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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)
IFC & Insurance Marketing
8301
IFC & Insurance Marketing
California
USD 95.8 M -USD 5.03 M -5% 0.65% – 766 91.51% 0.2
Fortress Financial Solutions
8302
Fortress Financial Solutions
Arizona
USD 95.7 M -USD 2.03 M -2% 0.91% – 65 23.08% 0.9
Red Reef Advisors
8303
Red Reef Advisors
Florida
USD 95.5 M -USD 2.66 M -3% 2.61% – 186 12.37% 0.2
SCCL
8304
Split Creek Capital LLC
Virginia
USD 95.3 M +USD 795 k +0.8% 1.41% – 143 25.17% 0.2
SFI Advisors
8305
SFI Advisors
New Jersey
USD 95.2 M -USD 60.7 M -39% 0.62% 95.9% 67 29.85% 2.8
Pacific Excel Wealth Advisors
8306
Pacific Excel Wealth Advisors
California
USD 95.1 M +USD 42.2 M +80% 0.08% – 143 39.16% 0.2
HCM
8307
Helios Capital Management
Singapore
USD 95.1 M -USD 50.5 M -35% 10.1% 124% 38 47.37% 2.2
Premier Private Wealth Management
8308
Premier Private Wealth Management
Florida
USD 94.8 M -USD 1.67 M -2% 0.98% – 56 16.07% 0.2
SaddleRock Capital Management
8309
SaddleRock Capital Management
New York
USD 94.8 M -USD 11.3 M -11% 3.82% – 24 41.67% 0.2
Aflac Inc
8310
Aflac Inc
Georgia
USD 94.8 M -USD 44 M -32% 31.7% 13.4% 4 25% 2.7
Ankerstar Wealth
8311
Ankerstar Wealth
Texas
USD 94.7 M -USD 5.71 M -6% 3.69% – 1,114 21.81% 0.2
Galaxy Digital Capital Management
8312
Galaxy Digital Capital Management
New York
USD 94.5 M -USD 1.65 M -2% 5.22% – 70 55.71% 0.4
JC
8313
JCSD Capital
California
USD 94.5 M +USD 9.8 M +12% 8.06% – 42 61.9% 0.8
BV
8314
Boxwood Ventures
Illinois
USD 94.3 M -USD 5.02 M -5% 0.44% 101% 35 8.57% 2.6
Boyer Financial Services
8315
Boyer Financial Services
California
USD 94.3 M +USD 35.9 k +0% 1.77% – 53 20.75% 0.2
Shelter Rock Management
8316
Shelter Rock Management
New York
USD 94.3 M -USD 5.28 M -5% 1.36% – 44 25% 0.2
Briggs Wealth Management
8317
Briggs Wealth Management
Connecticut
USD 94.3 M +USD 1.29 M +1% 2.3% – 61 16.39% 0.2
NVIM
8318
New Vernon Investment Management
Illinois
USD 94.2 M -USD 8.54 M -8% 6.6% 83.1% 43 23.26% 3.9
FirstWave Capital Management
8319
FirstWave Capital Management
Florida
USD 94.1 M -USD 74.3 M -44% 15.8% – 79 73.42% 0.2
Montchanin Asset Management
8320
Montchanin Asset Management
Delaware
USD 94.1 M -USD 10.6 M -10% 1.13% 120% 58 15.52% 2.4
WealthCare Asset Management
8321
WealthCare Asset Management
Missouri
USD 94 M -USD 64.2 M -41% 9.28% – 45 51.11% 0.2
Arrow Investment Advisors
8322
Arrow Investment Advisors
Maryland
USD 93.9 M +USD 3.92 M +4% 1.89% 38.1% 70 45.71% 0.9
Wall Capital Group
8323
Wall Capital Group
Arizona
USD 93.7 M -USD 11.4 M -11% 1.75% – 27 22.22% 2.7
LWM Advisory Services
8324
LWM Advisory Services
Florida
USD 93.7 M -USD 77 M -45% 2.85% 64.9% 90 23.33% 2.4
Gritstone Asset Management
8325
Gritstone Asset Management
Maryland
USD 93.6 M -USD 11.2 M -11% 0.03% – 193 43.52% 0.5