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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)
U.S. Wealth Group
6901
U.S. Wealth Group
New York
USD 132 M – – 0.23% – 40 – 0
Golden Road Advisors
6902
Golden Road Advisors
Florida
USD 132 M +USD 4.53 M +4% 2.45% – 42 16.67% 0.9
Providence Wealth Advisors
6903
Providence Wealth Advisors
Illinois
USD 132 M -USD 3.13 M -2% 1.4% 121% 85 9.41% 4.5
Pinney & Scofield
6904
Pinney & Scofield
Massachusetts
USD 132 M – – 2.78% – 225 – 0
Brewster Financial Planning
6905
Brewster Financial Planning
New York
USD 132 M +USD 3.05 M +2% 2.5% 44.3% 27 29.63% 1.6
Hopwood Financial Services
6906
Hopwood Financial Services
Virginia
USD 132 M – – 0.41% – 310 – 0
1620 Investment Advisors
6907
1620 Investment Advisors
Massachusetts
USD 132 M -USD 6.76 M -5% 0.67% 71.4% 793 22.82% 0.7
Incline Global Management
6908
Incline Global Management
New York
USD 132 M -USD 93.2 M -41% 5.29% 40.1% 32 40.63% 1.9
Broadway Wealth Solutions
6909
Broadway Wealth Solutions
Texas
USD 132 M – – 0.88% – 92 – 0
English Capital Management
6910
English Capital Management
Michigan
USD 132 M -USD 5.01 M -4% 0.61% – 32 9.38% 0.9
Sharp Financial Services
6911
Sharp Financial Services
Pennsylvania
USD 132 M +USD 2.22 M +2% 0.79% – 106 18.87% 0.8
Capstone Wealth Management Group (Oregon)
6912
Capstone Wealth Management Group (Oregon)
Oregon
USD 132 M – – 1.92% – 103 – 0
CWA
6913
Clearview Wealth Advisors
Oregon
USD 132 M +USD 1.8 M +1% 1.06% 45.2% 99 8.08% 2.7
OEP Capital Advisors
6914
OEP Capital Advisors
New York
USD 132 M -USD 23.6 M -15% 15.2% 23.2% 1 0% 4
Moon Capital Management
6915
Moon Capital Management
New York
USD 132 M -USD 7.55 M -5% 5.7% 76.3% 26 61.54% 2.5
Primoris Wealth Advisors
6916
Primoris Wealth Advisors
Florida
USD 131 M -USD 6.26 M -5% 2.97% 206% 111 26.13% 1.8
Schwallier Wealth Management
6917
Schwallier Wealth Management
Michigan
USD 131 M -USD 8.33 M -6% 1.79% 42.3% 38 15.79% 0.8
Sugar Maple Asset Management
6918
Sugar Maple Asset Management
Wisconsin
USD 131 M +USD 16.3 M +14% 0.04% – 479 87.47% 0.1
Refined Wealth Management
6919
Refined Wealth Management
Utah
USD 131 M +USD 1.69 M +1% 4.47% 99.4% 28 7.14% 2.6
Cravens & Co Advisors
6920
Cravens & Co Advisors
Tennessee
USD 131 M +USD 1.84 M +1% 0.93% 70.4% 67 17.91% 1.6
Asset Planning Inc
6921
Asset Planning Inc
California
USD 131 M – – 0.63% – 315 – 0
Terra Nova Asset Management
6922
Terra Nova Asset Management
New York
USD 131 M -USD 3.42 M -3% 2.5% 172% 87 6.9% 3.3
Charter Research & Investment Group
6923
Charter Research & Investment Group
Connecticut
USD 131 M -USD 4.31 M -3% 1.28% 82.3% 84 5.95% 7
Clifford Group
6924
Clifford Group
Massachusetts
USD 131 M +USD 2.6 M +2% 1.98% 67.9% 78 8.97% 1.6
Taika Capital
6925
Taika Capital
Florida
USD 131 M -USD 1.56 M -1% 7.04% 68.3% 100 81% 0.2