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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)
JSF Financial
4051
JSF Financial
California
USD 258 M -USD 24.5 M -9% 4.42% 91% 119 26.89% 2.3
Old Mission Investment Co
4052
Old Mission Investment Co
Michigan
USD 257 M -USD 12.4 M -5% 4.17% 82% 117 8.55% 2.9
Verde Capital Management
4053
Verde Capital Management
Michigan
USD 257 M -USD 6.36 M -2% 4.18% 80.3% 44 6.82% 2.5
Hook Mill Capital Partners
4054
Hook Mill Capital Partners
New York
USD 257 M +USD 89.4 M +53% 2.2% 149% 49 34.69% 0.4
Lifeworks Advisors
4055
Lifeworks Advisors
Michigan
USD 257 M +USD 22.2 M +9% 3.22% 90.3% 193 24.87% 1
Holderness Investments Company
4056
Holderness Investments Company
North Carolina
USD 257 M -USD 13.7 M -5% 2.18% 152% 201 5.47% 5.4
Verde Servicos Internacionais
4057
Verde Servicos Internacionais
Brazil
USD 257 M -USD 144 M -36% 2.15% 130% 35 42.86% 0.6
Northern Right Capital Management
4058
Northern Right Capital Management
Connecticut
USD 257 M +USD 8.67 M +3% 0.14% 187% 32 34.38% 1.6
Collective Family Office
4059
Collective Family Office
Pennsylvania
USD 257 M +USD 799 k +0.3% 2.33% 52.5% 185 15.14% 1.8
Walter & Keenan Wealth Management
4060
Walter & Keenan Wealth Management
Indiana
USD 257 M -USD 15.6 M -6% 1.88% 92% 147 7.48% 4.2
D.B. Root & Company
4061
D.B. Root & Company
Pennsylvania
USD 257 M -USD 7.83 M -3% 3.83% 63% 175 8% 3.6
Stewardship Advisors
4062
Stewardship Advisors
Pennsylvania
USD 256 M -USD 9.9 M -4% 3.33% 46.1% 46 13.04% 2
Rothschild Capital Partners
4063
Rothschild Capital Partners
New York
USD 256 M -USD 15.8 M -6% 3.42% 90.8% 29 10.34% 5.6
Cavalier Investments
4064
Cavalier Investments
Georgia
USD 256 M -USD 19.1 M -7% 2.57% 171% 101 14.85% 0.9
Aries Wealth Management
4065
Aries Wealth Management
Maine
USD 255 M -USD 2.42 M -0.9% 3.01% 87.7% 210 8.57% 1.4
MPS Loria Financial Planners
4066
MPS Loria Financial Planners
Illinois
USD 255 M -USD 10.7 M -4% 5.07% 80% 79 5.06% 4.4
Arista Wealth Management
4067
Arista Wealth Management
Nevada
USD 255 M +USD 14.8 M +6% 3.48% 67% 63 20.63% 0.7
Avalon Global Asset Management
4068
Avalon Global Asset Management
California
USD 255 M -USD 15.4 M -6% 0.92% 278% 36 36.11% 3.5
Clare Market Investments
4069
Clare Market Investments
Texas
USD 255 M -USD 13 M -5% 1.23% – 149 24.16% 2.1
EdenTree Asset Management
4070
EdenTree Asset Management
United Kingdom
USD 255 M -USD 36.2 M -12% 7.36% 50.2% 78 14.1% 0.2
Sovereign Investment Advisors
4071
Sovereign Investment Advisors
Arizona
USD 255 M -USD 9.6 M -4% 0.95% 46.6% 44 27.27% 2.6
Sicart Associates
4072
Sicart Associates
New York
USD 255 M -USD 2.48 M -1% 1.7% 113% 70 5.71% 3.7
MSH Capital Advisors
4073
MSH Capital Advisors
Arizona
USD 255 M -USD 17.9 M -7% 3.35% 77.4% 223 8.07% 1.4
T
4074
TRUADVICE
Florida
USD 255 M -USD 17.1 M -6% 2.71% 21.6% 296 34.46% 1.3
Builder Investment Group
4075
Builder Investment Group
Georgia
USD 255 M -USD 1.26 M -0.5% 0.43% 169% 99 10.1% 0.7