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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)
LeJeune Puetz Investment Counsel
4001
LeJeune Puetz Investment Counsel
Michigan
USD 232 M +USD 27.4 M +13% 14% 64.1% 182 6.04% 3
Level Four Financial
4002
Level Four Financial
Texas
USD 232 M – – 21.8% – 322 – 0
Pacific Wealth Strategies Group
4003
Pacific Wealth Strategies Group
California
USD 232 M +USD 41.2 M +22% 12.7% 85.3% 88 15.91% 2.4
Corbyn Investment Management
4004
Corbyn Investment Management
Maryland
USD 231 M +USD 40.8 M +21% 18.2% 71% 61 18.03% 2.8
SWMG
4005
Strategic Wealth Management Group
Maryland
USD 231 M +USD 25.5 M +12% 14.1% – 136 19.12% 1.1
Elevated Capital Advisors
4006
Elevated Capital Advisors
Utah
USD 231 M +USD 17.4 M +8% 8.81% 50.2% 168 6.55% 1.1
First Commonwealth Financial Corp
4007
First Commonwealth Financial Corp
Pennsylvania
USD 230 M +USD 16.4 M +8% 15.7% 80.1% 164 10.98% 3.2
Forefront Analytics
4008
Forefront Analytics
Pennsylvania
USD 230 M +USD 16.1 M +7% 8.76% 59.7% 64 12.5% 1.8
Old Port Advisors
4009
Old Port Advisors
Maine
USD 230 M +USD 27.6 M +14% 13.6% 114% 196 9.69% 1.9
Cutler Capital Management
4010
Cutler Capital Management
Massachusetts
USD 230 M +USD 46.3 M +25% 9.58% 39.7% 95 14.74% 2.3
Defender Capital
4011
Defender Capital
North Carolina
USD 230 M +USD 26.7 M +13% 16.6% 101% 35 28.57% 1.1
Stokes Capital Advisors
4012
Stokes Capital Advisors
South Carolina
USD 230 M +USD 21.7 M +10% 8.86% 61.3% 70 5.71% 2.3
Shakespeare Wealth Management
4013
Shakespeare Wealth Management
Wisconsin
USD 230 M +USD 39.6 M +21% 14.7% 55.5% 70 7.14% 1.7
Souders Financial Advisors
4014
Souders Financial Advisors
Ohio
USD 230 M +USD 17.9 M +8% 10.9% 59.8% 116 11.21% 0.6
Eidelman Virant Capital
4015
Eidelman Virant Capital
Missouri
USD 229 M +USD 47.8 M +26% 23.6% 46.2% 211 43.6% 1.4
Faithward Advisors
4016
Faithward Advisors
Pennsylvania
USD 229 M -USD 184 M -45% 11.6% 119% 231 52.81% 0.8
Semper Augustus Investments Group
4017
Semper Augustus Investments Group
Colorado
USD 229 M +USD 33.9 M +17% 20.6% 95.4% 30 10% 4.4
HPC
4018
Hobart Private Capital
North Carolina
USD 228 M +USD 34.6 M +18% 9.53% 60% 161 24.22% 1.4
SPC
4019
Stony Point Capital
New York
USD 228 M +USD 28 M +14% 32.4% 208% 31 25.81% 0.6
Summit Financial Group
4020
Summit Financial Group
West Virginia
USD 228 M +USD 26.9 M +13% 13.3% 26.1% 166 7.23% 2.2
WealthBridge Capital Management
4021
WealthBridge Capital Management
Ohio
USD 228 M +USD 33.5 M +17% 12.9% 89.4% 150 14.67% 1.3
NC
4022
Nokomis Capital
Texas
USD 228 M +USD 12.7 M +6% 35.6% 145% 34 29.41% 2.4
Corrigan Financial
4023
Corrigan Financial
Rhode Island
USD 228 M +USD 27.5 M +14% 13.3% 9.54% 71 15.49% 2.7
FC
4024
Full18 Capital
Connecticut
USD 228 M – – 28.3% – 87 – 0
Argus Investors Counsel
4025
Argus Investors Counsel
New York
USD 228 M -USD 13.8 M -6% 11.1% 132% 74 5.41% 4.5