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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)
Wall Street Financial Group
7476
Wall Street Financial Group
Illinois
USD 137 M +USD 1.08 M +0.8% 3.14% – 109 19.27% 0.7
Opulen Financial Group
7477
Opulen Financial Group
Virginia
USD 137 M +USD 5.36 M +4% 1.47% – 109 3.67% 0.9
Illumine Investment Management
7478
Illumine Investment Management
Washington
USD 137 M -USD 3.19 M -2% 1% – 92 2.17% 0.9
Innovative Wealth Building
7479
Innovative Wealth Building
Maryland
USD 137 M +USD 8.87 M +7% 1.64% – 62 12.9% 0.8
J2 Capital Management
7480
J2 Capital Management
Michigan
USD 137 M +USD 4.16 M +3% 1.68% – 128 10.94% 1.7
CWMA
7481
Capstone Wealth Management (Alabama)
Alabama
USD 137 M +USD 7.12 M +5% 3.58% – 50 4% 0.9
Cygnus Capital Advisors
7482
Cygnus Capital Advisors
Georgia
USD 137 M – – 2.85% – 158 – 0
Stonepine Capital Management
7483
Stonepine Capital Management
Oregon
USD 137 M +USD 14 M +11% 20.8% 321% 89 60.67% 0.6
Eagle Bay Advisors
7484
Eagle Bay Advisors
New York
USD 137 M +USD 9.6 M +8% 2.74% 85% 262 60.31% 1.4
Paladin Advisory Group
7485
Paladin Advisory Group
Iowa
USD 137 M +USD 8.67 M +7% 3.51% 78.7% 249 5.62% 2.3
Transmarket Holdings
7486
Transmarket Holdings
Illinois
USD 137 M – – 3.93% – 40 – 0
Argyle Capital Partners
7487
Argyle Capital Partners
California
USD 137 M -USD 2.59 M -2% 2.57% – 169 9.47% 0.9
South Shore Capital Advisors
7488
South Shore Capital Advisors
Massachusetts
USD 137 M – – 5.52% – 136 – 1.3
Kore Advisors
7489
Kore Advisors
Florida
USD 137 M -USD 52.7 M -28% 19.6% – 20 20% 0.9
Canaan Partners XI
7490
Canaan Partners XI
California
USD 137 M +USD 33.9 M +33% 54.2% 798% 4 25% 3
Cooksen Wealth
7491
Cooksen Wealth
Texas
USD 137 M +USD 2.77 M +2% 1.86% 70.7% 47 8.51% 1.9
Chapman Investment Management
7492
Chapman Investment Management
California
USD 137 M -USD 3.88 M -3% 2.03% 57.3% 29 6.9% 4
White Knight Strategic Wealth Advisors
7493
White Knight Strategic Wealth Advisors
New Jersey
USD 137 M +USD 9.7 M +8% 3.17% 111% 102 24.51% 2.2
WFA of San Diego
7494
WFA of San Diego
California
USD 137 M -USD 9.8 M -7% 3.08% – 424 7.31% 2.5
CFG
7495
Compass Financial Group
Ohio
USD 137 M – – 0.47% – 47 – 0
TGY2IT
7496
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
USD 137 M – – 2.74% – 53 – 0
Morgens Waterfall Vintiadis & Co
7497
Morgens Waterfall Vintiadis & Co
New York
USD 137 M -USD 9.21 M -6% 8.5% 594% 31 54.84% 2
OIA
7498
Oakmont Investment Advisors
Pennsylvania
USD 137 M – – 11% – 118 – 0
Rik Saylor Financial
7499
Rik Saylor Financial
Ohio
USD 136 M -USD 246 k -0.2% 2.71% – 85 4.71% 0.9
PMG Wealth Management
7500
PMG Wealth Management
Illinois
USD 136 M +USD 5.18 M +4% 1.49% – 57 5.26% 0.8