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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)
1620 Investment Advisors
6926
1620 Investment Advisors
Massachusetts
USD 147 M +USD 6.26 M +4% 7.15% 71.4% 710 12.68% 1.4
PIP
6927
PB Investment Partners
California
USD 147 M +USD 234 k +0.2% 2.48% 81.1% 8 0% 2.8
Pacific Asset Management
6928
Pacific Asset Management
Washington
USD 147 M +USD 23 M +18% 7.6% – 65 13.85% 0.6
Reyes Financial Architecture
6929
Reyes Financial Architecture
California
USD 147 M +USD 31.3 M +27% 12.1% – 326 22.39% 0.6
Antonelli Financial Advisors
6930
Antonelli Financial Advisors
Michigan
USD 147 M +USD 8.68 M +6% 8.64% – 48 8.33% 0.7
Sagace Wealth Management
6931
Sagace Wealth Management
Florida
USD 147 M +USD 13.4 M +10% 4.53% – 73 26.03% 0.9
SC
6932
Settian Capital
New York
USD 147 M +USD 5.25 M +4% 4.48% 69% 23 0% 2.5
Zeit Capital
6933
Zeit Capital
Colorado
USD 147 M +USD 7.23 M +5% 5.83% 56.5% 28 3.57% 4
Chico Wealth RIA
6934
Chico Wealth RIA
California
USD 147 M +USD 20.7 M +16% 7.3% 74.7% 39 30.77% 2
Wernau Asset Management
6935
Wernau Asset Management
Massachusetts
USD 147 M +USD 3.23 M +2% 12.1% – 49 6.12% 0.7
Accelerate Investment Advisors
6936
Accelerate Investment Advisors
California
USD 147 M +USD 12.6 M +9% 6.93% – 126 12.7% 0.7
Accordant Advisory Group
6937
Accordant Advisory Group
Maryland
USD 147 M +USD 12.7 M +9% 16.5% – 185 21.62% 1
Parsonex Advisory Services
6938
Parsonex Advisory Services
Colorado
USD 147 M +USD 27 M +22% 7.71% – 105 13.33% 0.2
A.D. Beadell Investment Counsel
6939
A.D. Beadell Investment Counsel
Wisconsin
USD 147 M +USD 15.7 M +12% 13.3% 83.3% 98 16.33% 4.8
Aegon USA Investment Management
6940
Aegon USA Investment Management
Iowa
USD 147 M +USD 13.3 M +10% 4.01% 44.9% 45 4.44% 1.8
Horizons Wealth Management
6941
Horizons Wealth Management
North Carolina
USD 147 M +USD 6.53 M +5% 4.42% – 182 8.24% 2.8
CogentBlue Wealth Advisors
6942
CogentBlue Wealth Advisors
Tennessee
USD 147 M +USD 16.2 M +12% 8.34% – 79 11.39% 0.6
BF
6943
Baring Financial
Washington
USD 147 M +USD 12.8 M +10% 7.47% – 67 1.49% 0.7
MidAtlantic Capital Management
6944
MidAtlantic Capital Management
Virginia
USD 147 M +USD 5.58 M +4% 6.39% 61.2% 80 2.5% 1.7
Chartist Inc
6945
Chartist Inc
California
USD 146 M – – 4.66% – 21 – 6.5
Cravens & Co Advisors
6946
Cravens & Co Advisors
Tennessee
USD 146 M +USD 12.5 M +9% 4.53% 70.4% 59 8.47% 2.1
Laraway Financial Advisors
6947
Laraway Financial Advisors
Minnesota
USD 146 M +USD 14.6 M +11% 9.28% 101% 127 3.94% 3.1
WFA of San Diego
6948
WFA of San Diego
California
USD 146 M +USD 10.6 M +8% 8.8% – 436 6.65% 2.2
Milestones Private Investment Advisors
6949
Milestones Private Investment Advisors
New York
USD 146 M +USD 11.3 M +8% 6.77% – 122 2.46% 0.2
AV
6950
Alamea Verwaltungs
New Jersey
USD 146 M +USD 13.5 M +10% 12.5% – 121 41.32% 0.3