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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)
First National Corp
3426
First National Corp
Massachusetts
USD 453 M +USD 11.2 M +3% 0.11% 56.3% 163 7.98% 3.9
Mattern Wealth Management
3427
Mattern Wealth Management
Kansas
USD 452 M -USD 1.35 M -0.3% 1.79% 62.2% 174 7.47% 3.5
Carrera Capital Advisors
3428
Carrera Capital Advisors
Michigan
USD 451 M +USD 24.3 M +6% 3.48% – 155 16.13% 0.5
Fulcrum Capital
3429
Fulcrum Capital
Washington
USD 451 M -USD 26.5 M -6% 3.26% 102% 123 21.95% 3.1
NBW Capital
3430
NBW Capital
Massachusetts
USD 451 M -USD 88.7 M -16% 2.47% 86% 109 27.52% 4.1
Marino Stram & Associates
3431
Marino Stram & Associates
Massachusetts
USD 450 M -USD 1.5 M -0.3% 0.5% 72.2% 175 7.43% 3.9
Westover Capital Advisors
3432
Westover Capital Advisors
Delaware
USD 450 M -USD 4.16 M -0.9% 1.25% 144% 257 17.51% 2.7
Clearstead Trust
3433
Clearstead Trust
Maine
USD 449 M -USD 13.4 M -3% 4.51% 124% 881 51.53% 1.4
Liberty Capital Management
3434
Liberty Capital Management
Michigan
USD 449 M -USD 1.54 M -0.3% 0.79% – 163 3.68% 6.1
OM
3435
Opaleye Management
Massachusetts
USD 449 M -USD 122 M -21% 8.7% 748% 54 44.44% 1.6
LMG Wealth Partners
3436
LMG Wealth Partners
Louisiana
USD 449 M -USD 10 M -2% 1.49% 96.1% 138 13.77% 1.6
Riversedge Advisors
3437
Riversedge Advisors
Delaware
USD 448 M +USD 6.04 M +1% 0.96% 71.3% 122 21.31% 2.1
DA
3438
Dash Acquisitions
California
USD 448 M -USD 21.5 M -5% 0.68% 52% 66 13.64% 2.2
Raub Brock Capital Management
3439
Raub Brock Capital Management
California
USD 448 M -USD 22.8 M -5% 0.08% 54.7% 44 22.73% 3.5
The Family Firm
3440
The Family Firm
Maryland
USD 448 M -USD 1.9 M -0.4% 0.1% 40.2% 220 6.36% 5.5
Paradice Investment Management
3441
Paradice Investment Management
Colorado
USD 448 M -USD 56.4 M -11% 9.3% 72.2% 26 11.54% 4.3
Elgethun Capital Management
3442
Elgethun Capital Management
South Dakota
USD 448 M +USD 35.6 M +9% 3.84% 61.5% 163 12.88% 4.5
TCP Asset Management
3443
TCP Asset Management
Ohio
USD 447 M -USD 6.04 M -1% 2.43% 65% 96 12.5% 1.5
Dymon Asia Capital (Singapore)
3444
Dymon Asia Capital (Singapore)
Singapore
USD 447 M +USD 13.2 M +3% 0.9% 291% 183 78.69% 0.2
Steginsky Capital
3445
Steginsky Capital
New York
USD 447 M -USD 19.8 M -4% 0.38% 99.4% 7 0% 8.1
Garrett Wealth Advisory Group
3446
Garrett Wealth Advisory Group
Texas
USD 447 M +USD 7.57 M +2% 2.18% 74.6% 113 13.27% 2.3
PS
3447
Presima Securities
Quebec, Canada
USD 447 M +USD 40.6 M +10% 1.49% 10.3% 52 7.69% 5
Blume Capital Management
3448
Blume Capital Management
California
USD 447 M +USD 494 k +0.1% 0.98% 102% 462 30.3% 4
Satovsky Asset Management
3449
Satovsky Asset Management
New York
USD 447 M +USD 9.9 M +2% 0.73% 53.6% 57 10.53% 2.6
Independent Solutions Wealth Management
3450
Independent Solutions Wealth Management
New York
USD 447 M -USD 10.6 M -2% 1.65% 125% 186 15.05% 3.5