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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)
Ahara Advisors
7776
Ahara Advisors
New Jersey
USD 120 M +USD 9.6 M +9% 9.44% – 56 16.07% 0.2
CM
7777
CM Management
Florida
USD 120 M +USD 996 k +0.8% 2.99% 107% 79 31.65% 1.9
Commons Capital
7778
Commons Capital
Massachusetts
USD 120 M -USD 29.6 M -20% 1.39% 148% 126 43.65% 2
Yorktown Management & Research Company
7779
Yorktown Management & Research Company
Virginia
USD 120 M -USD 5.54 M -4% 5.86% 211% 254 29.53% 1.6
Integrated Wealthcare
7780
Integrated Wealthcare
North Carolina
USD 120 M +USD 594 k +0.5% 1.28% – 29 6.9% 0.2
Ball & Co Wealth Management
7781
Ball & Co Wealth Management
Tennessee
USD 120 M -USD 35.8 M -23% 2.36% – 90 26.67% 1
WealthPoint Financial
7782
WealthPoint Financial
North Carolina
USD 119 M +USD 4.54 M +4% 0.76% – 129 15.5% 0.2
Clio Asset Management
7783
Clio Asset Management
Virginia
USD 119 M -USD 9.44 M -7% 0.81% 60.6% 19 42.11% 1.6
Lubar & Co
7784
Lubar & Co
Wisconsin
USD 119 M -USD 15.2 M -11% 10.9% – 3 0% 8.6
Commerce Advisors
7785
Commerce Advisors
Tennessee
USD 119 M – – 0.04% – 122 – 0
Shepherd Kaplan Krochuk
7786
Shepherd Kaplan Krochuk
Massachusetts
USD 119 M -USD 2.13 M -2% 0.56% 38.5% 64 4.69% 3.5
Marrick Wealth
7787
Marrick Wealth
California
USD 119 M -USD 3.25 M -3% 0.04% – 58 15.52% 0.2
Valor Advisors
7788
Valor Advisors
Florida
USD 119 M -USD 1.11 M -0.9% 3.02% – 36 2.78% 0.3
Harbor Asset Planning
7789
Harbor Asset Planning
Massachusetts
USD 119 M +USD 1.86 M +2% 1.17% – 455 10.33% 0.7
TCM
7790
Tao Capital Management
California
USD 119 M +USD 2.65 M +2% 9.59% 286% 8 0% 4.9
SF
7791
Schaeffer Financial
Maryland
USD 119 M +USD 4.21 M +4% 0.57% 52.2% 25 16% 2.3
M Wealth Management LLC
7792
M Wealth Management LLC
California
USD 119 M +USD 3.89 M +3% 0.68% – 56 16.07% 1
McCartney Wealth Management
7793
McCartney Wealth Management
Missouri
USD 119 M +USD 2.89 M +2% 1.39% – 65 6.15% 0.2
HPM
7794
Hudson Portfolio Management
New York
USD 119 M +USD 2.57 M +2% 1.69% – 113 6.19% 3.6
White Knight Strategic Wealth Advisors
7795
White Knight Strategic Wealth Advisors
New Jersey
USD 119 M -USD 18 M -13% 3.79% 111% 96 22.92% 2.5
Stonebridge Financial Group (Missouri)
7796
Stonebridge Financial Group (Missouri)
Missouri
USD 119 M +USD 3.07 M +3% 0.06% – 178 17.98% 0.2
Kane Co Wealth Management
7797
Kane Co Wealth Management
Iowa
USD 119 M +USD 5.19 M +5% 1.54% – 54 12.96% 0.2
KL
7798
Keenan LLC
Massachusetts
USD 119 M +USD 4.81 M +4% 2.45% – 42 2.38% 0.2
ClientFirst Wealth Management
7799
ClientFirst Wealth Management
Arkansas
USD 118 M -USD 6.07 M -5% 4.62% – 52 7.69% 2.8
Worldly Partners Management
7800
Worldly Partners Management
Massachusetts
USD 118 M -USD 15.7 M -12% 3.01% 19.2% 3 0% 3.3