9.76% 1.9
Venrock Management VI
6496
Venrock Management VI
California
USD 118 M – – 35.7% – 1 – 3.5
Certus Wealth Management
6497
Certus Wealth Management
California
USD 118 M +USD 13.3 M +13% 9.21% – 59 16.95% 0.4
Exane Asset Management
6498
Exane Asset Management
France
USD 118 M -USD 6.58 M -5% 19.5% 74.5% 10 40% 0.7
Bancreek Capital Management
6499
Bancreek Capital Management
California
USD 118 M +USD 6.48 M +6% 8.88% 33.6% 19 15.79% 1.4
Northwest Financial Advisors
6500
Northwest Financial Advisors
Virginia
USD 118 M – – 10.8% 67% 563 – 0