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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)
Somerset Group
7301
Somerset Group
Minnesota
USD 110 M +USD 451 k +0.4% 2.08% 84.6% 64 6.25% 6.9
Perissos Private Wealth Management
7302
Perissos Private Wealth Management
Oklahoma
USD 110 M -USD 24 M -18% 0.56% – 96 35.42% 0.8
Black Cypress Capital Management
7303
Black Cypress Capital Management
Florida
USD 110 M -USD 5.65 M -5% 6.27% – 30 13.33% 0.9
Flywheel Private Wealth
7304
Flywheel Private Wealth
California
USD 110 M +USD 922 k +0.8% 0.57% – 87 11.49% 0.2
Allium Financial Advisors
7305
Allium Financial Advisors
Oregon
USD 110 M – – 0.37% – 85 – 0
Wulff, Hansen & Co
7306
Wulff, Hansen & Co
California
USD 110 M +USD 3.98 M +4% 1.28% 94.7% 102 11.76% 2.4
Everest Management Corp
7307
Everest Management Corp
California
USD 110 M -USD 3.86 M -3% 6.76% – 56 19.64% 0.2
LTG Capital
7308
LTG Capital
Massachusetts
USD 110 M -USD 9.6 M -8% 6.26% 59% 26 0% 3.1
Bey-Douglas LLC
7309
Bey-Douglas LLC
Georgia
USD 110 M -USD 6.43 M -6% 4.12% – 46 21.74% 1
CAG
7310
Cypress Advisory Group
Arizona
USD 110 M +USD 918 k +0.8% 0.68% – 64 10.94% 0.2
Emmett Investment Management
7311
Emmett Investment Management
New York
USD 109 M -USD 1.83 M -2% 4.09% – 29 31.03% 0.2
Integrity Investment Advisors
7312
Integrity Investment Advisors
Colorado
USD 109 M – – 3.3% – 45 – 0
Womack Financial
7313
Womack Financial
Texas
USD 109 M -USD 3.44 M -3% 2.88% – 66 4.55% 0.2
Kraft Asset Management
7314
Kraft Asset Management
Tennessee
USD 109 M -USD 20.3 M -16% 1.92% 41% 53 15.09% 2.1
Breakout Capital Partners
7315
Breakout Capital Partners
New York
USD 109 M +USD 11.8 M +12% 11.1% – 9 33.33% 0.9
Stadium Capital Management
7316
Stadium Capital Management
Connecticut
USD 109 M -USD 8.83 M -7% 19.9% 10.9% 11 27.27% 1.4
LWM
7317
Lighthouse Wealth Management
Ohio
USD 109 M -USD 94.1 k -0.1% 1.18% – 38 5.26% 0.2
Astra Wealth Partners
7318
Astra Wealth Partners
New Jersey
USD 109 M +USD 1.68 M +2% 0.85% – 80 16.25% 0.2
Fairman Group
7319
Fairman Group
Pennsylvania
USD 109 M -USD 12.4 M -10% 0.05% 46.8% 350 27.71% 1.2
Commons Capital
7320
Commons Capital
Massachusetts
USD 109 M -USD 1.71 M -2% 5.63% 166% 123 44.72% 1.4
RoundAngle Advisors
7321
RoundAngle Advisors
New Jersey
USD 109 M +USD 3.87 M +4% 0.33% – 60 8.33% 0.2
J2 Capital Management
7322
J2 Capital Management
Michigan
USD 109 M +USD 2.2 M +2% 2.12% – 127 33.86% 1.6
Flavin Financial Services
7323
Flavin Financial Services
Florida
USD 109 M +USD 3.65 M +3% 1.32% – 69 4.35% 0.2
Atlantic Family Wealth
7324
Atlantic Family Wealth
Florida
USD 109 M +USD 24.2 M +29% 0.43% – 49 18.37% 0.2
NMCM
7325
Nicholson Meyer Capital Management
Missouri
USD 109 M – – 1.64% – 45 – 0