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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)
Immersion
7276
Immersion
Florida
USD 146 M -USD 16 M -10% 9.21% – 9 33.33% 0.6
Nova Wealth Management
7277
Nova Wealth Management
Florida
USD 146 M +USD 3.88 M +3% 1.67% – 609 8.54% 0.8
Flavin Financial Services
7278
Flavin Financial Services
Florida
USD 146 M +USD 5.12 M +4% 1.4% – 73 9.59% 0.9
Gibson Wealth Advisors
7279
Gibson Wealth Advisors
Texas
USD 146 M +USD 5.26 M +4% 1.6% – 34 5.88% 3.3
CVFG LLC
7280
CVFG LLC
Indiana
USD 146 M +USD 7.41 M +5% 3.5% – 106 8.49% 0.9
Rolek Wealth Management
7281
Rolek Wealth Management
Pennsylvania
USD 146 M +USD 12.7 M +10% 2.08% – 21 23.81% 0.7
JDH Wealth Management
7282
JDH Wealth Management
California
USD 146 M +USD 4.98 M +4% 3.41% – 52 3.85% 0.9
Northern Lights Advisors
7283
Northern Lights Advisors
Washington
USD 146 M – – 1.78% – 54 – 0
WinCap Financial
7284
WinCap Financial
Massachusetts
USD 146 M +USD 926 k +0.6% 3.63% – 86 5.81% 0.8
Avant Capital
7285
Avant Capital
Louisiana
USD 146 M +USD 3.52 M +2% 1.25% – 79 0% 2.8
Menard Financial Group
7286
Menard Financial Group
Texas
USD 146 M -USD 3.1 M -2% 0.78% 141% 88 15.91% 2.5
Koa Wealth Management
7287
Koa Wealth Management
California
USD 146 M +USD 10.8 M +8% 4.69% 74.8% 65 23.08% 1.4
Dentgroup
7288
Dentgroup
Louisiana
USD 146 M -USD 9.09 M -6% 1.75% 53.6% 98 9.18% 2.5
HCM
7289
Helios Capital Management
Singapore
USD 146 M -USD 1.86 M -1% 0.81% 124% 37 2.7% 2.2
M37 Management
7290
M37 Management
California
USD 146 M – – 13.5% – 12 – 0
Milestones Private Investment Advisors
7291
Milestones Private Investment Advisors
New York
USD 145 M -USD 976 k -0.7% 1.95% – 123 3.25% 0.5
Hunting Hill Global Capital
7292
Hunting Hill Global Capital
New York
USD 145 M -USD 214 M -60% 6.84% 132% 160 50.63% 1
Phoenix Asset Management Partners
7293
Phoenix Asset Management Partners
USD 145 M +USD 29.1 M +25% 2.63% 165% 10 10% 2.2
Davis Capital Management
7294
Davis Capital Management
Florida
USD 145 M +USD 1.01 M +0.7% 2.37% – 663 16.29% 2.1
9823 Capital
7295
9823 Capital
Texas
USD 145 M – – 5.84% – 59 – 0
Clark & Stuart Inc
7296
Clark & Stuart Inc
Maine
USD 145 M +USD 5.23 M +4% 2.63% – 55 12.73% 0.8
EL
7297
ES4 LLC
California
USD 145 M – – 2.93% – 32 – 0
Seek First
7298
Seek First
California
USD 145 M +USD 6.02 M +4% 4.98% – 61 6.56% 0.7
Comprehensive Money Management Services
7299
Comprehensive Money Management Services
Florida
USD 145 M +USD 3.76 M +3% 2.63% – 192 4.17% 0.9
Seed Wealth Management
7300
Seed Wealth Management
Illinois
USD 145 M +USD 202 k +0.1% 1.27% 62% 119 18.49% 2.4