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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)
Trace Wealth Advisors
7451
Trace Wealth Advisors
California
USD 133 M -USD 4.98 M -4% 1.28% – 75 18.67% 1.1
Gainplan
7452
Gainplan
Michigan
USD 133 M -USD 133 M -50% 0.06% 103% 78 41.03% 1.9
Financial Planning Fort Collins
7453
Financial Planning Fort Collins
Colorado
USD 133 M +USD 19.5 M +17% 1.9% – 34 14.71% 0.2
Outbound Financial Inc
7454
Outbound Financial Inc
Colorado
USD 133 M +USD 4.95 M +4% 0.63% – 43 6.98% 0.7
Williamson Legacy Group
7455
Williamson Legacy Group
Indiana
USD 133 M +USD 5.44 M +4% 38% – 111 44.14% 0.7
Brickwood Asset Management
7456
Brickwood Asset Management
United Kingdom
USD 133 M -USD 10.5 M -7% 10.5% – 10 20% 0.5
Tenzing Financial
7457
Tenzing Financial
Virginia
USD 133 M +USD 10 M +8% 0.42% – 74 13.51% 0.2
Littlejohn Financial Services
7458
Littlejohn Financial Services
Oregon
USD 133 M -USD 2.61 M -2% 1.55% – 68 25% 0.8
Synergy Financial Group
7459
Synergy Financial Group
California
USD 133 M -USD 9.21 M -6% 9.2% 133% 137 26.28% 2.3
Fiduciary Advisors Inc
7460
Fiduciary Advisors Inc
Missouri
USD 133 M +USD 1.63 M +1% 0.23% – 125 3.2% 1
Strategic Value Partners
7461
Strategic Value Partners
Connecticut
USD 133 M -USD 75.4 M -36% 36.2% – 1 0% 0.3
Phillips Wealth Planners
7462
Phillips Wealth Planners
Mississippi
USD 133 M +USD 8.27 M +7% 1.83% 82% 227 24.67% 1.8
Bonfire Financial
7463
Bonfire Financial
Colorado
USD 133 M -USD 1.04 M -0.8% 2.7% – 59 5.08% 1.1
Harbour Wealth Management Group
7464
Harbour Wealth Management Group
South Carolina
USD 133 M +USD 4.95 M +4% 3.9% – 104 26.92% 0.2
Centerpoint Advisory Group
7465
Centerpoint Advisory Group
Kansas
USD 133 M +USD 3.01 M +2% 2.46% – 114 11.4% 1
FTEA
7466
Forty-three Eighteen Advisors
Arkansas
USD 133 M +USD 4.09 M +3% 7.77% – 90 35.56% 0.2
WT
7467
WHI Trust
Illinois
USD 133 M +USD 2.98 M +2% 1.23% – 95 8.42% 0.2
Phoenix Asset Management Partners
7468
Phoenix Asset Management Partners
USD 133 M -USD 12.7 M -9% 6.72% 139% 10 0% 2.5
Madrid Wealth Management
7469
Madrid Wealth Management
New Mexico
USD 133 M +USD 9.31 M +8% 0.31% – 75 10.67% 0.2
Signal Tree Financial Partners
7470
Signal Tree Financial Partners
Ohio
USD 132 M +USD 1.33 M +1% 0.1% – 49 6.12% 1.1
9823 Capital
7471
9823 Capital
Texas
USD 132 M -USD 12.7 M -9% 6.15% – 87 80.46% 0.1
Global Trust Wealth Management
7472
Global Trust Wealth Management
Florida
USD 132 M -USD 2.61 M -2% 1.14% – 88 9.09% 0.2
Axos Invest
7473
Axos Invest
Nevada
USD 132 M -USD 3.73 M -3% 1.45% – 22 13.64% 1.2
bLong Financial
7474
bLong Financial
Tennessee
USD 132 M -USD 11 M -8% 3.33% – 81 14.81% 1.1
AIP
7475
Alapocas Investment Partners
Massachusetts
USD 132 M -USD 17 M -11% 8.61% 58.3% 21 9.52% 3.5