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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)
QAM
6676
QSM Asset Management
United Kingdom
USD 175 M +USD 34.8 M +25% 3.11% – 22 13.64% 0.7
LAM Group
6677
LAM Group
Oregon
USD 175 M +USD 13.4 M +8% 2.76% 61.8% 75 5.33% 2.7
Howard Hughes Medical Institute
6678
Howard Hughes Medical Institute
Maryland
USD 175 M +USD 4.07 M +2% 2.49% 70.9% 506 2.37% 0.5
4J Wealth Management
6679
4J Wealth Management
Virginia
USD 175 M +USD 4.5 M +3% 2.19% 74.7% 102 11.76% 3
Thor Investment Management
6680
Thor Investment Management
Ohio
USD 175 M +USD 8.37 M +5% 7.03% 122% 48 6.25% 1.6
MBWA
6681
Marin Bay Wealth Advisors
California
USD 175 M – – 2.63% – 120 – 0
Arcadia Wealth Management (New York)
6682
Arcadia Wealth Management (New York)
New York
USD 174 M +USD 9.7 M +6% 2.31% – 61 11.48% 0.9
Equitec Proprietary Markets
6683
Equitec Proprietary Markets
Illinois
USD 174 M -USD 266 M -60% 46.3% 352% 114 60.53% 0.8
Shearwater Capital
6684
Shearwater Capital
Colorado
USD 174 M +USD 5.68 M +3% 3.2% 74.4% 53 5.66% 3
Oak Wealth Advisors
6685
Oak Wealth Advisors
Illinois
USD 174 M +USD 2.08 M +1% 2.93% – 61 6.56% 0.9
Harbourvest Partners
6686
Harbourvest Partners
Massachusetts
USD 174 M -USD 30.9 M -15% 14.4% 8.96% 11 54.55% 2
Prospect Financial Services
6687
Prospect Financial Services
New York
USD 174 M +USD 253 k +0.1% 1.48% – 114 17.54% 1.4
ROI Financial Advisors
6688
ROI Financial Advisors
Oregon
USD 174 M +USD 6.62 M +4% 6.6% 165% 69 8.7% 1.5
Farrow Financial
6689
Farrow Financial
Vermont
USD 174 M +USD 1.71 M +1% 2.42% 79.9% 56 10.71% 1.6
Stephens Greth Foundation
6690
Stephens Greth Foundation
Texas
USD 174 M – – 2.41% – 4 – 0
KCM
6691
KRS Capital Management
Michigan
USD 174 M +USD 8.32 M +5% 5.43% 272% 121 12.4% 2.7
Coordinated Financial Services
6692
Coordinated Financial Services
Colorado
USD 174 M +USD 17.9 M +11% 1.86% – 185 15.68% 1.2
Runnymede Capital Advisors
6693
Runnymede Capital Advisors
Ohio
USD 174 M +USD 52.2 M +43% 1.91% – 125 84.8% 0.2
Trivant Custom Portfolio Group
6694
Trivant Custom Portfolio Group
California
USD 174 M -USD 20.9 M -11% 1.91% 103% 87 18.39% 1.9
Ledgewood Wealth Advisors
6695
Ledgewood Wealth Advisors
New Hampshire
USD 174 M +USD 4.64 M +3% 1.42% 42.8% 75 6.67% 1.7
TCM
6696
Thoma Capital Management
Maryland
USD 174 M -USD 509 k -0.3% 1.32% – 62 8.06% 0.9
Financial Planning Hawaii
6697
Financial Planning Hawaii
Hawaii
USD 174 M – – 3.03% – 128 – 0
Melfa Wealth Management
6698
Melfa Wealth Management
Massachusetts
USD 174 M +USD 2.95 M +2% 1.3% 49.9% 207 8.21% 2.3
Yukon Wealth Management
6699
Yukon Wealth Management
Kansas
USD 174 M -USD 132 M -43% 1.89% – 135 45.19% 0.6
Defined Wealth Management
6700
Defined Wealth Management
Oregon
USD 173 M +USD 1.26 M +0.7% 1.58% 78.1% 110 4.55% 3.5