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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)
Retirement Capital Strategies
4051
Retirement Capital Strategies
California
USD 219 M -USD 4.36 M -2% 0.66% 59% 70 48.57% 2.3
FCT
4052
Family Capital Trust
Massachusetts
USD 219 M -USD 33.8 M -13% 11.7% 39.1% 51 1.96% 7.2
Boltwood Capital Management
4053
Boltwood Capital Management
California
USD 218 M -USD 12.6 M -5% 5.91% 63% 153 10.46% 5.4
Elizabeth Park Capital Advisors
4054
Elizabeth Park Capital Advisors
Ohio
USD 218 M -USD 14.2 M -6% 1.93% 119% 58 13.79% 1.6
Arisaig Partners (Asia)
4055
Arisaig Partners (Asia)
Singapore
USD 218 M -USD 32.3 M -13% 3.86% – 8 0% 0.8
Lebenthal Global Advisors
4056
Lebenthal Global Advisors
New York
USD 218 M +USD 12.1 M +6% 5.38% 57.2% 141 26.24% 1.1
ETH
4057
Exos TFP Holdings
New York
USD 218 M – – 0.48% – 528 – 0
Wakefield Asset Management
4058
Wakefield Asset Management
Colorado
USD 218 M -USD 15.7 M -7% 1.07% 147% 220 55% 1.1
Biltmore Wealth Management
4059
Biltmore Wealth Management
Arizona
USD 218 M -USD 9.6 M -4% 4.57% 59.8% 52 15.38% 2.9
Cincinnati Specialty Underwriters Insurance
4060
Cincinnati Specialty Underwriters Insurance
Ohio
USD 218 M -USD 14.6 M -6% 5.75% 137% 39 5.13% 6.2
DI
4061
Disciplined Investments
Oklahoma
USD 218 M -USD 3.63 M -2% 4.67% 51.4% 1,724 7.48% 0.9
Virtus Investment Advisers
4062
Virtus Investment Advisers
Connecticut
USD 218 M – – 1.69% 172% 375 – 0
Madrona Venture Group
4063
Madrona Venture Group
Washington
USD 218 M +USD 1.94 M +0.9% 4.34% 233% 6 0% 1
Auxano Advisors
4064
Auxano Advisors
Washington
USD 217 M +USD 15.4 M +8% 2.91% 103% 103 31.07% 1.3
Rothschild Capital Partners
4065
Rothschild Capital Partners
New York
USD 217 M -USD 21.7 M -9% 3.93% 90.8% 30 0% 4.7
Compton Financial Group
4066
Compton Financial Group
Maryland
USD 217 M -USD 4.16 M -2% 5.75% 37.7% 33 9.09% 1.4
Proquility Private Wealth Partners
4067
Proquility Private Wealth Partners
Nevada
USD 217 M -USD 15.9 M -7% 6.44% 19.4% 92 10.87% 1.6
Woodard & Company Asset Management Group
4068
Woodard & Company Asset Management Group
North Carolina
USD 217 M -USD 26.3 M -11% 4.1% 94.5% 109 12.84% 2.2
Apeiron RIA
4069
Apeiron RIA
Texas
USD 217 M -USD 141 M -39% 6.46% 68.5% 222 58.56% 0.4
Harbor Advisory Corp
4070
Harbor Advisory Corp
New Hampshire
USD 217 M -USD 11 M -5% 5.79% 63.2% 79 11.39% 2.6
Hendley & Co
4071
Hendley & Co
Ohio
USD 217 M -USD 16.4 M -7% 4.88% 64.9% 62 12.9% 5.2
KCS Wealth Advisory
4072
KCS Wealth Advisory
California
USD 217 M -USD 8.08 M -4% 5.59% 45.3% 161 18.63% 2.9
JCIC Asset Management
4073
JCIC Asset Management
Ontario, Canada
USD 217 M +USD 31 M +17% 5.59% – 124 18.55% 3.1
VST
4074
Van Strum & Towne
California
USD 217 M -USD 18.1 M -8% 5.88% 72.3% 95 4.21% 4.9
11 Capital Partners
4075
11 Capital Partners
Connecticut
USD 217 M -USD 5.63 M -3% 3.17% 101% 17 41.18% 0.9