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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)
BTS Asset Management
6951
BTS Asset Management
Massachusetts
USD 105 M -USD 2.45 M -2% 4.12% 8.8% 41 73.17% 0.7
Bretton Capital Management
6952
Bretton Capital Management
California
USD 105 M – – 11.6% – 20 – 0
Amara Financial
6953
Amara Financial
California
USD 105 M – – 5.99% – 42 – 0
Santa Clara Valley Transportation Authority
6954
Santa Clara Valley Transportation Authority
California
USD 104 M – – 4.73% – 4 – 0
Delta Wealth Advisors
6955
Delta Wealth Advisors
Indiana
USD 104 M +USD 2.34 M +2% 4.48% – 47 19.15% 0.5
Phillips Wealth Planners
6956
Phillips Wealth Planners
Mississippi
USD 104 M +USD 9.5 M +10% 9.16% 82% 202 16.34% 1.1
PCMN
6957
Paradigm Capital Management (Nevada)
Nevada
USD 104 M – – 6.27% – 58 – 1.8
Luts & Greenleigh Group
6958
Luts & Greenleigh Group
Maryland
USD 104 M +USD 8.01 M +8% 5.71% – 87 13.79% 1.2
SPAS
6959
Spectrum Planning & Advisory Services
California
USD 104 M +USD 394 k +0.4% 5.07% – 61 19.67% 1.6
Authentikos Wealth Advisory
6960
Authentikos Wealth Advisory
California
USD 104 M +USD 489 k +0.5% 3.05% 43.5% 159 80.5% 0.2
Orcam Financial Group
6961
Orcam Financial Group
California
USD 103 M +USD 10 M +11% 5.65% 40% 49 18.37% 1.8
New Covenant Trust Company
6962
New Covenant Trust Company
Indiana
USD 103 M +USD 16.2 M +19% 5.94% – 91 17.58% 0.4
Centerstone Investors
6963
Centerstone Investors
New York
USD 103 M -USD 17 M -14% 9.74% 73.7% 29 10.34% 3.2
Corepath Wealth Partners
6964
Corepath Wealth Partners
Arizona
USD 103 M +USD 8.12 M +9% 6.39% 62.1% 28 10.71% 2.6
Breakout Capital Partners
6965
Breakout Capital Partners
New York
USD 103 M +USD 20 M +24% 2.96% – 8 25% 0.5
Mayar Capital
6966
Mayar Capital
United Kingdom
USD 103 M -USD 4.83 M -4% 10.8% 14.7% 13 7.69% 2.8
Alpha Square Group S
6967
Alpha Square Group S
New York
USD 103 M +USD 48.8 M +90% 7.38% 53.8% 20 30% 1.4
WealthGarden F.S.
6968
WealthGarden F.S.
California
USD 103 M +USD 7.85 M +8% 5.28% – 125 14.4% 0.2
Instrumental Wealth
6969
Instrumental Wealth
Florida
USD 103 M +USD 5.78 M +6% 5.62% 38.2% 50 18% 1
Accelerate Investment Advisors
6970
Accelerate Investment Advisors
California
USD 102 M – – 5.88% – 84 – 0
Agincourt Capital Management
6971
Agincourt Capital Management
Virginia
USD 102 M -USD 5.15 M -5% 5.39% 0.36% 4 25% 2.8
Macroview Investment Management
6972
Macroview Investment Management
Maryland
USD 102 M +USD 7.91 M +8% 7.79% 76.6% 657 21.77% 2.6
Jim Saulnier & Associates
6973
Jim Saulnier & Associates
Colorado
USD 102 M – – 3.8% – 83 – 0
Kraematon Investment Advisors
6974
Kraematon Investment Advisors
Massachusetts
USD 102 M +USD 3.44 M +3% 6.58% 89.8% 90 12.22% 2
HPM
6975
Hudson Portfolio Management
New York
USD 102 M – – 6.87% – 110 – 2.5