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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)
Jacksonville Wealth Management
7376
Jacksonville Wealth Management
Florida
USD 141 M +USD 5.07 M +4% 1.7% – 77 15.58% 0.8
Tableaux
7377
Tableaux
Massachusetts
USD 141 M -USD 109 M -43% 3.86% – 125 38.4% 0.8
Piper Sandler & Co
7378
Piper Sandler & Co
Minnesota
USD 141 M +USD 1.88 M +1% 0.05% 0.05% 27 7.41% 0.4
Brian Low Financial Group
7379
Brian Low Financial Group
Louisiana
USD 141 M +USD 12.2 M +10% 3.24% – 126 22.22% 0.4
Pine Brook Road Advisors
7380
Pine Brook Road Advisors
New York
USD 141 M +USD 10.2 M +8% 7.82% – 1 0% 2
PIA
7381
Prakash Investment Advisors
Massachusetts
USD 141 M -USD 7.46 M -5% 1.22% – 96 22.92% 0.5
Segra Capital Management
7382
Segra Capital Management
Florida
USD 141 M -USD 106 M -43% 23.2% 19% 7 28.57% 1.3
Bannerman Wealth Management Group
7383
Bannerman Wealth Management Group
Texas
USD 141 M +USD 5.35 M +4% 2.34% – 34 11.76% 0.9
Sherrill & Hutchins Financial Advisory
7384
Sherrill & Hutchins Financial Advisory
Georgia
USD 141 M +USD 2.99 M +2% 1.24% 41.6% 13 7.69% 1.6
DeLarme Wealth Management
7385
DeLarme Wealth Management
California
USD 141 M – – 2.1% – 62 – 0
Ipsen Advisor Group
7386
Ipsen Advisor Group
Arkansas
USD 141 M +USD 1.72 M +1% 2% – 107 8.41% 2.2
Balanced Rock Investment Advisors
7387
Balanced Rock Investment Advisors
Massachusetts
USD 141 M +USD 3.92 M +3% 1.59% – 97 6.19% 1.7
Reflection Asset Management
7388
Reflection Asset Management
South Carolina
USD 141 M – – 3.45% – 504 – 0
HB
7389
Hauser Brothers
Germany
USD 141 M +USD 16.6 M +13% 32% – 6 33.33% 1.9
Brightlight Capital Management
7390
Brightlight Capital Management
Connecticut
USD 141 M -USD 24.6 M -15% 4.35% 202% 10 10% 1.5
BC
7391
Bulwark Capital
Florida
USD 141 M +USD 12.1 M +9% 0.92% – 103 8.74% 0.5
Kagan Cocozza Asset Management
7392
Kagan Cocozza Asset Management
New Jersey
USD 141 M +USD 8.51 M +6% 1.52% – 64 4.69% 0.9
ICM
7393
Isabella Capital Management
USD 141 M – – 0.13% – 8 – 0
Pine Haven Investment Counsel
7394
Pine Haven Investment Counsel
Massachusetts
USD 141 M +USD 2.09 M +2% 2.48% 86.3% 121 7.44% 3.1
Perspective Wealth Advisors
7395
Perspective Wealth Advisors
Colorado
USD 140 M – – 1.39% – 55 – 0
Breakout Capital Partners
7396
Breakout Capital Partners
New York
USD 140 M -USD 16.6 M -11% 0.18% – 8 12.5% 1.3
Arbor Wealth Advisors
7397
Arbor Wealth Advisors
Michigan
USD 140 M +USD 6.39 M +5% 2.36% 58.7% 58 8.62% 1.6
Entruity Wealth
7398
Entruity Wealth
California
USD 140 M +USD 11.5 M +9% 5.41% – 45 6.67% 0.9
Blue Capital Inc
7399
Blue Capital Inc
Nebraska
USD 140 M +USD 5.67 M +4% 5.81% – 109 44.04% 0.5
Cottonwood Capital Advisors
7400
Cottonwood Capital Advisors
Utah
USD 140 M +USD 2.99 M +2% 1.3% 79% 89 2.25% 3.4