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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)
GFG
6726
Genesis Financial Group
New Jersey
USD 172 M – – 1.82% – 101 – 0
Anderson Financial Strategies
6727
Anderson Financial Strategies
Ohio
USD 172 M +USD 3.42 M +2% 0.64% – 40 10% 0.8
McGinn Penninger Investment Management
6728
McGinn Penninger Investment Management
Virginia
USD 172 M +USD 1.65 M +1% 3.46% 71.6% 36 5.56% 3.2
11.2 Capital Management
6729
11.2 Capital Management
Nevada
USD 172 M – – 5.36% – 1 – 0
Two West Capital Advisors
6730
Two West Capital Advisors
Kansas
USD 172 M +USD 6.45 M +4% 1.72% – 101 8.91% 1.1
Financial Alternatives
6731
Financial Alternatives
California
USD 172 M +USD 6.88 M +4% 2.08% 55% 89 5.62% 2.6
AmeriServ Wealth Advisors
6732
AmeriServ Wealth Advisors
Pennsylvania
USD 172 M -USD 25.9 M -13% 2.44% – 61 8.2% 3.5
Arrow Capital Management
6733
Arrow Capital Management
New York
USD 172 M – – 3.65% – 16 – 2.9
Three Cord True Wealth Management
6734
Three Cord True Wealth Management
Pennsylvania
USD 172 M +USD 24.2 M +16% 2.34% – 39 17.95% 0.7
WPEP
6735
Walnut Private Equity Partners
Nebraska
USD 172 M -USD 4.65 M -3% 3.48% 48% 13 0% 4.9
Legion Partners Asset Management
6736
Legion Partners Asset Management
California
USD 172 M -USD 13 M -7% 11.5% 206% 7 0% 4
Independent Order of Foresters
6737
Independent Order of Foresters
Ontario, Canada
USD 172 M +USD 3.56 M +2% 2.12% 75.1% 2 0% 5.8
Fischer Investment Strategies
6738
Fischer Investment Strategies
California
USD 172 M +USD 4.92 M +3% 2.79% 81% 52 38.46% 0.8
Fee-Only Financial Planning
6739
Fee-Only Financial Planning
South Carolina
USD 172 M +USD 131 k +0.1% 1.47% 72.6% 44 9.09% 2.6
Kingstone Capital Partners Texas
6740
Kingstone Capital Partners Texas
Texas
USD 171 M -USD 910 k -0.5% 0.85% – 63 15.87% 0.8
Royalty Pharma Sub-Manager
6741
Royalty Pharma Sub-Manager
New York
USD 171 M – – 18.4% – 4 – 0
Echo Wealth Management
6742
Echo Wealth Management
Minnesota
USD 171 M -USD 77 k -0% 1.53% 42.9% 49 14.29% 2.8
ARWA LLC
6743
ARWA LLC
Texas
USD 171 M – – 1.88% – 124 – 0
Serenity Investment Advisors
6744
Serenity Investment Advisors
Illinois
USD 171 M – – 1.97% – 63 – 0
Beaconlight Capital
6745
Beaconlight Capital
New York
USD 171 M -USD 31.5 M -16% 13.6% 264% 32 40.63% 1.6
IES Holdings
6746
IES Holdings
Texas
USD 171 M – – 14.6% – 13 – 0
Hilton Head Capital Partners
6747
Hilton Head Capital Partners
South Carolina
USD 171 M – – 3.08% – 935 – 0
Virginia Wealth Management Group
6748
Virginia Wealth Management Group
Virginia
USD 171 M -USD 2.49 M -1% 0.45% 49.4% 57 5.26% 2.8
Hudson Canyon Capital Management
6749
Hudson Canyon Capital Management
New York
USD 171 M -USD 3.03 M -2% 3.01% 182% 51 0% 3.4
Forbes Financial Planning
6750
Forbes Financial Planning
Rhode Island
USD 171 M +USD 19.8 M +13% 1.99% 52.3% 39 25.64% 2.1