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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)
WA
3976
Winfield Associates
Ohio
USD 271 M -USD 620 k -0.2% 0.44% 77.8% 155 7.1% 3.6
Cartenna Capital
3977
Cartenna Capital
Connecticut
USD 270 M -USD 79.5 M -23% 2.28% 162% 54 83.33% 0.1
Entrust Global Partners
3978
Entrust Global Partners
New York
USD 270 M +USD 1.56 M +0.6% 9.6% 82.3% 5 40% 0.5
Pacific Wealth Strategies Group
3979
Pacific Wealth Strategies Group
California
USD 270 M +USD 8.88 M +3% 1.07% 85.3% 91 8.79% 3
Platte River Wealth Advisors
3980
Platte River Wealth Advisors
Colorado
USD 270 M +USD 6.98 M +3% 0.34% 28.6% 90 5.56% 1.5
Half Sky Capital (UK)
3981
Half Sky Capital (UK)
United Kingdom
USD 270 M -USD 71.2 M -21% 24.7% 13% 10 50% 0.7
Mathes Company
3982
Mathes Company
New York
USD 270 M -USD 8.37 M -3% 0.39% 121% 127 4.72% 4.6
Mitchell McLeod Pugh & Williams
3983
Mitchell McLeod Pugh & Williams
Alabama
USD 270 M +USD 9.48 M +4% 0.09% 90.7% 227 5.73% 4.5
Jackson Creek Investment Advisors
3984
Jackson Creek Investment Advisors
Colorado
USD 269 M +USD 196 k +0.1% 1.95% 245% 358 35.75% 0.6
Holowesko Partners
3985
Holowesko Partners
Bahamas
USD 269 M -USD 126 M -32% 5.78% 51.1% 30 16.67% 2.7
Wind River Trust Company
3986
Wind River Trust Company
Wyoming
USD 269 M -USD 5.78 M -2% 1.03% 62.1% 10 0% 6.2
Cowen Prime Advisors
3987
Cowen Prime Advisors
New York
USD 269 M -USD 6.89 M -2% 4.03% 116% 172 4.07% 4.8
13D Management
3988
13D Management
New York
USD 269 M -USD 21.9 M -8% 2.59% 157% 32 6.25% 1.7
FA
3989
FMA Advisory
Pennsylvania
USD 268 M -USD 1.02 M -0.4% 0.51% 46.7% 139 13.67% 3
Montgomery Investment Management
3990
Montgomery Investment Management
Maryland
USD 268 M -USD 1.69 M -0.6% 0.61% 105% 86 5.81% 5.7
WealthBridge Capital Management
3991
WealthBridge Capital Management
Ohio
USD 268 M -USD 7.07 M -3% 0.88% 89.4% 173 8.67% 1.8
Tobias Financial Advisors
3992
Tobias Financial Advisors
Florida
USD 267 M +USD 14.8 M +6% 1.48% 44.5% 69 4.35% 1.5
Knuff & Co
3993
Knuff & Co
California
USD 267 M -USD 1.81 M -0.7% 3.23% 108% 172 9.88% 1.9
Archer Investment Corporation
3994
Archer Investment Corporation
Indiana
USD 267 M +USD 13.8 M +5% 0.53% 76.1% 764 29.45% 1.4
Waypoint Wealth Partners
3995
Waypoint Wealth Partners
California
USD 267 M +USD 9.19 M +4% 1.4% 52.1% 43 6.98% 0.6
WealthOne
3996
WealthOne
New York
USD 267 M +USD 10.9 M +4% 0.4% 23.4% 145 23.45% 1.5
Howard Financial Services
3997
Howard Financial Services
Texas
USD 267 M +USD 11.5 M +5% 0.85% 55.9% 137 16.79% 1.5
Arcus Capital Partners
3998
Arcus Capital Partners
Georgia
USD 267 M +USD 52.6 M +25% 6.35% 69.2% 111 16.22% 2
AXS Investments
3999
AXS Investments
New York
USD 267 M -USD 61.6 M -19% 6.35% 107% 226 86.73% 0.2
Onyx Bridge Wealth Group
4000
Onyx Bridge Wealth Group
New York
USD 266 M +USD 34.9 M +15% 0.3% 74.6% 164 25% 0.5