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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)
Interactive Financial Advisors
7026
Interactive Financial Advisors
Illinois
USD 153 M -USD 1.89 M -1% 0.66% 47.6% 81 7.41% 7.5
Bruce G. Allen Investments
7027
Bruce G. Allen Investments
Colorado
USD 153 M +USD 5 M +3% 5.56% – 1,158 13.04% 1.8
Marshall & Sterling Wealth Advisors
7028
Marshall & Sterling Wealth Advisors
New York
USD 153 M +USD 1.36 M +0.9% 1.2% – 364 12.64% 1.1
Fiduciary Wealth Partners
7029
Fiduciary Wealth Partners
Massachusetts
USD 153 M -USD 91.1 M -37% 2.25% – 97 46.39% 1.6
Round Hill Asset Management
7030
Round Hill Asset Management
California
USD 153 M -USD 6.01 M -4% 4.65% 43.2% 67 13.43% 5.5
SeaTown Holdings
7031
SeaTown Holdings
Singapore
USD 153 M -USD 19.7 M -11% 10.5% 220% 22 45.45% 1.1
PUREfi Wealth
7032
PUREfi Wealth
Massachusetts
USD 153 M +USD 22.1 M +17% 0.84% – 205 28.29% 0.8
Climber Capital
7033
Climber Capital
Switzerland
USD 153 M -USD 829 k -0.5% 1.84% – 70 18.57% 1
Ellerson Group
7034
Ellerson Group
Maryland
USD 153 M +USD 4.78 M +3% 0.91% 178% 62 14.52% 2
Redwood Financial Network
7035
Redwood Financial Network
Ohio
USD 153 M -USD 4.36 M -3% 2.29% 82.2% 190 17.37% 2.5
Sellaronda Global Management
7036
Sellaronda Global Management
New York
USD 152 M +USD 36.8 M +32% 9.14% – 12 66.67% 0.4
Horizons Wealth Management
7037
Horizons Wealth Management
North Carolina
USD 152 M -USD 158 k -0.1% 0.2% – 172 2.91% 3.1
Comprehensive Money Management Services
7038
Comprehensive Money Management Services
Florida
USD 152 M +USD 7.41 M +5% 4.14% – 196 4.59% 1.1
Tower Trust & Investment Company
7039
Tower Trust & Investment Company
Iowa
USD 152 M -USD 6.58 M -4% 1.99% – 216 9.26% 0.9
Forest Hill Capital
7040
Forest Hill Capital
Arkansas
USD 152 M -USD 43.3 M -22% 8.37% 132% 36 50% 4.3
Integras Partners
7041
Integras Partners
Georgia
USD 152 M +USD 28.5 M +23% 3.4% – 73 16.44% 0.9
Somnio Financial Group
7042
Somnio Financial Group
Connecticut
USD 152 M +USD 941 k +0.6% 0.85% – 14 0% 1.6
Ibex Investors
7043
Ibex Investors
Colorado
USD 152 M +USD 10 M +7% 18.1% 1.71% 18 44.44% 1
State of Wisconsin - Board of Commissioners of Public Lands
7044
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
USD 152 M -USD 2.77 M -2% 1% 4.78% 6 0% 3
CIG
7045
Cascade Investment Group
Colorado
USD 152 M +USD 2.07 M +1% 1.75% 93.2% 158 16.46% 2.3
Silvia McColl Wealth Management
7046
Silvia McColl Wealth Management
California
USD 152 M +USD 1.41 M +0.9% 1.84% 82.7% 122 7.38% 2.6
Point Nemo Capital
7047
Point Nemo Capital
Texas
USD 152 M +USD 50.8 M +50% 8.9% – 135 65.93% 0.1
FSA Advisors
7048
FSA Advisors
Michigan
USD 152 M +USD 7.84 M +5% 0.11% – 259 43.63% 0.9
Alan N. Hoffman Investment Management
7049
Alan N. Hoffman Investment Management
Massachusetts
USD 152 M -USD 25.7 M -14% 8.04% 114% 15 13.33% 4.2
Guided Capital Wealth Management
7050
Guided Capital Wealth Management
Texas
USD 152 M +USD 8.89 M +6% 1.66% – 39 20.51% 0.9