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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)
TRV GP II
3926
TRV GP II
Massachusetts
USD 153 M +USD 52.7 M +52% 60.7% 20.8% 4 25% 1.3
Chandler Asset Management
3927
Chandler Asset Management
California
USD 153 M +USD 7.43 M +5% 11.5% 35.6% 19 5.26% 1.1
SCM
3928
SCW Capital Management
Texas
USD 153 M +USD 27.2 M +22% 17.5% 179% 15 40% 0.2
Uncommon Cents Investing
3929
Uncommon Cents Investing
Wisconsin
USD 153 M +USD 18.6 M +14% 10.9% 91.4% 83 3.61% 1.2
Invesco Senior Secured Management
3930
Invesco Senior Secured Management
New York
USD 153 M -USD 676 k -0.4% 12.6% 18.1% 18 11.11% 1
KAM
3931
Kavi Asset Management
New York
USD 153 M -USD 35.4 M -19% 21.4% 144% 23 69.57% 0.3
WFWM
3932
Wechter Feldman Wealth Management
New Jersey
USD 153 M +USD 49.2 M +47% 9.98% 53.8% 33 21.21% 1.5
Stellar Capital Management
3933
Stellar Capital Management
Arizona
USD 153 M +USD 25.5 M +20% 12.9% 23.4% 86 9.3% 3.4
Denver PWM
3934
Denver PWM
Colorado
USD 153 M +USD 13.6 M +10% 9.5% 48.6% 76 19.74% 0.9
PhiloSmith Capital
3935
PhiloSmith Capital
Connecticut
USD 153 M +USD 16.6 M +12% 6.56% 47% 39 5.13% 2
Whalerock Point Partners
3936
Whalerock Point Partners
Rhode Island
USD 153 M +USD 45.4 M +42% 12.2% 103% 129 26.36% 3
Rench Wealth Management
3937
Rench Wealth Management
Texas
USD 153 M +USD 16.3 M +12% 12.4% 106% 53 5.66% 3.4
Whitener Capital Management
3938
Whitener Capital Management
North Carolina
USD 153 M +USD 17.1 M +13% 13.2% 113% 527 16.7% 0.6
Fort Sheridan Advisors
3939
Fort Sheridan Advisors
Illinois
USD 153 M +USD 11.7 M +8% 7.93% 109% 106 21.7% 0.2
SC
3940
Sawyer & Company
Massachusetts
USD 153 M +USD 16.6 M +12% 11.6% 111% 185 7.03% 1.2
Engine Capital Management
3941
Engine Capital Management
New York
USD 153 M -USD 17.5 M -10% 20.3% 21.1% 55 23.64% 1
Nixon Peabody Trust
3942
Nixon Peabody Trust
Massachusetts
USD 153 M +USD 25.7 M +20% 12.4% 101% 74 6.76% 2.5
Capital Wealth Planning
3943
Capital Wealth Planning
Florida
USD 153 M +USD 1.78 M +1% 14.8% 73.9% 131 21.37% 0.9
BigSur Wealth Management
3944
BigSur Wealth Management
Florida
USD 152 M +USD 11.7 M +8% 11.5% 94.8% 107 10.28% 1.6
Landmark Financial Advisors
3945
Landmark Financial Advisors
Kentucky
USD 152 M -USD 518 k -0.3% 9.65% 11.8% 56 3.57% 3.4
Avestar Capital
3946
Avestar Capital
New York
USD 152 M +USD 5.89 M +4% 13.7% 112% 1,035 10.14% 1
Trinity Legacy Partners
3947
Trinity Legacy Partners
Texas
USD 152 M +USD 48.9 M +47% 11.6% 63.3% 65 30.77% 0.2
MFA Wealth Advisors
3948
MFA Wealth Advisors
Pennsylvania
USD 152 M +USD 52.3 M +52% 10.7% 68.6% 60 41.67% 0.7
Nicollet Investment Management
3949
Nicollet Investment Management
Minnesota
USD 152 M +USD 25.4 M +20% 15.7% 104% 69 5.8% 1.2
Vantage Financial Partners (Illinois)
3950
Vantage Financial Partners (Illinois)
Illinois
USD 152 M +USD 14.9 M +11% 12.2% 13.1% 87 17.24% 1.3