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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)
North Capital
7801
North Capital
Utah
USD 118 M +USD 2.01 M +2% 0.76% – 97 12.37% 0.9
Paragon Capital Management (Utah)
7802
Paragon Capital Management (Utah)
Utah
USD 118 M -USD 11.2 M -9% 2.86% 72.3% 90 40% 1.7
Advocate Investing Services
7803
Advocate Investing Services
Maryland
USD 118 M +USD 6.38 M +6% 1.66% – 483 14.29% 0.2
Index Venture Growth Associates III
7804
Index Venture Growth Associates III
Jersey
USD 118 M -USD 76 M -39% 37.9% 740% 3 33.33% 4.3
Oceanic Investment Management
7805
Oceanic Investment Management
Isle Of Man
USD 118 M +USD 22.4 M +23% 28.5% – 56 51.79% 1
Bridgelight Financial Advisors
7806
Bridgelight Financial Advisors
Connecticut
USD 118 M +USD 552 k +0.5% 1.79% – 42 9.52% 0.2
Tandem Investment Partners
7807
Tandem Investment Partners
New Jersey
USD 118 M -USD 630 k -0.5% 1.52% – 74 6.76% 1.1
Ridge Creek Global
7808
Ridge Creek Global
Ohio
USD 118 M -USD 1.27 M -1% 1.33% – 88 5.68% 0.2
Capstone Wealth Management
7809
Capstone Wealth Management
Montana
USD 118 M +USD 3.79 M +3% 0.66% – 40 5% 0.3
Brandywine Financial Group
7810
Brandywine Financial Group
Tennessee
USD 118 M +USD 71.7 M +156% 1.07% – 64 73.44% 0.1
Walnut Level Capital
7811
Walnut Level Capital
Colorado
USD 118 M -USD 28.9 M -20% 45.5% – 46 34.78% 1.3
WSA
7812
Warm Springs Advisors
California
USD 118 M -USD 11.5 M -9% 9.19% – 52 15.38% 1
Koenig Investment Advisory
7813
Koenig Investment Advisory
Oregon
USD 118 M -USD 5.6 M -5% 1.72% – 37 2.7% 0.3
Electric Capital Partners
7814
Electric Capital Partners
California
USD 118 M -USD 60 M -34% 28.2% – 8 12.5% 0.3
Orca Investment Management
7815
Orca Investment Management
Oregon
USD 118 M -USD 9.36 M -7% 2.01% 139% 59 5.08% 8.1
North Horizon Holdings
7816
North Horizon Holdings
USD 118 M +USD 2.2 M +2% 4.63% – 1 0% 0.3
New Dimensions Wealth Management
7817
New Dimensions Wealth Management
Texas
USD 118 M +USD 569 k +0.5% 1.29% – 20 0% 1
SBK Financial
7818
SBK Financial
Virginia
USD 117 M – – 1.33% – 393 – 0.6
Corecam AG
7819
Corecam AG
USD 117 M +USD 15 M +15% 5.97% – 80 68.75% 0.1
Stegent Equity Advisors
7820
Stegent Equity Advisors
Texas
USD 117 M -USD 11 M -9% 8.96% 96.4% 127 29.13% 2
Donalies Financial Planning
7821
Donalies Financial Planning
District of Columbia
USD 117 M -USD 121 k -0.1% 1.87% – 74 5.41% 0.2
Alessandra Capital Management
7822
Alessandra Capital Management
California
USD 117 M +USD 4.79 M +4% 2.52% – 124 25.81% 0.2
Risk Paradigm Group
7823
Risk Paradigm Group
Texas
USD 117 M +USD 13.3 M +13% 1.84% – 59 11.86% 4.5
Virtus Family Office
7824
Virtus Family Office
Texas
USD 117 M +USD 1.18 M +1% 0.11% 60.9% 79 26.58% 1.1
RHL Group
7825
RHL Group
Michigan
USD 117 M -USD 7.27 M -6% 5.93% – 296 46.62% 0.2