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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)
CAG
7501
Cypress Advisory Group
Arizona
USD 136 M +USD 1.09 M +0.8% 3.24% – 74 12.16% 0.8
Sacks & Associates
7502
Sacks & Associates
New Jersey
USD 136 M – – 1.99% – 79 – 0
Michels Family Financial
7503
Michels Family Financial
Texas
USD 136 M +USD 7.7 M +6% 2.43% – 138 4.35% 0.9
Haven Global Partners
7504
Haven Global Partners
Georgia
USD 136 M -USD 3.44 M -2% 7.64% – 11 9.09% 0.9
Redpoint Management
7505
Redpoint Management
California
USD 136 M -USD 30.2 M -18% 9.61% 20.6% 5 40% 2.7
Axos Invest
7506
Axos Invest
Nevada
USD 136 M +USD 2.54 M +2% 1.94% – 24 16.67% 1
Pollock Investment Advisors
7507
Pollock Investment Advisors
Michigan
USD 136 M +USD 8.32 M +7% 1.05% – 41 2.44% 1
Kennondale Capital Management
7508
Kennondale Capital Management
Virginia
USD 136 M +USD 5.32 M +4% 4.37% – 88 12.5% 0.9
Barrier Capital Management
7509
Barrier Capital Management
California
USD 136 M +USD 837 k +0.6% 3.03% 216% 20 65% 0.7
Seneschal Advisors
7510
Seneschal Advisors
Washington
USD 136 M -USD 1.97 M -1% 1.27% – 619 9.53% 0.3
Vantus Wealth
7511
Vantus Wealth
Pennsylvania
USD 136 M – – 3.16% – 196 – 0
Accuvest Global Advisors
7512
Accuvest Global Advisors
Utah
USD 136 M -USD 24.7 M -15% 4.84% 163% 102 50% 0.8
Littlejohn Financial Services
7513
Littlejohn Financial Services
Oregon
USD 136 M -USD 1.45 M -1% 1.7% – 68 25% 0.7
Soapstone Management
7514
Soapstone Management
Maryland
USD 136 M -USD 11.6 M -8% 5.46% 30.3% 15 26.67% 2.9
Wallace Hart
7515
Wallace Hart
Kentucky
USD 136 M -USD 270 k -0.2% 2.74% – 65 41.54% 0.5
Center for Wealth Management Advisory
7516
Center for Wealth Management Advisory
Ohio
USD 136 M – – 2.57% – 61 – 0
Spartan Planning & Wealth Management
7517
Spartan Planning & Wealth Management
North Carolina
USD 136 M +USD 7.48 M +6% 4.37% – 95 36.84% 1.4
Networth Advisors
7518
Networth Advisors
Pennsylvania
USD 135 M – – 1.84% – 385 – 0
Fortress Financial Group
7519
Fortress Financial Group
Minnesota
USD 135 M +USD 5.03 M +4% 2.45% – 87 12.64% 0.8
Clearwave Capital
7520
Clearwave Capital
California
USD 135 M – – 3.31% – 138 – 0
BGI
7521
B Group Inc
Texas
USD 135 M -USD 514 k -0.4% 85.2% – 22 36.36% 0.8
Womack Financial
7522
Womack Financial
Texas
USD 135 M +USD 3.66 M +3% 3.61% – 70 8.57% 0.9
Winnow Wealth
7523
Winnow Wealth
Texas
USD 135 M +USD 7.64 M +6% 1.25% – 662 24.62% 0.3
Platt Investment Counsel
7524
Platt Investment Counsel
Florida
USD 135 M +USD 8.36 M +7% 1.34% 62.9% 13 15.38% 2.6
CVS Health
7525
CVS Health
Rhode Island
USD 135 M +USD 32.4 M +32% 1.72% 50% 9 66.67% 1.2