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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)
WinCap Financial
7076
WinCap Financial
Massachusetts
USD 150 M +USD 4.61 M +3% 0.43% – 96 22.92% 0.9
Richmond Brothers
7077
Richmond Brothers
Michigan
USD 150 M -USD 6.99 M -4% 1.58% 77.2% 36 0% 2
Charter Research & Investment Group
7078
Charter Research & Investment Group
Connecticut
USD 150 M +USD 443 k +0.3% 2.49% 82.3% 88 6.82% 7.4
Redwood Park Advisors
7079
Redwood Park Advisors
California
USD 150 M +USD 3.08 M +2% 0.16% – 344 11.34% 1.1
Gordian Advisors
7080
Gordian Advisors
Arizona
USD 150 M -USD 833 k -0.6% 1.87% 55.4% 56 8.93% 1.5
Magnolia Private Wealth
7081
Magnolia Private Wealth
Pennsylvania
USD 150 M +USD 6.97 M +5% 0.17% – 143 22.38% 0.8
FFG
7082
Floyd Financial Group
Missouri
USD 150 M +USD 2.2 M +1% 1.31% – 71 7.04% 0.9
PAYA
7083
Phil A. Younker & Associates
Alaska
USD 150 M +USD 6.55 M +5% 0.13% – 39 15.38% 0.9
Thompson Davis & Co
7084
Thompson Davis & Co
Virginia
USD 150 M -USD 17.1 M -10% 0.32% 179% 186 39.78% 2.4
CPR Investments
7085
CPR Investments
Michigan
USD 150 M +USD 896 k +0.6% 1.64% 84% 70 60% 0.9
Piedmont Capital Management (North Carolina)
7086
Piedmont Capital Management (North Carolina)
North Carolina
USD 150 M -USD 2.25 M -1% 2.05% – 124 11.29% 0.2
Lakeside Advisors
7087
Lakeside Advisors
Washington
USD 150 M -USD 6.53 M -4% 2.34% 83.7% 66 7.58% 3.5
Genesis Wealth Advisors
7088
Genesis Wealth Advisors
Massachusetts
USD 150 M +USD 3.85 M +3% 0.69% – 64 3.13% 6.3
Evansbrook
7089
Evansbrook
Illinois
USD 150 M +USD 272 k +0.2% 1.2% – 125 16% 0.2
VERITY Wealth Advisors
7090
VERITY Wealth Advisors
United States
USD 150 M -USD 11.4 M -7% 1.88% 59.9% 85 8.24% 4.5
Thryve Wealth Management
7091
Thryve Wealth Management
Texas
USD 150 M -USD 52.4 M -26% 2.92% – 95 55.79% 0.2
Accelerate Investment Advisors
7092
Accelerate Investment Advisors
California
USD 150 M +USD 1.29 M +0.9% 0.46% – 142 21.83% 1
J.E. Simmons & Co
7093
J.E. Simmons & Co
Texas
USD 150 M -USD 4.75 M -3% 2.72% – 72 13.89% 0.2
Wright Wealth
7094
Wright Wealth
Georgia
USD 149 M -USD 3.92 M -3% 1.86% – 64 25% 0.2
L1 Global Manager
7095
L1 Global Manager
USD 149 M -USD 3.38 M -2% 0.22% – 149 58.39% 0.1
Zeit Capital
7096
Zeit Capital
Colorado
USD 149 M +USD 1.26 M +0.9% 0.24% 56.5% 52 48.08% 2.4
HC Advisors
7097
HC Advisors
Georgia
USD 149 M +USD 4.87 M +3% 0.65% 63.5% 62 6.45% 3.6
Community Bank of Raymore
7098
Community Bank of Raymore
Missouri
USD 149 M +USD 2.3 M +2% 3.8% 91.9% 75 2.67% 6.1
Gibson Wealth Advisors
7099
Gibson Wealth Advisors
Texas
USD 149 M +USD 3.33 M +2% 0.63% – 37 8.11% 3.2
Sagace Wealth Management
7100
Sagace Wealth Management
Florida
USD 149 M +USD 1.75 M +1% 0.11% – 76 19.74% 1.2