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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)
Winslow Asset Management
2801
Winslow Asset Management
Ohio
USD 566 M +USD 48.5 M +9% 12% 89.9% 91 8.79% 5.3
Means Investment Company
2802
Means Investment Company
Maine
USD 566 M +USD 59.9 M +12% 9.51% 106% 228 20.18% 1.9
Cohanzick Management
2803
Cohanzick Management
New York
USD 566 M +USD 151 M +36% 0.33% 1.18% 487 67.56% 0.2
CFMC
2804
Curbstone Financial Management Corp
New Hampshire
USD 566 M +USD 35.2 M +7% 6.06% 69.6% 207 4.83% 4.7
Kettle Hill Capital Management
2805
Kettle Hill Capital Management
New York
USD 565 M +USD 30.1 M +6% 0.04% 37.4% 61 54.1% 0.5
IBEX Wealth Advisors
2806
IBEX Wealth Advisors
New Jersey
USD 565 M +USD 45.5 M +9% 13.2% 234% 452 60.4% 1.3
Zhang Financial
2807
Zhang Financial
Michigan
USD 564 M +USD 132 M +30% 8.52% 67.9% 212 24.53% 2.6
FPCM
2808
Financial Partners Capital Management
New York
USD 564 M +USD 16.6 M +3% 5.03% 34.2% 129 10.08% 3.3
Alaska Wealth Advisors
2809
Alaska Wealth Advisors
Alaska
USD 564 M +USD 42.7 M +8% 4.1% 47.3% 53 13.21% 2.1
Montecito Bank & Trust
2810
Montecito Bank & Trust
California
USD 564 M +USD 49.2 M +10% 9.11% – 271 7.38% 3.9
HeadInvest LLC
2811
HeadInvest LLC
Maine
USD 564 M +USD 36.3 M +7% 8.45% 59.1% 239 8.37% 3.8
Tompkins Financial
2812
Tompkins Financial
New York
USD 564 M +USD 16.6 M +3% 10.6% 84.4% 408 21.32% 5.1
First Fiduciary Investment Counsel
2813
First Fiduciary Investment Counsel
Ohio
USD 563 M +USD 51 M +10% 10.4% 60% 70 11.43% 3.4
TrinityPoint Wealth
2814
TrinityPoint Wealth
Connecticut
USD 563 M +USD 40.6 M +8% 8.9% 28.4% 325 13.23% 1.7
Formula Growth
2815
Formula Growth
Quebec, Canada
USD 563 M -USD 136 M -19% 4.15% 118% 158 20.25% 2.6
EAM Global Investors
2816
EAM Global Investors
California
USD 563 M +USD 140 M +33% 30% 2,399% 291 69.07% 0.2
ECG
2817
EPIQ Capital Group
California
USD 563 M -USD 405 M -42% 12.1% 6.25% 65 16.92% 1.3
Pacific Ridge Capital Partners
2818
Pacific Ridge Capital Partners
Oregon
USD 562 M +USD 20.5 M +4% 5.8% 149% 133 7.52% 4.5
Rodgers Brothers
2819
Rodgers Brothers
Pennsylvania
USD 562 M +USD 60.3 M +12% 10.8% 108% 213 13.15% 4.7
Ascent Wealth Partners
2820
Ascent Wealth Partners
New York
USD 562 M +USD 39 M +7% 12.4% 105% 156 12.18% 3.7
Keebeck Wealth Management
2821
Keebeck Wealth Management
Illinois
USD 560 M +USD 53.3 M +11% 9.53% 81.3% 229 11.79% 1.4
Evermay Wealth Management
2822
Evermay Wealth Management
Virginia
USD 560 M +USD 43.4 M +8% 8.29% 61.1% 544 17.28% 1.6
Seven Eight Capital
2823
Seven Eight Capital
New York
USD 559 M -USD 480 M -46% 1.9% 13.6% 756 72.35% 0.3
Crabel Capital Management
2824
Crabel Capital Management
California
USD 558 M +USD 234 M +72% 5.54% 13.9% 164 51.83% 0.5
Tectonic Advisors
2825
Tectonic Advisors
Texas
USD 558 M +USD 48.9 M +10% 6.43% 44.9% 237 15.61% 0.8