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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)
WNY Asset Management
4001
WNY Asset Management
New York
USD 250 M +USD 52.7 M +27% 5.05% – 142 37.32% 0.2
Schoolcraft Capital
4002
Schoolcraft Capital
Colorado
USD 250 M +USD 12 M +5% 5.94% 58.7% 53 11.32% 1.5
GCMG
4003
Gyroscope Capital Management Group
Florida
USD 250 M +USD 17.3 M +7% 9.32% 24.8% 129 24.03% 1.8
Hi-Line Capital Management
4004
Hi-Line Capital Management
South Dakota
USD 250 M +USD 69.6 M +39% 17.6% 57.5% 28 14.29% 1.5
Winch Advisory Services
4005
Winch Advisory Services
Wisconsin
USD 250 M +USD 8.86 M +4% 2.48% 92.4% 491 11% 2.7
Wakefield Asset Management
4006
Wakefield Asset Management
Colorado
USD 249 M +USD 10.9 M +5% 12.8% 147% 188 35.11% 0.8
Monument Capital Management
4007
Monument Capital Management
Virginia
USD 249 M +USD 33 M +15% 8.17% 170% 113 23.89% 1.3
PGF
4008
Pelham Global Financials
United Kingdom
USD 249 M +USD 5.92 M +2% 0.48% 24.5% 11 18.18% 1.1
Leonard Rickey Investment Advisors
4009
Leonard Rickey Investment Advisors
Washington
USD 249 M +USD 29.7 M +14% 5.62% 60.4% 70 14.29% 2
Simplify Asset Management
4010
Simplify Asset Management
Nevada
USD 249 M +USD 139 M +127% 5.74% 48.4% 31 67.74% 0.3
West Paces Advisors
4011
West Paces Advisors
Georgia
USD 249 M +USD 24.2 M +11% 7.37% 57.7% 439 7.29% 3.6
Cutler Capital Management
4012
Cutler Capital Management
Massachusetts
USD 249 M +USD 19 M +8% 7.48% 39.7% 107 19.63% 2.2
Engrave Wealth Partners
4013
Engrave Wealth Partners
Texas
USD 248 M +USD 127 M +104% 11.5% 39.9% 75 40% 0.7
Eidelman Virant Capital
4014
Eidelman Virant Capital
Missouri
USD 248 M +USD 18.9 M +8% 11.9% 46.2% 218 38.53% 1.5
Castle Rock Wealth Management
4015
Castle Rock Wealth Management
California
USD 248 M +USD 7.6 M +3% 3.15% 115% 262 18.7% 0.7
Aristides Capital
4016
Aristides Capital
Kentucky
USD 248 M -USD 44.3 M -15% 30.2% 126% 209 60.77% 0.5
Income Research & Management
4017
Income Research & Management
Massachusetts
USD 248 M -USD 24.9 M -9% 0% 1.19% 18 22.22% 2.3
Argus Investors Counsel
4018
Argus Investors Counsel
New York
USD 248 M +USD 19.5 M +9% 7.75% 132% 89 22.47% 4
Kowal Investment Group
4019
Kowal Investment Group
Wisconsin
USD 247 M +USD 31.8 M +15% 4.78% 21.1% 99 12.12% 0.2
Aravt Global
4020
Aravt Global
New York
USD 247 M -USD 169 M -41% 0.63% 83.7% 14 21.43% 3.1
MI
4021
M3F Inc
Utah
USD 247 M +USD 36.2 M +17% 22.7% 139% 49 22.45% 2.1
Squadra Investments
4022
Squadra Investments
Brazil
USD 247 M -USD 37.7 M -13% 10.5% 1.55% 3 0% 0.8
Nixon Peabody Trust
4023
Nixon Peabody Trust
Massachusetts
USD 247 M +USD 9.7 M +4% 4.82% 101% 71 4.23% 3.6
Arlington Financial Advisors
4024
Arlington Financial Advisors
California
USD 247 M +USD 9.47 M +4% 5.79% 67.6% 61 8.2% 2.1
Financial Consulate
4025
Financial Consulate
Maryland
USD 247 M +USD 14.8 M +6% 6.88% 61.4% 126 15.08% 2.7