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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)
Marathon Capital Management
3301
Marathon Capital Management
Maryland
USD 224 M +USD 22.4 M +11% 13.4% 74% 119 15.13% 2.3
Advisors Management Group
3302
Advisors Management Group
Wisconsin
USD 224 M +USD 33.6 M +18% 9.91% 132% 88 13.64% 2.4
Patriot Financial Partners
3303
Patriot Financial Partners
Pennsylvania
USD 223 M +USD 59.3 M +36% 3.63% 16.6% 12 16.67% 1.6
BCM
3304
Birmingham Capital Management
Alabama
USD 223 M +USD 18 M +9% 10.2% 103% 99 9.09% 4.7
Moller Wealth Partners
3305
Moller Wealth Partners
USD 223 M +USD 69.9 M +46% 10.3% 44.1% 67 29.85% 3.6
Alpha Omega Wealth Management
3306
Alpha Omega Wealth Management
Virginia
USD 223 M +USD 24.1 M +12% 12.5% 65.9% 594 19.19% 1.8
HA
3307
Hamel Associates
New Jersey
USD 223 M +USD 22.1 M +11% 11.9% 59.4% 98 23.47% 3.6
BCWM LLC
3308
BCWM LLC
Kansas
USD 223 M +USD 12.5 M +6% 9.54% – 79 21.52% 2.5
Strategic Point Investment Advisors
3309
Strategic Point Investment Advisors
Rhode Island
USD 223 M +USD 11.5 M +5% 13.4% 58.2% 17 0% 3.2
Ashmore Group
3310
Ashmore Group
United Kingdom
USD 223 M +USD 21.9 M +11% 15.6% 103% 27 18.52% 1.3
Hamilton Capital
3311
Hamilton Capital
Ohio
USD 222 M +USD 2.29 M +1% 8.81% – 43 34.88% 0.8
SFE Investment Counsel
3312
SFE Investment Counsel
California
USD 222 M +USD 26.5 M +14% 13.6% 114% 129 17.83% 3.4
Precept Management
3313
Precept Management
Texas
USD 222 M -USD 34.4 M -13% 27.3% 110% 63 58.73% 0.5
Burt Wealth Advisors
3314
Burt Wealth Advisors
Maryland
USD 222 M +USD 10.2 M +5% 8.84% 57.3% 391 13.81% 2.9
SCP
3315
Syntal Capital Partners
Texas
USD 222 M +USD 59.3 M +37% 11.8% 102% 128 34.38% 1.6
PWMAG
3316
Pinnacle Wealth Management Advisory Group
New Jersey
USD 222 M +USD 37 M +20% 11.2% 90.7% 186 14.52% 2.2
Foresite Capital Management II
3317
Foresite Capital Management II
California
USD 221 M +USD 32.8 M +17% 36.9% 66.2% 10 20% 2.5
UAM
3318
UAS Asset Management
New York
USD 221 M +USD 74.2 M +50% 11.3% 98% 29 37.93% 1.6
Keating Investment Counselors
3319
Keating Investment Counselors
Florida
USD 221 M +USD 23.6 M +12% 11.3% 50% 66 4.55% 4.3
Sensible Financial Planning & Management
3320
Sensible Financial Planning & Management
Massachusetts
USD 221 M +USD 14.6 M +7% 5.6% 24.5% 32 6.25% 3.2
FCA
3321
FLC Capital Advisors
California
USD 221 M +USD 72.6 M +49% 7.98% 59.3% 120 32.5% 0.2
GenWealth Group
3322
GenWealth Group
New Jersey
USD 221 M +USD 20 M +10% 11.2% 73.9% 66 18.18% 1.4
Henry James International Management
3323
Henry James International Management
New York
USD 220 M +USD 66 M +43% 14% 125% 146 6.16% 0.4
180 Wealth Advisors
3324
180 Wealth Advisors
Washington
USD 220 M +USD 6.19 M +3% 13.2% 165% 289 26.64% 0.9
Trust Company of Oklahoma
3325
Trust Company of Oklahoma
Oklahoma
USD 220 M +USD 31.7 M +17% 15.4% 101% 129 6.98% 3.5