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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)
Merrithew & Thorsten Inc
8376
Merrithew & Thorsten Inc
California
USD 94.5 M – – 0.14% – 113 – 0
Vennlight Capital Management
8377
Vennlight Capital Management
Connecticut
USD 94.5 M +USD 17.7 M +23% 3.89% – 46 84.78% 0.1
SCCL
8378
Split Creek Capital LLC
Virginia
USD 94.5 M – – 2.92% – 125 – 0
OneAscent Investment Solutions
8379
OneAscent Investment Solutions
Alabama
USD 94.4 M +USD 399 k +0.4% 1.74% – 128 12.5% 0.6
Boyer Financial Services
8380
Boyer Financial Services
California
USD 94.3 M – – 1.78% – 51 – 0
Pacific Capital Partners
8381
Pacific Capital Partners
USD 94.2 M +USD 4.34 M +5% 4.01% 61.4% 37 13.51% 1.1
SFO
8382
Standard Family Office
South Dakota
USD 94.1 M +USD 1.85 M +2% 2.06% 67.6% 29 0% 1.9
Fourier Capital Management
8383
Fourier Capital Management
USD 94.1 M – – 15.2% – 20 – 0
DiPaolo Financial Group
8384
DiPaolo Financial Group
Florida
USD 93.9 M – – 1.71% – 31 – 0
Oakmont Advisory Group
8385
Oakmont Advisory Group
New Mexico
USD 93.7 M – – 0.93% – 116 – 0
WPA
8386
Winning Points Advisors
Florida
USD 93.5 M – – 3.5% – 43 – 4.9
Divco West Real Estate Services
8387
Divco West Real Estate Services
California
USD 93.3 M -USD 14.3 M -13% 12.5% 2.32% 4 0% 3
FinDec Wealth Services
8388
FinDec Wealth Services
California
USD 93.2 M -USD 3.33 M -3% 1.88% 52.7% 35 11.43% 2.5
AM
8389
Account Management
Massachusetts
USD 93.2 M -USD 619 k -0.7% 0.17% 88.3% 23 4.35% 5.1
Surience Private Wealth
8390
Surience Private Wealth
Washington
USD 93.1 M -USD 16.3 M -15% 3.88% 169% 51 76.47% 0.4
Briggs Wealth Management
8391
Briggs Wealth Management
Connecticut
USD 93 M – – 1.87% – 54 – 0
Ark Wealth Advisors
8392
Ark Wealth Advisors
California
USD 92.9 M – – 2.46% – 77 – 0
JAT Capital Management
8393
JAT Capital Management
Connecticut
USD 92.9 M +USD 46.6 M +101% 3.53% 734% 28 82.14% 0.1
Circumference Group
8394
Circumference Group
Arkansas
USD 92.8 M +USD 3.32 M +4% 6.58% – 28 35.71% 1.1
Corre Partners Management
8395
Corre Partners Management
New York
USD 92.8 M +USD 4.67 M +5% 3.17% 109% 5 40% 2.6
ACMH
8396
Andar Capital Management (HK)
Hong Kong
USD 92.8 M -USD 6.11 M -6% 30.1% 863% 28 75% 0.5
Wilian Securities
8397
Wilian Securities
Minnesota
USD 92.8 M – – 1.4% – 95 – 0
Expressive Wealth
8398
Expressive Wealth
Illinois
USD 92.6 M – – 4.08% – 122 – 0
Shelter Insurance Retirement Plan
8399
Shelter Insurance Retirement Plan
Missouri
USD 92.5 M +USD 2.07 M +2% 2.32% 60.5% 8 0% 5.2
Zinnia Wealth Advisory
8400
Zinnia Wealth Advisory
Florida
USD 92.5 M – – 1.65% – 91 – 0