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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)
Muhlenkamp & Co
3976
Muhlenkamp & Co
Pennsylvania
USD 287 M +USD 207 k +0.1% 15.6% 107% 37 8.11% 3.1
BCM
3977
Birmingham Capital Management
Alabama
USD 287 M +USD 10.3 M +4% 5.59% 103% 108 6.48% 6.4
TLWM Financial
3978
TLWM Financial
Texas
USD 287 M -USD 11.7 M -4% 4.79% 53.9% 71 11.27% 2.2
FCA Corp
3979
FCA Corp
Texas
USD 287 M -USD 7.24 M -2% 3.6% 57.4% 207 16.43% 3.2
LeJeune Puetz Investment Counsel
3980
LeJeune Puetz Investment Counsel
Michigan
USD 286 M -USD 10.3 M -3% 3.91% 64.1% 200 6.5% 3.9
McElhenny Sheffield Capital Management
3981
McElhenny Sheffield Capital Management
Texas
USD 286 M +USD 19.7 M +7% 4.02% 89.1% 133 27.07% 0.4
Long Run Wealth Advisors
3982
Long Run Wealth Advisors
New York
USD 286 M -USD 1.46 M -0.5% 4.02% 50.5% 102 9.8% 0.2
SMI Advisory Services
3983
SMI Advisory Services
Indiana
USD 286 M +USD 23 M +9% 2.79% 80.7% 44 43.18% 0.6
MHR
3984
Matthew Hamilton Rosenberg
USD 286 M +USD 4.96 M +2% 2.51% 52% 776 11.21% 1.4
SimplyRich
3985
SimplyRich
California
USD 286 M -USD 15.4 M -5% 2.42% 105% 177 7.34% 2.3
Delphi Financial Group
3986
Delphi Financial Group
Delaware
USD 286 M -USD 41.6 M -13% 3.73% 66.3% 31 19.35% 2.9
Childress Capital Advisors
3987
Childress Capital Advisors
Texas
USD 286 M +USD 43.5 M +18% 7.18% 107% 200 25% 0.9
Rothschild Capital Partners
3988
Rothschild Capital Partners
New York
USD 285 M -USD 50.1 M -15% 1.78% 90.8% 36 16.67% 4.1
SIM
3989
SW Investment Management
Colorado
USD 285 M -USD 8.96 M -3% 7.66% 143% 10 10% 1.2
HBW Advisory Services
3990
HBW Advisory Services
California
USD 285 M -USD 147 M -34% 4.31% 68.6% 283 30.04% 1.3
Fernwood Investment Management
3991
Fernwood Investment Management
Massachusetts
USD 285 M -USD 20.8 M -7% 3.04% 83.4% 216 9.72% 3.7
DCM International VI
3992
DCM International VI
California
USD 285 M -USD 324 M -53% 50.3% – 3 0% 0.3
SevenBridge Financial Group
3993
SevenBridge Financial Group
Pennsylvania
USD 285 M -USD 45.9 M -14% 2.3% 93.2% 176 15.91% 4
First Sabrepoint Capital Management
3994
First Sabrepoint Capital Management
Texas
USD 285 M -USD 89.2 M -24% 9.47% 218% 33 27.27% 1.4
Butensky & Cohen Financial Security
3995
Butensky & Cohen Financial Security
Florida
USD 285 M +USD 4.43 M +2% 1.8% 81% 98 3.06% 4.7
Coulter & Justus Financial Services
3996
Coulter & Justus Financial Services
Tennessee
USD 285 M +USD 157 M +124% 5.61% – 62 98.39% 0
Evergreen Advisors
3997
Evergreen Advisors
Tennessee
USD 285 M -USD 8.47 M -3% 5.61% – 14 21.43% 1.9
First Wilshire Securities Management
3998
First Wilshire Securities Management
California
USD 285 M -USD 36.1 M -11% 6.96% 135% 93 12.9% 3.7
CWM
3999
Cordatus Wealth Management
Pennsylvania
USD 285 M -USD 56.9 M -17% 0.39% 108% 209 53.11% 0.7
Compass Group
4000
Compass Group
New York
USD 284 M +USD 25.6 M +10% 12.2% 64.6% 22 22.73% 1.7