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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)
PenderFund Capital Management
3151
PenderFund Capital Management
British Columbia, Canada
USD 639 M +USD 3.88 M +0.6% 0.8% 129% 326 57.67% 0.5
Global Wealth Management Investment Advisory
3152
Global Wealth Management Investment Advisory
Florida
USD 638 M +USD 14.4 M +2% 0.34% 75.1% 165 12.73% 4.2
St. James Investment Company
3153
St. James Investment Company
Texas
USD 638 M +USD 15.3 M +2% 6.2% 48.4% 31 32.26% 4
Bearing Point Capital
3154
Bearing Point Capital
Minnesota
USD 638 M -USD 1.29 M -0.2% 3.04% – 188 14.36% 1
Wilsey Asset Management
3155
Wilsey Asset Management
California
USD 638 M -USD 6.32 M -1% 5.76% 66.9% 30 20% 3.8
Kultura Capital Management
3156
Kultura Capital Management
Utah
USD 638 M +USD 477 M +296% 17.5% – 83 77.11% 0.1
Farmers Trust Company
3157
Farmers Trust Company
Ohio
USD 637 M +USD 23.8 M +4% 1.7% 73.5% 210 10% 6.4
Phocas Financial Corp
3158
Phocas Financial Corp
California
USD 637 M -USD 132 M -17% 8.64% – 170 21.76% 2.8
CBT
3159
Central Bank & Trust
Kentucky
USD 636 M -USD 10.3 M -2% 0.43% 118% 185 5.95% 7.8
WCM
3160
Woodson Capital Management
Connecticut
USD 636 M -USD 85.5 M -12% 13.8% 235% 40 42.5% 1
Pacific Sage Partners
3161
Pacific Sage Partners
Washington
USD 636 M +USD 4.59 M +0.7% 2.49% 58.9% 125 6.4% 2.3
Affinity Partners
3162
Affinity Partners
Florida
USD 635 M +USD 4.25 M +0.7% 0.67% – 1 0% 1.3
SFE Investment Counsel
3163
SFE Investment Counsel
California
USD 635 M -USD 18.1 M -3% 2.35% 114% 154 12.34% 5.5
Market Street Wealth Management Advisors
3164
Market Street Wealth Management Advisors
Indiana
USD 634 M -USD 8.85 M -1% 1.26% 44% 107 6.54% 3.8
Arini Captial Management
3165
Arini Captial Management
United Kingdom
USD 634 M +USD 483 M +322% 4.71% – 8 62.5% 0.1
LCM
3166
Lynx1 Capital Management
Puerto Rico
USD 633 M +USD 139 M +28% 17.4% 883% 27 33.33% 0.9
SilverOak Wealth Management
3167
SilverOak Wealth Management
Minnesota
USD 632 M -USD 5.65 M -0.9% 2.55% 77.8% 124 5.65% 1.7
Rollins Financial Advisors
3168
Rollins Financial Advisors
New York
USD 632 M -USD 49 M -7% 6.25% 122% 162 9.26% 1.6
SFS
3169
Security Financial Services
Indiana
USD 632 M -USD 4.65 M -0.7% 1.64% 67.7% 231 20.35% 2.3
WFM Asia
3170
WFM Asia
British Virgin Islands
USD 632 M -USD 173 M -21% 18.2% 89.9% 8 50% 2.6
American Money Management
3171
American Money Management
California
USD 632 M -USD 4.36 M -0.7% 0.87% 70.5% 173 6.94% 4.7
Secure Asset Management
3172
Secure Asset Management
Michigan
USD 632 M -USD 7.14 M -1% 0.8% 97.2% 388 27.32% 1.9
Essex Investment Management
3173
Essex Investment Management
Massachusetts
USD 632 M -USD 24.2 M -4% 7.95% 370% 333 16.52% 4
Commonwealth Financial Services
3174
Commonwealth Financial Services
West Virginia
USD 632 M +USD 25.4 M +4% 0.69% 64.2% 293 24.57% 3.1
Summit Wealth Partners
3175
Summit Wealth Partners
Florida
USD 632 M +USD 90.4 M +17% 1.1% 44.9% 273 26.37% 2.8