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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)
Strategic Wealth Advisors
7651
Strategic Wealth Advisors
Arizona
USD 125 M +USD 7.75 M +7% 0.53% – 273 6.96% 0.2
WFA of San Diego
7652
WFA of San Diego
California
USD 125 M -USD 12 M -9% 0.63% – 425 10.59% 2.6
MSK
7653
Melissa S. Kampmann
USD 125 M -USD 10.6 M -8% 3.22% 82.1% 43 4.65% 2.1
Canandaigua National Trust of Florida
7654
Canandaigua National Trust of Florida
New York
USD 125 M -USD 35.3 M -22% 2.31% – 139 29.5% 1.3
Ponta Wealth Partners
7655
Ponta Wealth Partners
Florida
USD 124 M +USD 17.1 M +16% 1.76% – 144 24.31% 0.2
Silver Grove Financial Group
7656
Silver Grove Financial Group
New York
USD 124 M +USD 8.89 M +8% 1.2% – 524 75.76% 0.1
Stephen J. Garry & Associates
7657
Stephen J. Garry & Associates
New York
USD 124 M -USD 1.74 M -1% 1.76% 67.2% 54 11.11% 1.7
Coquina Private Wealth LLC
7658
Coquina Private Wealth LLC
Florida
USD 124 M -USD 436 k -0.3% 2.57% – 100 14% 0.2
FPC
7659
Flax Pond Capital
Massachusetts
USD 124 M -USD 10.2 M -8% 1.78% – 66 28.79% 0.2
Katamaran Capital
7660
Katamaran Capital
United Kingdom
USD 124 M -USD 7.86 M -6% 0.12% – 45 57.78% 0.5
Cook & Bynum Capital Management
7661
Cook & Bynum Capital Management
Alabama
USD 124 M +USD 4.53 M +4% 4.47% 46.8% 6 0% 7.4
Talisman Wealth Advisors
7662
Talisman Wealth Advisors
New Jersey
USD 124 M -USD 4.38 M -3% 0.6% 70.8% 122 22.95% 2.4
O'Domhnaill Enterprises
7663
O'Domhnaill Enterprises
Wyoming
USD 124 M +USD 17.3 M +16% 10.3% – 76 50% 0.2
NorthLanding Financial Partners
7664
NorthLanding Financial Partners
New York
USD 124 M -USD 503 k -0.4% 0.95% 54.7% 41 0% 2.9
Clarity Retirement & Wealth
7665
Clarity Retirement & Wealth
Massachusetts
USD 124 M +USD 10.4 M +9% 2.27% – 38 44.74% 0.2
WJ Financial Advisors
7666
WJ Financial Advisors
Connecticut
USD 124 M +USD 11.5 M +10% 0.33% – 129 11.63% 0.4
E-Wealth Partners
7667
E-Wealth Partners
Minnesota
USD 124 M +USD 4.79 M +4% 1.21% – 60 11.67% 0.2
Marcho Partners
7668
Marcho Partners
United Kingdom
USD 124 M -USD 40.9 M -25% 12% 115% 7 28.57% 3.2
Ally Bridge Group
7669
Ally Bridge Group
New York
USD 124 M +USD 27.8 M +29% 23.1% 844% 32 59.38% 0.3
Vigil Wealth Management
7670
Vigil Wealth Management
Florida
USD 124 M +USD 3.46 M +3% 0.89% – 80 10% 0.2
Family Legacy Financial Solutions
7671
Family Legacy Financial Solutions
North Carolina
USD 124 M -USD 6 M -5% 3.92% – 54 20.37% 0.7
Post Resch Tallon Group
7672
Post Resch Tallon Group
New York
USD 124 M +USD 5.33 M +4% 0.35% – 127 19.69% 1
EDMP Inc
7673
EDMP Inc
Florida
USD 124 M +USD 2.03 M +2% 2.21% 78% 75 14.67% 4.2
Town Capital
7674
Town Capital
Maryland
USD 124 M +USD 1.44 M +1% 1.52% – 100 40% 0.2
IFO
7675
Intrepid Family Office
Florida
USD 124 M +USD 7.59 M +7% 4.52% – 50 48% 1.4