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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)
SMI Advisory Services
3351
SMI Advisory Services
Indiana
USD 580 M +USD 51.7 M +10% 2.25% 80.7% 68 30.88% 1.2
Altiora Financial Group
3352
Altiora Financial Group
Ohio
USD 580 M +USD 33.6 M +6% 1.54% 41.1% 100 9% 2.1
PAX Financial Group
3353
PAX Financial Group
Texas
USD 580 M +USD 24.9 M +4% 1.62% 61.5% 228 14.47% 3.2
CNBTD
3354
Citizens National Bank Trust Department
Mississippi
USD 580 M +USD 19.3 M +3% 4.57% 124% 389 7.46% 3.7
Overbrook Management Corp
3355
Overbrook Management Corp
New York
USD 579 M +USD 23.3 M +4% 4.44% 157% 52 25% 3.7
Elgethun Capital Management
3356
Elgethun Capital Management
South Dakota
USD 579 M +USD 28.3 M +5% 1.78% 60.7% 166 7.23% 4.7
RIS
3357
Richmond Investment Services
Wisconsin
USD 579 M +USD 41.2 M +8% 2.75% – 242 10.33% 0.6
Oakmont Corp
3358
Oakmont Corp
California
USD 578 M +USD 18.6 M +3% 2.37% 96% 33 15.15% 4
Monaco Asset Management
3359
Monaco Asset Management
Monaco
USD 578 M -USD 1070 M -65% 6.93% 136% 115 57.39% 0.9
Concord Asset Management (Virginia)
3360
Concord Asset Management (Virginia)
Virginia
USD 577 M +USD 26.8 M +5% 2.39% 69% 122 2.46% 2.3
Aspen Grove Capital
3361
Aspen Grove Capital
Colorado
USD 577 M -USD 17.6 M -3% 3.99% 90% 222 15.77% 2
Delta Investment Management
3362
Delta Investment Management
California
USD 576 M +USD 18.3 M +3% 4.63% 69.9% 308 22.08% 2.4
Apis Capital Advisors
3363
Apis Capital Advisors
New York
USD 574 M +USD 121 M +27% 30.8% 1,493% 57 38.6% 0.6
XY Planning Network
3364
XY Planning Network
Montana
USD 574 M +USD 280 M +95% 1.64% – 258 36.82% 0.5
Ellis Investment Partners
3365
Ellis Investment Partners
Pennsylvania
USD 573 M +USD 19.7 M +4% 2.18% 70.8% 267 17.6% 4.4
Freemont Management
3366
Freemont Management
Switzerland
USD 573 M +USD 373 M +186% 4.28% 102% 135 31.85% 1.6
Nordwand Advisors
3367
Nordwand Advisors
Pennsylvania
USD 572 M -USD 58.2 M -9% 2.27% 103% 159 10.69% 1
Tufton Capital Management
3368
Tufton Capital Management
Maryland
USD 572 M +USD 11.1 M +2% 4.43% 96.1% 124 6.45% 8.3
Atlas Legacy Advisors
3369
Atlas Legacy Advisors
California
USD 571 M +USD 52.5 M +10% 2.59% – 217 17.51% 0.8
Manitou Investment Management
3370
Manitou Investment Management
Ontario, Canada
USD 571 M -USD 2.51 M -0.4% 5% 69.3% 57 1.75% 3.5
IIA
3371
IPG Investment Advisors
California
USD 570 M +USD 9.7 M +2% 2.56% 126% 253 28.46% 2
Brandywine Trust
3372
Brandywine Trust
Delaware
USD 570 M -USD 87 M -13% 0.81% 32.7% 33 3.03% 8.1
Bregal Sagemount IV
3373
Bregal Sagemount IV
USD 570 M – – 17.6% – 1 – 0
Amarillo National Bank
3374
Amarillo National Bank
Texas
USD 569 M +USD 494 k +0.1% 2.11% 63.5% 85 12.94% 6.8
Drucker Wealth 3.0
3375
Drucker Wealth 3.0
New Jersey
USD 569 M +USD 7.06 M +1% 2.34% – 284 18.31% 0.9