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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)
Columbia River Financial Group
6651
Columbia River Financial Group
Washington
USD 172 M +USD 9.32 M +6% 0.94% – 59 10.17% 1.1
Prentiss Smith & Co
6652
Prentiss Smith & Co
Vermont
USD 172 M +USD 4.84 M +3% 0.56% 67.4% 67 5.97% 6.4
Washburn Capital Management
6653
Washburn Capital Management
Florida
USD 172 M -USD 9.5 M -5% 2.72% 123% 60 11.67% 2.9
Benchmark Investment Advisors
6654
Benchmark Investment Advisors
Illinois
USD 172 M – – 0.78% – 76 – 2.6
Salvus Wealth Management
6655
Salvus Wealth Management
New Jersey
USD 172 M -USD 6.88 M -4% 2.7% 108% 142 15.49% 3.1
South Plains Financial
6656
South Plains Financial
Texas
USD 172 M +USD 3.83 M +2% 0.58% – 260 17.69% 1.1
Abbington Investment Group
6657
Abbington Investment Group
Connecticut
USD 172 M +USD 25.5 M +17% 13.6% – 51 3.92% 0.4
Nicholson Wealth Management Group
6658
Nicholson Wealth Management Group
South Carolina
USD 172 M +USD 1.45 M +0.9% 1.7% – 119 13.45% 1.2
WF
6659
Williams Financial
Vermont
USD 172 M -USD 1.05 M -0.6% 0.15% 33.1% 25 4% 0.6
Michael S. Ryan Inc
6660
Michael S. Ryan Inc
New York
USD 172 M -USD 1.1 M -0.6% 0.32% 63.3% 57 7.02% 1.7
FFG Retirement Advisors
6661
FFG Retirement Advisors
Colorado
USD 172 M +USD 10.5 M +7% 0.38% 43.4% 46 10.87% 2
Atlantic Investment Management
6662
Atlantic Investment Management
New York
USD 172 M -USD 5.97 M -3% 4.3% 28.8% 15 53.33% 0.6
Magnolia Wealth Management
6663
Magnolia Wealth Management
Alabama
USD 172 M +USD 4.27 M +3% 1.62% 48.7% 212 92.92% 0.2
Stephens Group
6664
Stephens Group
Arkansas
USD 172 M -USD 13.9 M -8% 1.83% 45% 4 25% 3
RMSCM
6665
R.M. Sincerbeaux Capital Management
New York
USD 172 M -USD 7.24 M -4% 2.45% 76.4% 38 0% 10.2
Ciovacco Capital Management
6666
Ciovacco Capital Management
Georgia
USD 172 M -USD 28.1 M -14% 4.58% 88.5% 34 38.24% 1.8
Salus Financial Advisors
6667
Salus Financial Advisors
Colorado
USD 171 M +USD 4.64 M +3% 1.76% – 36 8.33% 1.1
MAC Alpha Capital Management
6668
MAC Alpha Capital Management
Florida
USD 171 M -USD 10.3 M -6% 4.73% – 22 13.64% 0.2
Fischer Investment Strategies
6669
Fischer Investment Strategies
California
USD 171 M -USD 224 k -0.1% 1.29% 81% 56 28.57% 1.1
Old Peak Finance
6670
Old Peak Finance
North Carolina
USD 171 M +USD 9.22 M +6% 1.11% – 90 10% 0.2
Tranquilli Financial Advisor
6671
Tranquilli Financial Advisor
New Jersey
USD 171 M -USD 1.11 M -0.6% 0.27% 55.1% 146 20.55% 2.2
Birch Financial Group
6672
Birch Financial Group
New Hampshire
USD 171 M -USD 4.19 M -2% 3.23% – 144 11.11% 0.9
GAA
6673
Guardian Asset Advisors
Pennsylvania
USD 171 M -USD 21.1 M -11% 2.03% 106% 111 10.81% 1.9
Inman Jager Wealth Management
6674
Inman Jager Wealth Management
Mississippi
USD 171 M +USD 7.81 M +5% 1.21% – 84 3.57% 1.2
Pillar Financial Advisors
6675
Pillar Financial Advisors
Kentucky
USD 171 M +USD 5.31 M +3% 1.55% – 113 7.96% 1.2