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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)
FF
7701
Fox Financial
Pennsylvania
USD 123 M -USD 2.89 M -2% 2.01% 78.9% 12 8.33% 2.2
CWD
7702
Clarity Wealth Development
Oregon
USD 123 M +USD 4.31 M +4% 0.43% – 47 10.64% 1.1
Virtus Fixed Income Advisers
7703
Virtus Fixed Income Advisers
Connecticut
USD 123 M -USD 9.8 M -7% 0.63% – 27 14.81% 0.6
Lakeshore Capital Group
7704
Lakeshore Capital Group
Illinois
USD 123 M -USD 2.46 M -2% 1.82% – 78 3.85% 1.1
ArborFi Advisors
7705
ArborFi Advisors
Michigan
USD 122 M -USD 702 k -0.6% 1.56% – 51 15.69% 1.1
Sankala Group
7706
Sankala Group
Colorado
USD 122 M -USD 2.63 M -2% 0.53% – 581 6.37% 0.2
First Financial Group
7707
First Financial Group
North Carolina
USD 122 M +USD 4.94 M +4% 1.69% – 80 8.75% 1
A4 Wealth Advisors
7708
A4 Wealth Advisors
North Carolina
USD 122 M +USD 6.85 M +6% 1.38% – 148 40.54% 0.4
Semitam Bonam
7709
Semitam Bonam
New York
USD 122 M +USD 2.3 M +2% 1.35% – 47 6.38% 0.7
Reyes Financial Architecture
7710
Reyes Financial Architecture
California
USD 122 M -USD 41.8 M -25% 1.15% – 459 39.87% 0.8
Dynamic Financial Group
7711
Dynamic Financial Group
Iowa
USD 122 M +USD 5.07 M +4% 1.76% – 72 8.33% 1.1
RWIA
7712
Roger Wittlin Investment Advisory
California
USD 122 M -USD 20.7 M -14% 2.51% 61.3% 40 5% 2.6
Athena Wealth Management
7713
Athena Wealth Management
Nevada
USD 122 M +USD 19.3 M +19% 3.32% – 121 24.79% 0.2
GAFA
7714
Garton & Associates Financial Advisors
Kentucky
USD 122 M -USD 56.3 M -32% 0.97% – 1,199 90.33% 0.2
Karani Asset Management
7715
Karani Asset Management
New York
USD 122 M -USD 31.6 k -0% 2.72% – 60 50% 1.6
Kennon-Green & Company
7716
Kennon-Green & Company
Ohio
USD 122 M -USD 3.91 M -3% 1.94% 58.4% 41 9.76% 2.7
PrairieView Wealth Partners
7717
PrairieView Wealth Partners
Illinois
USD 122 M +USD 11.8 M +11% 1.57% – 31 6.45% 1.5
MFC
7718
Miramar Fiduciary Corp
Nevada
USD 122 M -USD 7.27 M -6% 3.05% – 5 0% 4.3
Targeted Financial Services
7719
Targeted Financial Services
Florida
USD 122 M +USD 5.84 M +5% 2.22% – 55 7.27% 0.2
Valliance Asset Management
7720
Valliance Asset Management
Hong Kong
USD 122 M -USD 119 M -49% 93.6% 2,198% 16 81.25% 0.1
Peapod Lane Capital
7721
Peapod Lane Capital
New York
USD 122 M +USD 4.36 M +4% 9.94% – 68 22.06% 0.9
HRC
7722
Hoertkorn Richard Charles
USD 122 M -USD 136 M -53% 1.54% 182% 79 6.33% 8.7
Peak Wealth Management
7723
Peak Wealth Management
New Hampshire
USD 122 M +USD 2.24 M +2% 0.73% – 56 12.5% 0.2
Western Reserve Capital Management
7724
Western Reserve Capital Management
Ohio
USD 122 M +USD 14.6 M +14% 3.83% – 51 7.84% 0.2
Sierra Ocean
7725
Sierra Ocean
California
USD 122 M +USD 1.01 M +0.8% 0.35% – 62 4.84% 1.1