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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)
Fruth Investment Management
3351
Fruth Investment Management
Texas
USD 237 M +USD 41.8 M +21% 21.6% 79.4% 199 8.04% 5.1
Retirement Income Solutions
3352
Retirement Income Solutions
Michigan
USD 237 M +USD 58.7 M +33% 19.6% 67.6% 84 19.05% 1.7
Kentucky Farm Bureau Mutual Insurance
3353
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 237 M +USD 27.6 M +13% 22.4% 96.4% 86 17.44% 3.1
PI
3354
Pennant Investors
New Jersey
USD 237 M -USD 41 M -15% 45.6% 372% 24 29.17% 1
FundX Investment Group
3355
FundX Investment Group
California
USD 237 M -USD 35.3 M -13% 14% 94.6% 45 51.11% 0.5
MIC Capital Partners (Public) (US) IM
3356
MIC Capital Partners (Public) (US) IM
United Arab Emirates
USD 237 M +USD 30.9 M +15% 20.1% – 27 29.63% 0.4
Nishkama Capital LLC
3357
Nishkama Capital LLC
Puerto Rico
USD 237 M +USD 167 M +239% 38.3% 723% 50 92% 0.1
Stratos Investment Management
3358
Stratos Investment Management
Ohio
USD 237 M +USD 48.7 M +26% 17.9% 58.2% 110 17.27% 0.8
Seven Post Investment Office
3359
Seven Post Investment Office
California
USD 237 M +USD 45.7 M +24% 17.9% 44.4% 44 15.91% 1.5
Cadence Bank NA
3360
Cadence Bank NA
Texas
USD 236 M +USD 40.3 M +21% 18.4% 33.3% 180 13.33% 3.7
BFM
3361
Blacksheep Fund Management
Ireland
USD 236 M +USD 33.7 M +17% 29.9% 71.5% 7 42.86% 0.3
PL Capital Advisors
3362
PL Capital Advisors
Florida
USD 236 M +USD 23.5 M +11% 14.1% 86.4% 43 20.93% 2.8
Ellington Management Group
3363
Ellington Management Group
Connecticut
USD 236 M -USD 190 M -45% 19.9% 16.1% 523 95.03% 0.8
Outlook Wealth Advisors
3364
Outlook Wealth Advisors
Texas
USD 236 M +USD 58.8 M +33% 14.8% 76% 184 28.26% 0.8
White Pine Capital
3365
White Pine Capital
Minnesota
USD 236 M +USD 38.9 M +20% 20.6% 155% 222 13.06% 4.4
LCM
3366
Lionstone Capital Management
New York
USD 236 M +USD 80.5 M +52% 32% 74.1% 19 15.79% 1.8
Wind River Trust Company
3367
Wind River Trust Company
Wyoming
USD 236 M +USD 36 M +18% 18% 62.1% 10 0% 5
Rowland Carmichael Advisors
3368
Rowland Carmichael Advisors
Arizona
USD 235 M +USD 38.9 M +20% 18% 39% 371 19.14% 2.2
Perennial Advisors
3369
Perennial Advisors
New York
USD 235 M +USD 55.7 M +31% 16.8% – 234 64.96% 1
AdvisorShares Investments
3370
AdvisorShares Investments
Maryland
USD 235 M +USD 120 M +104% 29.8% 108% 129 29.46% 0.3
CAN
3371
Claraphi Advisory Network
United States
USD 234 M +USD 22.7 M +11% 34.9% 88.3% 1,354 79.62% 1.1
Global Wealth Management Investment Advisory
3372
Global Wealth Management Investment Advisory
Florida
USD 234 M +USD 35.9 M +18% 17.2% 75.1% 714 20.03% 1.1
TSP Capital Management Group
3373
TSP Capital Management Group
New Jersey
USD 234 M +USD 57.3 M +32% 57% 186% 57 0% 0.9
CNBTD
3374
Citizens National Bank Trust Department
Mississippi
USD 234 M +USD 46.5 M +25% 16.9% 124% 118 16.95% 0.2
TCI Wealth Advisors
3375
TCI Wealth Advisors
Arizona
USD 234 M +USD 31.2 M +15% 23.7% 68.2% 1,787 23.45% 3.2