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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)
Summit Financial Group
4076
Summit Financial Group
West Virginia
USD 241 M +USD 12.4 M +5% 6.19% 26.1% 186 12.9% 2.2
Camelot Portfolios
4077
Camelot Portfolios
Ohio
USD 241 M +USD 49.5 M +26% 8.76% 47.2% 250 26% 2.6
Blankinship & Foster
4078
Blankinship & Foster
California
USD 240 M +USD 815 k +0.3% 5.56% 67.1% 57 10.53% 2.4
Pragma Gestao de Patrimonio
4079
Pragma Gestao de Patrimonio
Brazil
USD 240 M +USD 43.8 M +22% 8.43% 83.4% 20 20% 0.8
Continuum Advisory
4080
Continuum Advisory
Idaho
USD 240 M +USD 20.3 M +9% 3.02% 84.2% 177 15.82% 1.8
Voss Capital
4081
Voss Capital
Texas
USD 240 M +USD 41.6 M +21% 36.2% 78.4% 55 49.09% 0.5
JAMH
4082
Junson Asset Management (HK)
Hong Kong
USD 240 M +USD 39 M +19% 0.22% – 83 57.83% 0.2
MPEM
4083
Marathon Partners Equity Management
New York
USD 240 M +USD 11.9 M +5% 2.27% – 19 57.89% 2.4
Parisi Gray Wealth Management
4084
Parisi Gray Wealth Management
New Jersey
USD 240 M +USD 14 M +6% 5.04% 137% 124 3.23% 2.2
Ratio Wealth Group
4085
Ratio Wealth Group
Colorado
USD 240 M +USD 53.2 M +29% 5.17% – 52 15.38% 0.2
First Bankers Trust
4086
First Bankers Trust
Kentucky
USD 239 M -USD 20.3 M -8% 5.17% 89.6% 120 6.67% 5.4
Mitchell McLeod Pugh & Williams
4087
Mitchell McLeod Pugh & Williams
Alabama
USD 239 M +USD 21.4 M +10% 7.6% 99.8% 216 7.41% 4.2
AlphaSimPlex Group
4088
AlphaSimPlex Group
Massachusetts
USD 239 M -USD 47.1 M -16% 6.26% 35.5% 330 34.55% 0.6
Lapides Asset Management
4089
Lapides Asset Management
Connecticut
USD 239 M +USD 6.4 M +3% 22.4% 63% 80 22.5% 2.7
Hillman Company
4090
Hillman Company
Pennsylvania
USD 239 M +USD 64.9 M +37% 6.84% 118% 11 27.27% 1.3
44 Wealth Management
4091
44 Wealth Management
Oregon
USD 239 M +USD 19.3 M +9% 7.15% – 194 38.66% 0.2
Kestrel Investment Management
4092
Kestrel Investment Management
California
USD 239 M +USD 33.8 M +17% 22.5% 99.8% 46 23.91% 1.4
Greenlea Lane Capital Partners
4093
Greenlea Lane Capital Partners
New York
USD 239 M – – 2.68% – 9 – 0
Greenlea Lane Capital Management
4094
Greenlea Lane Capital Management
Connecticut
USD 239 M -USD 28.5 M -11% 2.68% 99.7% 9 0% 1.6
CoreCommodity Management
4095
CoreCommodity Management
Connecticut
USD 239 M +USD 41.4 M +21% 15.6% 65.8% 151 20.53% 3.1
Garrison Point Capital
4096
Garrison Point Capital
California
USD 239 M +USD 37.7 M +19% 1.2% – 22 9.09% 0.7
American Securities
4097
American Securities
New York
USD 239 M +USD 37.1 M +18% 37.1% – 1 0% 4.3
59 North Capital Management
4098
59 North Capital Management
Texas
USD 239 M -USD 29.5 M -11% 16% 81.4% 18 50% 0.2
Interactive Financial Advisors
4099
Interactive Financial Advisors
Illinois
USD 238 M +USD 18.7 M +8% 4.69% 51.3% 166 4.82% 3.7
Fairhaven Wealth Management
4100
Fairhaven Wealth Management
Illinois
USD 238 M +USD 11.3 M +5% 22.1% – 123 10.57% 1.3