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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)
Cladis Investment Advisory
6726
Cladis Investment Advisory
Montana
USD 141 M -USD 3.29 M -2% 2.7% 145% 142 12.68% 2.2
Brown Financial Advisory
6727
Brown Financial Advisory
Alabama
USD 141 M -USD 561 k -0.4% 0.63% 73.2% 40 20% 2.6
Avid Wealth Partners
6728
Avid Wealth Partners
Texas
USD 141 M -USD 555 k -0.4% 0.06% 93.7% 49 20.41% 0.7
Ehrlich Financial Group
6729
Ehrlich Financial Group
California
USD 141 M +USD 463 k +0.3% 0.83% 56.2% 123 26.02% 0.7
MGO Private Wealth
6730
MGO Private Wealth
California
USD 141 M +USD 67 k +0% 0.54% 58.3% 67 23.88% 1.6
McAlister Sweet & Associates
6731
McAlister Sweet & Associates
Texas
USD 141 M +USD 19.5 M +16% 1.35% 83.6% 32 43.75% 1.9
Erickson Financial Group
6732
Erickson Financial Group
Pennsylvania
USD 140 M +USD 914 k +0.7% 0.87% 69.3% 26 0% 2.3
Meriwether Wealth & Planning
6733
Meriwether Wealth & Planning
Louisiana
USD 140 M – – 0.48% – 117 – 0
Lee-Kelleher Wealth Management
6734
Lee-Kelleher Wealth Management
Maryland
USD 140 M – – 0.96% – 40 – 0
AI
6735
Arrien Investments
Idaho
USD 140 M +USD 1.77 M +1% 3.72% 46% 40 17.5% 1.5
Turn8 Private Wealth
6736
Turn8 Private Wealth
USD 140 M – – 2.11% – 45 – 0
LAM Group
6737
LAM Group
Oregon
USD 140 M -USD 1.05 M -0.7% 3.43% 61.8% 134 2.24% 1.7
HBL
6738
Higo Bank, Ltd.
USD 140 M +USD 28.9 k +0% 4.57% 155% 24 8.33% 2.3
Guardian Investment Management
6739
Guardian Investment Management
California
USD 140 M +USD 24 M +21% 2.37% 103% 60 13.33% 6.3
Norwood Investment Partners
6740
Norwood Investment Partners
California
USD 140 M -USD 8.12 M -5% 5.06% 24.4% 13 15.38% 1.7
RiverGlades Family Offices
6741
RiverGlades Family Offices
Florida
USD 140 M +USD 392 k +0.3% 0.71% – 86 10.47% 4
Tacita Capital
6742
Tacita Capital
Ontario, Canada
USD 140 M -USD 13.2 M -9% 1.25% 77.5% 213 9.39% 2.8
First Community Trust
6743
First Community Trust
Iowa
USD 140 M +USD 17.6 M +14% 1.13% 128% 329 8.21% 2.3
Farrell Financial
6744
Farrell Financial
New York
USD 140 M -USD 1.71 M -1% 0.1% 57.8% 69 5.8% 0.9
Keyvantage Wealth
6745
Keyvantage Wealth
Pennsylvania
USD 140 M – – 0.17% – 95 – 0
Shorepath Capital Management
6746
Shorepath Capital Management
Utah
USD 140 M +USD 3.31 M +2% 2.91% – 24 8.33% 0.9
CIG
6747
Cascade Investment Group
Colorado
USD 140 M +USD 3.39 M +2% 2.98% 93.2% 137 6.57% 1.6
Broadview Financial Management
6748
Broadview Financial Management
Wisconsin
USD 140 M -USD 7.93 M -5% 2.39% 57.4% 42 2.38% 5.3
HB
6749
Hauser Brothers
Germany
USD 140 M +USD 9.6 M +7% 17.7% 169% 10 0% 0.9
Fort Henry Capital
6750
Fort Henry Capital
West Virginia
USD 140 M -USD 7.15 M -5% 2.4% 39.3% 16 12.5% 3.7