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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)
NKCFO LLC
3926
NKCFO LLC
Illinois
USD 311 M +USD 12.7 M +4% 6.62% 237% 125 54.4% 0.7
Compass Ion Advisors
3927
Compass Ion Advisors
Pennsylvania
USD 311 M +USD 32.6 M +12% 3.98% 75.6% 107 26.17% 1.1
TRB Advisors
3928
TRB Advisors
New York
USD 311 M +USD 34.5 M +12% 13.5% 76.1% 8 0% 3.4
Kelman-Lazarov Inc
3929
Kelman-Lazarov Inc
Tennessee
USD 311 M +USD 25.2 M +9% 7.32% 51.6% 87 9.2% 3.7
NinePointTwo Capital
3930
NinePointTwo Capital
California
USD 311 M +USD 52.5 M +20% 0.17% 1.62% 204 66.18% 0.3
Tucker Asset Management
3931
Tucker Asset Management
Colorado
USD 310 M +USD 32.8 M +12% 7.03% 71.6% 462 18.83% 0.7
DCM
3932
Divisar Capital Management
California
USD 310 M +USD 18.1 M +6% 13.3% 194% 31 12.9% 2.4
Confluence Wealth Services
3933
Confluence Wealth Services
Pennsylvania
USD 310 M – – 11.1% 69.4% 1,284 – 0
Diana Davis Spencer Foundation
3934
Diana Davis Spencer Foundation
Maryland
USD 310 M -USD 3.6 M -1% 1.14% 19.8% 3 0% 7
First Commonwealth Financial Corp
3935
First Commonwealth Financial Corp
Pennsylvania
USD 310 M +USD 32.3 M +12% 10% 72.9% 179 7.82% 3.6
Poehling Capital Management
3936
Poehling Capital Management
Wisconsin
USD 310 M +USD 13.6 M +5% 5.4% 83% 145 11.03% 2
Stone Run Capital
3937
Stone Run Capital
New York
USD 310 M +USD 18 M +6% 12.2% 77.8% 67 11.94% 5.8
Scholtz & Company
3938
Scholtz & Company
Connecticut
USD 309 M +USD 26.8 M +9% 11.6% 111% 77 31.17% 2
Curated Wealth Partners
3939
Curated Wealth Partners
California
USD 309 M +USD 130 M +73% 6.7% 39.9% 155 14.84% 0.9
Polunin Capital Partners
3940
Polunin Capital Partners
United Kingdom
USD 309 M +USD 184 M +148% 2.72% 268% 12 91.67% 0
LCP
3941
Legacy Capital Partners
Wisconsin
USD 309 M +USD 32.6 M +12% 12.7% 85.6% 148 10.81% 4.7
Benjamin Edwards Inc
3942
Benjamin Edwards Inc
Missouri
USD 309 M +USD 144 M +88% 10.2% 72.6% 738 29.67% 1
Peak Financial Management
3943
Peak Financial Management
Massachusetts
USD 309 M +USD 13.7 M +5% 4.83% 58.2% 80 15% 2.9
Fort LP
3944
Fort LP
Maryland
USD 309 M +USD 8.21 M +3% 11.9% 56.8% 313 17.25% 2.1
Greenlea Lane Capital Management
3945
Greenlea Lane Capital Management
Connecticut
USD 308 M +USD 2.36 M +0.8% 4.22% 99.7% 11 36.36% 2
PWM
3946
Praetorian Wealth Management
California
USD 308 M +USD 12.9 M +4% 5.81% 60.4% 61 45.9% 1.5
Walter & Keenan Wealth Management
3947
Walter & Keenan Wealth Management
Indiana
USD 308 M +USD 13.1 M +4% 9.84% 92% 155 7.74% 2.8
Absolute Investment Advisers
3948
Absolute Investment Advisers
Florida
USD 307 M +USD 22.1 M +8% 0% 0.5% 74 27.03% 0.2
Aravt Global
3949
Aravt Global
New York
USD 307 M -USD 49 M -14% 2.09% 83.7% 13 30.77% 3.4
LexAurum Advisors
3950
LexAurum Advisors
Kansas
USD 307 M -USD 31.5 M -9% 7.19% – 290 18.97% 2.2