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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)
JHCM
4076
Juniper Hill Capital Management
California
USD 419 M -USD 3.94 M -0.9% 1.42% 33.6% 4 0% 2.4
Warther Private Wealth
4077
Warther Private Wealth
Ohio
USD 418 M -USD 4.31 M -1% 1.18% 94.1% 53 13.21% 2.1
Nikulski Financial
4078
Nikulski Financial
Iowa
USD 418 M +USD 20.3 M +5% 2.99% 107% 183 25.68% 3.4
Old Mission Investment Co
4079
Old Mission Investment Co
Michigan
USD 418 M +USD 7.32 M +2% 2.63% 82% 142 11.97% 3.7
Leverty Financial Group
4080
Leverty Financial Group
Wisconsin
USD 418 M +USD 32.9 M +9% 1.76% 57.3% 50 14% 1.9
Rialto Wealth Management
4081
Rialto Wealth Management
New York
USD 418 M +USD 30.5 M +8% 1.53% – 1,821 13.56% 0.7
Avalon Capital Management
4082
Avalon Capital Management
California
USD 418 M +USD 10 M +2% 9.96% 163% 152 21.05% 1.8
Paradiem
4083
Paradiem
Louisiana
USD 418 M -USD 10.9 M -3% 4.69% 107% 70 21.43% 1.9
Progressive Investment Management
4084
Progressive Investment Management
Oregon
USD 418 M +USD 6.39 M +2% 4.2% 139% 56 3.57% 5.2
PI
4085
Pennant Investors
New Jersey
USD 418 M +USD 46.2 M +12% 11.2% 372% 17 11.76% 2.9
Hill Island Financial
4086
Hill Island Financial
Michigan
USD 418 M +USD 17.3 M +4% 3.05% 78.3% 83 12.05% 2
Fermata Advisors
4087
Fermata Advisors
California
USD 417 M +USD 22.2 M +6% 2.26% 58.3% 227 11.01% 2
Oak Harbor Wealth Partners
4088
Oak Harbor Wealth Partners
North Carolina
USD 416 M +USD 11.7 M +3% 3.15% 73.9% 290 16.21% 2.5
Gavilan Investment Partners
4089
Gavilan Investment Partners
California
USD 416 M -USD 31.2 M -7% 3.36% 109% 13 0% 2.6
Mezzasalma Advisors
4090
Mezzasalma Advisors
New Jersey
USD 416 M +USD 25.6 M +7% 3.19% 203% 170 11.18% 1.8
Z3 Capital Partners
4091
Z3 Capital Partners
Virginia
USD 416 M – – 2.42% – 190 – 0
Dumont & Blake Investment Advisors
4092
Dumont & Blake Investment Advisors
New Jersey
USD 416 M +USD 3.77 M +0.9% 2.94% 86.1% 215 8.84% 7.2
Strategic Investment Solutions
4093
Strategic Investment Solutions
Illinois
USD 416 M +USD 37.8 M +10% 3.46% – 707 19.24% 1.8
RIA Advisory Group
4094
RIA Advisory Group
Iowa
USD 416 M +USD 25.7 M +7% 6.82% – 166 22.89% 1.2
FIM
4095
FWL Investment Management
Texas
USD 416 M +USD 32 M +8% 4.65% 165% 400 25.75% 1.3
Granite Bay Wealth Management
4096
Granite Bay Wealth Management
New Hampshire
USD 416 M +USD 31.6 M +8% 2.59% – 96 16.67% 1.2
RDA Financial Network
4097
RDA Financial Network
Iowa
USD 415 M +USD 9.9 M +2% 2.68% 93.4% 273 8.79% 3.6
Barometer Capital Management
4098
Barometer Capital Management
Ontario, Canada
USD 415 M -USD 22.1 M -5% 8.98% 339% 173 24.28% 0.9
Meridian Investment Counsel
4099
Meridian Investment Counsel
California
USD 415 M +USD 10.1 M +2% 3.29% 116% 244 6.56% 6.4
Capricorn Fund Managers
4100
Capricorn Fund Managers
United Kingdom
USD 415 M +USD 117 M +39% 29.4% 173% 106 66.98% 0.6