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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)
Tenzing Global Management
3601
Tenzing Global Management
California
USD 223 M +USD 19.4 M +10% 47.8% 273% 24 41.67% 0.9
Buckley Wealth Management
3602
Buckley Wealth Management
Nevada
USD 223 M +USD 2.29 M +1% 7.31% 88% 125 14.4% 2.3
Apollon Wealth Management
3603
Apollon Wealth Management
South Carolina
USD 223 M +USD 41.7 M +23% 10.1% 96.7% 770 79.87% 0.6
Bernardo Wealth Planning
3604
Bernardo Wealth Planning
Pennsylvania
USD 222 M +USD 36 M +19% 11.1% 56.9% 161 16.77% 1.2
SCP
3605
Syntal Capital Partners
Texas
USD 222 M +USD 10.3 M +5% 10.8% 102% 132 37.12% 1.5
Oarsman Capital
3606
Oarsman Capital
Wisconsin
USD 222 M +USD 19.6 M +10% 6.68% 74.9% 183 8.74% 3.5
Crestwood Capital Management
3607
Crestwood Capital Management
New York
USD 221 M +USD 36.2 M +20% 15.8% 203% 28 25% 1.8
Triangle Securities Wealth Management
3608
Triangle Securities Wealth Management
North Carolina
USD 221 M +USD 12.2 M +6% 8.03% 83.6% 164 4.27% 4.2
Jackson Creek Investment Advisors
3609
Jackson Creek Investment Advisors
Colorado
USD 221 M – – 9.83% 245% 307 – 0
AWAM
3610
Appian Way Asset Management
New York
USD 221 M +USD 14.4 M +7% 16.6% 49.4% 72 73.61% 0.2
RDA Financial Network
3611
RDA Financial Network
Iowa
USD 221 M +USD 20.3 M +10% 6.45% 93.4% 234 9.83% 1.1
American Money Management
3612
American Money Management
California
USD 221 M +USD 6.29 M +3% 7.93% 65% 81 7.41% 3.6
GCMG
3613
Gyroscope Capital Management Group
Florida
USD 221 M +USD 77 k +0% 4.25% 24.8% 130 29.23% 1.7
Forest Hill Capital
3614
Forest Hill Capital
Arkansas
USD 220 M -USD 11.9 M -5% 1.79% 132% 47 12.77% 4.3
Kelman-Lazarov Inc
3615
Kelman-Lazarov Inc
Tennessee
USD 220 M +USD 4.26 M +2% 8.95% 51.6% 76 5.26% 3.3
BCM
3616
Birmingham Capital Management
Alabama
USD 220 M +USD 14.7 M +7% 9.61% 103% 98 4.08% 5.6
AlphaSimPlex Group
3617
AlphaSimPlex Group
Massachusetts
USD 220 M +USD 86.5 M +65% 11.7% 35.5% 332 41.87% 0.5
Westside Investment Management
3618
Westside Investment Management
California
USD 220 M +USD 50.1 M +30% 24.1% 126% 706 9.07% 2.6
CCM
3619
CWH Capital Management
Washington
USD 220 M +USD 14.4 M +7% 6.34% 29.9% 91 31.87% 1.9
SevenBridge Financial Group
3620
SevenBridge Financial Group
Pennsylvania
USD 220 M +USD 18.4 M +9% 10.3% 93.2% 144 13.89% 3.2
Stuart Chaussee & Associates
3621
Stuart Chaussee & Associates
California
USD 220 M +USD 27.8 M +14% 12.1% 58.6% 89 22.47% 2.2
Bullseye Asset Management
3622
Bullseye Asset Management
Colorado
USD 219 M +USD 32.2 M +17% 17.9% 81% 112 27.68% 0.5
PCJ Investment Counsel
3623
PCJ Investment Counsel
Ontario, Canada
USD 219 M +USD 13.2 M +6% 11.8% 164% 92 41.3% 1.7
DI
3624
Diligent Investors
California
USD 219 M +USD 15.1 M +7% 7.14% 82.2% 215 10.23% 3.1
WealthStone
3625
WealthStone
Ohio
USD 219 M +USD 9.38 M +4% 7.96% – 263 57.41% 0.3