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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)
Councilmark Asset Management
6626
Councilmark Asset Management
Tennessee
USD 174 M -USD 4.48 M -3% 1.24% – 87 6.9% 1.8
Coordinated Financial Services
6627
Coordinated Financial Services
Colorado
USD 174 M +USD 411 k +0.2% 0.85% – 195 16.41% 1.5
Melfa Wealth Management
6628
Melfa Wealth Management
Massachusetts
USD 174 M +USD 632 k +0.4% 0.99% 49.9% 207 8.21% 2.4
Ehrlich Financial Group
6629
Ehrlich Financial Group
California
USD 174 M -USD 1.7 M -1% 0.76% 56.2% 130 29.23% 1.3
Guardian Wealth Advisors (Minnesota)
6630
Guardian Wealth Advisors (Minnesota)
Minnesota
USD 174 M -USD 3.37 M -2% 0.73% 62.6% 71 11.27% 4.1
Solas Capital Management
6631
Solas Capital Management
Connecticut
USD 174 M -USD 2.37 M -1% 0.36% 62.5% 27 37.04% 1.9
Breakout Capital Partners
6632
Breakout Capital Partners
New York
USD 174 M +USD 33.5 M +24% 0.95% – 8 12.5% 1.3
Legacy Capital Wealth Management
6633
Legacy Capital Wealth Management
Texas
USD 174 M +USD 8.73 M +5% 0.21% – 75 26.67% 0.8
Echo Wealth Management
6634
Echo Wealth Management
Minnesota
USD 174 M +USD 2.4 M +1% 0.2% 42.9% 49 10.2% 2.9
Vermillion & White Wealth Management Group
6635
Vermillion & White Wealth Management Group
Pennsylvania
USD 174 M -USD 10.3 M -6% 1.5% 52.5% 579 89.46% 1.7
Golden Road Advisors
6636
Golden Road Advisors
Florida
USD 174 M -USD 2.04 M -1% 3.64% – 55 14.55% 1.6
Innovative Asset Advisors Group
6637
Innovative Asset Advisors Group
Connecticut
USD 173 M – – 0.18% – 1,039 – 0
Forbes Financial Planning
6638
Forbes Financial Planning
Rhode Island
USD 173 M +USD 2.05 M +1% 0.38% 52.3% 38 5.26% 2.2
Capital Today Evergreen Fund
6639
Capital Today Evergreen Fund
Cayman Islands
USD 173 M -USD 43.3 M -20% 7.71% 0.74% 3 0% 2.8
Kurv Investment Management
6640
Kurv Investment Management
California
USD 173 M +USD 66.4 M +62% 4.55% – 74 47.3% 0.2
Pensionfund DSM Netherlands
6641
Pensionfund DSM Netherlands
Netherlands
USD 173 M +USD 21 M +14% 4.46% 36.9% 77 2.6% 7.9
Dynamic Wealth Strategies
6642
Dynamic Wealth Strategies
California
USD 173 M +USD 4.87 M +3% 0.73% 52.2% 294 17.01% 1.1
Marest Capital
6643
Marest Capital
California
USD 173 M -USD 5.95 M -3% 4.48% 84.5% 32 28.13% 1.1
Royalty Pharma Sub-Manager
6644
Royalty Pharma Sub-Manager
New York
USD 173 M +USD 1.45 M +0.8% 10% – 4 0% 0.3
Bullseye Asset Management
6645
Bullseye Asset Management
Colorado
USD 173 M -USD 12.8 M -7% 4.06% 81% 61 8.2% 3.3
SCA
6646
Sander Capital Advisors
Washington
USD 173 M -USD 37.3 M -18% 15.1% 113% 12 0% 5.5
Peterson Wealth Management
6647
Peterson Wealth Management
Nevada
USD 172 M +USD 37.9 M +28% 3.14% 88.9% 167 76.05% 0.6
Godshalk Welsh Capital Management
6648
Godshalk Welsh Capital Management
Pennsylvania
USD 172 M -USD 2.64 M -2% 0.42% 61.1% 137 9.49% 6.7
Saxony Capital Management
6649
Saxony Capital Management
Missouri
USD 172 M +USD 9.21 M +6% 0.82% 90% 182 23.08% 1.2
Tiptree Advisors
6650
Tiptree Advisors
New York
USD 172 M -USD 1.1 M -0.6% 4.78% – 27 44.44% 0.6