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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)
Unionview LLC
6626
Unionview LLC
Washington
USD 121 M +USD 9.5 M +9% 8.29% 21.2% 95 14.74% 1.6
Dentgroup
6627
Dentgroup
Louisiana
USD 121 M +USD 8.23 M +7% 6.87% 53.6% 82 14.63% 1.8
Oceanside Advisors
6628
Oceanside Advisors
South Carolina
USD 121 M +USD 7.52 M +7% 5.43% 52.4% 49 12.24% 0.2
Encompass More Asset Management
6629
Encompass More Asset Management
California
USD 121 M +USD 31.7 M +36% 6.66% 80.4% 129 52.71% 0.2
ASFA
6630
All Season Financial Advisors
Colorado
USD 121 M +USD 3.06 M +3% 6.24% 33.8% 120 36.67% 1
FWM
6631
FMA Wealth Management
Massachusetts
USD 121 M +USD 11 M +10% 4.63% 40.8% 41 9.76% 0.2
Trademark Financial Management
6632
Trademark Financial Management
Minnesota
USD 121 M -USD 15.6 M -11% 7.81% 67.5% 92 23.91% 0.2
Echo Wealth Management
6633
Echo Wealth Management
Minnesota
USD 121 M +USD 13.4 M +13% 5.51% 42.9% 45 15.56% 1.9
GAA
6634
Guardian Asset Advisors
Pennsylvania
USD 121 M +USD 14 M +13% 8.64% 106% 105 12.38% 0.2
Berry Wealth Group
6635
Berry Wealth Group
Texas
USD 121 M +USD 11.8 M +11% 12.5% – 84 33.33% 0.2
Elizabeth Park Capital Advisors
6636
Elizabeth Park Capital Advisors
Ohio
USD 121 M -USD 23.7 M -16% 5.54% 119% 51 15.69% 2
White Wing Wealth Management
6637
White Wing Wealth Management
Texas
USD 120 M +USD 11.8 M +11% 6.02% 62.9% 31 25.81% 0.2
General Equity Holdings
6638
General Equity Holdings
New York
USD 120 M +USD 34 M +39% 53.7% 775% 5 20% 2.6
Cravens & Co Advisors
6639
Cravens & Co Advisors
Tennessee
USD 120 M +USD 4.47 M +4% 4.45% 70.4% 75 9.33% 1.1
Golden Road Advisors
6640
Golden Road Advisors
Florida
USD 120 M +USD 15.8 M +15% 9.48% – 38 10.53% 0.2
Courant Investment Management
6641
Courant Investment Management
Tennessee
USD 120 M +USD 17.4 M +17% 17.4% 35.2% 9 0% 5.1
TCM
6642
TAM Capital Management
Connecticut
USD 120 M -USD 29.7 M -20% 11.6% 4.15% 18 66.67% 1.3
Arlington Capital Management
6643
Arlington Capital Management
Illinois
USD 120 M +USD 10.3 M +9% 20.7% 146% 131 44.27% 0.4
Sound Financial Strategies Group
6644
Sound Financial Strategies Group
Mississippi
USD 120 M +USD 1.54 M +1% 3.19% 27.1% 69 1.45% 1.2
Atlantic Private Wealth
6645
Atlantic Private Wealth
North Carolina
USD 120 M +USD 8.27 M +7% 7.65% 60.5% 119 15.13% 1.1
Perkins Capital Management
6646
Perkins Capital Management
Minnesota
USD 120 M +USD 2.84 M +2% 7.64% 389% 96 10.42% 5
Fairfield University
6647
Fairfield University
Connecticut
USD 120 M +USD 17.7 M +17% 7.36% 70.6% 3 0% 6.6
Pacific Wealth Strategies Group
6648
Pacific Wealth Strategies Group
California
USD 120 M +USD 15 M +14% 11.4% 85.3% 50 10% 4.2
EDMP Inc
6649
EDMP Inc
Florida
USD 120 M +USD 10 M +9% 7.97% 78% 76 6.58% 3.6
Wallace Hart
6650
Wallace Hart
Kentucky
USD 120 M – – 9.8% – 26 – 0