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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)
Geller Advisors
2976
Geller Advisors
New York
USD 458 M -USD 3.2 M -0.7% 0.42% 20.4% 170 25.29% 1.3
Globeflex Capital
2977
Globeflex Capital
California
USD 458 M -USD 98.7 M -18% 3.73% 186% 503 19.48% 1.8
CM
2978
Capital Management
Virginia
USD 458 M -USD 13.1 M -3% 3.61% 63.6% 85 5.88% 3.2
Marietta Wealth Management
2979
Marietta Wealth Management
Georgia
USD 458 M +USD 14.7 M +3% 0.15% 93% 118 6.78% 2.9
ION Crossover Partners
2980
ION Crossover Partners
Israel
USD 458 M +USD 45.6 M +11% 27.1% – 5 20% 0.4
MWM
2981
Madison Wealth Management
Ohio
USD 457 M +USD 4.08 M +0.9% 1.13% 35.1% 152 8.55% 1.3
Crestone Asset Management
2982
Crestone Asset Management
Colorado
USD 457 M -USD 10.7 M -2% 4.37% 6.65% 87 11.49% 2.2
Calton & Associates
2983
Calton & Associates
Florida
USD 457 M -USD 69.5 M -13% 0.29% 79% 445 20% 2
Kohmann Bosshard Financial Services
2984
Kohmann Bosshard Financial Services
Ohio
USD 456 M +USD 20.9 M +5% 1.15% 47% 117 10.26% 3
Disciplina Capital Management
2985
Disciplina Capital Management
Tennessee
USD 456 M +USD 14.8 M +3% 0.99% 33% 56 8.93% 1.2
SIA
2986
Strategic Investment Advisors
Michigan
USD 456 M +USD 19.5 M +4% 0.44% 72.4% 197 15.74% 1.5
Dorsey Wright & Associates
2987
Dorsey Wright & Associates
California
USD 456 M -USD 12.9 M -3% 2.45% 311% 376 48.4% 0.4
Arkansas Financial Group
2988
Arkansas Financial Group
Arkansas
USD 456 M +USD 14 M +3% 1.04% 41.4% 45 4.44% 3.6
CT
2989
Chicago Trust
Illinois
USD 455 M +USD 32.7 M +8% 0.18% 96.7% 348 14.94% 2.5
Capital Investment Counsel Inc
2990
Capital Investment Counsel Inc
North Carolina
USD 455 M +USD 6.14 M +1% 0.31% 174% 202 8.91% 4.4
McRae Capital Management
2991
McRae Capital Management
New Jersey
USD 454 M +USD 17.1 M +4% 3.5% 78.2% 115 6.09% 4.2
180 Wealth Advisors
2992
180 Wealth Advisors
Washington
USD 454 M +USD 16.6 M +4% 0.2% 165% 404 12.87% 1.8
Hussman Strategic Advisors
2993
Hussman Strategic Advisors
Maryland
USD 454 M -USD 29.1 M -6% 6.97% 43.1% 373 25.2% 1.5
Aozora Bank
2994
Aozora Bank
Japan
USD 453 M -USD 5.46 M -1% 1.2% 2.32% 2 0% 3.6
12th Street Asset Management Company
2995
12th Street Asset Management Company
Tennessee
USD 453 M -USD 28.5 M -6% 0.13% 89.2% 36 30.56% 2.3
SM
2996
Scoggin Management
New York
USD 453 M +USD 44.5 M +11% 2.26% 889% 74 59.46% 0.5
LWANC
2997
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 452 M -USD 11 M -2% 0.21% 71.1% 794 17.25% 1.8
Pinnacle Wealth Planning Services
2998
Pinnacle Wealth Planning Services
Ohio
USD 452 M +USD 22.5 M +5% 0.3% 84.5% 406 18.23% 1.8
FAG
2999
Financial Advisory Group
Texas
USD 452 M +USD 33.4 M +8% 0.5% 20.6% 96 9.38% 3.6
Fieldpoint Private Securities
3000
Fieldpoint Private Securities
Connecticut
USD 452 M -USD 5.42 M -1% 0.1% 47.2% 1,726 8.34% 1