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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)
Janiczek Wealth Management
3876
Janiczek Wealth Management
Colorado
USD 283 M +USD 7.54 M +3% 0.88% 16.4% 1,056 15.53% 1.1
Scholtz & Company
3877
Scholtz & Company
Connecticut
USD 283 M -USD 9.7 M -3% 0.74% 111% 80 22.5% 1.7
Perennial Investment Advisors
3878
Perennial Investment Advisors
California
USD 283 M +USD 8.45 M +3% 0.69% 84.3% 232 13.36% 1.1
Opes Wealth Management
3879
Opes Wealth Management
California
USD 283 M +USD 12.4 M +5% 0.54% 54.1% 96 10.42% 1.4
KPCB DGF II Associates
3880
KPCB DGF II Associates
California
USD 283 M +USD 6.2 M +2% 31.7% 2.08% 4 75% 0.4
SVG
3881
Sun Valley Gold
Idaho
USD 282 M -USD 1555 M -85% 15.4% 160% 16 12.5% 2.3
Beacon Harbor Wealth Advisors
3882
Beacon Harbor Wealth Advisors
Virginia
USD 282 M +USD 3.48 M +1% 0.78% 143% 79 27.85% 1
Capital Advisors Wealth Management
3883
Capital Advisors Wealth Management
Washington
USD 282 M +USD 12.2 M +5% 0.93% 70.5% 106 16.98% 0.4
Dark Forest Capital Management
3884
Dark Forest Capital Management
Puerto Rico
USD 282 M +USD 51.1 M +22% 0.49% 63% 1,655 74.44% 0.1
Roanoke Asset Management
3885
Roanoke Asset Management
New Jersey
USD 282 M -USD 6.32 M -2% 1.64% 50.3% 116 6.9% 4.7
Harbert Fund Advisors
3886
Harbert Fund Advisors
Alabama
USD 282 M +USD 102 M +57% 1.4% 70.8% 47 55.32% 0.6
Foresite Capital Management II
3887
Foresite Capital Management II
California
USD 281 M -USD 90.3 M -24% 22.9% 66.2% 4 0% 3.4
HWMA
3888
Heritage Wealth Management (Arizona)
Arizona
USD 281 M +USD 17.3 M +7% 1.4% – 940 9.15% 0.4
IAG Wealth Partners
3889
IAG Wealth Partners
Wisconsin
USD 281 M +USD 2.45 M +0.9% 0.97% 54.1% 402 11.44% 1.3
Evergreen Advisors
3890
Evergreen Advisors
Tennessee
USD 281 M +USD 50.4 M +22% 0.67% – 15 13.33% 1.6
MKC
3891
M. Kraus & Co
Vermont
USD 281 M +USD 2.85 M +1% 1.57% 65.9% 78 8.97% 4
Peddock Capital Advisors
3892
Peddock Capital Advisors
Massachusetts
USD 281 M -USD 5.34 M -2% 0.36% 113% 145 4.83% 4.3
Ursa Fund Management
3893
Ursa Fund Management
California
USD 281 M +USD 202 M +259% 4.43% 93.5% 33 96.97% 0
Eldridge Investment Advisors
3894
Eldridge Investment Advisors
New Hampshire
USD 281 M +USD 4.46 M +2% 0.69% 50.9% 123 8.94% 2.3
Prism Advisors
3895
Prism Advisors
California
USD 281 M -USD 7.03 M -2% 1.54% 54.6% 56 8.93% 2.2
Taylor Wealth Management Partners
3896
Taylor Wealth Management Partners
Massachusetts
USD 280 M -USD 3.27 M -1% 3.09% 62% 74 12.16% 2
Liberty Wealth Management
3897
Liberty Wealth Management
California
USD 280 M +USD 23.1 M +9% 0.12% 64.2% 1,261 14.35% 1.6
Hi-Line Capital Management
3898
Hi-Line Capital Management
South Dakota
USD 280 M +USD 17 M +6% 0.99% 57.5% 28 10.71% 1.8
Sourcerock Group
3899
Sourcerock Group
Colorado
USD 280 M +USD 27.3 M +11% 0.65% 59.1% 19 36.84% 0.4
Chesapeake Wealth Management
3900
Chesapeake Wealth Management
Virginia
USD 280 M -USD 28.7 M -9% 0.47% 74.9% 223 10.76% 2.6