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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)
Swisher Financial Concepts
7051
Swisher Financial Concepts
Ohio
USD 121 M +USD 36.1 M +43% 0.88% – 90 41.11% 0.8
Lewis Asset Management
7052
Lewis Asset Management
California
USD 121 M -USD 10.1 M -8% 4.13% 142% 140 17.14% 1
Archvest Wealth Advisors
7053
Archvest Wealth Advisors
California
USD 121 M -USD 17.1 M -12% 0.22% 53.1% 66 12.12% 1.9
Tiptree Advisors
7054
Tiptree Advisors
New York
USD 121 M +USD 24.4 M +25% 0.8% – 27 40.74% 0.2
Morey & Quinn Wealth Partners
7055
Morey & Quinn Wealth Partners
Nebraska
USD 121 M +USD 2.89 M +2% 0.38% – 126 6.35% 0.2
Kepos Capital
7056
Kepos Capital
New York
USD 121 M +USD 5.02 M +4% 2.22% 21.1% 74 51.35% 0.9
Sand Grove Capital Management
7057
Sand Grove Capital Management
United Kingdom
USD 121 M -USD 85.4 M -41% 7.58% 410% 15 73.33% 0.5
SWM
7058
SpringVest Wealth Management
Texas
USD 121 M +USD 3.88 M +3% 2.63% – 60 18.33% 0.2
Northwest Financial Advisors
7059
Northwest Financial Advisors
Virginia
USD 121 M -USD 539 k -0.4% 3.36% 67% 125 14.4% 1
SIMA Wealth Partners
7060
SIMA Wealth Partners
Virginia
USD 120 M +USD 2.79 M +2% 0.3% – 192 15.1% 0.6
Northeast Planning Associates NH
7061
Northeast Planning Associates NH
New Hampshire
USD 120 M +USD 23.8 M +25% 6.61% – 60 46.67% 0.2
Holcombe Financial
7062
Holcombe Financial
Georgia
USD 120 M -USD 1.02 M -0.8% 1.06% – 42 16.67% 0.2
Marest Capital
7063
Marest Capital
California
USD 120 M -USD 3.35 M -3% 4.93% 84.5% 26 23.08% 0.9
Dynamic Wealth Strategies
7064
Dynamic Wealth Strategies
California
USD 120 M +USD 7.92 M +7% 0.94% 52.2% 233 72.53% 0.3
Avant Capital
7065
Avant Capital
Louisiana
USD 120 M -USD 324 k -0.3% 0.61% – 68 7.35% 2.6
JAIC
7066
Josh Arnold Investment Consultant
Minnesota
USD 120 M +USD 2.01 M +2% 4.3% 272% 23 69.57% 0.4
Baypointe Partners
7067
Baypointe Partners
Connecticut
USD 120 M – – 9.6% – 19 – 0
SPAS
7068
Spectrum Planning & Advisory Services
California
USD 120 M +USD 4.9 M +4% 0.88% – 71 23.94% 1.7
A.D. Beadell Investment Counsel
7069
A.D. Beadell Investment Counsel
Wisconsin
USD 120 M -USD 3.26 M -3% 1.78% 83.3% 93 13.98% 4.7
Bay Capital Advisors
7070
Bay Capital Advisors
Virginia
USD 120 M -USD 4.25 M -3% 3.15% – 116 8.62% 0.2
Gerber LLC
7071
Gerber LLC
Ohio
USD 120 M -USD 17.3 M -13% 3.5% 137% 101 19.8% 1.1
Pangea Capital Gestao de Recursos
7072
Pangea Capital Gestao de Recursos
USD 120 M -USD 10.2 M -8% 13.3% 54.4% 6 33.33% 1.3
Two West Capital Advisors
7073
Two West Capital Advisors
Kansas
USD 120 M +USD 3.04 M +3% 0.55% – 82 15.85% 0.6
Guided Capital Wealth Management
7074
Guided Capital Wealth Management
Texas
USD 120 M +USD 10.6 M +10% 4.26% – 38 28.95% 0.2
Accredited Investor Services
7075
Accredited Investor Services
Minnesota
USD 120 M -USD 5.3 M -4% 2.84% – 98 70.41% 0.1