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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)
KSCM
3826
Key Square Capital Management
Connecticut
USD 195 M -USD 227 M -54% 4.65% 50.2% 23 95.65% 0.2
Peterson Wealth Advisors
3827
Peterson Wealth Advisors
Utah
USD 195 M +USD 7.48 M +4% 5.85% 50.9% 49 14.29% 1.8
VC
3828
Vision Capital
Ontario, Canada
USD 195 M +USD 80.9 M +71% 0.16% 19.8% 14 57.14% 0.4
Arlington Financial Advisors
3829
Arlington Financial Advisors
California
USD 195 M +USD 18.2 M +10% 15% 67.6% 61 14.75% 1.7
WealthBridge Capital Management
3830
WealthBridge Capital Management
Ohio
USD 195 M +USD 18.5 M +10% 10.4% 89.4% 135 15.56% 1.2
SFSIG
3831
San Francisco Sentry Investment Group
California
USD 195 M +USD 6.78 M +4% 8.34% 436% 711 9.28% 2.9
Poehling Capital Management
3832
Poehling Capital Management
Wisconsin
USD 195 M +USD 8.84 M +5% 3.3% 83% 122 16.39% 1.4
Semper Augustus Investments Group
3833
Semper Augustus Investments Group
Colorado
USD 195 M +USD 17.9 M +10% 11.7% 95.4% 27 0% 4.6
GA
3834
GRS Advisors
Illinois
USD 195 M +USD 16 M +9% 6.49% 54.3% 32 46.88% 0.7
Atlanta Financial Associates
3835
Atlanta Financial Associates
Georgia
USD 195 M +USD 14.9 M +8% 4.66% – 72 16.67% 0.4
ACK Asset Management
3836
ACK Asset Management
Connecticut
USD 195 M -USD 26.1 M -12% 14.7% 132% 23 30.43% 0.8
Rock Creek Group
3837
Rock Creek Group
District of Columbia
USD 194 M +USD 6.69 M +4% 9.12% 38.5% 218 30.28% 0.5
Xcel Wealth Management
3838
Xcel Wealth Management
Florida
USD 194 M +USD 33.3 M +21% 14.2% 98.8% 111 13.51% 1
Steel Partners Holdings
3839
Steel Partners Holdings
New York
USD 194 M +USD 4.22 M +2% 2.63% – 4 0% 5.9
RMR Advisors
3840
RMR Advisors
Massachusetts
USD 194 M -USD 32.7 M -14% 0.51% 2.17% 112 9.82% 5.7
Platte River Wealth Advisors
3841
Platte River Wealth Advisors
Colorado
USD 194 M +USD 12.6 M +7% 8.78% 28.6% 89 11.24% 0.7
HPC
3842
Hobart Private Capital
North Carolina
USD 194 M +USD 16 M +9% 5.64% 60% 163 27.61% 1.4
Great Point Wealth Advisors
3843
Great Point Wealth Advisors
Massachusetts
USD 194 M USD 0 0% 5.45% – 47 0% 1.3
Ashburton (Jersey)
3844
Ashburton (Jersey)
Jersey
USD 194 M USD 0 0% 7.02% – 86 0% 2
Smithbridge Asset Management
3845
Smithbridge Asset Management
Pennsylvania
USD 194 M +USD 14.3 M +8% 9.21% – 85 5.88% 4.4
MPS Loria Financial Planners
3846
MPS Loria Financial Planners
Illinois
USD 193 M +USD 6.59 M +4% 10.1% 80% 355 5.63% 0.7
Moisand Fitzgerald Tamayo
3847
Moisand Fitzgerald Tamayo
Florida
USD 193 M +USD 11.7 M +6% 5.66% 51.1% 369 21.41% 2.3
Stordahl Capital Management
3848
Stordahl Capital Management
Colorado
USD 193 M +USD 13 M +7% 5.31% 54% 44 9.09% 2.3
Private Wealth Advisors (California)
3849
Private Wealth Advisors (California)
California
USD 193 M +USD 49.6 M +35% 7.82% 63.6% 70 30% 1.1
Muhlenkamp & Co
3850
Muhlenkamp & Co
Pennsylvania
USD 193 M +USD 6.14 M +3% 9.32% 107% 33 6.06% 2.9