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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)
Cyr Financial
6701
Cyr Financial
Illinois
USD 170 M +USD 9.6 M +6% 1.36% – 61 9.84% 1.1
Brandywine Managers
6702
Brandywine Managers
Delaware
USD 170 M -USD 32.3 M -16% 13.9% 96.3% 45 26.67% 3.7
Coppell Advisory Solutions
6703
Coppell Advisory Solutions
Texas
USD 170 M -USD 846 M -83% 3.51% – 402 92.79% 2
Financial Harvest
6704
Financial Harvest
Florida
USD 170 M +USD 7.82 M +5% 1.42% – 63 11.11% 0.7
Rayburn West Financial Services
6705
Rayburn West Financial Services
Tennessee
USD 170 M +USD 8.91 M +6% 1.34% – 83 4.82% 0.2
Wellington-Altus USA
6706
Wellington-Altus USA
Manitoba, Canada
USD 170 M +USD 34.7 M +26% 1.26% – 775 23.87% 0.2
CF
6707
Carlson Financial
Oregon
USD 170 M -USD 3.04 M -2% 0.19% – 194 13.92% 0.2
Financial Planning Hawaii
6708
Financial Planning Hawaii
Hawaii
USD 170 M -USD 3.98 M -2% 0.01% – 130 6.92% 0.2
Live Oak Investment Partners
6709
Live Oak Investment Partners
Texas
USD 169 M +USD 6.67 M +4% 1.76% – 98 19.39% 2
PVG Asset Management
6710
PVG Asset Management
Colorado
USD 169 M +USD 122 M +260% 5.56% – 142 47.89% 0.5
Madrid Financial Services
6711
Madrid Financial Services
California
USD 169 M +USD 30.2 M +22% 8.48% – 29 41.38% 0.6
Upper Left Wealth Management
6712
Upper Left Wealth Management
Florida
USD 169 M +USD 5.28 M +3% 1.43% 52.7% 71 9.86% 3
NWM
6713
Navigoe Wealth Management
California
USD 169 M +USD 7.3 M +5% 2.38% – 277 20.58% 0.9
Sherrill & Hutchins Financial Advisory
6714
Sherrill & Hutchins Financial Advisory
Georgia
USD 169 M +USD 28.3 M +20% 1.42% 41.6% 18 44.44% 1.3
Emergent Wealth Advisors
6715
Emergent Wealth Advisors
New York
USD 169 M -USD 8.6 M -5% 1.13% 74.2% 151 28.48% 1.5
United Financial Planning Group
6716
United Financial Planning Group
New York
USD 169 M +USD 4.34 M +3% 0.4% – 660 56.21% 0.2
Security National Bank of Sioux City Iowa
6717
Security National Bank of Sioux City Iowa
Iowa
USD 169 M +USD 13.4 M +9% 0.82% 61% 107 18.69% 5.9
Forerunner Ventures Management
6718
Forerunner Ventures Management
California
USD 169 M -USD 58.2 M -26% 25.6% – 1 0% 0.3
Optimus Capital Advisors
6719
Optimus Capital Advisors
Texas
USD 169 M -USD 1.67 M -1% 0.55% – 33 12.12% 0.2
TCM
6720
Thoma Capital Management
Maryland
USD 169 M -USD 4.48 M -3% 2.11% – 62 14.52% 1.1
Daviman Financial
6721
Daviman Financial
Indiana
USD 169 M -USD 1.32 M -0.8% 1.77% – 95 17.89% 0.2
Granite FO LLC
6722
Granite FO LLC
New Hampshire
USD 169 M -USD 18.4 M -10% 2.28% 112% 175 2.86% 1.9
Mountain Hill Investment Partners
6723
Mountain Hill Investment Partners
New Jersey
USD 169 M +USD 29.4 M +21% 7.9% – 250 30.4% 0.9
William Allan Corp
6724
William Allan Corp
Colorado
USD 169 M -USD 7.29 M -4% 1.22% 94.2% 62 11.29% 2.6
MG
6725
McHugh Group
Ohio
USD 169 M -USD 6.81 M -4% 5.1% – 86 10.47% 1