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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)
Golden Bell Financial Planning
7851
Golden Bell Financial Planning
Georgia
USD 120 M +USD 5.05 M +4% 1.26% – 36 2.78% 0.9
Semitam Bonam
7852
Semitam Bonam
New York
USD 120 M +USD 8.27 M +7% 1.36% – 48 10.42% 0.4
Valor Advisors
7853
Valor Advisors
Florida
USD 120 M – – 2.05% – 36 – 0
Alterna Wealth Management
7854
Alterna Wealth Management
Texas
USD 120 M -USD 1.52 M -1% 2.28% 52.9% 113 24.78% 2.6
Vista Cima Wealth Management
7855
Vista Cima Wealth Management
Arizona
USD 120 M -USD 71.8 k -0.1% 1.6% – 79 40.51% 0.9
Global Strategic Management
7856
Global Strategic Management
Puerto Rico
USD 120 M – – 10.6% – 27 – 4
CCM
7857
Clutterbuck Capital Management
Ohio
USD 120 M – – 19.5% – 8 – 0
Saber Capital Management
7858
Saber Capital Management
North Carolina
USD 120 M – – 0.94% – 31 – 1.4
MH
7859
Mishpacha Holdings
USD 120 M – – 10.1% – 13 – 0
Cook & Bynum Capital Management
7860
Cook & Bynum Capital Management
Alabama
USD 120 M -USD 5.53 M -4% 1.31% 46.8% 6 0% 7.2
Frisco Financial Planning
7861
Frisco Financial Planning
Texas
USD 120 M +USD 2.46 M +2% 0.7% – 27 7.41% 0.8
Wiregrass Investment Management
7862
Wiregrass Investment Management
Georgia
USD 120 M – – 2.63% – 98 – 0
Peak Wealth Management
7863
Peak Wealth Management
New Hampshire
USD 120 M – – 2.77% – 51 – 0
CDKV Holdings
7864
CDKV Holdings
Colorado
USD 120 M – – 2.41% – 277 – 0
Nest Investments
7865
Nest Investments
Pennsylvania
USD 120 M – – 0.48% – 30 – 0
Bretton Capital Management
7866
Bretton Capital Management
California
USD 119 M +USD 865 k +0.7% 3.74% – 19 5.26% 1.3
Chesapeake Capital Corp
7867
Chesapeake Capital Corp
Florida
USD 119 M +USD 8.07 M +7% 7.35% – 180 28.89% 0.7
Delta Wealth Advisors
7868
Delta Wealth Advisors
Indiana
USD 119 M -USD 8.34 M -7% 1.82% – 52 21.15% 1.2
R.H. Investment Group
7869
R.H. Investment Group
Arizona
USD 119 M +USD 4.22 M +4% 5.56% – 34 5.88% 0.9
MRP Capital Investments
7870
MRP Capital Investments
Georgia
USD 119 M +USD 2.87 M +2% 1.95% 222% 226 20.35% 1.4
Boyce & Associates Wealth Consulting
7871
Boyce & Associates Wealth Consulting
Texas
USD 119 M -USD 2.89 M -2% 2.3% 58.2% 78 10.26% 2.2
Cauble & Harre Wealth Management
7872
Cauble & Harre Wealth Management
Missouri
USD 119 M – – 4.2% – 70 – 0
MJPC
7873
Michael J. Porro & Co
New Jersey
USD 119 M – – 8.32% – 130 – 0
Investment Management Corporation
7874
Investment Management Corporation
Virginia
USD 119 M +USD 2.88 M +2% 1.83% – 57 21.05% 0.8
Arbor Capital Management (Alaska)
7875
Arbor Capital Management (Alaska)
Alaska
USD 119 M -USD 5.21 M -4% 0.63% 62.7% 108 7.41% 2.5