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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)
BFI Wealth Solutions
8126
BFI Wealth Solutions
Texas
USD 104 M -USD 702 k -0.7% 1.07% – 76 5.26% 0.2
Trailhead Planners
8127
Trailhead Planners
Minnesota
USD 104 M +USD 2.39 M +2% 2.38% – 52 7.69% 0.2
Breachway Investments
8128
Breachway Investments
Rhode Island
USD 104 M +USD 9.36 M +10% 1.07% – 99 4.04% 0.2
J.M. Arbour
8129
J.M. Arbour
Maine
USD 104 M +USD 3.95 M +4% 1.08% – 131 23.66% 0.2
Fiscal Wisdom Wealth Management
8130
Fiscal Wisdom Wealth Management
Connecticut
USD 104 M -USD 1.97 M -2% 18.3% – 103 27.18% 0.4
LCS
8131
Luma Capital SA
USD 104 M -USD 2.68 M -3% 10.6% – 12 8.33% 0.2
FinArc Investments
8132
FinArc Investments
Massachusetts
USD 104 M -USD 8.07 M -7% 1.67% – 59 30.51% 0.2
Birchwood Financial Partners
8133
Birchwood Financial Partners
Minnesota
USD 104 M +USD 2.99 M +3% 1.55% – 372 11.83% 0.2
Scalar Gauge Management
8134
Scalar Gauge Management
Texas
USD 104 M -USD 47.9 M -32% 25.3% – 48 79.17% 0.3
Reality Financial Planning Services
8135
Reality Financial Planning Services
Florida
USD 104 M -USD 786 k -0.8% 1.26% – 20 0% 0.3
High Point Wealth Management
8136
High Point Wealth Management
New Jersey
USD 104 M -USD 2.9 M -3% 1.13% – 276 19.93% 0.2
Fulcrum Equity Management
8137
Fulcrum Equity Management
Texas
USD 103 M -USD 995 k -1% 1.59% 116% 154 41.56% 1.3
MS
8138
Monetary Solutions
Ohio
USD 103 M +USD 1.96 M +2% 0.91% – 322 3.42% 0.2
Ruggiero Investments
8139
Ruggiero Investments
Florida
USD 103 M -USD 7.34 M -7% 3.13% – 88 22.73% 0.2
Crescent Sterling
8140
Crescent Sterling
Louisiana
USD 103 M +USD 5.79 M +6% 5.59% 68.6% 83 9.64% 2.4
Three Bearings Fiduciary Advisors
8141
Three Bearings Fiduciary Advisors
New Hampshire
USD 103 M -USD 3.54 M -3% 0.07% – 413 20.82% 0.2
Townsend Financial Planning
8142
Townsend Financial Planning
Kentucky
USD 103 M +USD 3.4 M +3% 0.82% – 29 10.34% 0.2
MY Wealth Management
8143
MY Wealth Management
Maryland
USD 103 M -USD 11.4 M -10% 1.22% 41.2% 38 34.21% 3
Dalton Investments
8144
Dalton Investments
Nevada
USD 103 M -USD 31.4 M -23% 19.2% 125% 21 28.57% 2.9
SVRN Asset Management
8145
SVRN Asset Management
Texas
USD 103 M -USD 18.1 M -15% 0.22% – 43 13.95% 0.3
Alan B. Lancz & Associates
8146
Alan B. Lancz & Associates
Ohio
USD 103 M -USD 10.8 M -9% 1.76% – 141 14.89% 3.1
Generations Wealth LLC
8147
Generations Wealth LLC
Ohio
USD 103 M +USD 5.26 M +5% 0.41% – 30 10% 0.2
Rangeley Capital
8148
Rangeley Capital
Connecticut
USD 103 M -USD 17.5 M -15% 3.19% – 169 46.15% 0.4
EFT
8149
Envision Financial Transparency
North Carolina
USD 103 M – – 0.72% – 56 – 0
Vavra Capital Management
8150
Vavra Capital Management
Pennsylvania
USD 103 M +USD 1.06 M +1% 1.24% – 24 4.17% 0.2