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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)
Brickley Wealth Management
3301
Brickley Wealth Management
California
USD 414 M +USD 39.6 M +11% 10.1% 75.9% 43 6.98% 3.4
EAM Global Investors
3302
EAM Global Investors
California
USD 414 M +USD 44.5 M +12% 32.6% 2,399% 154 72.73% 0.2
Investors Research Corp
3303
Investors Research Corp
Georgia
USD 414 M +USD 31.4 M +8% 10.3% 62.1% 1,104 6.34% 3.7
YLHM
3304
Yelin Lapidot Holdings Management
Israel
USD 414 M +USD 7.64 M +2% 10.3% 144% 81 3.7% 0.2
FBT
3305
First Bank & Trust
South Dakota
USD 414 M +USD 32.3 M +8% 11% 85.6% 202 12.38% 4.1
Janiczek Wealth Management
3306
Janiczek Wealth Management
Colorado
USD 414 M +USD 34.7 M +9% 9.27% 16.4% 1,188 15.99% 2.4
CAM
3307
Centre Asset Management
New York
USD 414 M +USD 3.59 M +0.9% 7.88% 45.3% 75 18.67% 2.4
Goehring & Rozencwajg Associates
3308
Goehring & Rozencwajg Associates
New York
USD 414 M +USD 5.32 M +1% 1.38% 148% 50 0% 0.9
Cardinal Point Capital Management
3309
Cardinal Point Capital Management
Ontario, Canada
USD 413 M +USD 31.3 M +8% 6.34% 65.8% 75 18.67% 0.8
EFH
3310
Eaton Financial Holdings
Florida
USD 413 M +USD 39.7 M +11% 13.7% – 186 35.48% 0.4
Ironwood Financial
3311
Ironwood Financial
Arizona
USD 413 M +USD 40.5 M +11% 9.45% 54.1% 148 8.11% 4.9
CMH Wealth Management
3312
CMH Wealth Management
New Hampshire
USD 413 M +USD 54.9 M +15% 14.2% 88% 46 8.7% 4
Private Capital Management (Colorado)
3313
Private Capital Management (Colorado)
Colorado
USD 413 M +USD 66.3 M +19% 10.1% 20% 234 14.53% 2
Trivium Point Advisory
3314
Trivium Point Advisory
Connecticut
USD 412 M +USD 49.3 M +14% 10.8% 106% 210 13.33% 2.8
Sector Gamma AS
3315
Sector Gamma AS
Norway
USD 412 M +USD 20.9 M +5% 6.45% 35.3% 34 29.41% 2.5
KAS
3316
Kemnay Advisory Services
New York
USD 412 M +USD 78 M +23% 30.5% 167% 25 20% 3.4
Golden State Equity Partners
3317
Golden State Equity Partners
California
USD 412 M +USD 53 M +15% 11.4% – 383 19.32% 1.1
TCPWM
3318
Traverso Chambers Private Wealth Management
California
USD 412 M +USD 37.8 M +10% 8.08% 16.4% 124 8.87% 3.7
LA
3319
Lynch & Associates
Indiana
USD 411 M +USD 32.4 M +9% 9.41% 73.5% 123 6.5% 6.7
Meritech Capital Associates V
3320
Meritech Capital Associates V
California
USD 411 M +USD 96.8 M +31% 46.8% 133% 6 0% 2.5
FPFS
3321
First Personal Financial Services
North Carolina
USD 411 M +USD 26.6 M +7% 9.49% 31.5% 410 11.22% 4.9
Tobias Financial Advisors
3322
Tobias Financial Advisors
Florida
USD 411 M +USD 29.6 M +8% 8.49% 44.5% 102 17.65% 1.5
CCM
3323
Contrarian Capital Management
Connecticut
USD 411 M +USD 37.9 M +10% 10.3% 29.4% 34 11.76% 2.4
&Partners
3324
&Partners
Tennessee
USD 411 M +USD 196 M +92% 10.9% 78.4% 309 45.63% 1.6
Lincoln Capital
3325
Lincoln Capital
Nebraska
USD 410 M +USD 29.3 M +8% 8.64% 67.1% 109 3.67% 5.3