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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)
Eagle Wealth Advisors
8026
Eagle Wealth Advisors
Connecticut
USD 108 M -USD 8.94 M -8% 5.48% – 105 20% 0.2
Prospect Financial Group
8027
Prospect Financial Group
Virginia
USD 108 M +USD 778 k +0.7% 0.19% – 66 10.61% 1.1
Roan Capital Partners
8028
Roan Capital Partners
Tennessee
USD 108 M – – 6.07% – 77 – 0
Broyhill Asset Management
8029
Broyhill Asset Management
North Carolina
USD 108 M -USD 5.29 M -5% 3.06% – 87 25.29% 1
City Center Advisors LLC
8030
City Center Advisors LLC
Michigan
USD 108 M -USD 497 k -0.5% 1.26% – 187 33.16% 1
North Forty Two & Co
8031
North Forty Two & Co
Oregon
USD 108 M +USD 2.2 M +2% 1.98% – 98 2.04% 1.1
Cypress Capital Management (Wyoming)
8032
Cypress Capital Management (Wyoming)
Wyoming
USD 108 M +USD 456 k +0.4% 0.59% 161% 225 16.89% 3.8
Vanguard Capital Wealth Advisors
8033
Vanguard Capital Wealth Advisors
Colorado
USD 108 M -USD 16.9 M -14% 2.08% 234% 145 28.97% 3.4
Green Court Capital Management
8034
Green Court Capital Management
Hong Kong
USD 108 M -USD 152 M -58% 18% 33.4% 5 20% 1.1
Essential Investment Partners
8035
Essential Investment Partners
Colorado
USD 108 M +USD 1.71 M +2% 1.85% – 311 11.9% 0.2
PCC
8036
Park Circle Company
Maryland
USD 108 M -USD 7.64 M -7% 1.35% 70.5% 53 7.55% 5.3
Legacy Solutions LLC
8037
Legacy Solutions LLC
Pennsylvania
USD 108 M -USD 5.9 M -5% 2.08% – 84 11.9% 1.1
Investors Portfolio Services
8038
Investors Portfolio Services
Washington
USD 108 M -USD 3.13 M -3% 0.36% – 762 55.38% 0.1
Heights Point Management
8039
Heights Point Management
New York
USD 108 M -USD 9.39 M -8% 10.1% – 31 64.52% 0.1
Sawyer Falduto Asset Management
8040
Sawyer Falduto Asset Management
Illinois
USD 108 M -USD 1.56 M -1% 2.36% – 271 4.8% 0.2
Heffernan Advisory
8041
Heffernan Advisory
Arizona
USD 108 M +USD 3.34 M +3% 0.33% – 28 17.86% 0.2
LC
8042
Lawood & Co
Pennsylvania
USD 108 M +USD 2.2 M +2% 4.5% – 95 7.37% 0.2
Haven Capital Group
8043
Haven Capital Group
California
USD 108 M +USD 1.14 M +1% 4.46% – 38 13.16% 1
Verus Wealth Management
8044
Verus Wealth Management
Wisconsin
USD 108 M +USD 402 k +0.4% 0.96% – 50 2% 1.2
21 West Wealth Management
8045
21 West Wealth Management
California
USD 108 M -USD 1.76 M -2% 1.33% – 65 7.69% 0.7
Bannerstone Capital Management
8046
Bannerstone Capital Management
Minnesota
USD 108 M +USD 3.27 M +3% 2.69% – 113 25.66% 0.2
Central Asset Investments & Management Holdings
8047
Central Asset Investments & Management Holdings
Hong Kong
USD 108 M -USD 46.2 M -30% 66.3% 3,210% 50 74% 1
Ursa Fund Management
8048
Ursa Fund Management
California
USD 108 M -USD 2331 M -96% 4.06% 93.5% 59 91.53% 0.1
Bedminster
8049
Bedminster
South Carolina
USD 107 M -USD 1.37 M -1% 1.38% – 57 14.04% 0.2
WestBridge Capital Management
8050
WestBridge Capital Management
Mauritius
USD 107 M -USD 56.5 M -34% 34.4% 21.9% 1 0% 3.8