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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)
Avid Wealth Partners
6476
Avid Wealth Partners
Texas
USD 147 M +USD 6.65 M +5% 0.99% 93.7% 56 32.14% 0.8
Millstone Evans Group
6477
Millstone Evans Group
Colorado
USD 147 M +USD 697 k +0.5% 2.54% – 813 11.93% 0.2
Blackston Financial Advisory Group
6478
Blackston Financial Advisory Group
Florida
USD 147 M -USD 53.4 M -27% 3.24% 79.8% 139 36.69% 1.2
Hofer & Associates
6479
Hofer & Associates
California
USD 147 M -USD 1.63 M -1% 1.87% 61.7% 61 8.2% 2.6
Certus Wealth Management
6480
Certus Wealth Management
California
USD 147 M -USD 2.1 M -1% 2.28% – 57 7.02% 1.4
DIS
6481
Diversified Investment Strategies
Louisiana
USD 147 M -USD 6.08 M -4% 2.96% 93.8% 54 11.11% 4.7
West Bancorporation
6482
West Bancorporation
Iowa
USD 147 M -USD 4.99 M -3% 3.01% 72.5% 99 10.1% 3.3
Marshall & Sterling Wealth Advisors
6483
Marshall & Sterling Wealth Advisors
New York
USD 147 M +USD 2.44 M +2% 2.05% – 668 50.45% 0.1
Albert D. Mason Inc
6484
Albert D. Mason Inc
Massachusetts
USD 147 M -USD 2.55 M -2% 0.51% 83.4% 152 9.87% 6.1
Lugano Financial Advisors SA (LFA)
6485
Lugano Financial Advisors SA (LFA)
Switzerland
USD 147 M -USD 5.87 M -4% 0.12% 51.3% 209 16.27% 2.3
Eliot Finkel Investment Counsel
6486
Eliot Finkel Investment Counsel
California
USD 147 M -USD 10 M -6% 0.51% 85.5% 33 9.09% 5.1
Successful Portfolios
6487
Successful Portfolios
Florida
USD 147 M -USD 2.43 M -2% 0.99% 110% 163 4.29% 5
Channing Global Advisors
6488
Channing Global Advisors
Florida
USD 147 M -USD 3.14 M -2% 1.58% 128% 54 20.37% 1.9
Wolff Wiese Magana
6489
Wolff Wiese Magana
California
USD 147 M -USD 4.12 M -3% 0.79% 149% 1,043 12.85% 2.3
Seamount Financial Group
6490
Seamount Financial Group
Colorado
USD 147 M +USD 2.11 M +1% 1.64% 79.7% 102 6.86% 1.1
Forefront Wealth Partners
6491
Forefront Wealth Partners
Texas
USD 147 M +USD 12.7 M +9% 3.05% – 134 36.57% 0.2
FFG Retirement Advisors
6492
FFG Retirement Advisors
Colorado
USD 147 M -USD 6.17 M -4% 0.3% 43.4% 49 22.45% 1.5
AMAL
6493
Asset Management Advisors LLC
Oklahoma
USD 147 M +USD 9.5 M +7% 7.82% 125% 16 6.25% 4.6
Ables Iannone Moore & Associates
6494
Ables Iannone Moore & Associates
Georgia
USD 147 M -USD 15.3 M -9% 7% 116% 58 6.9% 1.1
Destiny Capital
6495
Destiny Capital
Colorado
USD 147 M -USD 18.1 M -11% 3.73% 60.5% 49 8.16% 2
Kiker Wealth Management
6496
Kiker Wealth Management
Georgia
USD 147 M +USD 23.2 M +19% 1.15% – 735 77.96% 0.1
RHDIC
6497
R.H. Dinel Investment Counsel
California
USD 147 M -USD 3.24 M -2% 0.94% 55.9% 42 0% 9.1
Palouse Capital Management
6498
Palouse Capital Management
Washington
USD 147 M -USD 3.85 M -3% 0.78% 67.8% 147 12.93% 2.3
Masterton Capital Management
6499
Masterton Capital Management
New York
USD 147 M -USD 30 M -17% 4.71% 1.94% 22 4.55% 0.9
Fee-Only Financial Planning
6500
Fee-Only Financial Planning
South Carolina
USD 146 M -USD 8.33 M -5% 3.48% 72.6% 41 2.44% 2