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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)
RPGNY
7776
Retirement Planning Group (New York)
New York
USD 90.9 M – – 0.92% – 65 – 0
M.E. Allison & Co
7777
M.E. Allison & Co
Texas
USD 90.7 M – – 4.47% – 143 – 0
First Financial Group
7778
First Financial Group
North Carolina
USD 90.4 M – – 1.11% – 66 – 0
Yost Capital Management
7779
Yost Capital Management
Texas
USD 90 M -USD 6.78 M -7% 6.32% 125% 18 33.33% 1.1
Flight Deck Capital
7780
Flight Deck Capital
California
USD 89.9 M +USD 4.41 M +5% 17.7% 379% 17 52.94% 0.9
PWM
7781
Pinnacle Wealth Management
California
USD 89.8 M +USD 6.21 M +7% 24% 194% 43 34.88% 1.2
Grantvest Financial Group
7782
Grantvest Financial Group
New Jersey
USD 89.5 M – – 1.69% – 121 – 0
IronOak Wealth
7783
IronOak Wealth
Texas
USD 89.3 M – – 11.5% – 64 – 0
Verus Wealth Management
7784
Verus Wealth Management
Wisconsin
USD 89.2 M – – 1.77% – 53 – 0
City Center Advisors LLC
7785
City Center Advisors LLC
Michigan
USD 89.1 M -USD 872 k -1% 1.38% – 190 36.84% 0.5
Birch Financial Group
7786
Birch Financial Group
New Hampshire
USD 88.9 M – – 3.87% – 85 – 0
Navigation Wealth Management
7787
Navigation Wealth Management
Colorado
USD 88.8 M -USD 3.87 M -4% 1.54% 46.5% 7 28.57% 0.6
Signify Wealth
7788
Signify Wealth
Missouri
USD 88.6 M +USD 6.98 M +9% 5.61% 36.7% 31 19.35% 1.4
Sulzberger Capital Advisors
7789
Sulzberger Capital Advisors
Florida
USD 88.4 M – – 2.71% – 59 – 0
Unified Investment Management
7790
Unified Investment Management
Georgia
USD 88 M – – 0.69% – 112 – 0
CCA
7791
Covey Capital Advisors
Georgia
USD 88 M -USD 2.59 M -3% 7.33% 118% 37 8.11% 4.1
Massar Capital Management
7792
Massar Capital Management
Connecticut
USD 87.9 M – – 6.2% – 47 – 0
Partners Wealth Management
7793
Partners Wealth Management
California
USD 87.9 M – – 1.64% – 112 – 0
Advanced Portfolio Management
7794
Advanced Portfolio Management
New York
USD 87.6 M -USD 9.6 M -10% 1.68% 19.8% 80 86.25% 0.2
Hobbs Wealth Management
7795
Hobbs Wealth Management
Indiana
USD 87.5 M – – 0.52% – 41 – 0
Cypress Capital Management (Wyoming)
7796
Cypress Capital Management (Wyoming)
Wyoming
USD 87.4 M -USD 5.11 M -6% 0.13% 206% 168 14.29% 4.6
DRH Investments
7797
DRH Investments
California
USD 87.1 M -USD 9 M -9% 0.47% 81.2% 16 31.25% 2.5
Brooklands Fund Management
7798
Brooklands Fund Management
United Kingdom
USD 86.9 M – – – – 62 – 0
Mountain Lake Investment Management
7799
Mountain Lake Investment Management
Florida
USD 86.8 M -USD 8.27 M -9% 5.57% 64% 32 31.25% 1.7
Versant Venture Management
7800
Versant Venture Management
California
USD 86.7 M +USD 23.2 M +36% 0.13% 409% 8 37.5% 2