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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)
Chan Zuckerberg Initiative
7101
Chan Zuckerberg Initiative
California
USD 118 M -USD 254 M -68% 5.42% 59% 3 33.33% 1.5
Stoneridge Investment Partners
7102
Stoneridge Investment Partners
Pennsylvania
USD 118 M -USD 161 M -58% 7.59% 44.2% 162 45.68% 1.5
BIO
7103
Blue Investment Opportunities
Florida
USD 118 M – – 14.8% – 1 – 0
Sky-Mountain Capital Management
7104
Sky-Mountain Capital Management
Idaho
USD 118 M – – 0.09% – 32 – 0
Stage Harbor Financial
7105
Stage Harbor Financial
Massachusetts
USD 118 M +USD 3.18 M +3% 1.83% 56.4% 63 14.29% 0.9
Keystone Financial Services (Nebraska)
7106
Keystone Financial Services (Nebraska)
Nebraska
USD 118 M +USD 9.05 M +8% 3.18% – 49 14.29% 0.2
1858 Wealth Management
7107
1858 Wealth Management
Ohio
USD 118 M -USD 8.2 M -6% 2.15% – 135 23.7% 0.9
BRWM
7108
Blue Rock Wealth Management
North Carolina
USD 118 M +USD 22.9 M +24% 3.07% – 98 31.63% 0.2
Eagle Bay Advisors
7109
Eagle Bay Advisors
New York
USD 118 M -USD 41 M -26% 1.65% 85% 1,001 88.61% 3.2
Stone House Capital Management
7110
Stone House Capital Management
Florida
USD 118 M -USD 50.8 M -30% 13.3% 151% 3 0% 2
AI
7111
Axecap Investments
Ohio
USD 118 M -USD 14.8 M -11% 2.57% – 93 49.46% 0.3
University of Wisconsin Foundation
7112
University of Wisconsin Foundation
Wisconsin
USD 118 M -USD 19.7 M -14% 8.42% 142% 8 12.5% 1.2
Partnership Wealth Management
7113
Partnership Wealth Management
Maryland
USD 118 M -USD 2.34 M -2% 0.4% 67.6% 76 10.53% 1.1
MCM
7114
Monimus Capital Management
New Jersey
USD 118 M +USD 11.7 M +11% 8.33% – 66 50% 0.2
Muirfield Wealth Advisors
7115
Muirfield Wealth Advisors
North Carolina
USD 118 M -USD 3.56 M -3% 1.89% – 69 5.8% 1
Oder Investment Management
7116
Oder Investment Management
California
USD 118 M -USD 2.32 M -2% 3.1% 115% 97 9.28% 2.8
Richwood Investment Advisors
7117
Richwood Investment Advisors
Ohio
USD 118 M -USD 2.31 M -2% 0.78% 71.9% 103 8.74% 3
Ridgeline Wealth
7118
Ridgeline Wealth
Arizona
USD 118 M -USD 5.08 M -4% 1.63% – 56 5.36% 0.2
Collier Financial
7119
Collier Financial
Colorado
USD 118 M +USD 5.66 M +5% 0.8% – 130 16.92% 0.2
Fingerlakes Wealth Management
7120
Fingerlakes Wealth Management
New York
USD 118 M -USD 6.33 M -5% 5.59% 92.1% 89 6.74% 2.8
Accuvest Global Advisors
7121
Accuvest Global Advisors
Utah
USD 117 M +USD 46 M +64% 1.38% 163% 68 77.94% 0.5
FSA Investment Group
7122
FSA Investment Group
Florida
USD 117 M +USD 2.61 M +2% 4.63% – 23 13.04% 0.2
Basso Capital Management
7123
Basso Capital Management
Connecticut
USD 117 M +USD 1.88 M +2% 0.52% 89% 81 18.52% 1.5
Processus Wealth & Capital Management
7124
Processus Wealth & Capital Management
Tennessee
USD 117 M -USD 8 M -6% 6.15% 160% 38 13.16% 1.1
Acuitas Investments
7125
Acuitas Investments
Washington
USD 117 M -USD 4.38 M -4% 6.4% 120% 79 36.71% 1.3