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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)
Stegner Investment Associates
6476
Stegner Investment Associates
Kentucky
USD 183 M -USD 5.59 M -3% 4.28% 84.8% 32 18.75% 3.6
MWA Asset Management
6477
MWA Asset Management
Massachusetts
USD 183 M +USD 3.13 M +2% 2.78% 174% 133 14.29% 1.9
Sage Advisory Services
6478
Sage Advisory Services
Texas
USD 183 M -USD 1 M -0.5% 1.96% 37.8% 49 22.45% 3.7
Meriwether Wealth & Planning
6479
Meriwether Wealth & Planning
Louisiana
USD 183 M +USD 5.25 M +3% 0.51% – 135 15.56% 1
Trivant Custom Portfolio Group
6480
Trivant Custom Portfolio Group
California
USD 182 M +USD 8.76 M +5% 2.35% 86.1% 87 20.69% 1.8
Wisconsin Capital Management
6481
Wisconsin Capital Management
Wisconsin
USD 182 M -USD 15.6 M -8% 1.12% 153% 55 16.36% 4.6
RS
6482
R Squared
Hong Kong
USD 182 M -USD 31.9 M -15% 2.25% – 696 57.76% 0.4
NED
6483
Nancy E. Dempze
USD 182 M -USD 9.9 M -5% 3.12% 83.1% 100 10% 4.2
Cosner Financial Group
6484
Cosner Financial Group
Colorado
USD 182 M -USD 13.9 M -7% 1.86% 56.1% 38 13.16% 2.1
Capital Financial Group
6485
Capital Financial Group
Colorado
USD 182 M +USD 2.76 M +2% 2.21% – 108 4.63% 0.2
Oak Wealth Advisors
6486
Oak Wealth Advisors
Illinois
USD 182 M +USD 7.83 M +4% 0.26% – 60 6.67% 1.1
Tilia Fiduciary Partners
6487
Tilia Fiduciary Partners
North Carolina
USD 182 M +USD 829 k +0.5% 1.01% 101% 121 9.92% 3.1
Hager Investment Management Services
6488
Hager Investment Management Services
New Hampshire
USD 182 M -USD 1.4 M -0.8% 1.29% – 343 10.2% 1
LAM Group
6489
LAM Group
Oregon
USD 182 M +USD 7.22 M +4% 0.96% 61.8% 135 45.19% 1.6
Anderson Financial Strategies
6490
Anderson Financial Strategies
Ohio
USD 182 M +USD 9.7 M +6% 0.13% – 39 23.08% 0.9
EMB
6491
Elefante Mark B
USD 182 M +USD 18.6 M +11% 2.28% – 60 10% 4.7
Cladis Investment Advisory
6492
Cladis Investment Advisory
Montana
USD 182 M -USD 942 k -0.5% 2.31% 131% 166 11.45% 2.7
HFG Wealth Management
6493
HFG Wealth Management
Texas
USD 182 M +USD 329 k +0.2% 0.63% 45.9% 53 7.55% 2
Lancaster Investment Management
6494
Lancaster Investment Management
United Kingdom
USD 182 M -USD 13.2 M -7% 10.6% 0.78% 10 30% 1.5
Delta Capital Management
6495
Delta Capital Management
New Jersey
USD 182 M +USD 3.69 M +2% 5.12% 129% 106 8.49% 5.9
SBCM
6496
Silverberg Bernstein Capital Management
New York
USD 182 M +USD 8.37 M +5% 6.28% 133% 68 2.94% 1.8
Successful Portfolios
6497
Successful Portfolios
Florida
USD 181 M -USD 14.8 M -8% 0.98% 110% 200 10% 4.9
WPEP
6498
Walnut Private Equity Partners
Nebraska
USD 181 M +USD 9.42 M +5% 6.11% 48% 14 7.14% 4.8
Hanlon Investment Management
6499
Hanlon Investment Management
New Jersey
USD 181 M +USD 921 k +0.5% 2.37% 80.6% 248 33.47% 1.6
HWMC
6500
Heritage Wealth Management (California)
California
USD 181 M +USD 23.9 M +15% 1.46% 78.5% 99 14.14% 1.7