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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)
Jackson Creek Investment Advisors
4051
Jackson Creek Investment Advisors
Colorado
USD 338 M +USD 64.1 M +23% 14.4% 245% 373 41.29% 1
Madison Wealth Partners
4052
Madison Wealth Partners
Wisconsin
USD 338 M +USD 46.1 M +16% 5.84% 74.2% 152 19.08% 1.8
TruNorth Capital Management
4053
TruNorth Capital Management
Michigan
USD 338 M +USD 29.3 M +10% 5.65% – 430 22.79% 0.3
WA
4054
WealthTrust Axiom
Pennsylvania
USD 337 M +USD 35.8 M +12% 9.65% 123% 275 10.91% 5.9
Boltwood Capital Management
4055
Boltwood Capital Management
California
USD 337 M +USD 17.4 M +5% 6.04% 63% 176 6.82% 5.8
SM
4056
Sciencast Management
New Jersey
USD 337 M +USD 49.9 M +17% 8.51% 76.6% 374 78.88% 0.2
Hollow Brook Wealth Management
4057
Hollow Brook Wealth Management
New York
USD 337 M +USD 42.7 M +15% 8.28% 97.8% 92 18.48% 3.6
Gray Foundation
4058
Gray Foundation
New York
USD 337 M +USD 10.1 M +3% 3.31% 114% 12 0% 0.7
Butensky & Cohen Financial Security
4059
Butensky & Cohen Financial Security
Florida
USD 337 M +USD 22.7 M +7% 8.32% 81% 96 2.08% 6
Tillman Hartley LLC
4060
Tillman Hartley LLC
Colorado
USD 337 M +USD 44.6 M +15% 5.82% 48.7% 80 6.25% 1.6
Net Worth Advisory Group
4061
Net Worth Advisory Group
Utah
USD 337 M – – 5.92% – 386 – 0
Prentice Wealth Management
4062
Prentice Wealth Management
New York
USD 337 M +USD 30.3 M +10% 6.11% 47.8% 108 2.78% 2.2
Whitcomb & Hess
4063
Whitcomb & Hess
Ohio
USD 336 M +USD 15.2 M +5% 6.46% 54% 58 12.07% 1.9
TFB Advisors
4064
TFB Advisors
Kansas
USD 336 M +USD 29.1 M +9% 6.62% 85% 326 15.64% 0.7
Redwood Investments
4065
Redwood Investments
Massachusetts
USD 336 M +USD 42.6 M +15% 8.8% 74.1% 127 19.69% 2.7
BOCHK Asset Management
4066
BOCHK Asset Management
Hong Kong
USD 336 M +USD 30 M +10% 8.41% 503% 71 49.3% 0.4
HCM
4067
Horrell Capital Management
Arkansas
USD 336 M -USD 9.18 M -3% 4.68% 55.6% 231 10.82% 6.2
Weaver Capital Management
4068
Weaver Capital Management
Georgia
USD 336 M +USD 24.4 M +8% 5.91% 79.4% 184 7.07% 0.6
MPS Loria Financial Planners
4069
MPS Loria Financial Planners
Illinois
USD 336 M +USD 25.2 M +8% 7.67% 80% 83 4.82% 4.6
KDA
4070
Kraft Davis & Associates
Missouri
USD 335 M +USD 5.67 M +2% 6.01% 81.8% 154 17.53% 1.1
Aspire Capital Advisors
4071
Aspire Capital Advisors
Washington
USD 335 M +USD 29.5 M +10% 5.68% 68.6% 80 12.5% 1.6
AMG
4072
Ace Management Global
Brazil
USD 335 M -USD 5.41 M -2% 1.32% – 10 30% 0.3
Keating Investment Counselors
4073
Keating Investment Counselors
Florida
USD 335 M +USD 23.5 M +8% 6.89% 50% 71 7.04% 6
Quantedge Capital
4074
Quantedge Capital
Singapore
USD 335 M +USD 58.1 M +21% 9.35% 118% 235 51.49% 0.8
Sentinus LLC
4075
Sentinus LLC
Illinois
USD 335 M +USD 27 M +9% 5.44% – 197 12.69% 1.2