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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)
White Knight Strategic Wealth Advisors
7326
White Knight Strategic Wealth Advisors
New Jersey
USD 109 M -USD 130 M -55% 1.18% 111% 110 33.64% 2.1
Connective Capital Management
7327
Connective Capital Management
California
USD 109 M +USD 22.7 M +26% 8.59% 188% 90 72.22% 0.9
Cannon Advisors
7328
Cannon Advisors
North Carolina
USD 109 M -USD 9.1 M -8% 5.59% – 66 18.18% 0.4
C
7329
Croban
Ohio
USD 109 M +USD 6.69 M +7% 1.53% – 78 12.82% 1.1
Innovative Wealth Building
7330
Innovative Wealth Building
Maryland
USD 109 M -USD 2.03 M -2% 3.25% – 55 14.55% 0.2
Bonfire Financial
7331
Bonfire Financial
Colorado
USD 108 M -USD 2.04 M -2% 1.21% – 53 11.32% 0.2
Winnow Wealth
7332
Winnow Wealth
Texas
USD 108 M +USD 7.61 M +8% 0.93% – 647 5.72% 0.2
RK Asset Management
7333
RK Asset Management
Michigan
USD 108 M -USD 14 M -11% 6.78% 47.6% 24 8.33% 4.1
Mission Financial Group
7334
Mission Financial Group
Nevada
USD 108 M – – 1.5% – 146 – 2.6
Amara Financial
7335
Amara Financial
California
USD 108 M -USD 139 k -0.1% 1.36% – 50 16% 0.5
Willner & Heller
7336
Willner & Heller
California
USD 108 M -USD 5.97 M -5% 3.89% 131% 158 10.13% 2.3
Elevate Capital Advisors
7337
Elevate Capital Advisors
Colorado
USD 108 M -USD 5.42 M -5% 3.71% – 73 31.51% 0.2
Copia Wealth Management
7338
Copia Wealth Management
Oregon
USD 108 M +USD 3.04 M +3% 1.39% – 480 17.5% 0.2
Forefront Wealth Management
7339
Forefront Wealth Management
Pennsylvania
USD 108 M -USD 508 k -0.5% 1.74% – 53 16.98% 1.6
Farley Capital
7340
Farley Capital
New York
USD 108 M -USD 9.41 M -8% 0.01% 116% 18 16.67% 5.4
SHC
7341
SALT Holding Corp
Delaware
USD 108 M +USD 26.4 M +32% 0% – 14 21.43% 0.2
Woodside Wealth Management
7342
Woodside Wealth Management
Massachusetts
USD 108 M – – 2.86% – 76 – 0
AtlasMark Financial
7343
AtlasMark Financial
Texas
USD 108 M -USD 1000 k -0.9% 3.32% – 39 0% 4.1
Summit Financial Consulting
7344
Summit Financial Consulting
Michigan
USD 108 M – – 1.96% – 42 – 0
Profit Investment Management
7345
Profit Investment Management
Maryland
USD 108 M -USD 16.9 M -14% 7.97% 101% 81 12.35% 6.7
OneAscent Family Office
7346
OneAscent Family Office
Alabama
USD 107 M +USD 52.4 M +95% 0.46% – 123 39.02% 0.2
SBCM
7347
Silverberg Bernstein Capital Management
New York
USD 107 M -USD 6.17 M -5% 15.4% 133% 63 15.87% 1
M Wealth Management LLC
7348
M Wealth Management LLC
California
USD 107 M -USD 2.2 M -2% 0.02% – 48 12.5% 0.2
ASM
7349
AI-Squared Management
Hong Kong
USD 107 M +USD 9.18 M +9% 5.24% – 28 71.43% 0.3
WPG Advisers
7350
WPG Advisers
Maryland
USD 107 M -USD 376 k -0.3% 1.04% – 1,550 14% 0.2