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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)
Cornerstone Wealth Advisors
3951
Cornerstone Wealth Advisors
Minnesota
USD 434 M +USD 4.3 M +1% 2.03% 46.1% 51 3.92% 3.8
WealthBridge Capital Management
3952
WealthBridge Capital Management
Ohio
USD 434 M -USD 4.79 M -1% 1.58% 89.4% 225 9.33% 4
Park Edge Advisors
3953
Park Edge Advisors
Ohio
USD 434 M -USD 7.87 M -2% 2.25% 61.1% 163 20.86% 2.1
Foyston, Gordon, & Payne
3954
Foyston, Gordon, & Payne
Ontario, Canada
USD 434 M -USD 25.4 M -6% 7.37% 75.1% 70 21.43% 4.8
Horiko Capital Management
3955
Horiko Capital Management
New York
USD 434 M -USD 20 M -4% 2.59% 275% 20 15% 4.5
First PREMIER Bank
3956
First PREMIER Bank
South Dakota
USD 433 M -USD 2.99 M -0.7% 0.29% 63% 379 1.58% 5.5
Gagnon Securities
3957
Gagnon Securities
New York
USD 433 M -USD 57.9 M -12% 4.07% 210% 92 14.13% 4.5
Icon Advisers
3958
Icon Advisers
Colorado
USD 433 M -USD 29.8 M -6% 8.59% 114% 198 34.34% 2.7
Pinpoint Asset Management (Singapore)
3959
Pinpoint Asset Management (Singapore)
USD 433 M -USD 47.4 M -10% 5.35% – 194 52.06% 0.3
Seven Springs Wealth Group
3960
Seven Springs Wealth Group
Tennessee
USD 432 M +USD 82.4 M +24% 0.84% 62.6% 88 13.64% 3.8
Ballast Inc
3961
Ballast Inc
Kentucky
USD 432 M +USD 5.12 M +1% 0.6% 71.3% 137 5.84% 4.9
Apeiron RIA
3962
Apeiron RIA
Texas
USD 431 M -USD 61.4 M -12% 0.46% 68.5% 222 14.86% 2.4
MAM
3963
Mystic Asset Management
Rhode Island
USD 431 M -USD 10.4 M -2% 0.19% 114% 224 4.91% 2.9
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
3964
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
USD 431 M +USD 190 M +79% 3.87% – 2 0% 1
Operose Advisors
3965
Operose Advisors
Wisconsin
USD 431 M +USD 2.15 M +0.5% 0.66% 68.8% 666 40.09% 1.7
Berkeley Capital Partners
3966
Berkeley Capital Partners
Georgia
USD 431 M +USD 6.58 M +2% 1.15% 70.5% 205 18.05% 4.3
Cypress Asset Management
3967
Cypress Asset Management
Texas
USD 431 M -USD 23.8 M -5% 1.13% 141% 109 8.26% 7.3
Sage Capital Advisors
3968
Sage Capital Advisors
South Dakota
USD 431 M +USD 10.4 M +2% 2.42% 105% 137 12.41% 4.4
Uncommon Cents Investing
3969
Uncommon Cents Investing
Wisconsin
USD 431 M +USD 17.9 M +4% 5.13% 91.4% 210 2.38% 5.1
White Pine Investment Company
3970
White Pine Investment Company
Michigan
USD 430 M +USD 6 M +1% 1.04% 73.3% 70 7.14% 5.6
PAS
3971
PKS Advisory Services
New York
USD 430 M -USD 8.18 M -2% 1.28% – 264 17.05% 1.1
Generali Investments Management
3972
Generali Investments Management
Slovenia
USD 430 M -USD 72 M -14% 4.47% – 171 9.36% 1
Great Oak Capital Partners
3973
Great Oak Capital Partners
Massachusetts
USD 430 M +USD 31.1 M +8% 2% 53.3% 49 14.29% 1.5
Laura & John Arnold Foundation
3974
Laura & John Arnold Foundation
Texas
USD 430 M -USD 139 M -24% 5.76% – 4 0% 0.3
AA
3975
Ashford Advisors
New York
USD 429 M -USD 27.5 M -6% 3.49% 75.4% 23 13.04% 3.3