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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)
Signal Tree Financial Partners
7476
Signal Tree Financial Partners
Ohio
USD 132 M +USD 1.33 M +1% 0.1% – 49 6.12% 1.1
9823 Capital
7477
9823 Capital
Texas
USD 132 M -USD 12.7 M -9% 6.15% – 87 80.46% 0.1
Global Trust Wealth Management
7478
Global Trust Wealth Management
Florida
USD 132 M -USD 2.61 M -2% 1.14% – 88 9.09% 0.2
Axos Invest
7479
Axos Invest
Nevada
USD 132 M -USD 3.73 M -3% 1.45% – 22 13.64% 1.2
bLong Financial
7480
bLong Financial
Tennessee
USD 132 M -USD 11 M -8% 3.33% – 81 14.81% 1.1
AIP
7481
Alapocas Investment Partners
Massachusetts
USD 132 M -USD 17 M -11% 8.61% 58.3% 21 9.52% 3.5
DBK Financial Counsel
7482
DBK Financial Counsel
Ohio
USD 132 M +USD 1.85 M +1% 0.17% 58.1% 61 6.56% 3
Macco Financial Group
7483
Macco Financial Group
Wisconsin
USD 132 M +USD 15.7 M +14% 1.17% – 27 51.85% 0.2
Penbrook Management
7484
Penbrook Management
New York
USD 132 M -USD 12.9 M -9% 1.08% 107% 105 19.05% 5.9
Boyce & Associates Wealth Consulting
7485
Boyce & Associates Wealth Consulting
Texas
USD 132 M +USD 12.7 M +11% 0.26% 58.2% 83 13.25% 2.3
Alterna Wealth Management
7486
Alterna Wealth Management
Texas
USD 132 M +USD 12.1 M +10% 1.59% 52.9% 115 20.87% 2.7
DQRIM
7487
Dale Q Rice Investment Management
Washington
USD 132 M -USD 7.61 M -5% 5.77% – 69 7.25% 1.2
Sincerus Advisory
7488
Sincerus Advisory
New York
USD 132 M +USD 7.55 M +6% 1.08% – 79 10.13% 1.1
Phillip James Consulting
7489
Phillip James Consulting
Minnesota
USD 132 M +USD 126 M +2,227% 0.78% – 392 81.38% 0
GCM
7490
Gunpowder Capital Management
Maryland
USD 132 M +USD 3.37 M +3% 0.82% – 447 10.51% 0.2
Twin City Private Wealth
7491
Twin City Private Wealth
North Carolina
USD 132 M -USD 367 k -0.3% 1.81% – 102 13.73% 1.7
Reicon Wealth Advisors
7492
Reicon Wealth Advisors
Georgia
USD 132 M -USD 6.35 M -5% 3.11% – 78 32.05% 0.2
Richard Young Associates
7493
Richard Young Associates
Georgia
USD 132 M +USD 3.65 M +3% 2.67% – 27 14.81% 0.2
SGH
7494
Sivik Global Healthcare
Connecticut
USD 132 M -USD 213 M -62% 5.27% 83.8% 55 49.09% 2.3
Rik Saylor Financial
7495
Rik Saylor Financial
Ohio
USD 132 M -USD 4.83 M -4% 1.22% – 86 4.65% 1.2
Visa Foundation
7496
Visa Foundation
California
USD 132 M -USD 10.2 M -7% 7.18% 58.1% 1 0% 4.3
ATX Financial Planning
7497
ATX Financial Planning
Texas
USD 132 M +USD 1.95 M +2% 3.22% – 100 32% 0.2
Graver Capital Management
7498
Graver Capital Management
Ohio
USD 132 M +USD 5.07 M +4% 1.12% – 25 4% 1.2
Fairway Financial
7499
Fairway Financial
Florida
USD 132 M -USD 962 k -0.7% 0.46% – 23 4.35% 1.2
Pangea Capital Gestao de Recursos
7500
Pangea Capital Gestao de Recursos
USD 131 M +USD 7.89 M +6% 5.34% 54.4% 11 36.36% 1.4