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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)
Kingdom Financial Group
6701
Kingdom Financial Group
Arizona
USD 136 M -USD 9.9 M -7% 0.01% 49.9% 52 17.31% 1.4
Thor Investment Management
6702
Thor Investment Management
Ohio
USD 136 M +USD 6.38 M +5% 7.56% 122% 46 13.04% 1.1
Future Financial Wealth Management
6703
Future Financial Wealth Management
Ohio
USD 136 M -USD 378 k -0.3% 1.63% 65.2% 460 5.43% 1.1
Spahn Wealth & Retirement
6704
Spahn Wealth & Retirement
Arizona
USD 136 M -USD 16.2 M -11% 8.09% – 36 22.22% 0.2
Orser Capital Management
6705
Orser Capital Management
Texas
USD 136 M -USD 9.06 M -6% 3.51% 128% 51 27.45% 4
BankPlus Wealth Management
6706
BankPlus Wealth Management
Mississippi
USD 136 M +USD 1.96 M +1% 1.92% – 109 14.68% 0.2
Legend Financial Advisors
6707
Legend Financial Advisors
Pennsylvania
USD 136 M -USD 5.6 M -4% 0.43% 117% 270 87.04% 2.5
Cottonwood Capital Advisors
6708
Cottonwood Capital Advisors
Utah
USD 136 M -USD 3.43 M -2% 1.26% 79% 137 14.6% 2.2
SFM LLC
6709
SFM LLC
New Hampshire
USD 136 M -USD 5.86 M -4% 2.97% 67.5% 62 14.52% 1.1
Fire Capital Management
6710
Fire Capital Management
California
USD 136 M +USD 1.72 M +1% 3.37% – 96 13.54% 0.2
Highland Peak Capital
6711
Highland Peak Capital
Connecticut
USD 136 M -USD 46.7 M -26% 4.73% 247% 24 75% 0.3
MFFIA
6712
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
USD 136 M +USD 2.05 M +2% 2.37% 148% 69 2.9% 1.9
Lee-Kelleher Wealth Management
6713
Lee-Kelleher Wealth Management
Maryland
USD 136 M -USD 4.5 M -3% 3.72% – 41 14.63% 0.2
LAM Group
6714
LAM Group
Oregon
USD 136 M -USD 4.32 M -3% 0.18% 61.8% 133 45.11% 2.1
Reyes Financial Architecture
6715
Reyes Financial Architecture
California
USD 136 M +USD 8.7 M +7% 1.06% – 359 30.36% 0.2
UHLMANN PRICE SECURITIES
6716
UHLMANN PRICE SECURITIES
Illinois
USD 136 M +USD 3.35 M +3% 1.01% – 194 10.82% 0.5
Fischer Investment Strategies
6717
Fischer Investment Strategies
California
USD 136 M +USD 10 M +8% 0.49% 81% 38 44.74% 0.6
BCM
6718
Beaumont Capital Management
Massachusetts
USD 136 M +USD 6.01 M +5% 0.62% 49.6% 75 56% 0.9
Stonekeep Investments
6719
Stonekeep Investments
New Mexico
USD 136 M +USD 1.31 M +1% 1.89% – 63 12.7% 0.6
Financially Speaking
6720
Financially Speaking
Colorado
USD 136 M -USD 11.6 M -8% 0.76% – 195 67.69% 0.2
Byrne Asset Management
6721
Byrne Asset Management
New Jersey
USD 136 M -USD 6.68 M -5% 2.16% 126% 610 33.28% 1.4
Millennium Capital Advisors
6722
Millennium Capital Advisors
Arkansas
USD 135 M -USD 11 M -8% 4.98% 134% 121 9.09% 2.5
Allodium Investment Consultants
6723
Allodium Investment Consultants
Minnesota
USD 135 M +USD 15.7 M +13% 0.91% – 48 6.25% 0.2
Schwallier Wealth Management
6724
Schwallier Wealth Management
Michigan
USD 135 M +USD 3.99 M +3% 0.77% 42.3% 53 35.85% 0.7
Axis Wealth Partners
6725
Axis Wealth Partners
Rhode Island
USD 135 M +USD 16.7 M +14% 0.55% – 140 7.14% 0.2